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 1,125 employees work from 14 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 support the development of new investor relationships and manage existing relationships for Aegon’s Low Income Housing Tax Credit (LIHTC) funds. Responsibilities include but are not limited to, preparing investor pitchbooks and due diligence materials, managing investor consent requests, communicating effectively with clients throughout all stages of the investment life cycle, as well as researching and presenting new investment opportunities.Job Description
Responsibilities:
Prepare investor templates and pitchbooks for previewing potential investments with sophisticated LIHTC proprietary, multi-fund, and state tax credit investors. Coordinate with the Production team to ensure accurate information is transmitted in a format that is appropriate for each investor.
Manage investor consent requests from Asset Management including review of request memos from an investor lens, coordination with various internal teams, and timely communication with investors.
Manage investor requests regarding quarterly and annual reporting, tax/audit documents, Know Your Customer requests, syndicator reviews and other ad-hoc requests.
Communicate with existing and new investors to assess current needs.
Support internal steering committee presentations.
Research and disseminate current tax credit industry information including legislative updates, investor CRA assessment areas, federal and state tax credit updates and other information.
Support review of investor partnership agreements for existing and new funds.
Manage investor due diligence requests during the marketing and fund closing process, including:
Working with Production and Fund Management teams to address any discrepancies between provided underwriting and investor requirements.
Track timelines for diligence and closing to achieve alignment between internal and external expectations.
With the relationship manager’s guidance, communicate effectively with the investor about the closing process and due diligence materials provided.
With the relationship manager’s guidance, review closing benefits schedules to ensure they are meeting AAM and investor expectations.
Work with the investor to utilize approved share file sites to transmit diligence in an organized manner.
Track investor questions, delegate to appropriate internal parties and ensure responses are provided in a timely manner.
Required Qualifications:
Bachelor’s or graduate degree with an emphasis in finance, business, real estate or relevant field and or equivalent experience.
Five years of relevant experience, including three years in the LIHTC industry (Investor Relations, Asset Management or Underwriting), preferably with a tax credit syndicator or investor.
Excellent communication and writing skills.
Effective sales, interpersonal and organizational skills.
Ability to exercise independent judgment and accomplish tasks with little oversight.
Sound investment acumen, team player, and the ability to work under minimal supervision in a dynamic environment.
Proficiency with Microsoft Office, Excel and basic structuring of LIHTC transactions.
Preferred Qualifications:
Five years LIHTC investor relations, asset management, or underwriting experience.
Willingness and ability to travel to investor meetings, conferences and team activities.
Excellent emotional regulation skills including calm and constructive communication under pressure, self-awareness for continuous growth, and the ability to deliver feedback effectively.
Advanced critical thinking skills and the ability to ask tailored questions to identify and understand complex problems.
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The salary for this position generally ranges between $120,000 - $150,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, both positions are typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits:
Competitive Pay
Bonus for Eligible Employees
Benefits Package:
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits:
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
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.
#LI-Hybrid
Why Work for UsAt 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: [email protected] 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 [email protected].
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What We Do
We help people achieve a lifetime of financial security and to enjoy a meaningful life – both now and in retirement. Not only do we offer products and services to achieve this but we also focus on financial wellbeing. When we talk about financial wellbeing this is how you feel about the control you have over your financial future – and your relationship with money. It’s about focusing on the things that make their life enjoyable and meaningful – both now and in retirement.
We want you to feel confident and empowered when managing your money and know that it’s possible to improve your situation in some way.
Aegon's products and services range from life, critical illness and disability insurance, to pensions, annuities, long-term savings and investments. We also offer mortgages, and car, household and travel insurance in some markets. In the US, we’re known as Transamerica, one of the best-known names in the North American financial services industry. Globally over 22,000 Aegon employees help almost 30 million customers take responsibility for their financial future.
