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Financial Analyst

Fidelity Investments

Financial AnalystAs a Financial Analyst on the Direct Real Estate Team, you'll play a key role in supporting the Finance Team through the growth and development of private real estate funds. This is a unique opportunity to help build a scalable real estate platform within Fidelity's Alternatives division. Your responsibilities will include oversight of property accounting, financial reporting review, property budgeting, acquisition support, and coordination of financial documentation, processes, and controls.You'll manage vendor approval and accounts payable workflows, conduct technical reviews of US GAAP policies when necessary, and work extensively with Yardi accounting/property management software. Collaboration with third-party service providers and internal investment teams is essential to ensure smooth financial operations across the portfolio.This role will be based in Boston and will report to the Director of Finance.The Expertise and Skills You BringBachelor's degree in Finance or Accounting3–4 years of relevant experience in accounting, finance, audit, risk, or operations (real estate exposure preferred)Proficiency in Microsoft Office, especially Excel and PowerPointExperience with or willingness to learn Yardi (strongly preferred)Familiarity with vendor management and accounts payable processesStrong analytical thinking and attention to detailAbility to manage multiple priorities and work independentlyExcellent communication and interpersonal skillsHighly organized with a self-starter mindset and a positive attitudeAccuracy and attention to detailAnalytical thinking and relationship-buildingAbility to manage competing prioritiesCommitment to excellence, respect, collaboration, continuous improvement, and integrityThe TeamThe Direct Real Estate Team is part of Fidelity's Alternative Product Development Team, which collaborates closely with Fidelity's Asset Management Division. The team's mission is to build a successful and scalable real estate investment platform. As part of Fidelity's Enterprise Services Division, the team supports new business creation and innovation, coordinating across tax, legal, compliance, risk, and controllership functions to support real estate fund operations.Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.The base salary range for this position is $67,000-$127,000 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.

Vacancy posted more than 2 months ago

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