Real Estate Analyst - Aegon AM jobs in United States
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Transamerica · 4 hours ago

Real Estate Analyst - Aegon AM

Transamerica is a leading global investor with Aegon Asset Management managing and advising on substantial assets for a diverse client base. The Real Estate Analyst will support the Tax Credit Asset Management team in ensuring compliance and stability of affordable housing investments, while providing critical analytical and reporting support to protect investor benefits.

Financial ServicesImpact InvestingInsurance
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H1B Sponsor Likelynote

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

Qualification

Real estate financeFinancial analysisAnalytical skillsMS Office proficiencyWritten communicationPresentation skillsTeam collaboration

Required

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

Benefits

Competitive rewards program including incentive compensation
Health and wellness benefits
Retirement programs
Learning and development opportunities

Company

Transamerica

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Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

H1B Sponsorship

Transamerica has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)

Funding

Current Stage
Late Stage
Total Funding
unknown
1999-02-19Acquired

Leadership Team

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Will Fuller
Chief Executive Officer
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Andrew Yorks
Chief Investment Officer
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Company data provided by crunchbase