Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 389 investment professionals manage and advise on assets of US $321 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 improving client benefit from their specialist areas. We are an international business: Our 1,200 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 dedication to responsible investment. Position Overview: The successful candidate will develop new investor relationships and manage existing relationships for Aegon’s Low Income Housing Tax Credit (LIHTC) funds. Responsible for developing and implementing a sales strategy for Aegon LIHTC funds, attracting new investors to Aegon and building the Aegon brand within the LIHTC industry.

Responsibilities:

  • Proactively develop new investor relationships and lead existing relationships for Aegon’s LIHTC funds
  • Drive growth of Aegon’s LIHTC platform through expansion of the investor base
  • Develop a solid understanding of Aegon’s investment strategy and operational functions to effectively respond to investor requests
  • Monitor LIHTC market conditions for buy and sell side activities, including legislative updates
  • Participate in the creation of LIHTC funds through direct collaboration with Aegon’s LIHTC Production team
  • Attend conferences and participate in other industry related events to increase visibility and improve the market impact of the Aegon brand
  • Extensive travel to implement the sales strategy and meet with prospective and existing clients
  • Work with multiple internal teams (Compliance, Marketing, AAM Sales) and external service providers to formulate marketing campaigns/strategies for existing and new initiatives
  • Effectively manage major communications to clients throughout all stages of the investment life cycle
  • Review and negotiate legal agreements to ensure terms are in alignment with client expectations
  • Lead all aspects of the investor closing process to ensure all requisite approvals are obtained to effectuate a timely closing of investments
  • Supervise staff in accordance with the RIA policies and procedures adopted by AAM and Aegon Real Assets
  • Provide regular updates to management regarding new client leads and potential new opportunities

Required Qualifications:

  • Bachelor's or graduate degree in finance, business, real estate or relevant field or equivalent experience
  • Ten (10) years of LIHTC experience, preferably with a financial institution or LIHTC syndicator
  • Investor relations experience and/or industry recognition to attract new investors to Aegon
  • Excellent communication and writing skills
  • Strong sales, interpersonal and organizational skills
  • Ability to exercise independent judgment and accomplish tasks with little oversight
  • Strong investment competence, excellent leadership skills, and the ability to work under minimal direct supervision in a fast-paced, dynamic environment
  • Proficiency with Microsoft Office, Excel and basic structuring of LIHTC transactions

Preferred Qualifications:

Working Conditions

  • Office environment
  • Frequent travel

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.