Analyst/Associate – Real Estate Portfolio Management
| Company | Evergreen Residential |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
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.
- Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
- 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
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
Preferred Qualifications
- Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.