Vice President - Acquisitions Underwriting

Description

Why Everstory

At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. 

We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.

The Impact You Will Make

The Vice President, Acquisition Underwriting will play a key role in evaluating, underwriting, structuring and closing acquisition opportunities. This individual will be responsible for performing detailed financial analyses, conducting due diligence on potential acquisitions, and preparing comprehensive underwriting models to support deal structuring and investment decision-making. This role will also include the review and negotiation of acquisition-related legal documents.

Responsibilities:

• Develop detailed financial models to evaluate potential acquisitions, including income, expense, and return projections.
• Assess revenue, operating expenses, capital costs, and financing assumptions.
• Perform sensitivity analyses to assess risk and potential returns under varying scenarios.
• Conduct thorough due diligence on target properties, including review of historical financials, inventory and real estate, operating statements, property condition reports, and legal documentation.
• Analyze demographic, economic, and competitive market data to assess location viability and growth potential.
• Coordinate with third-party consultants (appraisers, environmental engineers, property condition assessors) as part of the due diligence process.
• Prepare investment memoranda and deal summaries for internal review and investment committee approval.
• Collaborate with acquisitions, finance, and legal teams to structure transactions and negotiate deal terms.
• Support senior leadership in presenting acquisition recommendations and underwriting assumptions.
• Manage transaction timelines and documentation during acquisition and closing processes.
• Monitor pipeline and track performance of active deals and closed transactions.
• Maintain organized deal files, financial models, and supporting analysis.

Core Competencies

• Customer Focus – dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect.
• Compassion – genuinely cares about people. Is concerned about their work and non-work problems. Is available and ready to help. Is sympathetic to the plight of others not as fortunate. Demonstrates real empathy with the joys and pain of others.
• Ethics and Values – adheres to an appropriate and effective set of core values and beliefs during both good and bad times. Acts in line with those values. Rewards the right values and disapproves of others. Practices what he/she preaches.

Role Competencies:

• Business Acumen - knows how businesses work. Knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization. Knows the competition. Is aware of how strategies and tactics work in the marketplace.
• Decision Quality – Makes good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment; most of their solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions. 
• Negotiating – Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise, can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing. 
• Political Savvy – Understands the formal and informal networks that influence decisions. Recognizes how people and groups gain support, build alliances, and advance agendas. Uses diplomacy and tact to navigate sensitive situations, influence others, and achieve results without alienating stakeholders.
• Presentation Skills – Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organizations, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isn’t working. 
• Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.

Requirements

• Bachelor’s degree in Finance, Real Estate, Economics, or related field.
• 3–7 years of experience in investment banking, private equity, consulting or a principal investment role. Additional experience in underwriting, investment analysis, and deal structuring. 
• Strong financial modeling skills (Excel proficiency required).
• Knowledge of business valuation, market analysis, and capital markets.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Possesses empathy, discretion, and an understanding of the sensitive nature of our services. A commitment to maintaining the highest level of professionalism and respect in all interactions.
• The ideal candidate is analytical, detail-oriented, and has a strong understanding of real estate valuation, market trends, and investment fundamentals.

Our Investment in You

Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including:

• Medical, Dental, Vision, Life, AD&D and STD Insurance
• Tuition Reimbursement
• Career Advancement and Training
• Funeral and Cemetery Benefits
• Employee Referral Bonus
• 401k with Company Match

Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.