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About the Role

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. This team acts as the internal advocate and fiduciary for institutional investors, delivering analysis, strategy, and communication to drive optimal portfolio performance. The role involves owning portfolio modeling and analysis, building investor-facing materials, and supporting transaction execution across single-family rental (SFR) investment vehicles. You will have direct exposure to institutional LPs and senior leadership from day one.

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.

Requirements

Bachelor’s degree required.
4-7 years of relevant experience in investment banking, private equity, real estate, or consulting.
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.
Demonstrate abilities to interpret and present analysis clearly, translating it into actionable strategy.
Demonstrate abilities to maintain a strong working knowledge of SFR market dynamics and institutional investment trends.
Demonstrate abilities to articulate insight and thoughtfully present to investors and management.
Demonstrate abilities to build expertise across a wide range of asset management, capital markets, and operational topics.
Demonstrate abilities to execute under tight deadlines, translating analysis into actionable recommendations.
Demonstrate abilities to collaborate across organizations and manage stakeholders.
Demonstrate abilities to monitor and synthesize developing industry trends and competitive dynamics.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Skills

Strong quantitative and analytical skills.
Experience with quantitative investing and portfolio construction.
Advanced proficiency in Excel financial modeling and PowerPoint.
Familiarity with SQL, Python, or data visualization tools (e.g., Tableau) is a plus.
Excellent analytical and problem-solving skills.
Strong verbal, quantitative, and written communication skills.

Location

Dallas
New York City

Work Type

Hybrid

Experience Level

Sr. Associate
Vice President

Education Level

Bachelor's degree
CFA (completed or in progress) or accounting background a plus

Benefits

Competitive compensation and benefits

About the Company

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.
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.
Evergreen Residential offers 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 flow and margins.
We are committed to charting new paths and using data to achieve best-in-class results.
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 Opportunity

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.