Real Estate Investment Analyst

UBS; Chicago (IL); On-site; USD 85,000 - 100,000; Full time

Job summary

UBS is seeking a Real Estate Investment Analyst in Chicago to support the review and selection of direct real estate investments across the Americas. You will assist in underwriting, due diligence, market research, and ongoing monitoring of portfolio performance.

You will work within the Real Estate team with access to high-quality deal flow and collaboration with senior leadership. A bachelor’s degree in finance, economics, or real estate is required, with strong analytical, communication and

Qualifications

• Bachelor’s degree in finance, economics, real estate or related field or equivalent experience.
• Ideally experience in real estate investment, investment analysis, asset management or related area.
• Strong written and verbal communication for leadership and clients.
• Proven ability to manage multiple projects and meet deadlines.
• Detail-oriented, self-motivated with integrity and sound judgment.
• Strong analytical and problem-solving skills with strategic thinking.
• Interest in real estate markets and willingness to learn.

Responsibilities

• Track real estate investment opportunities and maintain proprietary database.
• Document meetings and maintain records of investment materials.
• Support risk reviews and red-flag indicator analysis.
• Assist underwriting and due diligence through financial analysis and market research.
• Prepare for and participate in manager meetings and due diligence.
• Analyze market trends to inform portfolio strategy and rebalancing.
• Develop investment recommendations and present them in writing and verbally.
• Support asset management activities including monitoring and reporting.
• Help portfolio managers prepare client reports and analyze portfolio performance.
• Contribute to fundraising by preparing presentation materials.

Skills

Communication

Analytical thinking

Financial analysis

Real estate knowledge

Problem solving

Time management

Education

Bachelor's degree in finance/economics/real estate

Job description

Real Estate Investment Analyst

United States - Illinois

Portfolio and fund management, Research

Asset Management

Key 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

Job Reference #343133BR

City: Chicago

Job TypeFull Time

The team

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.

Your skills and experience

• a bachelor’s degree in finance, economics, real estate or a related field, or equivalent practical experience
• ideally, experience in real estate investment, investment analysis, asset management or a related area
• 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

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - Illinois - Chicago min USD 85000 - max USD 100000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.