784 Portfolio Management jobs in India

Department / Role Overview: Associate, Portfolio Management - Merchant Banking. 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 in Mumbai, India, with a goal of establishing a strong team professional working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

Associate, Portfolio Management - Merchant Banking The Role is within the Amherst’s 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 a highly motivated 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 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.

The Portfolio Management Team seeks an Investor Reporting Analyst to join its expanding team. The Investor Reporting Analyst will be responsible for generating the operational reports for our Single-family Rental (SFR) portfolios, which are delivered externally to each of our Joint Venture (JV) institutional investors. Each institutional investor jointly owns the portfolio with Amherst and may contain 100’s-1,000’s of homes in a single portfolio. Operational reporting metrics include, but are not limited to property counts, property status, rental lease amounts, property lifecycle (repair and marketing) and tenant retention. Generating these reports entails refreshing the report exhibits in the Excel-generated template, reconciling results to ensure accuracy and completeness of operational metrics and required reports and maintaining compliance with contractually required investor guidelines. This role will require a deep understanding of the fundamentals of Amherst to further develop analysis, identify and correct data errors, and maintain inventory of investor reports.

Job Description (Role & Responsibilities) – What we offer:

• 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.

• 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.

• Assist the Manager in India to review the models and reports and drive the workflows independently.

• Provide guidance to the team members and lead the team on complex deliverables.

• Identify opportunities and implement processes to centralize, eliminate, or automate activities.

• Responsible for PM Investor Relations Reporting. This includes preparation and review 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.

• 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, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business.

Qualifications:

• Education: MBA/ CA/ CFA with financial markets understanding a plus

• Experience: 4-7 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 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.

Amherst’s core values:

• Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints.

• Client-Centricity & Business Acumen: Strong Team player, multiple internal stakeholder management.

• Communication & Connectivity: Strong written and verbal communication skills with clients and management.

• Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.

Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model

Department / Role Overview: Associate, Portfolio Management - Merchant Banking. 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 in Mumbai, India, with a goal of establishing a strong team professional working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

Associate, Portfolio Management - Merchant Banking The Role is within the Amherst’s 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 a highly motivated 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 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.

The Portfolio Management Team seeks an Investor Reporting Analyst to join its expanding team. The Investor Reporting Analyst will be responsible for generating the operational reports for our Single-family Rental (SFR) portfolios, which are delivered externally to each of our Joint Venture (JV) institutional investors. Each institutional investor jointly owns the portfolio with Amherst and may contain 100’s-1,000’s of homes in a single portfolio. Operational reporting metrics include, but are not limited to property counts, property status, rental lease amounts, property lifecycle (repair and marketing) and tenant retention. Generating these reports entails refreshing the report exhibits in the Excel-generated template, reconciling results to ensure accuracy and completeness of operational metrics and required reports and maintaining compliance with contractually required investor guidelines. This role will require a deep understanding of the fundamentals of Amherst to further develop analysis, identify and correct data errors, and maintain inventory of investor reports.

Job Description (Role & Responsibilities) – What we offer:

• 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.

• 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.

• Assist the Manager in India to review the models and reports and drive the workflows independently.

• Provide guidance to the team members and lead the team on complex deliverables.

• Identify opportunities and implement processes to centralize, eliminate, or automate activities.

• Responsible for PM Investor Relations Reporting. This includes preparation and review 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.

• 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, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business.

Qualifications:

• Education: MBA/ CA/ CFA with financial markets understanding a plus

• Experience: 4-7 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 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.

Amherst’s core values:

• Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints.

• Client-Centricity & Business Acumen: Strong Team player, multiple internal stakeholder management.

• Communication & Connectivity: Strong written and verbal communication skills with clients and management.

• Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.

Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model

Department / Role Overview: Associate, Portfolio Management - Merchant Banking. 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 in Mumbai, India, with a goal of establishing a strong team professional working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

Associate, Portfolio Management - Merchant Banking The Role is within the Amherst’s 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 a highly motivated 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 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.

