Associate / Sr. Associate, Private Equity & Mezzanine - Aegon AM

Job Description Summary

Aegon Asset Management (Aegon AM) is a leading global investor. Our 365 investment professionals manage and advise on assets of US $351 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 1125 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 resides within the growing Private Equity team and will be responsible for helping construct and manage portfolios to help meet clients goals for attractive risk adjusted higher returns within the alternative asset classes. This includes sourcing North American based managers within the leveraged buyout (LBO) secondary growth equity direct lending mezzanine distressed and infrastructure spaces as well as identifying and evaluating new asset classes that may be appropriate for client portfolios. The position will also be heavily involved in sourcing and underwriting secondary opportunities and equity co-investments alongside managers. The Senior Associate or Associate would join the current four person Aegon AM Private Equity & Mezzanine team based in Baltimore MD and be involved in all aspects of the investment process including asset allocation portfolio construction manager and co-investment sourcing manager and co-investment selection and due diligence and portfolio monitoring - as well as client communication.

This program may be a good fit for pre-MBA candidates looking for 2-3 years of private equity work experience. Strong performers may be promoted to a career track position and awarded carried interest as available/appropriate over time.

Job Description

Responsibilities:

• Manage and execute multiple aspects of the investment process on potential private asset funds co-investments and secondary investments including sourcing due diligence in-depth financial modeling preparing investment recommendations and memos and presenting to the investment committee and/or senior portfolio managers.
• Negotiate and execute transactions with a degree of independence. Collaborate with legal and operations departments to ensure proper execution of limited partnership agreements capital calls and distributions.
• Make recommendations on amendments consents and other ongoing partnership maintenance.
• Monitoring of managers and portfolio investments including writing reports and attending/participating in manager investor meetings.
• Maintain and develop relationships with general partners agents bankers and other intermediaries.
• As appropriate engage with other groups within Aegon AM such as structured and alternative fixed income bank loan team high-yield team fixed income research quantitative solutions etc. to help source and diligence investment opportunities.
• Work travel opportunities.

Required Qualifications:

• At least one year of experience for the Associate position; three plus years for the Senior Associate position of direct investment secondary lending M&A investment banking financial due diligence FP&A or accounting experience that includes financial modeling & analysis.
• Bachelors degree in Finance Accounting Economics Mathematics or related field.
• Intellectually curious and highly self-motivated with exceptional written and oral communication skills.
• Strong analytical and financial modeling skills.
• Creative and independent problem-solving abilities.
• Excellent interpersonal skills including the desire and ability to interact with general partners clients and external parties.

Preferred Qualifications:

• Preference will be given to candidates with experience executing private equity secondary investments direct investments and/or co-investments.
• Knowledge and experience within the private equity community.
• Bachelors degree from a top-tier institution with a strong GPA and a demonstrated history of academic and/or community leadership.
• CFA MBA or CAIA preferred if the undergraduate degree is not Finance or Accounting.

**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 Associate position generally ranges between $120000 - $140000 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 Associate position generally ranges between $80000 - $100000 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 Companys discretion.

Job and compensation levels depend upon an applicants qualifications including the extent of candidates 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.

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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: 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:

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