Vice President, Acquisitions Underwriting

Everstory Partners•Altamonte Springs, FL
•$165,000 - $180,000

About The Position

At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed. The Vice President, Acquisition Underwriting will play a key role in evaluating, underwriting, structuring and closing acquisition opportunities. This individual will be responsible for performing detailed financial analyses, conducting due diligence on potential acquisitions, and preparing comprehensive underwriting models to support deal structuring and investment decision-making. This role will also include the review and negotiation of acquisition-related legal documents.

Requirements

  • Bachelor’s degree in Finance, Real Estate, Economics, or related field.
  • 3–7 years of experience in investment banking, private equity, consulting or a principal investment role.
  • Additional experience in underwriting, investment analysis, and deal structuring.
  • Strong financial modeling skills (Excel proficiency required).
  • Knowledge of business valuation, market analysis, and capital markets.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple projects and deadlines in a fast-paced environment.
  • Possesses empathy, discretion, and an understanding of the sensitive nature of our services. A commitment to maintaining the highest level of professionalism and respect in all interactions.
  • The ideal candidate is analytical, detail-oriented, and has a strong understanding of real estate valuation, market trends, and investment fundamentals.

Responsibilities

  • Develop detailed financial models to evaluate potential acquisitions, including income, expense, and return projections.
  • Assess revenue, operating expenses, capital costs, and financing assumptions.
  • Perform sensitivity analyses to assess risk and potential returns under varying scenarios.
  • Conduct thorough due diligence on target properties, including review of historical financials, inventory and real estate, operating statements, property condition reports, and legal documentation.
  • Analyze demographic, economic, and competitive market data to assess location viability and growth potential.
  • Coordinate with third-party consultants (appraisers, environmental engineers, property condition assessors) as part of the due diligence process.
  • Prepare investment memoranda and deal summaries for internal review and investment committee approval.
  • Collaborate with acquisitions, finance, and legal teams to structure transactions and negotiate deal terms.
  • Support senior leadership in presenting acquisition recommendations and underwriting assumptions.
  • Manage transaction timelines and documentation during acquisition and closing processes.
  • Monitor pipeline and track performance of active deals and closed transactions.
  • Maintain organized deal files, financial models, and supporting analysis.

Benefits

  • Medical, Dental, Vision, Life, AD&D and STD Insurance
  • Tuition Reimbursement
  • Career Advancement and Training
  • Funeral and Cemetery Benefits
  • Employee Referral Bonus
  • 401k with Company Match
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