ForgeApply
Try it free

ForgeApply · Job listing

Capital Markets Analyst

jpi

Dallas Office, USonsite

See all 53 open roles at jpi

Tailor your resume for this jpi job in about a minute.

ForgeApply tailors your resume and cover letter to this exact posting, then hands you a ready-to-submit application for jpi's site. Free trial, no card required.

About this role

About The Company

Built 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 Building

• Enhance Communities

• Improve Lives

  JPI 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 company

• Comprehensive training and development

• Promotion from within at all levels of the organization

• Borderless Careers, based on performance, potential, and personal ambition

Industry Recognition • NMHC - #1 Fastest Growing Developer; #2 Fastest Growing Building; #8 Largest National Developer; # 11 Largest National Builder

• Real Page – Most active multifamily developer in DFW for the past 8 years

• Dallas Business Journal Best Places to Work – 2023

• Dallas Business Journal – Largest DFW Real Estate Developers - #11

JPI offers associates a comprehensive benefits package with competitive salaries and more, including: • Competitive Bonus Program

• 4 Weeks PTO for All New Associates (Pro-Rated by Hire Date)

• 11 Holidays and 8 Early Release Days

• Medical, Dental, Vision, and Life Insurance

• 401(k) with Company Match (Up to 5% Match)

• Health Savings Account

• Flexible Spending Accounts (Dependent & Medical Reimbursement)

• Paid Parental Leave

• Paid Volunteer Time

• Tuition Assistance

• Phone Reimbursement

• Associate Referral Bonuses

About 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 & Responsibilities

Capital Raise & Deal Structuring • Model debt, equity, and preferred equity terms for active capital raises

• Build and maintain capital stack analyses across the deal pipeline

• Assist in reviewing term sheets and drafting summary comparisons for internal decision-making

Offering Memorandum & Presentation Development • Build Offering Memorandums (OMs) in PowerPoint for capital raises

• Prepare internal and external presentation materials for investment decision-making and partner marketing

• Support QC of OM figures against underlying financial models prior to distribution

Capital Partner Relationship Management • Track capital partner outreach, term sheet status, and relationship history

• Prepare structured call notes and maintain up-to-date CRM records for lender and equity partner interactions

• Prepare weekly update reports on active capital raises for the Capital Markets team, including key terms and status metrics

• Monitor and track key dates and milestones for deals currently in capital raise or closing

Deal Analysis & Closing Support • Track capital partner outreach, term sheet status, and relationship history

• Prepare structured call notes and maintain up-to-date CRM records for lender and equity partner interactions

• Prepare weekly update reports on active capital raises for the Capital Markets team, including key terms and status metrics

• Monitor and track key dates and milestones for deals currently in capital raise or closing

Investor Relations Support • Support the Investor Relations Director in compiling deal-level performance data, metrics, and market analysis for quarterly investor reports and market updates

• Support the Investor Relations Director in identifying and qualifying prospective investors, organizing contact data and relationship tracking, and coordinating logistics for investor meetings, conferences, and roadshows

AI and Automation • Uses 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 & Responsibilities • Build networking capabilities by at

Salary insight

This posting doesn't disclose pay. Across 1,018 Dallas jobs with disclosed salaries on ForgeApply, the median is $140k.

Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.

Tailor your resume for this jpi role before you apply.

Tailor my resume for this job

Similar jobs

Free ATS checker · No Salary on the Job Posting? How to Find the Number Before You Interview