Analyst

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.

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.
• Research & Market Analysis
• 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.
• Consultant & Vendor Coordination
• 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.
• Portfolio & Asset Performance
• Analyze operations and financial outcomes to identify risk, inefficiencies, and optimization opportunities.
• Support asset re-forecasting, recapitalization planning, and long-term investment scenarios.
• Tools & System Development
• 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.
• Strategic Support
• 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.

Education & Experience

• 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.

Skills

• 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.

Other Requirements

• Hightly 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.

Work Environment & Physical Demands

• 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.