Analyst, Portfolio Management - Investor Reporting

Amherst Overview

Amherst is a vertically integrated real estate investment, development, and operating platform, offering solutions across the U.S. real estate capital stack, including single-family residential (SFR), mortgagebacked securities (MBS), and commercial real estate (CRE). Amherst is headquartered in Austin, TX and New York, NY, in the United States, with regional global offices located in India and Costa Rica. Underpinned by proprietary technology, battle-tested data and mortgage model, and a deep understanding of U.S. real estate markets, Amhersts vertically integrated platform seeks to provide investors a more efficient model to price, finance, and manage real estate with turnkey execution capabilities across the firms debt and equity strategies in the public and private residential, commercial, and mortgage-backed securities markets.

Our Single-Family Residential strategy has quickly scaled over the last 10 years to own and operate 40,000+ homes in 30+ markets across 20 states while building a vertically integrated real estate investment and operating platform that manages approximately $18bn in assets. Across the SFR strategy, Amherst acquires, builds, renovates, leases, finances, manages, and disposes of homes on its own account and for its investors. Outside of the SFR strategy, Amherst is engaged in various strategic initiatives and venture businesses, including commercial real estate debt and equity (all things non-SFR) and mortgage-backed securities advisory.

For Further information about The Amherst Group, kindly visit https://www.amherst.com/ .

Department / Role Overview: Merchant Banking Portfolio Management Investor Reporting

The Amherst 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 Amhersts portfolio investments. The Merchant Banking business unit collaborates closely with the other Amherst business units, including the Development and Operator 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 professionals working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

Portfolio Management Investor Reporting

The Role is within the Amhersts 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 100s-1,000s 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.

(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

Qualifications:

Education: Bachelors degree and MBA/ CA/ CFA with financial markets understanding a plus.

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 PowerPoint. Prior experience in using Yardi, Tableau, and SQL preferred.

Time Management: Proven ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment. Must react quickly to requests with a sense of urgency.

Amhersts core values: Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints.

Client-Centricity & Business Acumen: Strong Team player, multiple internal stakeholder management.

Communication & Connectivity: Strong written and verbal communication skills with clients and management.

Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.

Working Shift/ arrangement: US Shift (1:30 PM 10:30 PM - IST), Flexible - Hybrid working model