Aegon Asset Management (Aegon AM) is a leading global investor. Our 365 investment professionals manage and advise on assets of US $343 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 1,130 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: As a Low-Income Housing Tax Credit (LIHTC) Closing Specialist, you will serve as a project manager and will be responsible for performing appropriate due diligence tasks, coordinating the completion of all transactional requirements, and managing the documentation in accordance with our policies and guidelines. This position will work with a mentor.

Responsibilities:

  • Manage and communicate due diligence status updates and closing timelines to both internal and external parties.

  • Will lead due diligence calls with internal and external parties.

  • Review title commitments/policies/endorsements, title documents, surveys, zoning information, organizational documents, and other project due diligence to ensure conformance with internal requirements.

  • Electronically file UCC-1 and continuations.

  • Interface with attorneys, developers, lenders, title companies and other internal and external parties to proactively ensure deals are closed timely.

  • Ensure accurate, well-organized electronic files throughout the closing and post-closing process to satisfy audit & regulatory requirements.

  • Work with our Asset Management team on post-closing matters.

Required Qualifications:

  • A bachelor’s degree preferably in business, real estate or finance, or equivalent experience.

  • Five years of experience in LIHTC closing, real estate paralegal, commercial mortgage loan closing or loan servicing.

  • Analytical and problem-solving skills with attention to detail.

  • Strong communication skills, both written and verbal.

  • Demonstrated ability to multi-task and manage simultaneous deadlines.

  • Proficient in MS Word, Excel and the ability to learn other software programs.

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.

We are open to considering flexible working practices. Please talk to us about what this means for you.

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