Transaction Analyst - Real Estate

UBS•New York, NY

3d•$100,000 - $120,000•Onsite

About The Position

The Transaction Analyst supports UBS Global Real Estate’s U.S. acquisitions platform in New York, evaluating commercial real estate acquisition opportunities through preliminary underwriting, market research, and investment screening. The role prepares financial underwriting and investment analyses using Argus Enterprise, Excel, and other tools, including discounted cash flow, total return, sensitivity, scenario, and valuation analyses. It also reviews leases, property budgets, historical operating statements, rent rolls, capital expenditure assumptions, and other due diligence materials. The analyst coordinates transaction workstreams, including information requests, third-party deliverables, closing checklists, and communication with internal teams and external advisors. The role prepares investment memoranda, acquisition briefs, and Investment Committee presentations covering investment rationale, market analysis, underwriting, risks, and mitigants. It supports the Transactions Director with letters of intent, purchase and sale agreements, joint venture agreements, and other transaction materials, and partners with Asset Management and Portfolio Management on business plans, operating strategy, transition planning, portfolio alignment, and risk assessments. The position reports to the Transactions Director and collaborates with Portfolio Management, Asset Management, Capital Markets, Legal, Tax, Research, Engineering, Risk Management, Operations, and external advisors. It provides exposure to the investment lifecycle from initial screening through closing and transition into the portfolio. The role is based in UBS’s New York office, with occasional travel for property inspections, investment evaluation, and meetings with market participants.

Requirements

Bachelor’s degree in finance, real estate, economics, business, or a related field, or equivalent practical experience.
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, including the ability to explain complex investment analysis to transaction professionals and the Investment Committee.
Careful, evidence-based approach to identifying, researching, and communicating investment risks, due diligence findings, and analytical sensitivities.
Ability to build productive working relationships across internal teams and with third-party advisors.
Proficiency in Argus Enterprise, Excel, PowerPoint, and Word.
Curiosity about using AI to improve workflows, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use.
Initiative, sound judgment, and curiosity when evaluating and executing acquisition opportunities.
Ability to work from the 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.
Experience preparing investment memoranda, valuation models, management reports, and presentations.

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 communications across internal teams and external advisors.
Prepare investment memoranda, acquisition briefs, and Investment Committee presentations covering 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.