Senior Analyst, Fund Management - Aegon AM

Job Description SummaryCompany Overview:
Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $341 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 1,160 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.

Job Description

Responsibilities:

• Utilize an understanding of the LIHTC business to run and assist in the development of investor 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 Investor Relations and Acquisitions staff.
• Identify and capture 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 analysis; provide updates to relevant internal team members as needed.
• Work to identify 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:

Senior Analyst

• 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).

Fund Management Analyst

• Bachelor’s degree in accounting, finance, or related field, or equivalent work experience.
• Strong 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 process improvement.
• Financial modeling experience.
• Investran software experience.

Working Conditions:

• Office or hybrid office/remote environment.
• Occasional travel for investor meetings.

**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 the Senior Analyst position generally ranges between $70,000 - $90,000 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.

The salary for the Fund Management Analyst position generally ranges between $63,000 - $67,000 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.

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: [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].