The Portfolio Management Team seeks an Investor Reporting Analyst to join its expanding team. The Investor Reporting Analyst will be responsible for generating the operational reports for our Single-family Rental (SFR) portfolios, which are delivered externally to each of our Joint Venture (JV) institutional investors. Each institutional investor jointly owns the portfolio with Amherst and may contain 100’s-1,000’s of homes in a single portfolio. Operational reporting metrics include, but are not limited to property counts, property status, rental lease amounts, property lifecycle (repair and marketing) and tenant retention. Generating these reports entails refreshing the report exhibits in the Excel-generated template, reconciling results to ensure accuracy and completeness of operational metrics and required reports and maintaining compliance with contractually required investor guidelines. This role will require a deep understanding of the fundamentals of Amherst to further develop analysis, identify and correct data errors, and maintain inventory of investor reports.

Job Description (Role & Responsibilities) – What we offer:

• 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.

• 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.

• Assist the Manager in India to review the models and reports and drive the workflows independently.

• Provide guidance to the team members and lead the team on complex deliverables.

• Identify opportunities and implement processes to centralize, eliminate, or automate activities.

• Responsible for PM Investor Relations Reporting. This includes preparation and review 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.

• 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, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business.

Qualifications:

• Education: MBA/ CA/ CFA with financial markets understanding a plus

• Experience: 4-7 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 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.

Amherst’s core values:

• Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints.

• Client-Centricity & Business Acumen: Strong Team player, multiple internal stakeholder management.

• Communication & Connectivity: Strong written and verbal communication skills with clients and management.

• Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.

Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model

About the Role

We are seeking a high performing individual to join our team as a Portfolio Management Actuary – reporting directly to the Head of Portfolio Management. This role offers a unique opportunity to contribute to shaping our portfolio management strategy and ensure its successful execution. The role will involve planning, monitoring, and engaging with cross functional stakeholders, to embed and progress this critical initiative. 

Key Responsibilities:

About the Team 

The Portfolio Management team is part of Actuarial Portfolio Management (APM) Global, reporting to the Chief Underwriting Officer - CorSo. The purpose of the team is to actively support the Smart Circle and Portfolio Management initiatives, by providing portfolio insights and proactively steer management actions in delivering sustainable profit.

About You 

We are looking for an ambitious, trustworthy and enthusiastic team player who is keen to progress their career as an actuary. You possess strong communication skills, demonstrating empathy and adjusting your style to meet the needs of your audience. You build networks through solid interpersonal relationships and advocate for driving change. Do you consider yourself to be a "self-starter," able and willing to take initiative and implement measures in a goal-oriented manner bringing: 

-Hybrid

About Swiss Re

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. We cover both Property & Casualty and Life & Health. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

Department / Role Overview: Associate, Portfolio Management - Merchant Banking. 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 in Mumbai, India, with a goal of establishing a strong team professional working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

Associate, Portfolio Management - Merchant Banking The Role is within the Amherst’s 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 a highly motivated 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 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.

The Portfolio Management Team seeks an Investor Reporting Analyst to join its expanding team. The Investor Reporting Analyst will be responsible for generating the operational reports for our Single-family Rental (SFR) portfolios, which are delivered externally to each of our Joint Venture (JV) institutional investors. Each institutional investor jointly owns the portfolio with Amherst and may contain 100’s-1,000’s of homes in a single portfolio. Operational reporting metrics include, but are not limited to property counts, property status, rental lease amounts, property lifecycle (repair and marketing) and tenant retention. Generating these reports entails refreshing the report exhibits in the Excel-generated template, reconciling results to ensure accuracy and completeness of operational metrics and required reports and maintaining compliance with contractually required investor guidelines. This role will require a deep understanding of the fundamentals of Amherst to further develop analysis, identify and correct data errors, and maintain inventory of investor reports.

Job Description (Role & Responsibilities) – What we offer:

• 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.

• 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.

• Assist the Manager in India to review the models and reports and drive the workflows independently.

• Provide guidance to the team members and lead the team on complex deliverables.

• Identify opportunities and implement processes to centralize, eliminate, or automate activities.

• Responsible for PM Investor Relations Reporting. This includes preparation and review 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.

• 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, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business.

Qualifications:

• Education: MBA/ CA/ CFA with financial markets understanding a plus

• Experience: 4-7 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 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.

Amherst’s core values:

• Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints.

• Client-Centricity & Business Acumen: Strong Team player, multiple internal stakeholder management.

• Communication & Connectivity: Strong written and verbal communication skills with clients and management.

• Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.

Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model