Aegon Asset Management

Financial Planning and Analysis

• Contributing to responsible investment research projects and thematic sustainability analyses.
• Supporting ad hoc projects related to sustainable investing, climate, biodiversity, stewardship, and ESG integration.
• Supporting the development and maintenance of ESG dashboards, reports, and visualizations.
• Supporting the Responsible Investment team with the adoption and implementation of AI solutions and productivity tools.
• Assisting with ESG data collection, validation, structuring, and quality control.
• Assisting with the monitoring of ESG-related developments, regulations, and market trends.

Asset Management Internship – Responsible Investment

• Manage the LIHTC Production team, including oversight of Production Officers and the underwriting team
• Collaborate with LIHTC leadership team to drive communication, alignment, and unity across the LIHTC platform; foster a culture of constructive feedback, creative problem-solving, continuous improvement, and enthusiasm for change
• Screen new opportunities and collaborate with Production Officers to make recommendations to Investor Relations and Head of LIHTC on which transactions to pursue
• Review and approve Investment Committee Packages and Letters of Intent
• Train and develop new and existing staff
• Monitor LIHTC market conditions, including pricing and legislative updates
• Collaborate with LIHTC Asset Management as needed on new and existing investments
• Originate and facilitate new business opportunities with Low Income Housing Tax Credits developers
• Ability to interface with senior management, investment committee, investor relations, legal, tax credit asset management, and other lines of business as necessary
• Work with legal throughout the lifecycle of each transaction to successfully construct and negotiate LOIs, term sheets, partnership agreements, and other partnership closing documents as required
• Extend the platform by opening new markets, leading new initiatives and/or launching new products that will ultimately become a part of Aegon’s standard offerings
• Effective leadership and management of team level and ministerial duties. This includes development, mentoring, and setting objectives for meeting department goals.

Managing Director – LIHTC Community Investments

General Counsel

• Review, comment on and negotiate LIHTC documents, including Letters of Intent, Limited Partnership Agreements and Fund Agreements
• Engage with outside tax counsel, review tax opinions
• Oversee the legal due diligence process for individual transactions
• Facilitates closings of upper and lower tier LIHTC transactions
• Manage post-closing asset management matters which require legal involvement
• Structure new tax credit funds for syndication
• Manage the due diligence process for admitting new transactions into funds
• Respond to investor counsel questions and comments
• Possesses LIHTC equity subject matter expertise, with some knowledge of corporate law, tax law, commercial mortgage loan and similar real estate transactions and housing tax credit transactions
• Studies proposed and existing legislation affecting the Company and advises departments concerned
• Prepares corporate resolutions and forms
• Guards against legal risks involving the company
• Work may be reviewed

Senior Counsel – LIHTC

Director

• Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
• Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.
• Produce expected sales results and territory activity levels as defined by senior leadership.
• Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
• Position and differentiate AAM products against competitor firms/products.
• Maintain a log of activities and opportunities in the Salesforce system.
• Keep abreast of continuous developments in the economy and the financial services industry.
• Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data.

Asset Management Internship – Responsible Investment

Managing Director – LIHTC Community Investments

Senior Counsel – LIHTC

Senior Director, Intermediary Markets