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 perform preliminary credit analysis and assist in the ongoing due diligence activities required to analyze, close, and manage mortgage loan originations which meet clients' objectives. Candidates may also assist in portfolio management activities which may include a wide range of loan level and collateral level issues.

Responsibilities:

  • Perform preliminary analysis to determine lending opportunities that meet the client's objectives.
  • Draft committee presentations.
  • Perform professional analysis by utilizing discounted cash flow analysis, loan rating models, and other tools to evaluate the viability of a lending opportunity; explain to others how analysis was used.
  • Research team's territory and use knowledge of commercial real estate markets, submarkets and individual property type performance to make decisions on whether or not to decline or move forward on a deal.
  • Generate the initial draft of the application commitment documents for use in establishing the terms of a financing transaction.
  • Utilize information gathered from external sources (mortgage bankers/appraisers/leasing companies and the internet) to assess potential loans.
  • Apply understanding of the origination process and procedures to make appropriate inquiries and follow-up.
  • Work with Applied Research team on the modeling of cash flows to assess capital impact to client.
  • Provide a full range of underwriting services and support for assigned portfolio assets as well as in collaboration with other team members’ assets.
  • Oversee, train, and review work of interns.
  • Perform periodic special projects as assigned by Team Leader, Head of CML Production department, and Head of Real Estate.

Required Qualifications:

Analyst:

  • Bachelor’s degree in real estate finance, finance, accounting or related field, or equivalent job experience.
  • Analytical and decision-making skills.
  • Written/oral communication and presentation skills.

Senior Analyst:

  • Bachelor’s degree in real estate finance, finance, accounting or related field, or equivalent job experience.
  • Two years of real estate or financial analyst experience.
  • Effective verbal communication, written communication, and presentation skills.
  • Analytical skills.
  • Proficiency using MS Office and Argus software.

Preferred Qualifications:

  • Experience with related financial services firms in manufacturing mortgage loans.

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.

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