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Portfolio Management Analyst
2 months ago
The Amherst Group Limited is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join its Merchant Banking business unit. As a key member of the team, you will play a crucial role in strategic modeling and capital planning, collaborating closely with various functions to drive business growth and optimize portfolio performance.
Key Responsibilities:- Financial Modeling: Develop and maintain complex financial models, including cash flow projections, fund-level waterfalls, and IRR calculations, to inform investment decisions and optimize portfolio returns.
- Investor Relations: Prepare and present financial reports, pitches, and marketing materials to investors, senior executives, and the Board of Directors, ensuring timely and accurate communication of portfolio performance.
- Collaboration and Analysis: Work closely with the team and other departments to identify opportunities for growth, improve portfolio composition, and drive strategic decision-making.
- Ad Hoc Analysis: Provide analytical support for special projects and ad hoc requests from investors, senior management, and other stakeholders.
- Education: Bachelor's degree and MBA/CA/CFA with a strong understanding of financial markets.
- Experience: 1-3 years of experience in banking, consulting, financial services, or real estate, with a proven analytical mindset.
- Technical Skills: Intermediate-advanced skills in MS Office Excel and PowerPoint, with experience in using Yardi, Tableau, and SQL a plus.
- Time Management: Proven ability to manage multiple projects simultaneously, meet deadlines, and prioritize tasks in a fast-paced environment.
- Competitive Compensation Package: Annual bonus, 401k match, and a comprehensive benefits package.
- Professional Development: Opportunities for career growth, training, and professional certifications.
- Flexible Work Arrangements: Flexible PTO, including 7 paid holidays, 1 floating holiday, and 1 volunteer day.
The Amherst Group Limited is a leading real estate investment and advisory firm, committed to creating value for its investors and stakeholders. We are proud to be an Equal Opportunity Employer, dedicated to fostering an inclusive and diverse work environment.
