
Portfolio Investment Specialist
10 hours ago
The Merchant Banking business unit oversees investment management activities, including raising new debt and equity capital, forming new ventures, acquiring and disposing of homes, and managing Amherst's portfolio investments.
This team collaborates closely with other business units as part of the fully integrated platform.
The role is within the Merchant Banking Division in the Portfolio Management group. The PM team serves as leaders and collaborators for every function that serves the lifecycle of our investment products.
As an Investor Reporting Analyst, you will generate operational reports for Single-family Rental portfolios delivered externally to Joint Venture institutional investors.
Operational reporting metrics include property counts, property status, rental lease amounts, property lifecycle (repair and marketing), and tenant retention.
Generating these reports entails refreshing report exhibits in Excel-generated templates, reconciling results to ensure accuracy and completeness of operational metrics, and maintaining compliance with investor guidelines.
This role requires a deep understanding of Amherst's fundamentals to develop analysis, identify and correct data errors, and maintain inventory of investor reports.
Required Skills and Qualifications:- Deep understanding of Amherst's fundamentals
- Excellent analytical and problem-solving skills
- Strong communication and collaboration skills
We offer a dynamic and supportive work environment, opportunities for professional growth and development, and competitive compensation packages.
Others:As an Investor Reporting Analyst, you will have the opportunity to work closely with senior portfolio managers, evaluate and clarify investor requests, and drive workflows independently.
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