Senior Associate, Investment Operations & Reporting

JPI•Dallas, PA

57d

About The Position

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.

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

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
Identify process improvements and automation opportunities
Support ad hoc portfolio analysis and special projects
Contribute to capital markets strategy discussions with operational insights