Analyst, Real Estate Shareholder Reporting

skillventory - A Leading Talent Research Firm

Analyst, Shareholder Reporting role in Fidelity's Real Estate Financial team. Responsible for financial reporting for real estate funds, collaborating and improving operational efficiencies.

Posted 6/17/2026full-timeMerrimack • New Hampshire, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial reportingGAAPreal estate reportingForm 10KForm 10QForm 8Kadvanced Excelaccounting data translationoperational proficiencyprocess improvement

Soft Skills

collaborationinnovationcommunicationpresentation skillsteamworkattention to detailorganizational skillsproblem-solvingadaptabilitytime management

Tools & Technologies

Yardi accounting softwareMS TeamsExcelWordPowerPoint

Certifications & Qualifications

Bachelor's degree

Industry Keywords

financial servicespublic company financial reportingregulatory filingsaudit cycleFidelity Fund and Investment Operations

About the role

Key responsibilities & impact

Collaborating across teams and contributing on a developing operational team
Preparing and reviewing financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards
Engaging closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors
Overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle
Identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products
Working across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization

Requirements

What you’ll need

Bachelor’s degree or equivalent
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

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Professional development opportunities