Associate Director, LIHTC Investor Relations – Aegon AM

Overview

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. Our international team comprises 1,125 employees across 14 locations in Europe, the Americas and Asia, united by a belief in fundamental, research-driven active management, 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 preparing investor materials, managing investor consent requests, communicating with clients throughout the investment life cycle, and researching and presenting new investment opportunities.

Responsibilities

• Prepare investor templates and pitchbooks for previewing potential LIHTC investments with sophisticated LIHTC proprietary, multi-fund, and state tax credit investors. Coordinate with the Production team to ensure accurate information is transmitted appropriately for each investor.
• Manage investor consent requests from Asset Management, including review of request memos, coordination with 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 :
• Coordinate with Production and Fund Management teams to address discrepancies between underwriting and investor requirements.
• Track timelines for diligence and closing to align internal and external expectations.
• With the relationship manager’s guidance, communicate effectively with the investor about the closing process and due diligence materials.
• With the relationship manager’s guidance, review closing benefits schedules to ensure they meet 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 timely responses.

Required Qualifications

Preferred Qualifications

Salary and compensation information provided as a good faith estimate in accordance with applicable pay transparency laws. The salary range for this position generally falls between $120,000 and $150,000 annually, depending on qualifications and operational needs. Eligible employees may receive an annual bonus at the Company’s discretion.

Compensation & Benefits :

Benefits Package :

Health and Work / Life Balance Benefits :

Job and compensation levels depend on qualifications and experience and are determined by hiring managers and HR.

At Aegon Asset Management, we are committed to fostering a diverse and inclusive workforce. We value diverse perspectives and experiences.

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Why Work for Us

We invest in you. Our people are our greatest asset, with rewards, health and wellness benefits, retirement programs, and growth opportunities. Be part of our success.

Equal Opportunity Employer

AeGon USA Realty Advisors, LLC is an Equal Employment Opportunity / Affirmative Action Employer and does not discriminate against applicants or employees on the basis of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, veteran status, disability, or other protected status. Reasonable accommodations are available under the Americans with Disabilities Act and state / local laws. For accommodations, please contact applicantsupport@aegonusa.com.

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