Senior Associate - Real Estate Finance & Capital Markets

About The Company

Built on a foundation of integrity, respect, and commitment, JPI stands out as one of the most active real estate developers and builders in the nation. For more than 3 5 years, JPI has designed and developed communities with best-in-class homes and amenities. JPI is committed to data-driven management and continuous improvement. Its team of experts utilizes data - including unparalleled market research, proven business processes, and proprietary models - to ensure that every decision is strategic, focused, and produces exceptional multifamily communities with the best risk-adjusted returns. More than just great communities, JPI is focused on leaving a lasting impact on the communities where we build and is continually committed to "Building What Matters." JPI operates as a subsidiary of Sumitomo Forestry, which is recognized as one of the largest home builders in the United States.

About the Job.

JPI has an exciting opportunity for a finance professional to join our Real Estate Finance team in Dallas, TX. As we expand our portfolio from 25+ deals to a significantly larger scale over the coming years, this newly created position will be critical in managing financial reporting, covenant compliance, and capital partner relationships across our growing real estate investments.

As a Senior Associate, you will be responsible for ensuring timely and accurate financial reporting to lenders and equity partners, monitoring debt covenants, maintaining compliance across the portfolio, and supporting capital markets activities. This role offers unique exposure to both real estate finance operations and capital markets strategy.

Essential Functions & Responsibilities

Monitor and track financial covenants (DSCR, LTV, etc.) across all properties to ensure continuous compliance.

Prepare and submit quarterly and annual compliance certificates to lenders and capital partners.

Manage financial reporting requirements for all debt facilities and equity partnerships.

Maintain a centralized tracking system for all reporting obligations, covenant requirements, and key dates.

Abstract and digitize loan documents to create a comprehensive database of all debt obligations.

Create and maintain portfolio-level dashboards showing debt metrics, maturity schedules, and risk indicators.

Coordinate with property accounting teams to gather required financial data for lender reporting.

Proactively identify potential covenant issues and work with management to develop solutions.

Prepare financial packages and supporting documentation for refinancing and new financing activities.

Serve as primary point of contact with lenders and capital partners for routine reporting matters.

Perform scenario analysis and stress testing on the debt portfolio.

Support investment committee materials and board reporting related to capital structure.

Non-essential Functions & Responsibilities

Assist with new deal underwriting and capital structure analysis.

Support the development of financing strategy and capital markets initiatives.

Contribute to process improvements and automation opportunities.

Research and evaluate new debt management systems and reporting tools.

Special projects and ad hoc financial analysis as assigned.

Education, Work Experience, & Physical Requirements

Bachelor's degree in Finance, Accounting, Real Estate, or related field required.

3-5 years of experience in finance, accounting, or real estate required.

Commercial real estate finance or capital markets experience strongly preferred.

Experience with debt compliance, loan administration, or lender reporting preferred.

Strong Excel skills and financial modeling capabilities required.

Knowledge of real estate finance concepts (NOI, DSCR, LTV, cap rates) preferred.

Experience with business intelligence tools (Power BI, Tableau) or database management a plus.

Familiarity with property management systems (Yardi, MRI) or debt management platforms a plus.

Strong attention to detail and organizational skills with ability to manage multiple deadlines.

Excellent written and verbal communication skills for interaction with external partners.

Self-motivated with ability to work independently in a fast-paced environment.

CPA, CFA progress, or relevant certifications a plus.

Why work for us?

We have a 35-year track record of developing multifamily communities with responsibility, accountability, and integrity. Our stated purpose is to :

Transform Building

Enhance Communities

Improve Lives

JPI has an ambitious and exciting vision for how we will achieve this, which makes for a positive and dynamic work environment, with many opportunities for personal development and growth. As well as our highly competitive offering of compensation and benefits, we are committed to :

Transformative careers in a transformative company

Comprehensive training and development

Promotion from within at all levels of the organization

Borderless Careers, based on performance, potential, and personal ambition

Industry Recognition

NMHC - #1 Fastest Growing Developer; #2 Fastest Growing Building; #8 Largest National Developer; # 11 Largest National Builder

Real Page - Most active multifamily developer in DFW for the past 8 years

Dallas Business Journal Best Places to Work - 2023

Dallas Business Journal - Largest DFW Real Estate Developers - #11

JPI offers associates a comprehensive benefits package with competitive salaries and more, including :

Competitive Bonus Program

4 Weeks PTO for All New Associates (Pro-Rated by Hire Date)

11 Holidays and 8 Early Release Days

Medical, Dental, Vision, and Life Insurance

401(k) with Company Match (Up to 5% Match)

Health Savings Account

Flexible Spending Accounts (Dependent & Medical Reimbursement)

Paid Parental Leave

Paid Volunteer Time

Tuition Assistance

Phone Reimbursement

Associate Referral Bonuses