Transaction Analyst

Overview

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. We’re looking for someone with a strong investment focus and detail-oriented multitasking abilities.

• 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, and communication 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.

• Atypically 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.
• 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; additional related experience considered in lieu of a completed degree.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Visit  for more information.

US Only:
The expected salary range for this role is $80,000 to $110,000 based on factors including experience, qualifications, education, location and skill level. The role may be eligible for discretionary incentive compensation. For benefits information, please visit

Job Type: Full Time

City:
San Francisco

Job Reference #: 329241

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. We are committed to disability inclusion and provide reasonable accommodation throughout our recruitment process if needed.