Aegon Asset Management · 6 hours ago
Real Estate Analyst - Aegon AM
Aegon Asset Management is a leading global investor managing assets for a diverse client base. The Real Estate Analyst will support the Tax Credit Asset Management team by ensuring compliance and performance of affordable housing investments, while providing analytical and reporting support.
CrowdfundingFinancial Services
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
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
Aegon Asset Management
Aegon Asset Management is a global, active investment manager.
Funding
Current Stage
Late StageRecent News
Crowdfund Insider
2025-12-24
2025-12-13
Institutional Asset Manager
2025-11-11
Company data provided by crunchbase