Analyst
About this role
Job DetailsJob Location: EREG Housing Preservation - Chicago, IL 60661Position Type: Full TimeSalary Range: $65,000.00 - $80,000.00 SalaryJob Shift: DayJob 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
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.
Licenses & Certifications
Continuing education in real estate finance or modeling preferred
Technical & Physical Skills
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.
Other Requirements
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.
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.
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.
Qualifications
Company at a glance
Transforming Communities. Improving Lives.
Evergreen Real Estate Group is dedicated to revitalizing communities and enhancing lives through affordable and quality housing solutions. Guided by our mission to create long-term positive impact, we are committed to building, preserving, and managing multifamily communities that uplift residents and enrich neighborhoods.
As a trusted partner in the affordable housing space, Evergreen brings a holistic approach to property development, management, and construction, blending innovation with community-first values. From urban centers to heartland towns and coastal communities, we deliver lasting, resident-centered solutions that meet critical housing needs and foster community growth across the country.
Our team’s deep industry expertise and collaborative spirit drive every project. We work with public and private partners to expand affordable housing access, preserve essential housing assets, and support residents through comprehensive social services that promote stability and success.
At Evergreen Real Estate Group, impact is our priority, and every project is an opportunity to support vibrant, thriving communities.
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