Transaction Manager, US Real Estate Investments
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 partners with Portfolio Management, Asset Management, Capital Markets, Legal, Tax, Research, Engineering, Risk Management, Operations, and senior leadership. Based in Dallas, the position involves travel to evaluate opportunities, conduct property inspections, and meet market participants. The Transaction Manager works with specialists across the platform to translate investment strategy into completed transactions and mentors analysts and associates supporting transaction execution.
Requirements
- Ideally 8 or more years of experience in institutional commercial real estate investment, acquisitions, or transactions in 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 required.
- Curiosity about using AI to improve workflows, with sound judgment to validate outputs and align 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 and scenario analyses using Argus Enterprise, Excel, and other analytical tools, including discounted cash flow analysis, total return calculations, sensitivity analyses, scenario modeling, and valuation.
- Direct due diligence, including operational, legal, tax, engineering, and market reviews.
- 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 guide analysts and associates supporting transaction execution.
- Travel to evaluate opportunities, conduct property inspections, and meet market participants.
Benefits
- Flexible working options when possible.
- Opportunities to grow.
- Supportive team and new challenges.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
