Job Description:
Real Estate Investment Analyst
Note: Fidelity is not providing immigration sponsorship for this position
The Real Estate Investment Analyst will support the growth and management of Fidelity's direct real estate business. The Analyst will work cross functionally, focusing on acquisition underwriting, due diligence, asset management, 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 Role
- 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
- Performing statistical analyses to facilitate portfolio reporting and strategic initiatives
- Facilitating ad-hoc internal or investor requests
The Expertise and Skills You Bring
- 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
- Entrepreneurial 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.
The base salary range for this position is $95,000 - $120,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of
benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Category:Private Equity
