Investment Associate

1 week ago


Dallas, Texas, United States JPI Full time
About JPI

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 Job

The Investment Associate will play a key role in early-stage asset management, focusing on 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:
  1. Take primary asset management responsibilities for 1-2 properties, with oversight from the investment management team.
  2. Perform financial forecasts, valuations, and waterfalls regularly, incorporating results into monthly investor reporting.
  3. Support senior investment managers with property sales, preparing sales packages and assisting with due diligence needs.
  4. Lead regular meetings and calls with property management team members and revenue management representatives.
  5. Present to senior management on property valuations, forecasts, and market analysis.
  6. Design, develop, and refine tailored real estate financial models using Excel to support decision-making.
  7. Prepare and maintain weekly and monthly update performance reports, recommending strategies to meet/exceed goals.
  8. Perform analytical tasks related to loan docs, appraisals, expenditures, insurance, investor reporting, and draw requests.
  9. Research and evaluate market data for the asset's submarket community comp set.
  10. Review and provide feedback on variance reports for monthly operating statements, annual operating budgets, and business plans.
Requirements:
  • 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.
Why Work for JPI?

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.


  • Investment Associate

    2 weeks ago


    Dallas, Texas, United States Stronghold Investment Management Full time

    About UsStronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.Job SummaryWe are seeking a highly skilled Investment Associate to join our...


  • Dallas, Texas, United States Stronghold Investment Management Full time

    About UsStronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.Job SummaryWe are seeking a highly skilled Investment Associate to join our...


  • Dallas, Texas, United States TopShelf Talent Group Full time

    Investment Associate Opportunity at TopShelf Talent GroupWe are seeking a highly skilled Investment Associate to join our team at TopShelf Talent Group. As an Investment Associate, you will play a key role in evaluating and presenting new investment opportunities to our investment team.Responsibilities:Evaluate and present new investment opportunities to the...


  • Dallas, Texas, United States D2 Asset Management, LP Full time

    About D2 Asset ManagementD2 Asset Management, LP is a global investment firm that specializes in credit, hybrid, and special situations investing across complex and asset-rich opportunities. We provide structured solutions in private markets and invest opportunistically across the capital structure in liquid markets.Our investment approach combines...


  • Dallas, Texas, United States Stronghold Investment Management Full time

    About Stronghold Investment Management Stronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a forward-thinking, technology-oriented investment management firm that specializes in real assets and associated private markets. Our mission is to provide superior risk-adjusted returns through a robust investment strategy characterized by swift...


  • Dallas, Texas, United States Stonelake Capital Partners Full time

    Firm OverviewStonelake Capital Partners is a leading real estate private equity firm that acquires and develops industrial, multifamily, and office properties in high-growth markets. With a commercial real estate portfolio exceeding $4B in assets under management, the firm has established a strong presence in the Sunbelt states, including key markets such as...


  • Dallas, Texas, United States JPI Full time

    About JPIJPI 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. Its team of experts utilizes data-driven management to ensure strategic decision-making and...

  • Investment Associate

    3 weeks ago


    Dallas, Texas, United States JPI Full time

    About the RoleThe Investment Associate will play a crucial role in the early-stage asset management of 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 required to meet the performance goals of each asset.Key ResponsibilitiesPrimary...

  • Investment Associate

    3 weeks ago


    Dallas, Texas, United States JPI Full time

    About the RoleThe Investment Associate will play a crucial role in the early-stage asset management of 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 required to meet the performance goals of each asset.Key ResponsibilitiesPrimary...

  • Investment Associate

    2 weeks ago


    Dallas, Texas, United States JPI Full time

    About JPIJPI 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...


  • Dallas, Texas, United States International Search Consultants Full time

    Investment Advisory AssociateInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill an Investment Advisory Associate position. The firm specializes in providing customized investment management and advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.Key...


  • Dallas, Texas, United States International Search Consultants Full time

    Investment Advisory AssociateInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill the role of Investment Advisory Associate. This position offers tremendous long-term career development and continued growth opportunities as the firm continues to expand.Key Responsibilities:Partner with the Client Advisor team to...


  • Dallas, Texas, United States International Search Consultants Full time

    Job DescriptionInvestment Advisory AssociateInternational Search ConsultantsInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...


  • Dallas, Texas, United States Third Bridge Full time

    Job Title: Investment Research AssociateJoin Third Bridge, a leading investment research firm, as an Investment Research Associate and play a key role in delivering integrated solutions for top investors and business leaders.About the RoleThis is a fast-paced, performance-driven environment where you will be responsible for building relationships with Public...

  • Summer Associate

    3 weeks ago


    Dallas, Texas, United States Welltower Full time

    About the RoleWelltower is seeking a highly motivated and detail-oriented Summer Associate to join our Investments team for a 10-week internship program. As a Summer Associate, you will have the opportunity to work closely with our senior management team and gain hands-on experience in the investments industry.Key ResponsibilitiesAnalyze investment...


  • Dallas, Texas, United States 5 Legal Full time

    Position Overview5 Legal, a prestigious law firm recognized among the top in the industry, is seeking a highly skilled associate to enhance their Investment Funds practice group.The successful candidate will possess between 3 to 5 years of experience in corporate transactions, with a strong preference for expertise in the structuring, formation, and...

  • Summer Associate

    3 weeks ago


    Dallas, Texas, United States Welltower Full time

    About the RoleWelltower is seeking a highly motivated and detail-oriented Summer Associate to join our Investments team for a 10-week internship program. As a Summer Associate, you will have the opportunity to work closely with our senior management team and gain hands-on experience in the investments industry.Key ResponsibilitiesAnalyze investment...


  • Dallas, Texas, United States SIG Partners Full time

    Company Overview:SIG Partners is a distinguished private equity firm focused on the lower middle market, providing advisory services to independent sponsors, search funds, and various acquisition entrepreneurs. We specialize in delivering acquisition support and direct capital investment through unique strategies and robust relationships, aiming to enhance...


  • Dallas, Texas, United States GuideStone Full time

    Join GuideStone's Investment Services TeamAt GuideStone, we are committed to fostering an environment that promotes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture is built on the principles of excellence, collaboration, humility, integrity, compassion, and stewardship.Benefits of...


  • Dallas, Texas, United States GuideStone Full time

    Join GuideStoneAt GuideStone, we are dedicated to fostering a workplace that prioritizes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture emphasizes excellence, collaboration, humility, integrity, compassion, and stewardship.What We ProvideWe offer a comprehensive benefits package,...