Sr. Associate Director, LIHTC Equity Underwriting - Aegon AM

Aegon Asset Management (Aegon AM) is seeking an Associate Director for its Community Investments Group. The Senior Associate Director will assist the Community Investments Group by structuring, underwriting and closing tax credit transactions.

Requirements

• Make sound investment recommendations and present to the real estate investment committee for approval.
• Preparing investment committee packages.
• Financial modeling.
• Review project documents; identify risks and understand tax related Low Income Housing Tax Credit issues.
• Researching and evaluating market data, which may require travel to review comparable real estate sites in the market, site visits on proposed investments along with developers' existing projects.
• Coordination with internal and external consultants on due diligence reviews.
• Collecting and reviewing project-specific documentation and working with internal and external counsel to achieve a timely close.
• Work with and provide information, as needed to the Distribution and Client Management group and respond to investor inquiries as necessary.
• Special projects will be assigned as needed by manager.

Benefits

• 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