Research Analyst at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Real EstateIndustries

Requirements

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 similar organization
Strong analytical skills, including proficiency in Data Visualization Tools (PowerBI), Excel, Argus, and PowerPoint
Highly motivated with ability to exhibit strong analytical skills

Responsibilities

Conduct macroeconomic, sectoral, regional, and deal-specific market research to support strategic decision making (e.g., 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 of 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 and support year-end audit processes
Build and maintain financial models (e.g., DCF) using 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, and develop tools for performance analytics, NAV reporting, and market intelligence

Skills

Market Research

Data Analytics

PowerBI

Excel

Argus

PowerPoint

Valuation

Portfolio Analytics

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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