Associate / Sr. Associate, Private Equity & Mezzanine - Aegon AM

Job Description

Position Overview : This position resides within the growing Private Equity team and will be responsible for helping construct and manage portfolios to help meet client's goals for attractive risk adjusted higher returns within the alternative asset classes. This includes sourcing North American based managers within the leveraged buyout (LBO), secondary, growth equity, direct lending, mezzanine, distressed and infrastructure spaces, as well as identifying and evaluating new asset classes that may be appropriate for client portfolios. The position will also be heavily involved in sourcing and underwriting secondary opportunities and equity co-investments alongside managers.

Responsibilities :

• Manage and execute multiple aspects of the investment process on potential private asset funds, co-investments and secondary investments, including sourcing, due diligence, in-depth financial modeling, preparing investment recommendations and memos, and presenting to the investment committee and / or senior portfolio managers.
• Negotiate and execute transactions with a degree of independence. Collaborate with legal and operations departments to ensure proper execution of limited partnership agreements, capital calls and distributions.
• Make recommendations on amendments, consents and other ongoing partnership maintenance.
• Monitoring of managers and portfolio investments, including writing reports and attending / participating in manager investor meetings.
• Maintain and develop relationships with general partners, agents, bankers, and other intermediaries.
• As appropriate, engage with other groups within Aegon AM such as structured and alternative fixed income, bank loan team, high-yield team, fixed income research, quantitative solutions, etc. to help source and diligence investment opportunities.
• Work travel opportunities.

Required Qualifications :

Preferred Qualifications :

The salary for the Senior Associate position generally ranges between $120,000 - $140,000 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.

The salary for the Associate position generally ranges between $80,000 - $100,000 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 :

Benefits Package :

Health and Work / Life Balance Benefits :

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.

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!

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 applicantsupport@aegonusa.com 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.

If you experience technical problems during the application process, please email applicantsupport@aegonusa.com.