Analyst, Real Estate Shareholder Reporting

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The Role
:
Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform.

Job Description
:
The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.

In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle.

The Expertise And Skills You Bring
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• Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
• Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)
• Experience with Yardi accounting software preferred
• Ability to work and lead in an operations-focused fast paced team environment
• Innovation attitude – ability to identify and drive forward new ways to improve current processes.
• Excellent written and verbal communications skills and strong presentation capability.
• Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)
• Advanced excel skills and experience translating accounting data into financial statement presentation

Note
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Fidelity will not provide immigration sponsorship for this position.

The Team
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In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.

Fidelity is an equal opportunity employer and is committed to a diverse and inclusive workplace. Fidelity considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.