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Senior Associate Real Estate Finance & Capital Markets

Senior Associate Real Estate Finance & Capital Markets

JPIDallas, TX, US
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Senior Associate, Real Estate Finance

JPI stands out as one of the most active real estate developers and builders in the nation. For more than 35 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.

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.
  • JPI has 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
  • 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, and Associate Referral Bonuses.

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    Real Estate Associate • Dallas, TX, US