Real Estate Investment Analyst

UBS•Chicago, IL

1d•$85,000 - $100,000•Onsite

About The Position

We’re looking for an Investment Analyst to track real estate investment opportunities for the Unified Global Alternatives Real Estate Americas investment team and maintain our proprietary database. This role involves documenting manager, Investment Committee, and risk committee meetings, and maintaining accurate records of proprietary and privileged investment materials. The analyst will support risk reviews, including red-flag indicator analysis, to assess whether investments and portfolios remain aligned with risk parameters. Additionally, the role supports underwriting and due diligence for potential investments and disposals through financial analysis, market research, and document review. The analyst will prepare for and participate in manager meetings and ongoing due diligence, analyze market trends, economic conditions, and property-sector performance to inform portfolio rebalancing and strategy adjustments. The role also involves developing clear investment recommendations and presenting supporting arguments verbally and in writing, including at Investment Committee meetings. Support for asset management activities, including investment monitoring, quarterly reporting, and ad hoc investor reporting, is also required. The analyst will help portfolio managers prepare client reports and analyze portfolio performance, including returns, cash flows, and asset valuations, and contribute to fundraising by preparing presentation materials. You’ll be working in the Real Estate team in Chicago within the Unified Global Alternatives Real Estate (UGA-RE) division. Our team is responsible for the sourcing, selection, and diligence of direct investment opportunities for our dedicated funds and pools of capital. As an Investment Analyst, you will play an important role in supporting the review/selection of real estate investments and the monitoring of our portfolio across the Americas. This is a highly reputable team with direct access to high quality deal flow with best-in-class managers in the sector.

Requirements

A bachelor’s degree in finance, economics, real estate or a related field, or equivalent practical experience
Strong written and verbal communication skills, with the ability to explain complex information clearly to leadership and clients
Proven ability to manage several projects and meet deadlines
A detail-oriented and self-motivated approach, sound judgement and a commitment to high standards of integrity
Strong analytical and problem-solving skills, with the ability to think strategically and turn findings into practical recommendations
An interest in real estate markets and a willingness to learn

Nice To Haves

Ideally, experience in real estate investment, investment analysis, asset management or a related area

Responsibilities

Track real estate investment opportunities for the Unified Global Alternatives Real Estate Americas investment team and maintain our proprietary database
Document manager, Investment Committee and risk committee meetings, and maintain accurate records of proprietary and privileged investment materials
Support risk reviews, including red-flag indicator analysis, to assess whether investments and portfolios remain aligned with risk parameters
Support underwriting and due diligence for potential investments and disposals through financial analysis, market research and document review
Prepare for and participate in manager meetings and ongoing due diligence
Analyse market trends, economic conditions and property-sector performance to inform portfolio rebalancing and strategy adjustments
Develop clear investment recommendations and present supporting arguments verbally and in writing, including at Investment Committee meetings
Support asset management activities, including investment monitoring, quarterly reporting and ad hoc investor reporting
Help portfolio managers prepare client reports and analyse portfolio performance, including returns, cash flows and asset valuations
Contribute to fundraising by preparing presentation materials