Senior Analyst, LIHTC Fund Management - Aegon AM
Senior Analyst, LIHTC Fund Management - Aegon AM
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Job Description
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:
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 companys 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:
- Bachelors 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.
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.
#LI-Hybrid
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:
If you experience technical problems during the application process please email .
Required Experience:
Senior IC
Employment Type
Full-Time
