Responsibilities:

• Support fund structuring efforts by partnering with Investor Relations and Acquisitions staff completing fund modeling and analysis on LIHTC transactions. 
• Utilize a thorough understanding of the LIHTC business and accounting concepts, including proprietary and multi-investor funds, to develop financial reports and complex models for forecasting, trending and results analysis to meet investor requirements. 
• Assist in platform-wide project to modernize systems and processes utilized within the team. Work to identify and develop solutions for more efficient methods of gathering, sorting, and accessing data.  
• Support client needs including client performance reporting and scenario analysis. Provide updates to relevant internal team members as needed. 
• Adhere to the company's framework of internal controls, including compliance and regulatory policies and procedures. 
• Communicate client needs to relevant internal parties; may also assist in responding to client inquiries directly. 
• Support the overall operational client service experience in partnership with Investor Relations as part of a consistent, scalable and controllable client service model across the LIHTC platform. 
• Determine appropriate methodology to prepare information for use by others within the Firm and by clients. 

Required Qualifications:  

• Bachelor’s degree in accounting, finance, mathematics, or related field, or equivalent work experience.
• Five years of experience in quantitative analysis, accounting, real estate finance, or related field.
• In depth financial and analytical skills.
• Financial modeling experience.
• Excellent interpersonal skills in a team-oriented environment.
• Excellent written and verbal communication skills.
• Proficiency using MS Office (Word, Excel, PowerPoint).

Preferred Qualifications:  

• Background in Low-Income Housing Tax Credits (LIHTC) fund modeling and/or accounting.

Working Conditions: 

• Office or hybrid office / remote environment.
• Occasional travel for internal meetings.

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. 

We are open to considering flexible working practices. Please talk to us about what this means for you.