Real Estate Investment Trust Research Analyst - Fidelity Investments

March 01, 2018
...Unable to display logo...

Fidelity Investments

Boston, Massachusetts 02215

About Fidelity Investments

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. 

Position: Research Analyst – REIT Team

We are currently recruiting for a Research Analyst to join our REIT team based in Boston. The Analyst will report to the Managing Director of Research.


This analyst will be responsible for both identifying new opportunities and monitoring existing positions across the sector. This analyst will work closely with the diversified portfolio managers and other analysts on the team and play a vital role in contributing to the investment performance of those products.

Specific responsibilities include:

1. Generate and validate new ideas within his/her sub-sector area(s) that are consistent with the team’s investment process. Specifically, idea generation involves:
a. Investigate stocks generated by the proprietary ranking process to identify potential to meet the fund’s key criteria of attractive valuation and future positive change. This process typically has a quick look and, for those stocks that continue to meet the fund’s criteria, more extensive fundamental analysis.
b. Identify stocks through analyst’s own process of monitoring opportunities in his/her sub-sector area(s) by, for example, using screens, Fidelity research and sell-side research.
2. Maintain coverage of assigned sector stocks held in the required portfolios. Specifically, coverage involves:
a. Performing industry analysis- monitoring trends and developing a view regarding the relative attractiveness of the assigned names
b. Maintaining up-to date recommendations and target prices
c. Creating and maintaining proprietary financial models and valuation analysis
d. Monitoring investment thesis to track progress of improving dynamics and other critical variables
e. Conducting proprietary research
f. Collaborating with other Fidelity analysts
g. Interacting with company management through meetings and calls
3. Communicate updates and recommendations to the REIT team and broader Fidelity investment organization. The most important form of communication will be in-person discussions, supplemented by brief written reports and emails as needed.


  • 1-4 years’ experience covering REITs on either the buy side or the sell side is required
  • Exceptional analytical, organizational and quantitative abilities as well as polished communication and interpersonal and team skills required
  • Demonstrated maturity and confidence to engage with senior level company management.
  • Intellectual curiosity about companies and markets, and high levels of motivation, creativity and initiative.


  • Bachelors’ degree required; Masters’ degree preferred
  • CFA or progress towards the designation is preferred