Analyst - Portfolio Management - Investor Reporting

Posted 8 Days Ago
Be an Early Applicant
India
1-3 Years Experience
Real Estate • Software • Financial Services
The Role
Responsible for preparing fund operational reports for Single-Family Residential JV investors on a weekly, monthly, and quarterly basis. Maintaining an accurate inventory of reports, evaluating and clarifying investor requests, monitoring report performance, and identifying data discrepancies. Providing support to team members and maintaining portfolio statistics for corporate presentations.
Summary Generated by Built In

The Amherst Group's companies are comprised of leading real estate investment and advisory firms with a mission to transform the way real estate is owned, financed and managed. Amherst leverages its proprietary data, analytics, technology, and decades of experience to seek solutions for a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for residents, buyers, sellers, communities, and investors. Today Amherst has over 1000 employees and $14.1 billion in assets under management.

Over the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. In addition to its single-family rental platform, Amherst’s debt business pursues two distinct credit strategies in mortgage-backed securities and commercial real estate lending. Over its 25-year history, Amherst has developed a deep bench of research and technology talent, and leverages data and analytics at every stage in the asset lifecycle to improve operations and preserve long-term value for our investors and the more than 188,000 residents the firm has served.

  • 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 presentation

Our full-time employee benefits include:

  • A competitive compensation package, annual bonus, 401k match

  • Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day

  • Employer-paid benefits (medical, dental, vision, health savings account)

  • Professional career development and reimbursement

  • Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave

  • Backup childcare offered through Bright Horizons

Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.

Top Skills

Excel
The Company
HQ: Austin, Texas
811 Employees
On-site Workplace

What We Do

The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S. real estate, offering strategies up and down the real estate capital stack. As of December 31, 2023, Amherst manages $18.5 billion deployed across real estate debt and equity strategies in mortgage-backed securities, commercial real estate, and single-family residential.

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