Investment Officer - Real Estate at UBS | GB | Rezi

Investment Officer - Real Estate at UBS

Investment Officer - Real Estate

UBS · GB

Today

Investment Officer - Real Estate

UBS · GB

a day ago
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About the Role

The Investment Officer will play an important role in the origination, review, selection, and monitoring of real estate investments within the EMEA region for a leading global indirect real estate manager with over $70bn in AUM. This role offers direct access to high-quality deal flow with best-in-class managers.

Responsibilities

  • 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 internal regional teams, evaluating existing portfolios and building external deal flow methodically by market, asset class, and preferred/exclusive formats.
  • Remain current on market developments to frame sourcing and investment strategies.
  • Convert industry insights into comprehensive investment recommendations and risk assessments.
  • Lead, contribute to, and develop workflows 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, and test/scrutinize 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 finalization of due diligence materials.
  • Manage and coordinate junior support and training, particularly around investment underwriting.
  • Contribute to the development of underwriting templates for modeling, 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 systematic processes and structures for oversight, monitoring, and management of corporate and operational actions, as well as summary and forecast materials for client and investment reporting.
  • Support asset and risk management, and the reporting of investments.
  • Support fundraising efforts.

Requirements

  • 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 of Microsoft Office, financial modeling 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.
  • Organized and focused on results, with the ability to work accurately under pressure.
  • Collaborative personality, committed team player with the ability to work independently.
  • Curiosity to explore how AI can improve workflows, with sound judgment for validating outputs and aligning with policies, risk standards, and ethical use.

Skills

  • Investment strategies
  • Real estate investment
  • Indirect real estate investment
  • AI models within investment underwriting
  • Microsoft Office
  • Financial modeling
  • Programming (e.g., R or Python)
  • Underwriting
  • Communication
  • Collaboration

Location

  • London

Work Type

  • Full-time

Experience Level

  • Mid-level

Education Level

  • Bachelor's degree
  • Master's degree
  • Post-graduate qualification

Benefits

  • New challenges
  • Supportive team
  • Opportunities to grow
  • Flexible working options when possible

About the Company

  • 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.
  • Want to find out more? Visit ubs.com/careers.

Equal Opportunity

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