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Fidelity Investments · 23 hours ago

Research Analyst, Commercial Real Estate

Boston, MA

Full-time

Hybrid

Entry, Mid Level

$67K/yr - $127K/yr

2+ years exp

Fidelity Investments is an international real estate advisor specializing in mixed-use, office, and residential environments. They are seeking a highly motivated Research Analyst to support market research, investment strategy, portfolio analytics, and investor reporting across Pembroke’s international portfolio.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Conduct macroeconomic, sectoral, regional, and deal-specific market research to support strategic decision making (i.e. underwriting of acquisitions/dispositions, capital project decisions, and long-term market selection)

Provide data-driven insights, trends and outlook comparisons across asset classes and geographies

Analyze 3rd party reports/white papers and attend industry events; summarize insights for internal stakeholders

Manage market research/data budgeting and procurement process. Serve as key relationship contact with all service providers; provide ongoing maintenance database of key market analytics, forecasts, supply/demand, rent and other statistics

Prepare quarterly and annual investor reporting deliverables including president’s letters, valuation summaries, market snapshots, and key portfolio performance trends

Collaborate with key internal stakeholders including Asset Management and Finance, to ensure accuracy, consistency, and timeliness of performance data and presentation commentary

Maintain reporting templates and improve automation where possible

Support global portfolio valuation process, working with global Asset Management and Accounting Teams to review Fair Market Value assumptions / submissions and prepare accompanying quarterly presentation material

Work directly with 3rd party appraisers as necessary. Update and manage quarterly returns data in addition to supporting year-end audit processes

As required, build and maintain financial models (i.e.: DCF) using both Excel and ARGUS Enterprise to calculate and review quarterly asset valuations, project detailed cash flows, and forecast investment returns for asset-level decision-making

Partner with Technology Team to: Improve data aggregation and visualization across platforms. Develop tools for performance analytics, NAV reporting, and market intelligence

Qualification

Market ResearchData AnalyticsValuationExcelPowerBIArgus EnterprisePowerPointCommunication SkillsDetail-orientedCollaboration

Required

Bachelor's degree in Business, Economics, Finance, Data Analytics or related field

2-3 years of market research, real estate valuation, or business/data analytics experience in the commercial real estate industry with a reputable research house, investment or brokerage firm

Advanced proficiency in Excel, PowerBI (Tableau) and PowerPoint

Ability to synthesize complex data into clear narratives

Familiarity with Argus Enterprise, Yardi Elevate, CoStar, MSCI, Hyperion/PBCS, Green St, and/or similar commercial real estate platforms

Excellent written and verbal communication skills and strong presentation / PowerPoint skills

Detail-oriented with the ability to manage multiple priorities in fast-paced, collaborative environment without sacrificing accuracy

Demonstrated interest in real estate and desire to develop within the industry

Ability to produce results, meet deadlines, and manage complex and shifting priorities in a high-expectation work culture