UBS · 1 day ago
Transaction Analyst
California, United States
Full-time
Onsite
Entry, Mid Level
$80K/yr - $110K/yr
1+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a motivated Transaction Analyst to support the Transactions team in evaluating real estate investment opportunities and executing dispositions across the firm's portfolio.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Provide detailed underwriting of potential real estate investment opportunities across various property types (multifamily, retail, industrial, etc.)
Build and maintain financial models and sensitivity analyses
Conduct market research and gather competitive intelligence to support underwriting assumptions
Analyze asset-level operating statements, budgets and forecasts
Support due diligence efforts, including cataloging of all materials, review of leases, legal, financial and other operational documents
Prepare investment memos, presentations and materials for investment committee review
Support asset dispositions including preparation of marketing materials, hold/sell analyses, coordination of due diligence materials, communicating with external stakeholders and closing
Limited travel to conduct market research and evaluate investment opportunities
Assist with special assignments as needed to support the Transactions team
Qualification
Required
1-3 years of work experience in real estate asset management, acquisitions, development or capital markets
experience with real estate financial models, discounted cash flow analysis or other investment analysis
experience with market analysis, appraisal review, reviewing research reports, reviewing property operating statements and gathering information to support underwriting assumptions
knowledge of real estate investment concepts and terminology
advanced proficiency in Microsoft Excel, PowerPoint, Word and Argus
effective communication and writing skills for internal and external communication and presentations
strong analytical and problem-solving skills and excellent attention to detail
effective prioritization and time management skills to meet deadlines and provide accurate analysis
a self-starter who can work independently as well as collaboratively in a fast-paced team environment
Preferred
Bachelor's degree in business, finance, economics, or real estate desired. Additional related experience would be considered in lieu of a completed degree program
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
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