Capital Markets Analyst

Jpi-20cf702b; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with Company Match

Paid Parental Leave

Paid Time Off

Job summary

JPI is seeking a Capital Markets Analyst to support debt and equity capital raises for its Dallas-based capital markets team. You will model terms, build capital stack analyses, and produce Offering Memorandums and investor materials.

You will manage outreach to capital partners, track term sheets, and maintain CRM records throughout deal cycles. The role includes supporting investor relations with performance data and market updates, and leveraging AI tools to streamline drafting and analysis

Qualifications

• Bachelor’s degree in Real Estate, Finance, Economics, Business or 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.

Responsibilities

• Capital Raise & Deal Structuring: Model debt, equity, and preferred equity terms for active capital raises; build capital stack analyses across the deal pipeline.
• Offering Memorandum & Presentation Development: Build OM in PowerPoint; prepare internal/external presentation materials for investment decision-making.
• Capital Partner Relationship Management: Track outreach, term sheet status, and relationship history; maintain CRM records; prepare weekly update reports.
• Investor Relations Support: Compile deal-level performance data, metrics, and market analysis for quarterly investor reports and roadshows.
• AI and Automation: Use approved AI tools to draft, summarize, and analyze; ensure outputs are accurate and compliant.

Job description

About The CompanyBuilt 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.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 BuildingEnhance CommunitiesImprove LivesJPI 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 companyComprehensive training and developmentPromotion from within at all levels of the organizationBorderless Careers, based on performance, potential, and personal ambitionIndustry RecognitionNMHC - #1 Fastest Growing Developer; #2 Fastest Growing Building; #8 Largest National Developer; # 11 Largest National BuilderReal Page – Most active multifamily developer in DFW for the past 8 yearsDallas Business Journal Best Places to Work – 2023Dallas Business Journal – Largest DFW Real Estate Developers - #11JPI offers associates a comprehensive benefits package with competitive salaries and more, including:Competitive Bonus Program4 Weeks PTO for All New Associates (Pro-Rated by Hire Date)11 Holidays and 8 Early Release DaysMedical, Dental, Vision, and Life Insurance401(k) with Company Match (Up to 5% Match)Health Savings AccountFlexible Spending Accounts (Dependent & Medical Reimbursement)Paid Parental LeavePaid Volunteer TimeTuition AssistancePhone ReimbursementAssociate Referral BonusesAbout the Job.JPI has an exciting opportunity for a Capital Markets Analyst to join our Capital Markets team located in Dallas, TX. 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. The Capital Markets Analyst 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. As deals move from underwriting through closing, the analyst will support the team through offering memorandum production, capital partner outreach, term negotiation, and closing.Essential Functions & ResponsibilitiesCapital Raise & Deal StructuringModel debt, equity, and preferred equity terms for active capital raisesBuild and maintain capital stack analyses across the deal pipelineAssist in reviewing term sheets and drafting summary comparisons for internal decision-makingOffering Memorandum & Presentation DevelopmentBuild Offering Memorandums (OMs) in PowerPoint for capital raisesPrepare internal and external presentation materials for investment decision-making and partner marketingSupport QC of OM figures against underlying financial models prior to distributionCapital Partner Relationship ManagementTrack capital partner outreach, term sheet status, and relationship historyPrepare structured call notes and maintain up-to-date CRM records for lender and equity partner interactionsPrepare weekly update reports on active capital raises for the Capital Markets team, including key terms and status metricsMonitor and track key dates and milestones for deals currently in capital raise or closingDeal Analysis & Closing SupportTrack capital partner outreach, term sheet status, and relationship historyPrepare structured call notes and maintain up-to-date CRM records for lender and equity partner interactionsPrepare weekly update reports on active capital raises for the Capital Markets team, including key terms and status metricsMonitor and track key dates and milestones for deals currently in capital raise or closingInvestor Relations SupportSupport the Investor Relations Director in compiling deal-level performance data, metrics, and market analysis for quarterly investor reports and market updatesSupport the Investor Relations Director in identifying and qualifying prospective investors, organizing contact data and relationship tracking, and coordinating logistics for investor meetings, conferences, and roadshowsAI and AutomationUses approved enterprise AI tools (e.g., Claude Cowork, Microsoft Copilot) to draft, summarize, analyze, and accelerate everyday work.Applies sound judgment to review AI-generated outputs for accuracy, tone, and appropriateness before using or sharing them.Follows company data handling, confidentiality, and acceptable-use policies when working with AI tools and sensitive information.Demonstrates curiosity and willingness to adopt new tools; actively participates in AI training, office hours, and adoption campaigns.Uses AI assistants to reduce manual effort on routine tasks (email drafting, meeting notes, document summarization, basic research).Non-essential Functions & ResponsibilitiesBuild networking capabilities by attending industry conferences and capital markets eventsMaintain current knowledge of debt and equity marketsEducation, Work Experience, & Physical RequirementsEntrepreneurial mindset is a must – 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.