Associate Director, Lihtc Investor Relations - Aegon AM

Job Description Summary

Company Overview:

Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 investment professionals manage and advise on assets of US $306 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 1,200 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 be focused on managing Aegon's existing Low Income Housing Tax Credit (LIHTC) investor relationships and will participate in efforts to expand the investor base. Responsible for managing investor requests, supporting the sales strategy for Aegon LIHTC funds, and building the Aegon brand within the LIHTC industry.

Job Description

Responsibilities:

• Provide analytical support for portfolio modeling, fund structuring, new investments, asset management, client requests and ensure adherence to mandate/fund provisions.

• Support portfolio management activities related to LIHTC funds by coordinating the review, approval, and implementation of asset management plans with investors and asset management staff.

• Support and oversee client service activities related to LIHTC funds through the coordination of relevant internal and external resources, and by effectively communicating with clients throughout all stages of the investment life cycle.

• Review transaction underwriting as needed and direct acquisitions staff on appropriate course of action to address investor concerns.

• Assist in investment level negotiations as needed to close assets into the fund and obtain necessary approvals for actions where investor consent is required.

• Assist and review legal documents to ensure economic terms are appropriately drafted and that management duties, expectations and responsibilities are in alignment with the relevant Aegon AM business unit.

• Collaborate with internal stakeholders (accounting, legal, Compliance, Marketing), external brokers and service providers.

• Collaborate with and provide support to Aegon AM Distribution, Compliance and senior management on fund related needs.

• Attend conferences and other industry related events to maximize the market impact of the Aegon AM brand.

Required Qualifications:

• Bachelor's degree in finance, business, real estate, or relevant field, or equivalent experience.

• Five years of relevant experience, with specific experience in real estate equity and/or real estate debt products.

• Experience in basic structuring of real estate transactions.

• Excellent communication and interpersonal skills.

• Ability to exercise independent judgment and accomplish tasks with minimal oversight.

• Organizational skills.

• Advanced skills using MS Excel.

Preferred Qualifications:

• Background in real estate underwriting and fund management.

• Office environment with 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.

#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.