Investment Officer – Real Estate

Overview

In this role you help source and evaluate real estate investments within UBS’s global platforms, working with cross-functional teams to structure and underwrite opportunities. You will help shape investment strategies, manage due diligence, and contribute to the fund and portfolio oversight across EMEA. You’ll leverage AI-enabled underwriting and modern modelling to generate actionable investment recommendations, while collaborating with internal committees and external partners. This position offers exposure to high-quality deal flow and a prominent real estate platform within a leading global bank.

Pay / Benefits

• flexible working options

Responsibilities

• Assist origination and execution of fund investments, co-investments, JVs, recapitalisations, and secondary real estate investments across EMEA
• Contribute to market-facing thought leadership and build deal flow by market and asset class
• Stay current on market developments to inform sourcing and strategies
• Prepare investment recommendations and risk assessments
• Lead and coordinate due diligence (legal, tax, structuring) and prepare materials for committees and external parties
• Manage junior staff and training related to underwriting
• Develop underwriting templates for modelling and valuation across assets and funds
• Produce Investment Committee memorandums and support reporting to clients and investment committees
• Support asset and risk management, and fundraising efforts
• Facilitate cross-functional collaboration with internal teams and external managers, brokers, and LPs

Key requirements

• Real estate private markets experience
• Proficiency in a second European language (mandatory)
• Experience across funds, co-investments, JVs, secondaries and/or recapitalisations (not mandatory)
• Strong computer skills with AI models in underwriting, advanced MS Office, financial modelling; programming in R or Python is a plus
• Extensive professional networks with real estate groups, fund managers, LPs, advisors, brokers, valuers and sellers across Europe
• Strong underwriting capabilities
• Bachelor and/or Master degree; post-graduate qualification desirable
• Strong communication and collaboration skills; organized, results-driven; able to work under pressure
• Collaborative and independent work style; curiosity about AI to improve workflows
• Sound judgment aligned with risk policies and ethics

• strong communication
• collaboration
• results-oriented
• AI models in underwriting
• advanced Microsoft Office
• financial modelling

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