Job Description:
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.
The Expertise and Skills You Bring
- Bachelor’s degree in Finance or Accounting
- 3–4 years of relevant experience (accounting, finance, audit, risk, or operations)
- 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
Note: Fidelity is not providing immigration sponsorship for this position
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.
Certifications:
Category:
FinanceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.