About the role

Amherst Group seeks an Analyst/Sr Analyst for Portfolio Management – Investor Reporting. The role supports senior portfolio managers in the US, building and maintaining complex portfolio and financial models, preparing weekly/monthly/quarterly investor reports for single‑family residential joint ventures, and ensuring accurate operational reporting. Responsibilities include evaluating investor requests, monitoring report performance, identifying data discrepancies, and supporting the PM and Investor Reporting team with additional reporting and special projects. Candidates should have a bachelor’s degree, MBA/CA/CFA, 1‑4 years of experience in financial services or real estate, advanced Excel and PowerPoint skills, and experience with Yardi, Tableau, and SQL. Strong analytical, problem‑solving, communication, and time‑management skills are required.

What you’ll do

Assist Senior Portfolio Managers in US with complex portfolio and fund models
Build portfolio models: cash flow, waterfalls, IRR, DCF, NPV
Prepare weekly/monthly/quarterly PM investor reports for SFR JV investors
Maintain accurate inventory of all SFR JV operational reports
Evaluate investor requests with Austin manager, propose solutions, analyze metrics
Monitor operational report performance, take corrective actions to improve process
Identify data discrepancies in reports, communicate corrective solutions
Support PM and Investor Reporting team with extra reporting and projects

What you’ll bring

Bachelor’s degree, MBA/CA/CFA, financial markets knowledge

Nice to have

1-4 years in Financial Services or Real Estate, analytical mindset

Skills

ExcelPowerPointYardiTableauSQLTime ManagementProblem SolvingCommunicationPresentationTeamworkAttention to DetailData Analysis

Benefits

Competitive compensation, annual bonus, 401k match
Flexible PTO: 7 holidays, 1 floating, 1 volunteer day
Employer-paid medical, dental, vision, HSA
Career development reimbursement
Up to 16 weeks maternity leave, 4 weeks parental leave
Backup childcare via Bright Horizons

Education

Bachelor’s degree, MBA/CA/CFA