Senior Analyst – Portfolio Management

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.

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 Amherst’s 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, with a goal of establishing a team of professionals working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

The role is within Amherst’s Merchant Banking Division and will support the Portfolio Management Team. In this role, the analyst will gain valuable experience in real estate finance, and learn about portfolio optimization and strategy, asset management, and financial modeling. The team is seeking candidates who are self-starters with an exceptional attitude to learn. While direct real estate finance experience is not required, strong candidates will have demonstrated analytical thinking, high attention to detail, and experience working in a fast-paced environment.

Job Description (Role & Responsibilities):

• Assist Senior Portfolio Managers to maintain and improve upon complex investment and fund-level models
• Complete monthly and quarterly investor relations reporting, in partnership with other Portfolio Analysts
• Amalgamate information across functions to address ad hoc investor requests
• Provide analysis to drive strategic decision making in areas such as portfolio composition, financing/capital structure and growth/exit opportunities
• Partner closely with Asset Management, Property Management, and Fund Finance to facilitate investment decision making and operational processes
• Examine and highlight fund and asset-specific issues and opportunities

Desired Skills/Qualifications:

• Education: Bachelor’s degree and MBA / CA / CFA with financial markets understanding a plus.
• Experience (3-5 years): prior experience in banking, consulting, 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.
• Qualifying candidates may be asked to complete excel modeling tests, data visualization tests, and personality tests.

Amherst’s core values:

• Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints. We do the right thing the right way and are accountable for our actions.
• Client-Centricity & Business Acumen: Strong Team player, multiple internal/external stakeholders management,
• Communication & Connectivity: Strong written and verbal communication skills with clients and management. Collaboration – We align, contribute, and win together.
• Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.
• Agility – We are nimble and responsive.
• Community – We empower and support people to create a sense of belonging for all.

​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.