SR. Associate / VP, Portfolio Management

Evergreen Residential•Dallas, TX

3d•Hybrid

About The Position

Evergreen Residential is building out its Portfolio Management function and seeking a Sr. Associate or Vice President to join a high-performing, investor-facing team. Our team acts as the internal advocate and fiduciary for our institutional investors, delivering the analysis, strategy, and communication that drive optimal portfolio performance. We engage with institutional LPs daily and provide subject matter expertise across asset management, debt optimization, cash management, financial reporting, performance attribution, and valuation. As a Sr. Associate or VP on this team, you will own portfolio modeling and analysis, build investor-facing materials, and support transaction execution across our single-family rental (SFR) investment vehicles. We are looking for people who thrive in an entrepreneurial environment, take ownership of their work, and hold themselves to a high standard. You will have direct exposure to institutional LPs and senior leadership from day one. This position is based in our downtown Dallas or NYC office, with a hybrid work schedule available.

Requirements

Bachelor’s degree required.
4-7 years of relevant experience in investment banking, private equity, real estate, or consulting
Strong quantitative and analytical skills.
Experience with quantitative investing and portfolio construction
Advanced proficiency in Excel financial modeling and PowerPoint.
Ability to work independently and manage multiple projects effectively under tight deadlines
High standards of accuracy and precision, strong attention to detail, and highly organized
Excellent analytical and problem-solving skills
Strong verbal, quantitative, and written communication skills
Demonstrate abilities to: Interpret and present analysis clearly, translating it into actionable strategy
Maintain a strong working knowledge of SFR market dynamics and institutional investment trends
Articulate insight and thoughtfully present to investors and management
Build expertise across a wide range of asset management, capital markets, and operational topics
Execute under tight deadlines, translating analysis into actionable recommendations
Collaborate across organizations and manage stakeholders
Monitor and synthesize developing industry trends and competitive dynamics

Nice To Haves

CFA (completed or in progress) or accounting background a plus
Familiarity with SQL, Python, or data visualization tools (e.g., Tableau) is a plus

Responsibilities

Develop, maintain, and improve complex investment and fund-level models for leadership reporting and investor-facing presentations
Participate in investor portfolio reviews to understand each investment strategy’s fundamental profile.
Provide advice to investors regarding optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, and exit opportunities
Partner with Asset Management and FP&A to support financial reporting, forecasting, budgeting, and senior management updates
Coordinate with the Acquisition and Disposition teams to forecast fund sources and uses and optimize portfolio composition
Present monthly and quarterly to senior leadership on portfolio performance (actual vs. budget)
Aggregate and synthesize data and information across functions to respond to ad hoc investor requests
Quantify the economic impact of revenue, expense, and cost of capital across the SFR portfolio
Highlight fund and asset-specific issues and opportunities
Apply quantitative methods to evaluate asset allocation, concentration risk, and portfolio optimization opportunities
Assist in the development of scalable reporting and infrastructure to support data-driven decision making
Benchmark portfolio performance against peers and identify competitive positioning opportunities