Job highlights

- Education: Bachelors degree and MBA/ CA/ CFA with financial markets understanding a plus.

- Prior experience in using Yardi,Tableau,and SQL preferred. .

Time Management: Proven ability to manage multiple simultaneous projects and meet deadlines in a quick-paced environment

- Experience: 1-4 years of prior experience in Financial Services and / or Real Estate firm preferred

Job Summary

Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio investment and fund-level models. Build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations.

Responsibilities

- Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio investment and fund-level models.

- Build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations.

- Responsible for PM Investor Relations Reporting. This includes preparation of fund operational reports and any modifications for our Single-Family Residential Joint Ventures with our strategic investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy.

- 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 to evaluate and clarify investor requests. Offer alternative solutions and perform a deep dive into operational metrics when applicable.

- Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary.

- Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions.

- Support certain PM and Investor Reporting team members based in Austin. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business.

Qualifications

- Education: Bachelor's degree and MBA/ CA/ CFA with financial markets understanding a plus

- Experience: 1-4 years of prior experience in Financial Services and/or Real Estate firm preferred. Highly analytical mindset.

- Technical: Advanced skills in MS Office Excel and PowerPoint. Prior experience in using Yardi, 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.

Disclaimer: This job posting & Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Analyst / Sr Analyst , Portfolio Management -Investor Reporting (Mumbai)
🏢 Amherst Group
📍 Mumbai