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Analyst, Portfolio Management

Company: Amherst Holdings LLC
Location: Austin
Posted on: June 10, 2021

Job Description:

Amherst is revolutionizing the way U.S. real estate is priced, managed and financed in order to unlock opportunities for all market participants. Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the next risks and opportunities are likely to emerge and designing actionable strategies for investors to capitalize on opportunities across residential real estate, commercial real estate and public securities. Amherst, along with its affiliates and subsidiaries, has more than 900 employees, $5 billion under management and approximately $15 billion under advisement and oversight. www.amherst.com.

Our Capital Management team oversees all capital transactions including structuring & execution, debt and equity fundraising, balance sheet management, financial planning & analysis, liability management, portfolio management and strategic initiatives such as business development and mergers & acquisitions. Within Capital Management, the Portfolio Management team interacts directly with investors to provide feedback on both portfolio performance and individual assets. They thoroughly understand nuanced investor strategies and drive / monitor progress within the Company towards realizing investor goals.

Responsibilities:

  • Support portfolio management team which oversees over $5 billion in AUM across 12+ strategies
  • Provide analysis to drive strategic decision making in areas such as portfolio composition, financing/capital structure, operational performance and growth/exit opportunities
  • Coordinate across functional groups within Amherst, including Asset Management, Acquisitions, FP&A, Treasury, Asset-Liability Management, Accounting, Investor Relations and Structuring & Execution for recurring and ad hoc investor requests and internal initiatives
  • Present monthly and quarterly to SVP of Portfolio Management on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
  • Articulate economic impact of revenue and expense functions within single-family residential real estate
  • Develop detailed understanding for assigned portfolio strategies
  • Validate accuracy of reporting for internal and external stakeholders
  • Communicate with investors on a monthly basis regarding variances between budgets and actual performance
  • Monitor cash balances and activity and suggest distribution amounts
  • Attend bi-weekly / monthly investor calls and speak to performance as requested

Qualifications:

  • Bachelor's degree required
  • One to Three (1-3) years of experience in finance, accounting, investment banking, or private equity, preferably with exposure to real estate
  • Mature knowledge of business modeling in excel and the ability to read financial statements and disclosures
  • Strong Microsoft Office skills, specifically with Excel and PowerPoint
  • Current CFA / CPA or CFA / CPA in progress is a plus
  • Interested candidates need demonstrated abilities to:
  • Quickly model, chart, and present in PowerPoint required performance reviews
  • Interact professionally with institutional investors
  • Understand journal entries including debits and credits
  • Interpret and understand term sheets and legal disclosure such as transaction documents and loan agreements
  • Shift gears with emerging data points and proactively manage expectations, suggesting solutions when problem arise
  • Deliver high quality work product in a timely fashion with attention to detail
  • Interpret and present analysis thoughtfully
  • Take initiative to work independently and as part of a team
  • Think strategically and creatively
  • Seek out, understand and follow developing industry trends

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
  • Relaxed casual environment with virtual office events

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.

Keywords: Amherst Holdings LLC, Austin , Analyst, Portfolio Management, Other , Austin, Texas

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