Investments Analyst

Evergen Equity; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Unlimited PTO

Right-to-invest eligibility

Professional development assistance

Downtown Austin parking

In-office Mon-Fri

Job summary

Evergen Equity in Austin, TX is seeking an Investments Analyst to support sourcing, underwriting, and management of commercial real estate investments. You will build detailed financial models, conduct market research, and communicate findings to senior management.

You will collaborate with cross-functional teams, assist with due diligence, and help prepare investment memos and presentations. A bachelor's degree and 1–3 years of analytical experience are preferred.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, STEM, or related field with 1–3 years of analytical investment experience.
• Strong financial modeling skills and proficiency in Excel.
• Proven ability to research markets, evaluate data, and communicate results clearly.
• Understanding of real estate fundamentals, capital structures, and investment concepts.

Responsibilities

• Develop and maintain financial models and cash flow analyses for real estate investments.
• Conduct property-level market research to inform decisions.
• Support due diligence on potential investments, including capital structure and risks.
• Prepare investment memos and presentations for senior management and investors.
• Assist with asset management and portfolio reporting.
• Support process improvements and cross-functional reporting.

Skills

Financial modeling

Market research

Due diligence

Presentation

Asset management

Real estate acumen

Communication

Work ethic

Interpersonal skills

Analytical ability

Education

Bachelor’s degree in Finance/Economics/Business/STEM

Tools

Excel

PowerPoint

Word

Job description

Position: Investments Analyst Office: Austin, Texas (in person) Status: Full-time, Exempt

Position Summary

Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies. The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth.

Organizational Structure and Reporting

As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team.

Essential Functions and Responsibilities

• Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types.
• Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers.
• Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks.
• Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors.
• Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions.
• Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations.

Essential Knowledge, Skills, and Abilities

• Education & Experience: Bachelor’s degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage.
• Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word.
• Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions.
• Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing.
• Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences.
• Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail. Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines.
• Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals.

Additional Benefits and Requirements

• Medical benefits
• Unlimited paid time off
• Right-to-invest eligibility after one year anniversary
• Professional development assistance
• Paid downtown Austin parking
• In office Monday-Friday requirement

About Evergen Equity

Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk.