Senior Associate – Real Estate Finance & Capital Markets
JPIAbout the role
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 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.
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 e
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