Job Description Summary
Company Overview:
Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1,150 employees work from 13 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Position Overview:
The successful candidate will play a leading role in supporting the Aegon Global Real Assets Low- Income Housing Tax Credit (LIHTC) platform, with a focus on positive client outcomes through financial analysis, modeling of transactions, reporting, and client management activities.
Job Description
Responsibilities:
- Support fund structuring efforts by partnering with Investor Relations and Acquisitions staff completing fund modeling and analysis on LIHTC transactions.
- Utilize a thorough understanding of the LIHTC business, including proprietary and multi-investor funds, to develop financial reports and complex models for forecasting, trending and results analysis to meet investor requirements.
- Assist in platform-wide project to modernize systems and processes utilized within the team. Work to identify and develop solutions for more efficient methods of gathering, sorting, and accessing data.
- Support client needs including client performance reporting and scenario analysis. Provide updates to relevant internal team members as needed.
- Adhere to the company's framework of internal controls, including compliance and regulatory policies and procedures.
- Communicate client needs to relevant internal parties; may also assist in responding to client inquiries directly.
- Support the overall operational client service experience in partnership with Investor Relations as part of a consistent, scalable and controllable client service model across the LIHTC platform.
- Provide support and actively participate in RFP requests, DDQ's, track record analysis, consultant questionnaires and related due diligence requests.
- Determine appropriate methodology to prepare information for use by others within the Firm and by clients.
Required Qualifications:
- Bachelor’s degree in accounting, finance, or related field, or equivalent work experience.
- Five years of experience in quantitative analysis, real estate finance, or related field.
- In depth financial and analytical skills.
- Financial modeling experience.
- Excellent interpersonal skills in a team-oriented environment.
- Excellent written and verbal communication skills.
- Proficiency using MS Office (Word, Excel, PowerPoint).
Preferred Qualifications:
- Experience working in Low-Income Housing Tax Credits (LIHTC) industry.
- Background in project management and/or process improvement.
Working Conditions:
- Hybrid office or remote environment.
- Occasional travel for investor meetings.
Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
We are open to considering flexible working practices. Please talk to us about what this means for you.
#LI-Remote
Why Work for Us
At Aegon Asset Management, we invest in You.
Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!
Equal Opportunity Employer:
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: applicantsupport@aegonusa.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Technical Assistance:
If you experience technical problems during the application process, please email applicantsupport@aegonusa.com.
