Evergreen is building out our Portfolio Management function and seeking a Sr. Associate or Vice President to join a high-performing, investor-facing team. Our team acts as the internal advocate and fiduciary for our institutional investors, delivering the analysis, strategy, and communication that drive optimal portfolio performance. We engage with institutional LPs daily and provide subject matter expertise across asset management, debt optimization, cash management, financial reporting, performance attribution, and valuation. As a Sr. Associate or VP on this team, you will own portfolio modeling and analysis, build investor-facing materials, and support transaction execution across our single-family rental (SFR) investment vehicles. 

We are looking for people who thrive in an entrepreneurial environment, take ownership of their work, and hold themselves to a high standard. You will have direct exposure to institutional LPs and senior leadership from day one.

This position is based in our downtown Dallas or NYC office, with a hybrid work schedule available.

The Role:   Responsibilities include, but are not limited to, the following:

• 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

Qualifications and Experience: 

• Bachelor’s degree required. CFA (completed or in progress) or accounting background a plus
• 4-7 years of relevant experience in investment banking, private equity, real estate, or consulting
• 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
• 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
• Excellent analytical and problem-solving skills
• Strong verbal, quantitative, and written communication skills
• Demonstrate abilities to:
  • ​Interpret and present analysis clearly, translating it into actionable strategy
  • Maintain a strong working knowledge of SFR market dynamics and institutional investment trends
  • Articulate insight and thoughtfully present to investors and management
  • Build expertise across a wide range of asset management, capital markets, and operational topics
  • Execute under tight deadlines, translating analysis into actionable recommendations
  • Collaborate across organizations and manage stakeholders
  • Monitor and synthesize developing industry trends and competitive dynamics
     

The Company:

Founded in 2021, Evergreen Residential is a full-service SFR (Single Family Rental) 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. Our business is evergreen.

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 Opportunities and Other Employment Statements

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.

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.

The anticipated base salary range for this position is $145,000 - $165,000. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.