Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Portfolio Management team is central to the lifecycle of investment products, acting as internal fiduciaries for investors. This role focuses on owning and managing fund- and JV-level distribution models, ensuring accuracy in investor economics, coordinating inputs, and translating complex model mechanics into clear narratives for institutional investors.

Responsibilities

• Own, maintain, and enhance complex fund- and JV-level models for investor distributions and returns.
• Model and maintain distribution waterfalls, promote/carried-interest structures, preferred returns, and capital accounts.
• Build and run scenario and sensitivity analyses for portfolio management decisions and investor discussions.
• Produce period-over-period attribution to explain drivers of change.
• Enforce model governance, including version control, assumption documentation, change logs, and reconciliation/QC.
• Reconcile model outputs to actuals, including operating performance, cash, debt balances, and investor reporting.
• Partner with Asset Management, Investor Relations, FP&A, Acquisitions, Capital Markets/Debt, and Accounting.
• Model disposition and exit strategy impacts on distributions, valuation, and timing.
• Provide strategic input on portfolio composition, revenue/expense policy, financing, capital structure, and growth/exit opportunities.
• Address ad hoc investor requests and present portfolio progression to senior management.
• Translate complex model outputs into clear narratives for leadership and institutional investors.

Requirements

• Bachelor's degree required.
• 4–7 years in real estate private equity, fund finance, investment banking, or private equity.
• Real estate / fund modeling experience required.
• Deep Excel modeling skills, including multi-entity fund models, DCF, distribution waterfalls, promote/carried interest, and preferred-return mechanics.
• Working knowledge of JV and fund structures (GP–LP economics, promote tiers, capital accounts, LPA/JV terms).
• Demonstrated experience with variance/attribution analysis and scenario/sensitivity modeling.
• Model governance discipline (version control, assumption documentation, QC/reconciliation).
• Comfort being accountable for a model of record.
• Strong Microsoft Office skills, particularly Excel and PowerPoint.
• Ability to read financial statements and disclosures.
• Ability to interact professionally with institutional investors and distill complex analysis into simple, decision-ready messaging.
• Exceptional attention to detail, an ownership mindset, and the ability to coordinate across teams and manage competing deadlines.
• Ability to shift gears with emerging data, think strategically and creatively, and work both independently and as part of a team.

Skills

• Excel modeling
• Distribution waterfalls
• Promote/carried interest
• Preferred-return mechanics
• Variance analysis
• Attribution analysis
• Scenario modeling
• Sensitivity modeling
• Model governance
• Version control
• Assumption documentation
• Reconciliation
• Quality control
• Microsoft Office
• Excel
• PowerPoint
• Financial statement analysis
• Structured debt
• Python
• Power Query

Location

• Remote

Work Type

• Full-time

Experience Level

• 4-7 years

Education Level

• Bachelor's degree

Benefits

• Competitive compensation package
• Annual bonus
• 401k match
• Flexible PTO
• 7 paid holidays
• 1 floating holiday
• 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

About the Company

• The Amherst Group's companies are comprised of leading real estate investment and advisory firms.
• Mission: To transform the way real estate is owned, financed and managed.
• Leverages proprietary data, analytics, technology, and decades of experience to seek solutions for a fragmented, slow-to-evolve real estate ecosystem.
• Aims to materially improve the experience for residents, buyers, sellers, communities, and investors.
• Over 1000 employees and $14.1 billion in assets under management.
• Scaled its platform to become one of the largest operators of single-family assets.
• Acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S.
• Delivers customized, stabilized cash-flowing portfolios of assets to investors.
• Provides ongoing services including property management, portfolio management, and a full capital markets team.
• Debt business pursues distinct credit strategies in mortgage-backed securities and commercial real estate lending.
• 25-year history with deep research and technology talent.
• Leverages data and analytics at every stage in the asset lifecycle.
• Served over 188,000 residents.

Equal Opportunity

• Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees.
• We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.