Managing Director – LIHTC Community Investments

Aegon Asset Management

Managing Director yleading LIHTC Production team at Aegon Asset Management. Fostering communication and collaboration across teams while focusing on new business opportunities.

Posted 7/20/2026full-timeRemote • California, Iowa • 🇺🇸 United StatesLead💰 $225,000 - $270,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Low Income Housing Tax Credits (LIHTC) production and underwriting, with strong leadership capabilities to manage teams and foster collaboration across departments. Proficient in financial modeling and analysis, with a focus on real estate acquisitions and negotiations.

Highest-signal resume keywords

LIHTC Production ManagementUnderwriting ExpertiseFinancial Modeling in ExcelNegotiation SkillsLeadership and Team Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

UnderwritingFinancial AnalysisReal Estate AcquisitionsTax Credit TransactionsInvestment Committee ReviewMarket Condition MonitoringLOI and Term Sheet NegotiationPartnership Agreement ConstructionClient Relationship ManagementBusiness Development

Soft Skills

Effective LeadershipCommunication SkillsInterpersonal SkillsOrganizational SkillsCreative Problem-Solving

Industry Keywords

Low Income Housing Tax CreditsReal EstateFinancial InstitutionSyndicationInvestment AcumenLegislative UpdatesMarket AnalysisTeam ManagementContinuous ImprovementConstructive Feedback

Tech Stack

Tools & technologies

Unity

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Undergraduate or graduate degree with an emphasis in finance, accounting, mathematics, real estate, business and/or economics
Ten (10) years of work experience in real estate with a focus on acquisitions and underwriting, preferably with a financial institution or a low-income housing tax credit syndicator
An existing book of clients and/or industry recognition to attract new developers to Aegon
Seasoned expert in underwriting and production, negotiation skills, presentation skills
Effective leadership and management skills
Strong communication, interpersonal and organizational skills
Proficiency in Excel (financial modeling of tax credit transactions) is required in order to perform and/or manage the financial analysis and preliminary underwriting of each transaction
The ability to exercise independent judgment working successfully within a team-oriented environment
Strong investment acumen, excellent leadership skills, and the ability to work under minimal supervision in a fast-paced, dynamic environment.

Benefits

Comp & perks

Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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