Transaction Analyst

Your role

We are seeking a highly motivated analyst to join our San Francisco-based Transactions team. This individual will play a key support role in evaluating real estate investment opportunities and executing dispositions across the firm’s diverse portfolio. Do you have a strong investment focus? Are you a detail-oriented multitasker? We're looking for someone like that to:

• provide detailed underwriting of potential real estate investment opportunities across various property types (multifamily, retail, industrial, etc.);
• build and maintain financial models and sensitivity analyses;
• conduct market research and gather competitive intelligence to support underwriting assumptions;
• analyze asset-level operating statements, budgets and forecasts;
• support due diligence efforts, including cataloging of all materials, review of leases, legal, financial and other operational documents;
• prepare investment memos, presentations and materials for investment committee review;
• support asset dispositions including preparation of marketing materials, hold/sell analyses, coordination of due diligence materials, communicating with external stakeholders and closing;
• limited travel to conduct market research and evaluate investment opportunities;
• assist with special assignments as needed to support the Transactions team.

Detailed salary information :
• San Francisco: the salary range for this role is $80000 to $110000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team

You'll be a member of the San Francisco-based Transactions team. We offer competitive compensation and benefits. Position is primarily in-office with some flexibility for remote work.

Your expertise

• Ideal candidate would have 1-3 years of work experience in real estate asset management, acquisitions, development or capital markets;
• experience with real estate financial models, discounted cash flow analysis or other investment analysis;
• experience with market analysis, appraisal review, reviewing research reports, reviewing property operating statements and gathering information to support underwriting assumptions;
• knowledge of real estate investment concepts and terminology;
• advanced proficiency in Microsoft Excel, PowerPoint, Word and Argus;
• effective communication and writing skills for internal and external communication and presentations;
• strong analytical and problem-solving skills and excellent attention to detail;
• effective prioritization and time management skills to meet deadlines and provide accurate analysis; and
• a self-starter who can work independently as well as collaboratively in a fast-paced team environment.
• Bachelor’s degree in business, finance, economics, or real estate desired. Additional related experience would be considered in lieu of a completed degree program.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $80000 to $110000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.