Portfolio Management Specialist

The Amherst Merchant Banking business unit oversees investment management activities for the company. This includes raising new debt and equity capital, forming new ventures, strategically acquiring and disposing of properties, and managing and operating portfolio investments.

The Merchant Banking division is seeking to expand its global footprint in Mumbai, India. The goal is to establish a strong team professional working across multiple functional areas in close collaboration with U.S.-based personnel.

The Portfolio Management Team is at the center of the action, serving as leaders and collaborators across various functions that serve the lifecycle of investment products. We seek a highly motivated individual to play a key role in executing reporting to investors, shareholders, and key stakeholders invested in single-family rental (SFR) properties.

We communicate with leading institutional investors frequently and articulate our strategy and performance well. Our team members are subject matter experts in many areas of the firm, including venture strategy, asset management, debt optimization, cash management, financial reporting and performance, valuation, and valuation attribution.

The Portfolio Management Team seeks an Investor Reporting Analyst to join its expanding team. This role will be responsible for generating operational reports for SFR portfolios, which are delivered externally to each joint venture (JV) institutional investor. Each investor jointly owns the portfolio with the company and may contain hundreds or thousands of homes in a single portfolio.

The responsibilities of this role include generating report exhibits in Excel-generated templates, reconciling results to ensure accuracy and completeness of operational metrics and required reports, maintaining compliance with contractually required investor guidelines, and developing analysis to identify and correct data errors.

This position requires a deep understanding of the fundamentals of the company's business to develop analysis, identify and correct data errors, and maintain inventory of investor reports.

• Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio investment and fund-level models.
• Build and maintain portfolio/financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations.
• Work with the Manager based in Austin, TX to evaluate and clarify investor requests, offer alternative solutions, and perform a deep dive into operational metrics when applicable.
• Assist the Manager in India to review models and reports and drive workflows independently.
• Provide guidance to team members and lead the team on complex deliverables.
• Identify opportunities to centralize, eliminate, or automate activities.
• Responsible for PM Investor Relations Reporting, preparation and review of fund operational reports, and modifications for Single-Family Residential Joint Ventures with strategic investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy.
• Monitor the performance of operational reports and take corrective action to optimize or improve the reporting process when necessary.
• Identify data discrepancies within operational reports and communicate corrective solutions.

• Education: MBA/CA/CFA with financial markets understanding preferred.
• Experience: 4-7 years of prior experience in Financial Services and/or Real Estate firm preferred.
• Highly analytical mindset.
• Technical skills: Advanced skills in MS Office Excel and PowerPoint. Prior experience in Tableau and SQL preferred.
• Time Management: Proven ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment.