Real Estate Analyst

3 months ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

Real Estate Analyst

Role

The Real Estate Analyst will support the growth and management of Fidelity s direct real estate business. The Analyst will work cross functionally, focusing on acquisition underwriting and due diligence, asset management and lease analysis, fund and portfolio management, market research, and investor reporting. This role will have exposure to multiple real estate markets, transaction structures and product types including industrial, multifamily, office, retail, and data center. The Analyst will join a small and rapidly growing team in a highly visible role within Fidelity s alternative product division.

The Expertise and Skills You Bring

  • Underwriting acquisition opportunities by building complex Argus- and excel-based financial models, maintaining comprehensive deal pipelines, interfacing with 3rd parties to develop pro-forma assumptions, and authoring investment committee memoranda and other supporting materials.

  • Compiling market research including rent, lease and sales comparables, 3rd party econometric and macroeconomic forecasts, and other research to support acquisition, asset management, and investor reporting initiatives

  • Supporting senior investment professionals in due diligence (physical, environmental, financial and legal) for potential acquisition candidates

  • Preparing investor reports and financial analyses (fund and asset-level projections, capital call statements, fee calculations) across multiple funds

  • Supporting asset management by assisting in the transition of properties from acquisition to asset management, performing internal property valuations, lease analyses, budget reviews, capital planning, income variance analyses, hold/sell analyses, and overseeing 3rd party appraisals

  • Creating financial analyses to facilitate long-term financial planning, new fund formation and capital raising

  • Facilitating ad-hoc internal or investor requests

  • Bachelor s degree required; preference for candidates with a major in real estate, finance, economics, business, mathematics or a related discipline

  • 2 or more years of relevant professional experience (commercial real estate investment sales, investment banking, acquisitions, asset management, portfolio/fund management, development, finance, or appraisal); experience across multiple real estate product types is preferred but not required

  • Detailed knowledge of PowerPoint and Excel

  • Argus Enterprise experience is preferred, but not required

  • Entrpreneural spirit

  • Interest in real estate investment management

  • Strong attention to detail, problem solving ability and analytical skills

  • Strong written/verbal presentation skills

  • Ability to work well in a fast-paced, collaborative, team-oriented environment

The Team

Fidelity Investments has established a small team to develop, launch and manage direct real estate products for Fidelity s customers. This new business line sits within Fidelity s high growth alternative investment division.





Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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