Analyst, Portfolio Management - Strategic Modeling jobs in United States
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Amherst · 1 month ago

Analyst, Portfolio Management - Strategic Modeling

Amherst is a leading real estate investment and advisory firm dedicated to transforming the real estate ecosystem. The Analyst role focuses on strategic modeling and capital planning, requiring collaboration across teams and the creation of financial models to support investment management activities.

FinanceLeasingReal Estate Investment
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H1B Sponsor Likelynote

Responsibilities

Create, maintain, and enhance financial models, including cash flow projections, fund-level waterfalls, covenant forecasts, and DCFs used for joint ventures
Analyze financial statements, return waterfalls, and debt/derivative reporting to draw insights and forecast future performance
Apply strong organization, structure, and formatting skills when working within models to ensure transparency and accuracy
Collaborate with teams across the organization (e.g. accounting, finance, and operating teams) to gather inputs & validate assumptions
Prepare presentations and marketing materials, including pitches, responses to diligence requests, and various modeling exercise outputs for investors, senior executives, and Board of Directors

Qualification

Financial modelingMS Office ExcelAnalytical mindsetPowerPointYardiTableauAttention to detailTime managementCommunication skillsTeam player

Required

Bachelor's degree required
1-3 years of experience
Highly analytical mindset
Advanced skills in MS Office Excel and PowerPoint
Strong attention to detail & organization
Proven ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment
Strong written and verbal communication skills with clients and management
Self-starter, Proactive, motivated, driven personality
Excellent organizational and time management skills

Preferred

MBA / CFA with financial markets understanding
Prior experience in banking, consulting, financial services and / or real estate firm
Prior experience in Macabacus, Yardi, Tableau
Solid understanding of accounting principles

Benefits

A competitive compensation package, annual bonus, 401k match
Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day
Employer-paid benefits (medical, dental, vision, health savings account)
Professional career development and reimbursement
Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave
Backup childcare offered through Bright Horizons

Company

Amherst is a real estate company that offers residential, commercial properties, portfolio development, and mortgage backed securities.

H1B Sponsorship

Amherst has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (4)
2022 (6)
2021 (7)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Koch Real Estate Investments
2025-11-05Private Equity

Leadership Team

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Evan Levy
Vice Chairman
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Company data provided by crunchbase