Transaction Analyst - Real Estate

UBS•New York, NY

3d•$100,000 - $120,000•Onsite

About The Position

We’re looking for an Transaction Analyst to support our U.S. acquisitions platform in New York. This role involves evaluating acquisition opportunities across assigned property types and markets through preliminary underwriting, market research, and investment screening. The analyst will prepare and maintain financial underwriting and investment analyses using tools like Argus Enterprise and Excel, including discounted cash flow, total return, sensitivity, scenario, and valuation analyses. Responsibilities also include reviewing leases, property budgets, historical operating statements, rent rolls, and capital expenditure assumptions. The role requires coordinating transaction workstreams, preparing investment memoranda and presentations for the Investment Committee, and supporting the Transactions Director with various legal agreements. Additionally, the analyst will partner with Asset Management and Portfolio Management on business plans and strategy, and manage multiple workstreams while balancing priorities and transaction timelines.

Requirements

a bachelor’s degree in finance, real estate, economics, business or a related field, or equivalent practical experience
the ability to support institutional real estate underwriting using discounted cash flow analysis, Argus Enterprise and advanced Excel modelling
working knowledge of commercial real estate markets, valuation methods, property operations, capital expenditure planning and investment strategies
experience analysing lease structures and modelling real estate debt and joint venture waterfalls
clear written and verbal communication skills, with the ability to explain complex investment analysis to transaction professionals and the Investment Committee
a careful, evidence-based approach to identifying, researching and communicating investment risks, due diligence findings and analytical sensitivities
the ability to build productive working relationships across internal teams and with third-party advisors
proficiency in Argus Enterprise, Excel, PowerPoint and Word, ideally with experience preparing investment memoranda, valuation models, management reports and presentations
initiative, sound judgement and curiosity when evaluating and executing acquisition opportunities
the ability to work from our New York office and travel occasionally for property inspections, investment evaluation and meetings with market participants

Nice To Haves

experience in commercial real estate investment, valuation, underwriting, appraisal, brokerage, real estate investment trusts, private equity real estate or investment management
proficiency with, or curiosity to learn, artificial intelligence and automation tools that improve analytical workflows and transaction deliverables

Responsibilities

evaluate acquisition opportunities across assigned property types and markets through preliminary underwriting, market research and investment screening
prepare and maintain financial underwriting and investment analyses in Argus Enterprise, Excel and other tools, including discounted cash flow, total return, sensitivity, scenario and valuation analyses
review leases, property budgets, historical operating statements, rent rolls, capital expenditure assumptions and other due diligence materials
coordinate transaction workstreams, including information requests, third-party deliverables, closing checklists and communication across internal teams and external advisors
prepare investment memoranda, acquisition briefs and Investment Committee presentations covering the investment rationale, market analysis, underwriting, key risks and mitigants
support the Transactions Director with letters of intent, purchase and sale agreements, joint venture agreements and other transaction materials
partner with Asset Management and Portfolio Management on business plans, operating strategy, transition planning, portfolio alignment and risk assessments for potential and newly acquired investments
manage multiple workstreams while balancing priorities and transaction timelines