Fidelity Investments · 3 days ago
Real Estate Analyst
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Asset ManagementFinance
Insider Connection @Fidelity Investments
Responsibilities
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.
Qualification
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Required
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
Preferred
Experience across multiple real estate product types is preferred but not required
Benefits
Flexible benefits
Learning opportunities
Company
Fidelity Investments
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (1092)
2022 (1482)
2021 (1535)
2020 (371)
Funding
Current Stage
Late StageTotal Funding
$152.82M2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Recent News
2024-06-05
Boston Business Journal
2024-06-04
Company data provided by crunchbase