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Portfolio Management Analyst

2 months ago

Austin, Texas, United States The Amherst Group Limited Full time
Job Description

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.
Requirements:
  • 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.
What We Offer:
  • 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.
About The Amherst Group Limited:

The Amherst Group Limited is a leading real estate investment and advisory firm, committed to transforming the way real estate is owned, financed, and managed. With a strong focus on innovation, collaboration, and excellence, we strive to create value for our investors, clients, and communities.