Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 370 investment professionals manage and advise on assets of US $361 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 1,150 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 initial analysis and contribute to the final due diligence required to determine loan origination opportunities which meet clients' objectives. Assist in management of a wide range of non-monetary loan level and collateral level issues on portfolio loans.

Responsibilities:

  • Perform analysis to determine lending opportunities that meet the client's objectives.
  • Draft committee presentations.
  • Perform professional analysis work 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.
  • Evaluate Borrowers’ requests on loans in clients’ portfolios and recommend acceptable solutions while maximizing the return on investment for the client.
  • Oversee, train, and review work of interns.
  • Responsible for special projects as assigned by Team Leader, Head of CML Production department, and Head of Real Estate.

Required Qualifications:

  • 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.

Preferred Qualifications:

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

**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 this position position generally ranges between $75,000 - $90,000 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, this position is 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

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

 

Health and Work/Life Balance Benefits:

  • Paid Time Off starting at 160 hours annually for employees in their first year of service

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child

  • Adoption Assistance

  • Employee Assistance Program

  • College Coach Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus 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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