Transaction Manager, U.S. Real Estate Investments

UBS • New York, NY

2d • $170,000 - $225,000

About The Position

The Transaction Manager is responsible for sourcing, underwriting, negotiating, executing, and closing real estate investments for UBS Global Real Estate’s U.S. investment portfolios. The role leads acquisitions from initial opportunity evaluation through closing and works closely with Portfolio Management, Asset Management, Capital Markets, Legal, Tax, Research, Engineering, Risk Management, Operations, and senior leadership.

Based in New York, the position includes travel to evaluate investment opportunities, conduct property inspections, and meet routinely with market participants. The Transaction Manager also contributes to investment recommendations and committee presentations, supports alignment between acquisitions and portfolio objectives, maintains industry relationships, shares market intelligence, and mentors analysts and associates involved in transaction execution.

Requirements

• Ideally 8 or more years of experience in institutional commercial real estate investment, acquisitions, or transactions within an investment manager, REIT, private equity real estate platform, pension advisor, investment bank, brokerage firm, or similar environment.
• Demonstrated experience sourcing, underwriting, negotiating, and closing institutional commercial real estate investments.
• Strong knowledge of commercial real estate valuation, discounted cash flow analysis, portfolio construction, and investment strategies.
• Hands-on experience using Argus Enterprise, advanced Excel modeling, and financial analysis tools.
• Understanding of U.S. commercial real estate markets, capital markets, lease structures, and debt financing.
• Ability to manage multiple transactions simultaneously while balancing priorities, timelines, and stakeholder expectations.
• Strong communication and presentation skills, including the ability to translate complex investment insights into clear recommendations.
• Collaborative approach and ability to build effective relationships across investment, legal, tax, capital markets, research, operations, and asset management teams.
• Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field is required.
• Curiosity about using AI to improve workflows, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use.

Nice To Haves

• MBA, MSRE, or CFA designation preferred.

Responsibilities

• Source and evaluate acquisition opportunities across assigned property types and markets, building relationships with brokers, owners, developers, and operating partners.
• Underwrite acquisitions and conduct valuation analysis and scenario modeling using Argus Enterprise, Excel, and other analytical tools, including discounted cash flow analysis, total return calculations, sensitivity analyses, and valuation.
• Direct operational, legal, tax, engineering, and market due diligence.
• Negotiate transaction documentation, including letters of intent, purchase agreements, and joint venture structures, in coordination with Legal.
• Coordinate cross-functional transaction teams to advance acquisitions efficiently from evaluation through closing.
• Prepare investment recommendations and present opportunities, risks, and value drivers to investment committees.
• Partner with Asset Management and Portfolio Management to align acquisitions with business plans and portfolio objectives.
• Maintain industry relationships and share market intelligence to strengthen UBS Global Real Estate’s market presence.
• Mentor and provide guidance to analysts and associates supporting transaction execution.
• Travel to evaluate investment opportunities, conduct property inspections, and routinely meet with market participants.

Benefits

• UBS offers competitive benefits; further details are available through its employee benefits information.
• Potential additional variable compensation or awards at UBS’s sole discretion.
• Flexible working options when possible.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior