JPI
Senior Associate, Investment Operations & Reporting
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Senior Associate, Investment Operations & Reporting
role at
JPI
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 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
Identify process improvements and automation opportunities
Support ad hoc portfolio analysis and special projects
Contribute to capital markets strategy discussions with operational insights
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, investment operations, or real estate required
Experience with investor reporting, debt compliance, or fund administration strongly preferred
Commercial real estate finance or institutional capital markets experience a plus
Strong Excel skills and financial analysis capabilities required
Experience building or implementing financial systems or processes highly valued
Knowledge of real estate finance concepts (NOI, DSCR, LTV, IRR, cap rates) preferred
Experience with business intelligence tools (Power BI, Tableau) or system integrations a plus
Familiarity with property management systems (Yardi, MRI) or debt management platforms a plus
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
Benefits 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
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at JPI by 2x
#J-18808-Ljbffr
Senior Associate, Investment Operations & Reporting
role at
JPI
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 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
Identify process improvements and automation opportunities
Support ad hoc portfolio analysis and special projects
Contribute to capital markets strategy discussions with operational insights
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, investment operations, or real estate required
Experience with investor reporting, debt compliance, or fund administration strongly preferred
Commercial real estate finance or institutional capital markets experience a plus
Strong Excel skills and financial analysis capabilities required
Experience building or implementing financial systems or processes highly valued
Knowledge of real estate finance concepts (NOI, DSCR, LTV, IRR, cap rates) preferred
Experience with business intelligence tools (Power BI, Tableau) or system integrations a plus
Familiarity with property management systems (Yardi, MRI) or debt management platforms a plus
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
Benefits 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
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at JPI by 2x
#J-18808-Ljbffr