Senior Private Placement Analyst - Aegon AM

Job Description Summary

Aegon Asset Management (Aegon AM) is a leading global investor. Our 355 investment professionals manage and advise on assets of US $376 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 1,125 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:

This position will join a team responsible for the overall management of the $12 billion private placement portfolio. Position will be actively involved in sourcing, evaluating and negotiating syndicated new issue primary and secondary investments under the direction of the Team Leader. Responsibilities will also include monitoring an existing portfolio of private placement credits, updating credit reviews and handling waivers, amendments and other issues as they develop.

Job Description

Responsibilities:

• Responsible for evaluating and structuring private placements. This includes drafting a credit write up and presenting and defending the investment opportunity through the approval process.

• Provide ongoing monitoring of an assigned portfolio of private placement credits. This includes reviewing covenant compliance, financials, and specific credit and sector research.

• Assist Team Leader in completing projects requested by Senior Management, Portfolio Managers and Clients.

Required Qualifications:

• A minimum of 5 years’ private placement and/or capital market experience.

• Bachelor's degree.

• Developed analytical, structuring and negotiating skills. Good communication skills. Possesses creative and independent problem-solving abilities.

Preferred Qualifications:

• 10 years’ credit experience.

• CFA and MBA

**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 $145,000 - $210,000 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, the position is 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 Progr