Investment Banking Analyst

Capital Markets AnalystJPI 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 & ResponsibilitiesModel 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-makingBuild 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 distributionTrack 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 closingSupport 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 roadshowsUses 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.