Job Summary: 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 its global footprint, to establish 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 Portfolio Management Team. In this role, the analyst will gain valuable experience in real estate finance, and learn about portfolio optimization and strategy, asset management, and financial modeling. The team is seeking candidates who are self-starters with an exceptional attitude to learning. While direct real estate finance experience is not required, strong candidates will have demonstrated analytical thinking, high attention to detail, and experience working in a fast-paced environment.
Essential Responsibilities: • Assist Senior Portfolio Managers to maintain and improve upon complex investment and fund-level models • Complete monthly and quarterly investor relations reporting, in partnership with other Portfolio Analysts • Amalgamate information across functions to address ad hoc investor requests • Provide analysis to drive strategic decision-making in areas such as portfolio composition, financing/capital structure, and growth/exit opportunities • Partner closely with Asset Management, Property Management, and Fund Finance to facilitate investment decision-making and operational processes • Examine and highlight fund and asset-specific issues and opportunities
Minimum Requirements: • Education: Bachelor’s degree (MBA / CA / CFA with financial markets understanding a plus) • Experience (3-5 years): prior experience in banking, consulting, financial services, and/or real estate firm preferred. Highly analytical mindset. • Technical: Intermediate-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. • Advanced English 85-90% B2+ or C1.
Amherst’s core values: ? Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging data points. 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.
Monday to Friday 8 am - 5 pm Work 4 days a week in the office (En Ultrapark II Heredia)
