Portfolio Management Transaction Coordinator
Amherst is revolutionizing the way U.S. real estate is priced, managed and financed in order to unlock opportunities for all market participants. Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the next risks and opportunities are likely to emerge and designing actionable strategies for investors to capitalize on opportunities across residential real estate, commercial real estate and public securities. Amherst, along with its affiliates and subsidiaries, has more than 900 employees, $5 billion under management and approximately $15 billion under advisement and oversight. www.amherst.com.
Our Capital Management team oversees all capital transactions including structuring & execution, debt and equity fundraising, balance sheet management, financial planning & analysis, liability management, portfolio management, and strategic initiatives such as business development and mergers & acquisitions. Within Capital Management, the Portfolio Management team interacts directly with investors to provide feedback on both portfolio performance and individual assets. They thoroughly understand nuanced investor strategies and drive / monitor progress within the Company towards realizing investor goals. The transaction coordinator will support the team in delivering portfolios of single-family residential homes to investors.
Responsibilities:
Project coordination and due diligence for bulk asset sales/transfers including assembling marketing photos, confirming property rehab budgets, procurement for rehab invoices, and working with third parties for property inspection reports
Management of due diligence process with title companies, brokers for brokers price opinion orders, and property management’s facilitation of the asset transfers
Abstracting and compiling leases to compare with due diligence reports and client material, coordinating letters to residents, and finalizing confirmation of settlement statements
Coordination and ownership of property data accuracy for lenders, compliance requests, audit, and other internal stakeholder’s projects
Post-transaction monitoring for rent, insurance, tax, or HOA true-ups/reconciliation
Management and coordination of client onboarding and ongoing investor calls, material requests and calendar of investor meetings and the travel & entertainment associates
Organization and distribution of all portfolio management investor reporting and internal reporting
A key contributor to client communication and transaction coordination for the portfolio management team
Qualifications:
Bachelor’s degree or relevant work experience
One to Three (1-3) years of experience in real estate or related field
Preferred attributes:
Extreme attention to detail, able to deliver accurately under tight deadlines
Positive attitude and high integrity
Agile in adapting to a dynamic environment with emerging datapoints
Ability to coordinate with many internal and external stakeholders
Significant experience in professional communication (written and verbal) with clients and management
Experience with data analytics and management in excel including pivot tables, data compilation, and vlookups
Team player, supporting the overall business efforts to get things done across Capital Management
Our full-time employee benefits include:
- 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
- Relaxed casual environment with virtual office events
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.