Senior Portfolio Investment Specialist

The Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes, and the management and operation of Amherst's portfolio investments. The Merchant Banking business unit collaborates closely with other Amherst business units as part of the fully integrated Amherst platform.

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

This role is within the Amherst's Merchant Banking Division in the Portfolio Management (''PM'') group. Our Portfolio Management team sits at the center of the action, serving as leaders and collaborators with every function that serves the lifecycle of our investment products. We seek a highly motivated individual to play a key role in the execution of reporting to investors, shareholders, and key stakeholders invested in single-family rental (SFR) properties.

The Portfolio Management Team seeks an Investor Reporting Analyst to join its expanding team. The Investor Reporting Analyst will be responsible for generating operational reports for our Single-family Rental (SFR) portfolios, which are delivered externally to each of our Joint Venture (JV) institutional investors. Each institutional investor jointly owns the portfolio with Amherst and may contain 100's-1,000's of homes in a single portfolio.

Operational reporting metrics include property counts, property status, rental lease amounts, property lifecycle (repair and marketing), and tenant retention. Generating these reports entails refreshing the report exhibits in the Excel-generated template, reconciling results to ensure accuracy and completeness of operational metrics, and maintaining compliance with contractually required investor guidelines.

• 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 the models and reports and drive the workflows independently.
• Provide guidance to the team members and lead the team on complex deliverables.
• Identify opportunities and implement processes to centralize, eliminate, or automate activities.
• Responsible for PM Investor Relations Reporting, preparation, and review of fund operational reports and any modifications for our Single-Family Residential Joint Ventures with our strategic investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy.
• Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary.
• Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions.
• Support certain PM and Investor Reporting team members based in Austin, Texas, on additional reporting asks or special projects that build on your understanding of the SFR business.

Required skills and qualifications:

• 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: 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.

Key benefits:

• Positive attitude with high integrity.
• Strong team player with multiple internal stakeholder management.
• Excellent written and verbal communication skills with clients and management.
• Self-starter, proactive, motivated, driven personality with excellent organizational and time management skills.