Analyst - Fund Finance, Merchant Banking Division

About the Company:

Amherst is a vertically integrated real estate investment, development, and operating platform, offering solutions across the U.S. real estate capital stack, including single-family residential (SFR), mortgage-backed securities (MBS), and commercial real estate (CRE). Amherst is headquartered in Austin, TX and New York, NY, in the United States, with regional global offices located in India and Costa Rica. Underpinned by proprietary technology, battle-tested data and mortgage model, and a deep understanding of U.S. real estate markets, Amherst's vertically integrated platform seeks to provide investors a more efficient model to price, finance, and manage real estate with turnkey execution capabilities across the firm's debt and equity strategies in the public and private residential, commercial, and mortgage-backed securities markets.

Our Single-Family Residential strategy has quickly scaled over the last 10 years to own and operate 40,000+ homes in 30+ markets across 20 states while building a vertically integrated real estate investment and operating platform that manages approximately $18bn in assets. Across the SFR strategy, Amherst acquires, builds, renovates, leases, finances, manages, and disposes of homes on its own account and for its investors. Outside of the SFR strategy, Amherst is engaged in various strategic initiatives and venture businesses, including commercial real estate debt and equity (all things non-SFR) and mortgage-backed securities advisory. For Further information about The Amherst Group, kindly visit https://www.amherst.com/ .

About the Role:

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 it's global footprint in Mumbai, India, 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 Fund Finance team. Amherst Residential is seeking a strong Analyst to assist in the analyses of fund portfolio performance and forecasting. In this role, the analyst will gain valuable experience in real estate finance, and learn about venture strategy, asset management, liquidity cash management, financial reporting and performance, budget modeling, and valuation.

Responsibilities:

• Partner with Asset Management, Private Equity, Accounting, and Investor Relations to analyze monthly financial performance across 40,000+ homes in multiple funds.
• Learn how to develop, maintain, and improve complex investment and fund-level models, ensuring accuracy.
• Assist with the detailed analysis of monthly financial statements to understand trends and drive operating performance across the platform.
• Work on projects as assigned but also have strategic responsibility of certain functions and responsibilities of the team.
• Assist in the production of the annual budget and forward forecasts outlining performance for both cash flow and GAAP reporting.
• Production of internal Amherst projected annual forecasts and quarterly re-forecasts.
• Production of various portfolio financial reports and deliverables (i.e. Same Store Reports, Daily Liquidity Report)
• Assist in the production of quarterly updated valuations for FMV financials

Qualifications:

Education: Graduate/ bachelor's degree / MBA with financial market understanding a plus

Experience (2- 5 years) :

Strong analytical background with experience in the review of financial statements and comparative analysis of fund performance.

Budget and forecast modeling experience preferred.

Experience with Excel modeling and other Microsoft Office skills (i.e., PPT).

Strong organizational and time management skills.

Proven ability to work in a fast-paced environment while managing multiple simultaneous projects and tasks.

Ability to work independently and in a team environment.

Effective interpersonal and written/verbal communication skills.

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.