Investment Analyst Job at UBS, Dallas, TX

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  • UBS
  • Dallas, TX

Job Description

Your role

UBS Asset Management (UBS AM) is seeking a motivated and detail-oriented Real Estate Analyst to support the execution and performance management of a multi-market logistics and commercial real estate portfolio. Based in our Dallas office, this role offers broad exposure to financial, operational, and strategic aspects of institutional real estate. Key responsibilities include evaluating lease transactions, quarterly analytical reporting, acquisitions/dispositions, and ongoing business planning for a select portfolio of assets. This is an outstanding opportunity for an early-career real estate professional to gain experience across various investment strategies by working closely with senior asset managers, portfolio managers, and third-party service providers.

• Provide analytical and asset management support on a portfolio of approximately 12 to 16 Commercial and Industrial investment properties. Key functions include:
• Financial analysis, including monitoring asset operating performance against business plans and tracking key property-level financials;
• Maintain and update ARGUS Enterprise models quarterly, incorporating leasing activity, market data, and capital forecasts;
• Support the asset managers in the preparation and accuracy of reports including Hold/Sells analyses, update Valuation Reviews, and Internal Forecasts;
• Participate in discussions with third-party brokers to evaluate market conditions and leasing activity;
• Support the asset manager in preparing investment proposals and throughout execution phases of lease transactions. Perform lease analyses, including NPV, IRR, payback, and net effective rent calculations;
• Support the asset manager in the planning and execution of property capital projects;
• Support the asset manager in the development of the property level annual operating budget and business plan, including expected leasing activity, income/expense review and capital planning.
• Assist in the monitoring of development projects by analyzing and processing construction draw requests, review of tenant build-out improvement packages, strategy discussions with partners, and internal stake-holders;
• Conduct research and provide support for broader real estate team initiatives, portfolio strategy discussions, and operational improvements;
• Assist and participate in the evaluation of property performance relative to competition and the objectives established in the annual operating plan (i.e. market repositioning, development of tenant retention programs, management of lease expirations, management of capital improvements);
• Assist in due diligence of potential acquisitions including expense analysis, lease and underwriting review, and cash flow modeling;
• Assist in property dispositions, including analysis of potential sales price, interaction with sales brokers and preparation of internal Investment Committee brief;
• Occasional travel to assigned properties;
• Opportunity to engage in Property Technology (Prop-Tech), Income Innovation projects and Sustainability initiatives with exposure to senior leadership;
• Opportunity to attend industry conferences on behalf of the firm or with senior leaders to creatively develop/expand new partnership and vendor relationships;
• Assist and lead special assignments as needed to support the Asset Management team.

Your team

You'll be a member of the Dallas based Asset Management group. We offer competitive salaries and benefits.

Your expertise

• 3+ years of hands-on experience in commercial real estate, preferably in Asset Management, Acquisitions, or Underwriting; strong understanding of time value of money and discounted cash flow analysis;
• BS degree in business, finance, economics, or real estate desired;
• Expert level proficiency in Word, Excel, and Argus Enterprise;
• Strong analytical and quantitative reasoning skills;
• Strong oral and written communication skills;
• Time management/organizational skills including ability to prioritize work to consistently meet deadlines;
• Visual software experience highly desired; skills around data or financial management highly encouraged with Power BI/Tableau, RealPage & VTS software and other similar software;
• Negotiation, organizational, and time management skills;
• Team building - ability to develop good working relationship with others.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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.

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.

Job Tags

Full time, Work at office, Flexible hours,

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