Senior Analyst, LIHTC Fund Management - 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:

The successful candidate will support 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 financial reports and complex models for forecasting, trending, and results analysis; reconcile reporting results to tax actuals; participate in the peer review of report and model outputs.
• Support new business by completing fund pricing runs and analysis in conjunction with Investor Relations and Acquisitions staff.
• Review and interpret LLC agreements and other legal documents for terms related to the management of the fund.
• 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 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.
• 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 platform.
• Determine appropriate methodology to prepare information for use by others within the Firm and by clients.

Required Qualifications:

• Bachelor’s degree in accounting, mathematics, finance, 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 in real estate investments, especially in the LIHTC industry.
• Background in project management and/or process improvement.
• Financial modeling experience.
• Investran software experience.

**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 position generally ranges between $70,000 - $77,000 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