Transaction Analyst @ UBS
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Job Details
About the Role
UBS is seeking a Transaction Analyst with a strong investment focus and detail-oriented multitasking ability. The role involves underwriting potential real estate investment opportunities, building financial models, conducting market research, analyzing asset level statements, and supporting due diligence efforts.
Key Responsibilities
- Underwrite real estate investments across multifamily, retail, industrial properties.
- Build and maintain financial models and sensitivity analysis.
- Conduct market research and gather competitive intelligence.
- Analyze asset operating statements, budgets and forecasts.
- Support due diligence including material cataloging and document review.
- Prepare investment memos, presentations, and committee materials.
- Assist with asset dispositions and prepare marketing materials.
- Travel occasionally for market research and evaluation.
- Perform special assignments to support the Transactions Team.
Experience & Skills
The ideal candidate has 1+ years experience in real estate asset management, acquisitions, development or capital markets, with experience in real estate financial models, DCF analysis, market analysis, and operational reviews. Proficiency in Microsoft Excel, PowerPoint, Word, and Argus is essential, along with strong communication, analytical, and problem-solving skills.
Team & Location
This role is part of the Transactions group based in New York or Hartford. UBS is a global wealth manager with a presence in over 50 countries.
Key skills/competency
- Underwriting
- Financial Modeling
- Market Research
- Analysis
- Due Diligence
- Real Estate
- DCF
- Excel
- Communication
- Problem-solving
How to Get Hired at UBS
🎯 Tips for Getting Hired
- Customize your resume: Highlight relevant real estate and analytical experience.
- Research UBS culture: Understand their global financial approach.
- Prepare for financial questions: Practice DCF analysis and Excel modeling.
- Showcase soft skills: Emphasize teamwork, communication, and detail orientation.