Portfolio Analyst

Chicago, USA
Jul 04, 2017
Jul 07, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
United States - Illinois


Job Type
Full Time

Your role
Do you have a track record selecting private equity real estate funds for investment? Are you able to monitor and report on the performance of private equity real estate funds? Have you successfully worked with institutional clients? We are looking for someone like you who can:

• Take the lead on writing and preparing client monthly and quarterly reports
• Maintain and improve portfolio models for existing mandates
• Create new model portfolios and presentations for new business initiatives
• Update and improve monthly and quarterly presentations and pitch books
• Support Portfolio Managers with real estate analysis, portfolio management attribution, and performance calculations
• Track and review performance of each mandate and the underlying investments in the Americas regions
• Assist in underwriting private equity real estate funds in the Americas (primarily the US, Canada, and Latin America). This entails bottom up real estate analysis of all property types and top down economic analysis of the markets.
• Participate in meeting with fund managers and review/analyze new investment opportunities

Your team
You will be working with the UBS Asset Management Multi-Managers Real Estate - Americas' team in Chicago. We are part of a fast growing team with more than $8 billion in assets under management (~50% invested in the Americas). The Americas' team serve as the Portfolio Management team for multiple fund of funds' vehicles and separate account mandates and cover investments stretching from Canada down to Brazil.

Your experience and skills
- Bachelor's degree or international equivalent
- 2-5 years of experience in the real estate, real asset, or private equity business with time spent in analyst roles
- Have past experience in commercial real estate investments, real assets, private equity, and/or portfolio/fund management.
- Have an understanding of the real estate and general investment markets.
- Have outstanding analytical and communication skills. - Have excellent modeling and spread-sheeting skills. Proficiency in MS Excel, MS Word and MS PowerPoint
- Detail oriented and self-motivated and be willing to be judged on results
- Flexibility in his/her approach to new ideas and projects
- Candidates or completion of the following programs are favorable but not required: CFA, CAIA, or CIPM

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Similar jobs

Similar jobs