Analyst, Real Estate Shareholder Reporting

About the role

The Analyst, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds' platform. The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds.

Responsibilities

• Prepare and review financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards.
• Contribute to the development of quarterly/annual reporting, SEC filings (Forms 10Q, 10K, 8K), and SOX 404 compliance.
• Engage with the Direct Real Estate Finance Team, Alternative Accounting, and external auditors in overseeing financials and regulatory filings.
• Collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management, and Compliance, Risk & Business Operations.
• Identify and drive forward new ways to improve current processes.

Requirements

• Bachelor’s degree or equivalent with 3+ 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 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.

Qualifications

• Bachelor’s degree or equivalent with 3+ 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 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.

Skills

• Financial Services Experience with Real Estate Products
• SEC Reporting (Forms 10Q, 10K, 8K)
• SOX 404 Compliance
• Yardi Accounting Software
• Operations-Focused Environment
• Innovation and Process Improvement
• Written and Verbal Communications
• PC Software Applications (MS Teams, Excel, Word, PowerPoint)
• Advanced Excel Skills

Benefits

• SMART, SIMPLE, and SCALABLE shareholder reporting solutions.
• Cultivating talent within the Fidelity Fund and Investment Operations (FFIO) organization.
• Participation in the development of new and alternative investment products.
• Adapting to new and changing regulations.
• Transitioning to a full-time onsite working model.

Pay

Details about pay are not specified in the job description.

Schedule

Details about the schedule are not specified in the job description.

Benefits

• SMART, SIMPLE, and SCALABLE shareholder reporting solutions.
• Cultivating talent within the Fidelity Fund and Investment Operations (FFIO) organization.
• Participation in the development of new and alternative investment products.
• Adapting to new and changing regulations.
• Transitioning to a full-time onsite working model.