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About the Role

This role is crucial for the execution of portfolio optimization for single-family rental (SFR) investment vehicles within a high-growth real estate startup. The team acts as an internal fiduciary for investors, providing analysis and strategy for optimal portfolio performance, and communicating daily with institutional investors.

Responsibilities

• Develop, maintain, and improve complex investment and fund-level models for leadership reporting and investor presentations.
• Participate in investor portfolio reviews to understand investment strategy profiles.
• Analyze financial performance, portfolio composition, revenue & expense policy, financing/capital structure, and exit opportunities.
• Prepare financial performance packages, including operational variance analysis.
• Partner with Asset Management and FP&A to facilitate investment decision-making and operational processes.
• Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition.
• Utilize statistical and mathematical tools for asset allocation.
• Provide support on transaction execution.
• Understand the economic impact of revenue, expense, and cost of capital within SFR.
• Identify and highlight fund and asset-specific issues and opportunities.
• Assist in developing scalable infrastructure for decision-making using technology and business intelligence tools.

Requirements

• Bachelor's degree required.
• 2 - 5 years (3+ for Associate) in investment banking, private equity, or similar.
• Strong quantitative and analytical skills with an understanding of portfolio construction.
• Highly proficient with databases and Excel-based modeling.
• Able to quickly model, chart, and present performance reviews in PowerPoint.
• Able to read and understand financial statements.
• Able to interpret and understand term sheets and legal disclosure documents.
• Highly organized and accurate with excellent attention to detail.
• Strong verbal, quantitative, and written communication skills.
• Confident in interacting professionally with institutional investors.
• Demonstrated ability to interpret data and present thoughtful analysis and insight.
• Demonstrated ability to develop expertise across a broad spectrum of issues.
• Demonstrated ability to translate strategy into execution.
• Demonstrated ability to collaborate across organizations and manage stakeholders.
• Demonstrated ability to work effectively on multiple projects and under tight time constraints.
• Demonstrated curiosity about the industry and ability to monitor developing industry trends.
• Applicants must have work authorization that does not require future sponsorship.

Skills

• Excel based modelling
• Databases
• PowerPoint
• Statistical tools
• Mathematical tools
• Probability theory
• Optimization methods
• Programming (plus)
• Common data visualization tools (plus)
• SQL (plus)
• Python (plus)
• Tableau (plus)

Location

• Downtown Dallas
• NYC

Work Type

• Hybrid

Experience Level

• 2 - 5 years
• 3+ years (for Associate)

Education Level

• Bachelor's degree
• CFA (beneficial)
• FP&A background (beneficial)

Salary/Compensations

• $100,000 - $130,000

Benefits

• Competitive compensation
• Competitive benefits
• Discretionary performance-based bonus

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.
• Committed to changing the way investors own and manage SFR homes.
• Building a modern way to deliver data, tools, and services for clients to invest in SFR at scale.
• Team is collaborative, open-minded, and curious.
• Transparency is a core value.
• Offers a flexible, empowering culture.
• Founded in 2021, Evergreen Residential is a full-service SFR platform leveraging proven operational practices and the latest technological advances.
• Offers a full suite of services, including Investment Management, Asset Origination, and Advisory Services.
• Headquartered in Dallas with offices in New York City.
• Leadership team has extensive experience in SFR institutionalization and asset lifecycle.
• Built to withstand changing market conditions, producing resilient, predictable cash flows and margins.
• Committed to charting new paths and using data to achieve best-in-class results.
• Committed to measurable impact objectives, including inclusive and equitable management, environmentally sustainable long-term strategies, and resident-focused policies.
• Cornerstone values: Accountability, Transparency, and Partnership, built on a foundation of Integrity.

Equal Opportunity

• Deeply committed to building a workplace and community where inclusion is prioritized.
• An equal opportunity employer seeking to create a welcoming environment based on mutual respect.
• Recruit, develop, and retain 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.