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Associate Director, LIHTC Investor Relations – Aegon AM

Associate Director, LIHTC Investor Relations – Aegon AM

Transamerica CorporationSan Francisco, CA, United States
30+ days ago
Job type
  • Full-time
Job description
  • 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.
  • 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.
  • 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.For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
  • 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##
  • Why Work for Us
  • 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!##
  • Equal Opportunity Employer :
  • 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.##
  • Technical Assistance :
  • If you experience technical problems during the application process, please email applicantsupport@aegonusa.com.Aegon Asset Management is a global, active investment manager. We use our investment management expertise to help people achieve a lifetime of financial security, with a focus on excellence, trust and partnership.Our clients benefit from the extensive international research capabilities and in-depth local knowledge. Aegon Asset Management is part of Aegon Group, one of the world's leading financial services organizations, providing life insurance, pensions and asset management.California residents may find additional information about the processing of their personal data , including information about their right to opt out of the sale or sharing of their personal information, and may submit an opt-out request .

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