Asset Management Analyst at Fidelity TalentSource LLC

Job Description:

The Team

Pembroke is an international real estate advisor that acquires, develops and manages properties and places - specializing in mixed-use and office environments in the world's leading cities. We believe that properties that stand the test of time deserve a lot of time. So, we take a different approach: a thoughtful approach.

Facilitating patient capital of FMR LLC (Fidelity Investments) and FIL (Fidelity International Limited), we invest in global markets with long-term growth potential.

Over the past twenty years, we've grown to include offices in Boston, Hamburg, London, Munich, Stockholm, San Francisco, Sydney, Tokyo, and Washington DC, and manage approximately 762,000 sq m/8.2m sq ft in North America, Europe, and Asia Pacific. By combining a global point of view with local expertise, we're able to create and manage world-class properties that deliver the best outcomes for our tenants, investors and the communities in which we work. Our US portfolio is comprised of office buildings with retail at street level, and a multi-family residential property.

At Pembroke, we're united by a belief that real estate is more than just buildings. Our mission is to create long-term value through our global expertise, local knowledge and passion for real estate. Comprised of experts across a variety of fields, our team consistently strives for excellence, achieves with integrity and embraces collaboration. Working together, we create places people love.

For more information, visit our website:\u00A0

The Role

The Analyst will support Pembroke s Asset Management function with a primary focus in the Washington DC market. The successful candidate will have 2+ years prior Commercial Office Asset Management or Investment Management experience and exhibit strong analytical skills, including proficiency in Argus, Excel, and PowerPoint.\u00A0 The candidate must demonstrate a high level of organization, accuracy, and the ability to manage multiple priorities.\u00A0The Analyst routinely presents to a wide range of stakeholders, requiring excellent written and verbal communication abilities.\u00A0 The Analyst must build internal and external relationships in a highly collaborative environment.

• Work with Asset Managers and brokerage teams to underwrite, negotiate and execute lease transactions.

• Create detailed pro-forma financial analyses and prepare memoranda for presentation.

• Collaborate with colleagues and business partners to build annual budgets and business plans for senior management review, including tracking and managing property-level performance against budget throughout the calendar year.

• Review monthly, quarterly, and annual investor and/or lender deliverables, including monitoring for adherence to annual business plans.

• Participate in the oversight of third-party property management teams to develop strategies to improve asset performance while maintaining Pembroke operational standards.

• Participate in residential operational and financial strategy, completing regular comp-set assessments to support rent level adjustments and asset positioning efforts.

• Build and maintain financial models using both Excel and ARGUS Enterprise to calculate quarterly asset valuations, project detailed cash flows, and forecast investment returns for asset management decision-making, such as discounted cash flow analyses related to potential lease transactions and capital projects.

• Aggregate and apply market data (including rent and sales comparisons) to valuation analysis of assets and portfolio. Perform quarterly and ad hoc asset valuations in ARGUS and run external appraisals.

• Source, collate and analyze market data in support of strategic decisions.

• Support quarterly portfolio valuation process, preparing Fair Market Value submissions and investor-level presentation material, and managing returns data in addition to supporting year-end audit processes.

• Prepare regular and ad hoc reports for review by senior management using PowerPoint.

• Work closely with Pembroke s Marketing Team to ensure properties are strategically positioned through development and leasing cycles. Develop local market expertise and work with the team to provide recommendations and create new strategies.

• Manage tenant credit underwriting and monitoring.

• Collaborate with the global technology team to improve existing IT platforms and ensure critical asset management data and documentation is kept secure, current, and well organized for team use.

• Compose letters, emails, meeting agendas, meeting minutes in a professional and expedient manner.

The Expertise and Skills You Bring

• Bachelor s degree in finance or business/economics/real estate, or related field required.\u00A0\u00A0

• 2-3 years of asset management experience in the commercial real estate industry, including underwriting and valuation with a reputable private and/or institutional investor.

• Excellent Excel, analytical, and cash flow modeling, specifically discounted cash flows.

• Excellent written and verbal communication skills and strong presentation/ PowerPoint skills.

• Proficiency in ARGUS Enterprise (preferred)

• Experience in VTS, CoStar, Dealpath, Yardi (preferred, not required).

• Comprehension of standard commercial office leases (preferred).

• Proven ability to produce results, meet deadlines, and manage complex and shifting priorities.

• Attention to detail coupled with ability to see the bigger picture.

• Excellent networking skills and intrapersonal skills.

• Collaborative and team-oriented work style, and an entrepreneurial / self-motivated character.

Note: Fidelity is not providing immigration sponsorship for this position

The base salary range for this position is $64,000-$121,000 per year. \u00A0

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. \u00A0\u00A0

We offer a wide range of

to meet your evolving needs and help you live your best life at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. \u00A0Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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