Senior Associate, Investment Operations & Reporting

Senior Associate, Real Estate Finance

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 significantly larger scale, this newly created position will establish investment operations infrastructure and manage reporting to our capital partners. As a Senior Associate, your initial focus will be building systems for debt management and compliance monitoring moving from manual processes to automated workflows that scale with our growth. Once this infrastructure is in place, the role expands into institutional investor reporting, portfolio analytics, and supporting the capital markets team with operational needs. This is an operational and analytical role with significant opportunity to grow as our capital partner relationships and portfolio expand.

Essential Functions & Responsibilities

• Establish infrastructure for tracking debt covenants, reporting obligations, and compliance across the portfolio
• Implement systems and workflows that automate compliance monitoring and lender reporting
• Prepare and submit financial reports and compliance certificates to lenders and equity partners
• Develop portfolio analytics and performance reporting for institutional investors
• Monitor financial covenants and proactively identify potential compliance issues
• Coordinate with property accounting teams to gather required financial data
• Serve as primary operational contact with lenders and capital partners
• Support capital markets team with reporting packages and analytical requests
• Create dashboards and reporting tools that provide portfolio insights
• Support investment committee and board with materials related to portfolio performance
• Maintain centralized database of all debt obligations and capital partner requirements

Non-essential Functions & Responsibilities

Education, Work Experience, & Physical Requirements

Why work for us?

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 :

Industry Recognition

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