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Real Estate Investment Analyst

Real Estate Investment Analyst

Job Description:

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 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.

Primary Job Responsibilities Will Include:

  • 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 (i.e. physical condition report, 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, preparing closing statements, 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

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

  • Strong interest in real estate investment management

  • 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 product division.



Private Equity

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change.

As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts. 

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.   

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.  

Link to CDC definition of "fully vaccinated" for COVID-19.

Link to apply: you may mention the NAIOP Job Board in your application.

Additional Info

Job Type : Full-Time

Education Level : Bachelors Degree

Experience Level : Entry Level

Job Function : Finance

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