Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 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 enhancing 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 commitment to responsible investment. Position Overview: The successful candidate will play an important 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.

Responsibilities:

  • Apply an understanding of the LIHTC business to run and assist in the development of financial reports and complex models for forecasting, trending, and results analysis; participate in the peer review of report and model outputs.
  • Support new business by completing pricing runs and analysis in conjunction with Portfolio Management and Acquisitions staff.
  • Identify and collect relevant client mandate provisions to ensure adherence with client expectations and the Firm's documented obligations.
  • Participate as needed in accounting processes to ensure accuracy and completeness of financial records; interpret financial transactions and events for users.
  • Support client needs including client performance reporting and scenario testing; provide updates to relevant internal team members as needed.
  • Work to determine solutions for more efficient methods of gathering, sorting, and accessing data.
  • Adhere to the company's framework of internal controls, including compliance and regulatory policies and procedures.
  • Communicate client needs to relevant internal parties.
  • Support the overall operational client service experience in partnership with client service, portfolio management, and product management as part of a consistent, scalable and controllable client service model across the LIHTC platform.
  • Provide support in completing 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, data analytics or related field, or equivalent work experience.
  • Two years of experience in quantitative analysis, real estate finance, or related field.
  • In depth financial and analytical skills.
  • 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 within an RIA and/or real estate firm in a similar role.
  • Background in project management and/or operational improvement.
  • Financial modeling experience.
  • Investran software experience.

Working Conditions:

  • Office or hybrid office/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.

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