Amherst Overview
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, Amhersts vertically integrated platform seeks to
provide investors a more efficient model to price, finance, and manage real estate with turnkey
execution capabilities across the firms 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 (AuM). 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/.
Department / Role Overview: Merchant Banking Portfolio Management
The Amherst Merchant Banking business unit oversees investment management activities for
Amherst, including the raising of recent debt and equity capital, the formation of new ventures, the
strategic acquisition and disposition of homes and the management and operation of Amhersts
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 its 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 the Amhersts Merchant Banking Division in the Portfolio Management (PM)
group. Our Portfolio Management team sits at the center of the action, serving as leaders and
collaborators with every function that serves the lifecycle of our investment products. We seek an
initiative-taking individual to play a key role in the execution of reporting to investors, shareholders
and key stakeholders invested in single-family rental (SFR) properties. We communicate with
leading institutional investors frequently and must articulate our strategy and performance well.
We are subject matter experts in many areas of the firm including venture strategy, asset
management, debt optimization, cash management, financial reporting and performance,
valuation, and valuation attribution. This high visibility team serves as the internal fiduciary for
investors working across all departments to ensure key messages, analysis, and strategy
implementation result in optimal portfolio performance
.
1

Job Description (Role & Responsibilities):

¢
¢
Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio
investment and fund-level models.
Lead a team of Analysts/Sr. Analysts and drive the workflows on various aspects of Portfolio
Management
Prepare and Review the portfolio/financial models including cash flow projections, fund-
level waterfalls, and IRR calculations, DCF and NPV valuations.
Collaborating with the Portfolio Managers and PM Team members to transition workflows
to the India team.
¢
¢
Mentor junior members and review the financial models/analyses prepared by them.
Support Portfolio Managers in developing and maintaining analyses for diverse SFR
management strategies.




¢
¢
¢
¢
Perform comprehensive portfolio valuations for all joint ventures and assist Portfolio
Managers in identifying key trends.
Maintain an accurate inventory of fund operational reports and any modifications across all
investment strategies for our SFR JV investors.
Work with the Manager based in Austin, TX to evaluate and clarify investor requests. Offer
alternative solutions and perform a deep dive into operational metrics when applicable.
Support certain PM team members based in Austin, Texas. This may include additional deep
dive, or special projects that will build on your understanding of the SFR business.
Desired Skills/Qualifications:
¢
¢
Education: Bachelors degree and MBA/ CA/ CFA with financial markets understanding a plus
Experience: 5+ years of prior experience in Real Estate firm preferred. Highly analytical
mindset.
¢
¢
Technical: Advanced skills in MS Office Excel and PowerPoint. Prior experience in using
Tableau and SQL preferred.
Time Management: Proven ability to manage multiple simultaneous projects and meet
deadlines in a fast-paced environment. Must react quickly to requests with a sense of
urgency.
Qualifying candidates may be asked to complete an excel based Portfolio modeling test and data
visualization personality tests.
Amhersts core values:

Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a agile
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.
Working Shift/ arrangement: US Shift (1:30 PM 10:30 PM - IST)
AUSTIN | NEW YORK | INDIA | COSTA RICA
www.amherst.com
2

📌 Portfolio Management Associate (Mumbai)
🏢 Amherst Group
📍 Mumbai