UBS
Investment Officer - Real Estate
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Job Type
Full Time
Job Reference
343084BR
City
London
Key Responsibilities
Do you have sound knowledge of investment strategies? Do you have a track record in and enthusiasm for real estate investment? Are you interested in being on the cutting edge of indirect real estate investment, with access to high quality managers, broad transaction types and international exposure?
We’re looking for an Investment Officer to:
- Assist with the origination and execution of fund investments, co-investments, JVs, recapitalisations, and operational, GP stake, and secondaries investments in real estate private market transactions across EMEA
- Contribute to thought leadership with our internal regional teams, evaluating existing portfolios and helping build external deal flow in a methodical and systematic way by market, asset class and via preferred and/or exclusive formats
- Remain current on market developments to help frame sourcing and investment strategies
- Convert industry insights into comprehensive investment recommendations and risk assessments
- Lead, contribute to and develop work flows for liaising with internal committees, legal, operations, and tax / structuring staff, as well as external parties including fund managers, brokers / advisors, consultants, sellers, LPs and lenders. Negotiate terms, and underwrite investments at an asset- and portfolio-level, as well as test and scrutinise the underwriting of related partners and managers
- Lead deal investment processes, including legal, tax, commercial, operational and structuring due diligence, managing the production, refinement and finalisation of due diligence materials
- Manage and co-ordinate junior support and training, particularly around investment underwriting
- Contribute to the development of underwriting templates for modelling, analysis and valuation across single assets, portfolios, operational real estate and funds, including roll-up analyses and financing overlays, and manage their implementation and use in transactions
- Drive production of Investment Committee memorandums and recommendations of transactions to the UGA-RE Global Investment Committee
- Contribute to the systematic processes and structures that help our oversight, monitoring and management of corporate and operational actions, as well as summary and forecast materials for client and investment reporting materials and meetings. Support asset and risk management, and the reporting of investments
- Support fundraising efforts.
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The Team
You’ll be working in the Real Estate team in London within the Unified Global Alternatives Real Estate (“UGA-RE”) division, one of the world’s largest indirect real estate managers with USD 70bn+ of AUM. Since inception, UGA-RE’s platform has consistently grown and broadened its product shelf, deploying on average USD 5bn p.a. in unlisted real estate globally. Our team is responsible for the sourcing, selection and diligence of indirect investment opportunities for our dedicated funds and pools of capital. As an Investment Officer, you will play an important role in the origination, review / selection of real estate investments, and the monitoring of our portfolio in EMEA. 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
- Solid relevant experience in real estate private markets
- Proficiency in a second European language is mandatory
- Experience across funds, co-investments, JVs, secondaries and/or recapitalisations (but not mandatory)
- Excellent computer skills, including the application of AI models within investment underwriting, advanced use Microsoft Office, financial modelling capability, and proficiency within programming (e.g., R or Python, etc.) is a strong plus
- Demonstrate deep and advanced industry networks with principal real estate groups, fund managers, asset companies, LPs, financial advisors, brokers, valuers and sellers, essential across Europe
- Strong underwriting capabilities
- Bachelor’s and/or master’s degree, ideally with a post-graduate qualification (but not mandatory)
- Solution-oriented thinker with strong communication and collaboration skills
- Organised and focused on results, with the ability to work accurately under pressure
- Collaborative personality, committed team player with the ability to work independently
- You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
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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.
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.
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