Investment Associate
2 weeks ago
JPI is a leading real estate developer and builder, recognized for its commitment to integrity, respect, and continuous improvement. With over 35 years of experience, JPI has designed and developed communities with best-in-class homes and amenities, driven by data-driven management and a focus on strategic decision-making.
About the JobThe Investment Associate will play a key role in early-stage asset management, financial modeling, market research, and performance tracking for a portfolio of newly constructed multi-family real estate projects. This position will support the Investment Manager/Operations Manager teams with analytics and due diligence, working closely with development, design, and accounting departments.
Essential Functions & Responsibilities:- Take primary asset management responsibilities for 1-2 properties, with oversight from the investment management team.
- Perform financial forecasts, valuations, and waterfalls regularly, incorporating results into monthly investor reporting.
- Support senior investment managers with property sales, preparing sales packages and assisting with due diligence needs.
- Lead regular meetings and calls with property management team members and revenue management representatives.
- Present to senior management on property valuations, forecasts, and market analysis.
- Design, develop, and refine tailored real estate financial models using Excel to support decision-making.
- Prepare and maintain weekly and monthly update performance reports, recommending strategies to meet/exceed goals.
- Perform analytical tasks related to loan docs, appraisals, expenditures, insurance, investor reporting, and draw requests.
- Research and evaluate market data for the asset's submarket community comp set.
- Review and provide feedback on variance reports for monthly operating statements, annual operating budgets, and business plans.
- Bachelor's degree in Finance, Accounting, Economics, or business-related study.
- At least 4-6 years of experience in Multifamily Asset Management, with strong Excel/financial modeling skills.
- Merchant Build Developer/Lease-Up experience preferred.
- Understanding of real estate capital (debt and equity) required.
We are a People First culture, seeking team members who are hungry, humble, and people smart, with an eye to continuous improvement. Our culture begins with people and our goal is to attract, retain, and grow the best talent in the industry. Through ongoing investment in the development of our people, we provide meaningful opportunities for professional success and fulfillment, led by values and principle-based leadership.
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