Key responsibilities
Do you know how to turn complex investment data into clear insights and scalable reporting? We’re looking for an Investment Analytics Analyst to:
• gather, integrate, organize, validate, reconcile and transform internal operational and financial data, external benchmark data from sources such as the National Council of Real Estate Investment Fiduciaries (NCREIF) and MSCI, and inputs from multiple systems and service providers, maintaining supporting documentation so data is accurate, consistent and ready for recurring analysis and reporting
• produce recurring reports, scorecards, interactive Power BI dashboards and presentation materials that show returns, attribution, expenses, income drivers, key performance indicators (KPIs) and performance trends at asset, investment and fund level for investment committee meetings, portfolio reviews and other internal reporting
• prepare benchmark, scorecard, operational and portfolio analysis for review, highlighting material variances and trends against internal targets and relevant market indices to help business units monitor investment performance and support investment decisions and ongoing portfolio monitoring
• complete ad hoc analysis and data requests, draft clear analytical narratives and develop portfolio review materials that make reliable insights easier for stakeholders to access, understand and act on
• maintain investment performance records, databases, reporting files and supporting datasets, and calculate measures such as internal rate of return (IRR), time-weighted returns and equity multiples at fund or asset level to support analytics, benchmarking and track-record reporting
• use Excel, Python, Power BI, Data Analysis Expressions (DAX) and SQL to build and maintain data frameworks, reusable scripts, queries, data models and dashboard components that automate data collection, validation, transformation and investment performance reporting
• use AI-assisted tools responsibly to explore data, develop code, summarize trends, validate logic, detect anomalies, create documentation and generate insights while protecting confidential information, applying appropriate human review and data governance, and verifying outputs
• collaborate with Fund Operations, Portfolio Management and Accounting to gather and validate inputs used in performance reporting and analysis, strengthen controls and improve consistency across recurring analytics and reporting
• improve the investment analytics data model and streamline workflows by identifying and implementing process improvements that reduce manual effort, make recurring data collection, validation, reconciliation and reporting more efficient, and document technical processes, data lineage, assumptions and AI-assisted workflows to support transparency, repeatability and continuity
The team
You’ll be working in the Investment Analytics team in our Dallas office. We support the business by delivering accurate, timely and actionable performance insights across assets, investments and funds. You’ll work closely with the Head of Investment Analytics and collaborate with colleagues in Fund Operations, Portfolio Management and Accounting to strengthen reporting, improve data quality and make our analytics more scalable and efficient. We value curiosity, collaboration and practical ideas that help us turn complex data into clear insights for internal stakeholders.
Your skills and experience
Required Qualifications
• 3–5 years of experience in investment analytics, performance measurement, reporting, quantitative analysis, data analytics, or a related technical analytics role within real estate, private equity, asset management, or a related field.
• experience supporting investment performance reporting and a solid understanding of common metrics across asset-, investment-, or fund-level analyses.
• strong technical proficiency in advanced Excel, Python, SQL, Power BI, and DAX, including experience building automated reporting tools, data models, dashboards, or repeatable analytical workflows.
• demonstrated interest in and practical use of AI-enabled tools to improve analytical productivity, automate routine tasks, support code development, summarize insights, or enhance reporting workflows.
• familiarity with industry benchmarks such as NCREIF and MSCI preferred.
• strong written and verbal communication skills, with the ability to summarize analyses clearly and work effectively with both technical and non-technical stakeholders.
• strong attention to detail, sound judgment, and the ability to manage multiple priorities and deadlines in a fast-paced environment.
• analytical and detail-oriented mindset with a strong commitment to accuracy, quality, data integrity, and continuous improvement.
• technically curious and proactive, with the ability to learn new tools, evaluate emerging technologies, and apply AI and automation thoughtfully to improve business outcomes.
• collaborative team player who works effectively across functions and builds strong working relationships with internal stakeholders.
• ability to take ownership of assignments, exercise initiative, and contribute to projects with appropriate guidance from senior team members
• 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
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.