Senior Associate, Investment Operations & Reporting at Jpi in Dallas, TX | Kablio
Kablio AI
Board
You
Apply Now
Save Job
About us
Talk to us
Privacy
Terms & Conditions
Popular Jobs
Blog
Engineering & Design
Management
Trades & Technicians
Jobs in London
Receptionist
General Operative
Marketing
Data Analyst
Cleaner
Customer Service
Project Manager
Executive Assistant
Electrician
Kablio AI
If you're someone who helps build and power the world (or dreams to), Kablio AI is your pocket-sized recruiter that gets you hired.
Copyright © 2025 Kablio
Senior Associate, Investment Operations & Reporting
Jpi
National developer, builder & investment manager of Class A multifamily communities.
Build and manage debt compliance systems, reporting, and analytics for real estate portfolio.
4 days ago ago
Experienced (8-12 years), Expert & Leadership (13+ years)
Full Time
Dallas, TX
Office Full-Time
Company Size
522 Employees
Service Specialisms
Construction services
Project Management
Consulting
Engineering
Architecture
Property Development
Design
Technical Services
+2 more
Sector Specialisms
Multifamily Housing
Residential
Community Development
Sustainable Development
Asset Management
Project Capitalization
Construction Management
Investment Management
+2 more
Role
Description
reporting
analytics
database
automation
dashboard
compliance
Support capital markets team with reporting packages and analytical requests
Support ad hoc portfolio analysis and special projects
Monitor financial covenants and proactively identify potential compliance issues
Identify process improvements and automation opportunities
Maintain centralized database of all debt obligations and capital partner requirements
Contribute to capital markets strategy discussions with operational insights
Serve as primary operational contact with lenders and capital partners
Prepare and submit financial reports and compliance certificates to lenders and equity partners
Develop portfolio analytics and performance reporting for institutional investors
Implement systems and workflows that automate compliance monitoring and lender reporting
Coordinate with property accounting teams to gather required financial data
Create dashboards and reporting tools that provide portfolio insights
Support investment committee and board with materials related to portfolio performance
Establish infrastructure for tracking debt covenants, reporting obligations, and compliance across the portfolio
Requirements
cpa
cfa
excel
power bi
yardi
3-5 yrs
Knowledge of real estate finance concepts (NOI, DSCR, LTV, IRR, cap rates) preferred
CPA, CFA progress, or relevant certifications a plus
Experience building or implementing financial systems or processes highly valued
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
Commercial real estate finance or institutional capital markets experience a plus
Strong Excel skills and financial analysis capabilities required
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
Experience with investor reporting, debt compliance, or fund administration strongly preferred
Benefits
Phone Reimbursement
Competitive Bonus Program
Medical, Dental, Vision, and Life Insurance
Flexible Spending Accounts (Dependent & Medical Reimbursement)
Dallas Business Journal Best Places to Work – 2023
401(k) with Company Match (Up to 5% Match)
4 Weeks PTO for All New Associates (Pro-Rated by Hire Date)
Paid Volunteer Time
Health Savings Account
Paid Parental Leave
Tuition Assistance
11 Holidays and 8 Early Release Days
Associate Referral Bonuses
Comprehensive training and development
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
Information not given or found
Share this job
Company
Overview
100K Homes
Developed & Acquired
Over three decades, the company has developed or acquired more than 100,000 apartment homes across North America.
Top 10 Developer
NMHC Activity Rank
Recognized as one of the fastest-growing developers and ranks among the Top 10 by activity level according to NMHC.
14B Valuation
Portfolio Value
The company's portfolio has exceeded a $14 billion valuation since inception.
350+ Projects
Development Portfolio
The company's development portfolio spans more than 350 projects, showcasing its scale and experience in multifamily real estate.
Became a national force in multifamily real estate after growing from a regional developer.
Headquartered in Irving, Texas, and was acquired by Sumitomo Forestry America in December 2023.
Executes Class A projects that include garden‑style, wrap‑podium, high‑rise, senior and student living.
Provides end‑to‑end services such as development, construction, asset management, and investment capital management.
Focuses on key Sunbelt markets—Texas, Arizona, California, Florida—and select northeast metros.
Develops luxury multifamily communities, mixed‑use towers, and senior‑living sites.
Culture + Values
Transform Building
Enhance Communities
Improve Lives
Be faithful and obedient to God
Be respectful to and help develop all people
Be committed to excellence
Be committed to service
Be a person of character
Grow profitably
Putting people first
Behaving with integrity and compassion
Managing by fact and knowledge
Striving for excellence
Celebrating our successes
Environment + Sustainability
100M+ pounds
PVC Scrap Prevented
Advanced technology has diverted over 100 million pounds of PVC scrap from landfills.
$10M investment
Nationwide Reprocessing
Significant capital allocated to expand recycling facilities, including a large-scale facility.
250M+ pounds
Annual PVC Reprocessing
Capacity to process over 250 million pounds of PVC annually, showing strong commitment to recycling.
Active member of the Vinyl Sustainability Council since December 2021
Recipient of the Vinyl Sustainability Council’s Annual Recycling Award for maximizing PVC recovery
Upgraded to primary membership in the Vinyl Sustainability Council to advance recycling programs
No publicly stated net-zero target
Inclusion & Diversity
Articles
About JPI
Careers at JPI
Projects