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Amherst Group

Analyst/Senior Analyst - Portfolio Management-Investor Reporting

Asset ManagementUpdated on Nov 15
Full-timeIndiaIn-person

About the Job

Requirements

  • A bachelor's degree is required; an MBA, Chartered Accountant (CA), or Chartered Financial Analyst (CFA) is a plus, along with understanding of financial markets.
  • One to four years of prior experience in financial services and/or a real estate firm is preferred.
  • Advanced skills in Microsoft Office Excel and PowerPoint are required.
  • Prior experience using Yardi, Tableau, and SQL is preferred.
  • The role requires an analytical mindset, the ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment, responsiveness to requests, problem-solving and critical-thinking abilities, communication and presentation skills, the ability to work independently and collaboratively, attention to detail, and the ability to work with complex data sets.
  • Candidates may be asked to complete an Excel-based portfolio modeling test and data visualization personality tests.

Responsibilities

  • Assist senior portfolio managers in the United States with maintaining and improving complex portfolio investment and fund-level models.
  • Build and maintain portfolio and financial models, including cash flow projections, fund-level waterfalls, internal rate of return calculations, discounted cash flow valuations, and net present value valuations.
  • Prepare fund operational reports and modifications for Single-Family Residential joint ventures with strategic investors on weekly, monthly, and quarterly schedules, ensuring timeliness and accuracy.
  • Maintain an accurate inventory of fund operational reports and modifications across investment strategies for Single-Family Residential joint-venture investors.
  • Work with the manager based in Austin, Texas, to evaluate and clarify investor requests, offer alternative solutions, and analyze operational metrics when applicable.
  • Monitor operational-report performance and take corrective action to optimize or improve reporting processes when necessary.
  • Identify data discrepancies in weekly, monthly, and quarterly operational reports and communicate corrective solutions.
  • Support portfolio management and investor reporting team members based in Austin, Texas, including additional reporting requests and special projects that develop understanding of the Single-Family Residential business.

Desired Qualifications

  • Prior experience using Yardi, Tableau, and SQL.
  • An MBA, Chartered Accountant (CA), or Chartered Financial Analyst (CFA), and understanding of financial markets.

About the Company

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