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Fund Management Analyst - Aegon AM

Job Description SummaryAegon Asset Management (Aegon AM) is a leading global investor. Our 370 investment professionals manage and advise on assets of US $361 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. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.We are an international business: Our 1,150 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.Position Overview:The successful candidate will support the Aegon Global Real Assets Low- Income Housing Tax Credit (LIHTC) platform, with a focus on positive client outcomes, through financial analysis, modeling of transactions, reporting, and client management activities.Job DescriptionResponsibilities:• Develop an understanding of the LIHTC business to run and assist in the development of financial reports and models for forecasting, trending, and results analysis.• Support new business by completing fund pricing runs and analysis in conjunction with Investor Relations t and Acquisitions staff.• Identify and capture relevant client mandate provisions to ensure adherence with client expectations and the Firm's documented obligations.• Participate as needed in accounting processes to ensure accuracy and completeness of financial records; interpret financial transactions and events for users.• Support client needs including client performance reporting and scenario testing; provide updates to relevant internal team members as needed.• Work to identify solutions for more efficient methods of gathering, sorting, and accessing data.• Adhere to the company's framework of internal controls, including compliance and regulatory policies and procedures.• Communicate client needs to relevant internal parties.• Support the overall operational client service experience in partnership with client service, portfolio management, and product management as part of a consistent, scalable and controllable client service model across the platform.Required Qualifications:• Bachelor’s degree in accounting, mathematics, finance, or related field, or equivalent work experience.• Strong financial and analytical skills.• Excellent interpersonal skills in a team-oriented environment.• Excellent written and verbal communication skills.• Proficiency using MS Office (Word, Excel, PowerPoint).Preferred Qualifications:• Experience working within an RIA and/or real estate firm in a similar role.• Background in project management and/or process improvement.• Financial modeling experience.• Investran software experience.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.#LI-HybridWhy Work for UsAt 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.

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What You Should Know About Fund Management Analyst - Aegon AM, Aegon

Join Aegon Asset Management as a Fund Management Analyst in Cedar Rapids, IA, where you will have the chance to make a real impact in the intriguing world of low-income housing investment. In this role, you will support the Aegon Global Real Assets Low-Income Housing Tax Credit (LIHTC) platform, contributing to positive client outcomes through your sharp financial analysis and modeling skills. You will immerse yourself in the LIHTC business to help develop financial reports and models that provide insights into forecasting and trends. Your day-to-day will include collaborating with Investor Relations and Acquisitions teams to conduct fund pricing analysis, ensuring that client expectations are met and adhered to with precision. Additionally, you'll play a pivotal role in accounting processes, ensuring the accuracy of records while sharpening your project management and process improvement capabilities. With a focus on effective communication, you'll be updating internal team members and supporting client needs by providing key performance reports. At Aegon AM, we believe in investing in you, providing a supportive environment that champions diverse perspectives and promotes professional growth. If you're ready to take the next step in your career with a dynamic team, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Fund Management Analyst - Aegon AM Role at Aegon
What are the responsibilities of a Fund Management Analyst at Aegon AM?

As a Fund Management Analyst at Aegon Asset Management, your responsibilities will include developing financial reports and models for the Low-Income Housing Tax Credit (LIHTC) platform, conducting fund pricing analysis, and managing client reporting needs. You will support new business and ensure compliance with client expectations while collaborating with various internal teams to enhance overall client service.

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What qualifications do I need to become a Fund Management Analyst at Aegon AM?

To qualify for the Fund Management Analyst position at Aegon Asset Management, candidates should have a Bachelor’s degree in accounting, finance, mathematics, or a related field. Strong analytical skills, proficiency in MS Office, and excellent communication abilities are essential. Preferred qualifications include experience in a real estate firm, financial modeling, and familiarity with Investran software.

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What is the work culture like at Aegon AM for a Fund Management Analyst?

At Aegon Asset Management, Fund Management Analysts enjoy a collaborative and inclusive work culture that values diversity and encourages professional growth. The company fosters an environment where employees can thrive, connecting various teams to work towards common goals while supporting each other in developing their skills.

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How can I improve my chances of getting hired as a Fund Management Analyst at Aegon AM?

To increase your chances of being hired as a Fund Management Analyst at Aegon Asset Management, focus on showcasing your financial analysis skills, proficiency in modeling, and understanding of the Low-Income Housing Tax Credit system during the application and interview processes. Networking within the industry and gaining relevant experience or certification may also boost your appeal.

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What opportunities for career growth exist for Fund Management Analysts at Aegon AM?

Aegon Asset Management provides numerous opportunities for career growth for Fund Management Analysts. Employees are encouraged to participate in professional development programs, training sessions, and mentorship opportunities that allow them to deepen their expertise, take on leadership roles, and explore different facets of the asset management business.

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Common Interview Questions for Fund Management Analyst - Aegon AM
Can you explain your experience with financial modeling as a Fund Management Analyst?

When discussing your experience with financial modeling, highlight specific projects where you built forecasts or analysis models, emphasizing your analytical thinking and software proficiency. Be prepared to explain how your modeling benefited previous projects or improved financial insights.

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How do you manage tight deadlines in the Fund Management Analyst role?

To manage tight deadlines effectively as a Fund Management Analyst, describe your organizational skills, prioritization techniques, and experience in working under pressure. Sharing an example of a past situation where you met a challenging deadline will strengthen your response.

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What is your understanding of the Low-Income Housing Tax Credit (LIHTC) program?

Demonstrate your understanding of the LIHTC program by discussing its purpose, how it benefits low-income housing development, and any relevant analysis or reporting experience you have related to this program. This showcases your knowledge and interest in the area you'll be working in.

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How do you ensure the accuracy of financial records?

To ensure the accuracy of financial records, explain your process for validating data, double-checking your figures, and conducting reconciliations. Highlight your attention to detail and any tools or techniques you use to maintain accuracy in financial documentation.

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Describe a time you identified a problem and proposed a solution.

When asked about identifying problems, narrate a specific incident where you recognized an inefficiency or error. Explain your analytical approach to diagnosing the issue and the solution you proposed, emphasizing positive outcomes and improvements in processes.

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What software tools are you familiar with that would assist the Fund Management Analyst role?

Mention any software tools you are proficient in that relate to financial analysis and reporting, particularly Investran if applicable. Discuss your experience using Excel for modeling and how you have leveraged various applications to streamline your work.

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How do you handle client interactions as a Fund Management Analyst?

Discuss your approach to client interactions by emphasizing your excellent communication and interpersonal skills. Share an example of how you have effectively built relationships and addressed client needs, which reflects your commitment to high-quality client service.

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In what ways do you prioritize your tasks as a Fund Management Analyst?

When prioritizing tasks, explain how you evaluate the urgency and importance of each task. Discuss any tools or methods you use for organization, such as to-do lists or project management software, to maintain focus on key deliverables.

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What motivates you to work in asset management, particularly at Aegon AM?

Express your passion for asset management and how Aegon Asset Management's commitment to responsible investment, diversity, and client success resonates with your career values. Connecting your motivations with the company's goals will demonstrate your genuine interest in the role.

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How do you stay updated with industry trends and developments?

Share your strategies for staying informed about industry trends, such as following financial news, participating in webinars, or networking events. Mention any publications or websites you regularly visit to keep ahead of the curve in the asset management field.

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Full-time, hybrid
DATE POSTED
March 21, 2025

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