Analyst/Associate, Real Estate Portfolio Management

Evergreen Residential Holdings, LLC•Dallas, TX

2d•Onsite

About The Position

Evergreen Residential is a high growth Real Estate Company and institutional investment platform in the single-family residential ('SFR') and build-to-rent (“BTR”) sectors. 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

Requirements

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

Nice To Haves

Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.

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
Provide support on transaction execution
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