Fidelity Bank · 4 hours ago
Real Estate Investment Analyst
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$95K/yr - $120K/yr
2+ years expFidelity Bank is seeking a Real Estate Investment Analyst to support the growth and management of their direct real estate business. The Analyst will focus on acquisition underwriting, due diligence, asset management, and investor reporting, working within a small and rapidly growing team in Fidelity’s alternative product division.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
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
Performing statistical analyses to facilitate portfolio reporting and strategic initiatives
Facilitating ad-hoc internal or investor requests
Qualification
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
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
Preferred
Argus Enterprise experience is preferred, but not required
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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