What are the responsibilities and job description for the Analyst position at Evergreen Real Estate Group?
Job Summary
The Analyst, Investments & Underwriting will support Evergreen Real Estate Group’s acquisition and development initiatives by conducting detailed financial modeling, market research, and portfolio analysis. This role offers a high level of exposure to affordable housing finance, asset strategy, and real estate investment fundamentals. Reporting directly to the VP of Underwriting and Portfolio Management, the Analyst will collaborate across teams—including Development, Asset Management, and Executive Leadership—to support both property-specific and portfolio-wide financial goals.
Key Responsibilities
Acquisitions & Development Underwriting
The Analyst, Investments & Underwriting will support Evergreen Real Estate Group’s acquisition and development initiatives by conducting detailed financial modeling, market research, and portfolio analysis. This role offers a high level of exposure to affordable housing finance, asset strategy, and real estate investment fundamentals. Reporting directly to the VP of Underwriting and Portfolio Management, the Analyst will collaborate across teams—including Development, Asset Management, and Executive Leadership—to support both property-specific and portfolio-wide financial goals.
Key Responsibilities
Acquisitions & Development Underwriting
- Develop and maintain financial models for prospective acquisitions and new development opportunities.
- Evaluate property-level performance, feasibility, and investment risk.
- Structure deal terms including capital stack options (debt/equity).
- Research and validate market comparables for rents, sales, construction costs, and real estate taxes.
- Compile and synthesize research from internal and third-party sources.
- Monitor trends in housing policy, market dynamics, and regulatory environments.
- Build and maintain relationships with third-party research firms, brokers, and financial analysts.
- Form independent opinions on market direction and investment positioning.
- Coordinate due diligence processes including Phase I reports, PCNAs, and appraisals.
- Manage relationships with third-party consultants; ensure timely deliverables and quality outcomes.
- Review technical documents and summarize findings for internal stakeholders.
- Analyze operations and financial outcomes to identify risk, inefficiencies, and optimization opportunities.
- Support asset re-forecasting, recapitalization planning, and long-term investment scenarios.
- Recommend and implement modeling tools, software solutions, and data infrastructure improvements.
- Identify valuable data sources and reduce manual work in underwriting and portfolio management tasks.
- Work closely with leadership to define growth markets, asset strategies, and innovation initiatives.
- Contribute to Evergreen’s investment theses and help refine underwriting standards and best practices.
- Bachelor’s degree in Finance, Economics, Real Estate, or related field required.
- Minimum 2 years of experience in real estate finance, banking, or investment.
- Experience with affordable housing finance (e.g., LIHTC, Section 8, HUD) strongly preferred.
- Continuing education in real estate finance or modeling preferred
- Advanced Excel skills, including experience with financial modeling and scenario analysis.
- Familiarity with data science tools (e.g., R, Python) for data manipulation and visualization.
- Ability to read and interpret construction budgets, appraisals, and technical documentation.
- Strong written and verbal communication skills.
- Highly organized, with the ability to manage multiple projects and deadlines concurrently.
- Self-starter with analytical curiosity and commitment to mission-driven real estate work.
- Willingness to grow and take on additional responsibility as the role evolves.
- Financial Modeling – Develops detailed and reliable pro formas; stress-tests scenarios with accuracy.
- Market Research – Gathers and synthesizes internal and external data to assess trends and performance.
- Strategic Thinking – Considers long-term outcomes in evaluating investments and risk.
- Communication – Translates complex data into clear, actionable insights for diverse stakeholders.
- Technical Agility – Comfortable using advanced Excel and exploring new tools to increase efficiency.
- Collaboration – Works cross-functionally with internal teams and external partners.
- Adaptability – Responds quickly to shifting priorities and evolving project goals.
- Professional Integrity – Upholds Evergreen’s mission and ethical standards in every analysis.
- Primarily office-based (in-office or hybrid), with optional site visits as needed.
- Standard use of computer equipment for extended periods.
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.