ANALYST / ASSOCIATE, REAL ESTATE PORTFOLIO MANAGEMENT

Evergreen Residential Holdings, LLC; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A high-growth real estate startup in Dallas seeks a motivated Analyst or Associate to enhance portfolio management. The role involves financial modeling, analysis, and collaboration with institutional investors to optimize performance. Join a team that values transparency and innovation in the SFR sector.

Qualifications

• 2-5 years in investment banking or private equity, exposure to real estate helpful.
• Strong quantitative and analytical skills required.

Responsibilities

• Develop and improve investment and fund-level models.
• Provide analysis on financial performance and portfolio composition.

Skills

Quantitative Skills

Analytical Skills

Communication

Education

Bachelor's degree

CFA

Tools

Excel

SQL

Python

Tableau

Job description

Evergreen Residential is a high growth early-stage institutional investment platform in the single-family residential ('SFR') sector. We are committed to changing the way investors own and manage SFR homes, and to building a modern way to deliver the data, tools and services that enable our clients to invest in the world's largest asset class at scale. Our team is collaborative, open-minded and curious. Transparency is a core value, we speak our minds, are responsible for our actions and celebrate our wins. We are serious about our business, but we don't take ourselves too seriously.

We offer a flexible, empowering culture, competitive compensation and benefits, and the opportunity to work with and learn from industry pioneers and experts.

If you are self-motivated and mission driven with a 'can do' mindset and see solutions where others may see problems, come and grow with us

Please note : the Company is not able to sponsor a work visa. You will need to reside in, or move to the DFW area.

Overview : Take your career to the next stage with a high growth, Single Family Residential real estate start-up. We are building out our Portfolio Management function and seek highly motivated individuals to play a key role in the execution of portfolio optimization for single-family rental (SFR) investment vehicles. Our high visibility team serves as the internal fiduciary for investors and provides key messaging, analysis, and strategy implementation for optimal portfolio performance. We communicate with institutional investors daily and provide subject matter expertise across asset management, debt optimization, cash management, financial reporting & performance, valuation, and valuation attribution. As an Analyst or Associate in the team your activities in portfolio modelling and analysis, creating investor-facing presentations, and supporting transaction execution are important to the success of the function.

Team : Reports into the Chief Financial Officer, will coordinate with managers across business functions

The Role : This position includes, but is not limited to, the following responsibilities :

• Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations
• Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
• Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing / capital structure, exit opportunities etc.
• Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
• Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting
• Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition
• Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio
• Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities
• Highlight fund and asset-specific issues and opportunities
• Assist in development of scalable infrastructure to drive decision making using technology and business intelligence tools

Qualifications and Experience

• Bachelor's degree required, with current CFA or a background in FP&A highly beneficial
• 2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required
• Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
• Highly proficient with databases and with Excel based modelling. Able to quickly model, chart, and present performance reviews in PowerPoint.
• Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
• Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
• Highly organized and accurate, with excellent attention to detail
• Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors
• Demonstrate ability to :

Interpret data and present thoughtful analysis and insight to investors and management

• Develop expertise across a broad spectrum of issues
• Translate strategy into execution
• Collaborate across organizations and manage stakeholders
• Work effectively on multiple projects and under tight time constraints
• Show curiosity about the industry e.g., actively monitor developing industry trends

Please do not rely on compensation estimates for our jobs that are posted on sites other than our direct website as these may be misleading.

Founded in 2021, Evergreen Residential is a full-service SFR platform leveraging proven operational practices and the latest technological advances to optimize investor returns and achieve positive outcomes for our residents and the communities in which we operate. We offer a full suite of services, including Investment Management, Asset Origination, and Advisory Services. The firm is headquartered in Dallas with offices in New York City.

The leadership team has extensive experience dating back to the early institutionalization of SFR and unrivaled depth of experience in the complete asset life cycle. We are built to withstand changing market conditions, and our business produces resilient, predictable cash flows and margins. We are committed to charting new paths and using data to achieve best-in-class results. Our business is evergreen.

Beyond financial returns, the Company is committed to measurable impact objectives. We believe that inclusive and equitable management, environmentally sustainable long-term strategies, and resident-focused policies are good business - for our residents, our investors, and our team. We are committed to using environmentally sustainable practices and empowering our residents to improve their financial health.

Our cornerstone values - Accountability, Transparency and Partnership - are built on a foundation of Integrity and provide the roadmap for our daily actions, interactions and decisions.

Equal Opportunities and Other Employment Statements

We are deeply committed to building a workplace and community where inclusion is not only valued but prioritized. We take pride in being an equal opportunity employer and seek to create a welcoming environment based on mutual respect, and to recruit, develop and retain the most talented people from a diverse candidate pool. All employment decisions shall be made without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neurodiversity, disability, age, or veteran status, or any other basis as protected by federal, state, or local law.