Real Estate Analyst - Aegon AM

Job Description Summary

Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 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 1,125 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 Real Estate Analyst supports the Tax Credit Asset Management team in the performance, compliance, and long-term stability of a national portfolio of affordable housing investments on behalf of our institutional investor clients. This role is responsible for protecting investor tax credit delivery, mitigating economic and compliance risks, and supporting Asset Managers in monitoring financial, operational, and partnership performance across the portfolio of investments financed through the Low-Income Housing Tax Credit (LIHTC) program. The Analyst provides critical analytical, reporting, and risk tracking support that ensures real estate assets perform as underwritten and that investor benefits are preserved throughout the compliance period and beyond.

Job Description

Responsibilities:

• Collect, input, and review construction, marketing and leasing reports, and assist with equity disbursements.

• Review monthly and quarterly financial statements, rent rolls, budgets, and operating trends to identify risks to investor returns and property performance.

• Monitor and forecast investor tax credit delivery, losses, cash flows, and adjuster exposure to ensure full benefit realization.

• Assist in evaluating capital calls, guaranty obligations, and workout strategies for underperforming assets.

• Analyze reserve levels, operating deficits, and capital needs; escalate risks impacting investor economics or asset health.

• Prepare internal reports and investor facing memos detailing performance, risks, and recommended mitigation actions.

• Participate in communication with general partners, property managers, lenders, and internal teams.

• Assist with Year 15 strategy analysis, including disposition scenarios and investor exit recommendations.

• Maintain accurate and timely documentation within asset management systems and shared platforms.

• Conduct property site inspections.

• Leverage AI driven tools, automation, and other innovative technologies to enhance process efficiency, improve data quality, and streamline reporting workflows.

Qualifications:

• Bachelor's degree in real estate finance, economics, business, accounting, or related field, or equivalent experience.

• Solid financial skills and knowledge.

• Strong analytical skills and attention to detail.

• Excellent written and presentation skills.

• Team player able to organize short and long term projects and tasks to accomplish departmental goals.

• Proficiency using MS Office products.

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.

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Why Work for Us

At 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.