At a Glance
- Tasks: Originate and execute real estate investments across EMEA, managing portfolios and deal flows.
- Company: UBS, the world's largest global wealth manager with a diverse and inclusive culture.
- Benefits: Flexible working options, supportive team environment, and opportunities for professional growth.
- Why this job: Join a reputable team and make impactful investment decisions in the real estate sector.
- Qualifications: 12+ years in real estate markets, strong communication skills, and proficiency in financial modelling.
- Other info: Collaborative culture focused on innovation and using AI to enhance efficiency.
The predicted salary is between 72000 - 108000 £ per year.
Overview
Senior Investment Officer – Real Estate at UBS
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Job Reference #328281BR
Job Type Full Time
Your role
Do you have sound knowledge of investment strategies? Do you have a track record in real estate investment? Are you interested in being on the cutting edge of indirect real estate investment?
We’re looking for a Senior Investment professional to:
- originate and execute fund investments, co-investments, JVs, GP-led recapitalisations, Operational company (OpCo), GP stake and secondaries investments in real estate private market transactions across EMEA
- for structuring purposes, manage thought leadership with internal regional teams in evaluating existing portfolios for potential transactions and strategy, while also building external deal-flow in a methodical and systematic program by market, asset class and preferred/exclusive co-investment, JV and OpCo providers
- develop work flows for liaising with internal committees, legal, operations, structuring, legal and tax analysis as well as external parties including, fund managers, brokers, advisors, consultants, sellers, limited partners and financing institutions. Negotiate terms and indirect structures which will include asset / portfolio level underwriting, as well as underwriting of JV partner / external manager co-investments
- lead deal investment processes, including legal, tax, commercial and structuring due diligence. Claim ownership of and manage material production and presentations
- manage and co-ordinate junior support and training on underwriting
- maintain and enhance underwriting templates for the modelling, analysis and valuation of investments, including for single asset, portfolio, OpCo, fund portfolio valuations for roll-up analyses and financing overlays. Claim ownership of implementation of these for live transactions.
- convert industry insights into comprehensive investment recommendations and risk assessments
- drive production of IC memorandums and recommendations of investments to the Global Investment Committee
- remain current on market developments to help frame sourcing and investment strategies
- develop appropriate processes and structures and oversee the 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 management, risk management and reporting of investments.
- play an active role in fundraising efforts and initiatives.
Your team
You’ll be working in the Real Estate team in London within the Unified Global Alternatives Real Estate (UGA-RE) division. We are responsible for the sourcing, selection and diligence of investment opportunities for our dedicated funds and pools of capital. As a Senior Investment Officer, you’ll play an important role in the origination, review / selection of real estate investments and the monitoring of our portfolio in EMEA. We are a highly reputable team with direct access to high quality deal flow with best-in-class managers in the sector.
Your expertise
- 12+ years’ relevant experience in real estate private markets
- proven senior and long-standing industry networks with principal real estate groups, fund managers, asset companies, limited partners, financial advisors, brokers, valuers and sellers is essential across Europe
- bachelor’s/master’s degree, ideally with a post-graduate qualification (but not mandatory)
- solution-oriented thinker with strong skills of communication and collaboration
- organized and focused on results, with the ability to work accurately under pressure
- proficient computer skills, including AI, Excel, PPT, and financial modelling capability
- collaborative personality, with the ability to source and execute transactions independently
- fluency in a second language is an asset.
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 StatementsUBS 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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Senior Investment Officer - Real Estate employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Officer - Real Estate
✨Network Like a Pro
Get out there and connect with industry professionals! Attend real estate events, webinars, and networking meetups. The more people you know, the better your chances of landing that Senior Investment Officer role.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your 12+ years of experience and your proven track record in real estate investment. Share specific examples of successful deals you've been involved in to really impress them!
✨Be Prepared for Interviews
Brush up on your knowledge of current market trends and investment strategies. Be ready to discuss how you can contribute to their team and drive results. Practice common interview questions so you can answer confidently and clearly.
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Investment Officer - Real Estate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in real estate investment. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about real estate and how your background makes you the perfect fit for our team. Keep it engaging and personal.
Showcase Your Network: Given the importance of industry connections in this role, don’t forget to mention your networks in your application. Highlight any relationships with fund managers, brokers, or other key players that could benefit our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at UBS
✨Know Your Investment Strategies
Make sure you have a solid grasp of various investment strategies, especially in real estate. Be prepared to discuss your past experiences and how they relate to the role. Highlight specific deals you've worked on and the outcomes.
✨Showcase Your Network
Given the importance of industry connections, be ready to talk about your network. Mention key relationships with fund managers, brokers, and other stakeholders. This shows you can leverage your contacts for deal flow and collaboration.
✨Demonstrate Analytical Skills
Prepare to discuss your experience with financial modelling and analysis. Bring examples of how you've used these skills in previous roles, particularly in underwriting and valuation processes. This will show your technical proficiency.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges in real estate investments and how you would approach them. This will demonstrate your strategic thinking and solution-oriented mindset.