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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.
  • 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 preferred qualifications.
  • Prior experience using Yardi, Tableau, and SQL is preferred.
  • Strong problem-solving and critical-thinking abilities are required.
  • Excellent communication and presentation skills are required.
  • Ability to work independently and as part of a team is required.
  • Attention to detail and ability to work with complex data sets are required.
  • 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 to maintain and improve 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 a weekly, monthly, and quarterly cadence, ensuring timeliness and accuracy.
  • Maintain an accurate inventory of fund operational reports and modifications across all 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 conduct detailed analysis of operational metrics when applicable.
  • Monitor operational report performance and take corrective action to optimize or improve the reporting process 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, with additional reporting requests and special projects that build understanding of the Single-Family Residential business.

Desired Qualifications

  • An MBA, Chartered Accountant qualification, or Chartered Financial Analyst qualification, with understanding of financial markets, is a plus.
  • A highly analytical mindset is preferred.
  • 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 preferred.
  • Prior experience using Yardi, Tableau, and SQL is preferred.

About the Company

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