Financial Analyst

Fidelity Investments

$67K — $127K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or Accounting
  • 3-4 years of relevant experience in accounting, finance, audit, risk, or operations (real estate exposure preferred)
  • Proficiency in Microsoft Office, especially Excel and PowerPoint
  • Experience with or willingness to learn Yardi accounting software
  • Familiarity with vendor management and accounts payable processes
  • Strong analytical thinking and attention to detail
  • Excellent communication and interpersonal skills

Responsibilities

  • Support property accounting and financial reporting for real estate funds
  • Oversee budgeting and financial documentation for properties
  • Assist in acquisitions and manage vendor approval workflows
  • Conduct technical reviews of US GAAP policies as needed
  • Coordinate financial processes and controls within the team
  • Collaborate with internal investment teams and third-party service providers
  • Manage multiple priorities and work independently

Benefits

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plan
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment and tuition reimbursement
Full Job Description
Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.
The Role

As 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 Bring
  • Bachelor's degree in Finance or Accounting
  • 3-4 years of relevant experience in accounting, finance, audit, risk, or operations (real estate exposure preferred)
  • Proficiency in Microsoft Office, especially Excel and PowerPoint
  • Experience with or willingness to learn Yardi (strongly preferred)
  • Familiarity with vendor management and accounts payable processes
  • Strong analytical thinking and attention to detail
  • Ability to manage multiple priorities and work independently
  • Excellent communication and interpersonal skills
  • Highly organized with a self-starter mindset and a positive attitude
  • Accuracy and attention to detail
  • Analytical thinking and relationship-building
  • Ability to manage competing priorities
  • Commitment to excellence, respect, collaboration, continuous improvement, and integrity


The Team

The 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. Note, the application window closes when the position is filled or unposted.

Certifications:

Category:

Finance

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