Analyst- portfolio management
2 days ago
Portfolio Management – Investor Reporting
The 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. We communicate with leading institutional investors frequently and must articulate our strategy and performance well. We 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. This high visibility team serves as the internal fiduciary for investors –working across all departments to ensure key messages, analysis, and strategy implementation result in optimal portfolio performance.
The Portfolio Management Team seeks an Investor Reporting Analyst to join its expanding team. The Investor Reporting Analyst will be responsible for generating the 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, but are not limited to: 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 required reports and maintaining compliance with contractually required investor guidelines. This role will require a deep understanding of the fundamentals of Amherst in order to further develop analysis, identify and correct data errors, and maintain inventory of investor reports.
Job Description (Role & Responsibilities) –
What we offer:
• Preparation of fund operational reports for our Single-Family Residential JV investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy
• Maintain an accurate inventory of fund operational reports and any modifications across all investment strategies for our SFR JV investors
• 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
• 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 to the Manager based in Austin, TX
• Serve as needed as a day-to-day resource for certain PM and Investor Reporting team members based in Austin, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business • Help maintain key portfolio statistics on our SFR platform for corporate marketing presentations
Experience (1-4 years): Prior experience in Banking, Financial Services and/or Real Estate firm preferred. Highly analytical mindset. • Technical: Intermediate-advanced skills in MS Office Excel and Power Point. Prior experience in using Yardi, Tableau, and SQL preferred
Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model
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