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 support the development of new investor relationships and manage existing relationships for Aegon’s Low Income Housing Tax Credit (LIHTC) funds. Responsibilities include but are not limited to, preparing investor pitchbooks and due diligence materials, managing investor consent requests, communicating effectively with clients throughout all stages of the investment life cycle, as well as researching and presenting new investment opportunities.

Responsibilities:

  • Prepare investor templates and pitchbooks for previewing potential investments with sophisticated LIHTC proprietary, multi-fund, and state tax credit investors. Coordinate with the Production team to ensure accurate information is transmitted in a format that is appropriate for each investor.

  • Manage investor consent requests from Asset Management including review of request memos from an investor lens, coordination with various internal teams, and timely communication with investors.

  • Manage investor requests regarding quarterly and annual reporting, tax/audit documents, Know Your Customer requests, syndicator reviews and other ad-hoc requests.

  • Communicate with existing and new investors to assess current needs.

  • Support internal steering committee presentations.

  • Research and disseminate current tax credit industry information including legislative updates, investor CRA assessment areas, federal and state tax credit updates and other information.

  • Support review of investor partnership agreements for existing and new funds.

  • Manage investor due diligence requests during the marketing and fund closing process, including:

  • Working with Production and Fund Management teams to address any discrepancies between provided underwriting and investor requirements.

  • Track timelines for diligence and closing to achieve alignment between internal and external expectations.

  • With the relationship manager’s guidance, communicate effectively with the investor about the closing process and due diligence materials provided.

  • With the relationship manager’s guidance, review closing benefits schedules to ensure they are meeting AAM and investor expectations.

  • Work with the investor to utilize approved share file sites to transmit diligence in an organized manner.

  • Track investor questions, delegate to appropriate internal parties and ensure responses are provided in a timely manner.

Required Qualifications:

  • Bachelor’s or graduate degree with an emphasis in finance, business, real estate or relevant field and or equivalent experience.

  • Five years of relevant experience, including three years in the LIHTC industry (Investor Relations, Asset Management or Underwriting), preferably with a tax credit syndicator or investor.

  • Excellent communication and writing skills.

  • Effective sales, interpersonal and organizational skills.

  • Ability to exercise independent judgment and accomplish tasks with little oversight.

  • Sound investment acumen, team player, and the ability to work under minimal supervision in a dynamic environment.

  • Proficiency with Microsoft Office, Excel and basic structuring of LIHTC transactions.

Preferred Qualifications:

  • Five years LIHTC investor relations, asset management, or underwriting experience.

  • Willingness and ability to travel to investor meetings, conferences and team activities.

  • Excellent emotional regulation skills including calm and constructive communication under pressure, self-awareness for continuous growth, and the ability to deliver feedback effectively.

  • Advanced critical thinking skills and the ability to ask tailored questions to identify and understand complex problems.

**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 generally ranges between $120,000 - $150,000 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, both positions are 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.

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