Capital Markets Analyst

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, utilizing unparalleled market research, proven business processes, and proprietary models to ensure strategic decisions and exceptional multifamily communities with the best risk-adjusted returns. JPI operates as a subsidiary of Sumitomo Forestry, recognized as one of the largest home builders in the United States.

Why work for us?

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

• Transform Building
• Enhance Communities
• Improve Lives

We offer a positive and dynamic work environment with opportunities for personal development and growth, including:

• 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 includes:

• NMHC - #1 Fastest Growing Developer; #2 Fastest Growing Builder; #8 Largest National Developer; #11 Largest National Builder
• RealPage – 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

About the role

The Capital Markets Analyst will support the debt and equity capital raise process by providing thoughtful analysis, research, capital stack modeling, and reporting to JPI's Capital Markets team. This role reports to the Senior Managing Director of Capital Markets and works as part of a team to source, structure, and close financing for new and existing development opportunities across the pipeline.

Responsibilities

• Capital Raise & Deal Structuring
  • Model debt, equity, and preferred equity terms for active capital raises
  • Build and maintain capital stack analyses across the deal pipeline
  • Assist in reviewing term sheets and drafting summary comparisons for internal decision-making
• Offering Memorandum & Presentation Development
  • Build Offering Memorandums (OMs) in PowerPoint for capital raises
  • Prepare internal and external presentation materials for investment decision-making and partner marketing
  • Support QC of OM figures against underlying financial models prior to distribution
• Capital Partner Relationship Management
  • Track capital partner outreach, term sheet status, and relationship history
  • Prepare structured call notes and maintain up-to-date CRM records for lender and equity partner interactions
  • Prepare weekly update reports on active capital raises for the Capital Markets team, including key terms and status metrics
  • Monitor and track key dates and milestones for deals currently in capital raise or closing
• Investor Relations Support
  • Support the Investor Relations Director in compiling deal-level performance data, metrics, and market analysis for quarterly investor reports and market updates
  • Assist in identifying and qualifying prospective investors, organizing contact data and relationship tracking, and coordinating logistics for investor meetings, conferences, and roadshows
• AI and Automation
  • Use approved enterprise AI tools (e.g., Claude Cowork, Microsoft Copilot) to draft, summarize, analyze, and accelerate everyday work
  • Apply sound judgment to review AI-generated outputs for accuracy, tone, and appropriateness before using or sharing them
  • Follow company data handling, confidentiality, and acceptable-use policies when working with AI tools and sensitive information
  • Demonstrate curiosity and willingness to adopt new tools; actively participate in AI training, office hours, and adoption campaigns
  • Use AI assistants to reduce manual effort on routine tasks (email drafting, meeting notes, document summarization, basic research)
• Non-essential Functions
  • Build networking capabilities by attending industry conferences and capital markets events
  • Maintain current knowledge of debt and equity markets

Requirements

• Entrepreneurial mindset with a desire to continue building a growing company
• Bachelor’s degree in Real Estate, Finance, Economics, Business, or a related field
• Familiarity with investor management and/or CRM software applications
• Familiarity with real estate data platforms
• Understanding of real estate development processes, market analysis, and financial metrics (e.g., NOI, cap rates, IRR)
• Excellent attention to detail and organizational skills
• Ability to communicate complex data insights clearly to non-technical stakeholders
• Strong, proactive problem-solving abilities; demonstrated time management and organization skills

Benefits

• 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