Real Estate Analyst LIHTC – Aegon AM

Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

Requirements

• Collect, input, and review construction, marketing and leasing reports, and assist with equity disbursements.
• Review monthly and quarterly financial statements, rent rolls, budgets, and operating trends to identify risks to investor returns and property performance.
• Monitor and forecast investor tax credit delivery, losses, cash flows, and adjuster exposure to ensure full benefit realization.
• Assist in evaluating capital calls, guaranty obligations, and workout strategies for underperforming assets.
• Analyze reserve levels, operating deficits, and capital needs; escalate risks impacting investor economics or asset health.
• Prepare internal reports and investor facing memos detailing performance, risks, and recommended mitigation actions.
• Participate in communication with general partners, property managers, lenders, and internal teams.
• Assist with Year 15 strategy analysis, including disposition scenarios and investor exit recommendations.
• Maintain accurate and timely documentation within asset management systems and shared platforms.
• Conduct property site inspections.
• Leverage AI driven tools, automation, and other innovative technologies to enhance process efficiency, improve data quality, and streamline reporting workflows.

Benefits

• Competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities