Financial Analyst

Fidelity • Boston, MA

7d • Onsite

About The Position

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.

Requirements

• Bachelor’s degree in Finance or Accounting
• 3–4 years of relevant experience in accounting, finance, audit, risk, or operations
• Proficiency in Microsoft Office, especially Excel and PowerPoint
• 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

Nice To Haves

• Real estate exposure preferred
• Experience with or willingness to learn Yardi (strongly preferred)
• Familiarity with vendor management and accounts payable processes

Responsibilities

• Oversight of property accounting
• Financial reporting review
• Property budgeting
• Acquisition support
• Coordination of financial documentation, processes, and controls
• Manage vendor approval and accounts payable workflows
• Conduct technical reviews of US GAAP policies
• Work extensively with Yardi accounting/property management software
• Collaboration with third-party service providers and internal investment teams

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level