Portfolio Manager
4 weeks ago
Company Overview:
Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 investment professionals manage and advise on assets of US $306 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 1,200 employees work from 13 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:
Provides analytical support of public and private distressed and stressed securities.
Job Description
Responsibilities:
- Develop and maintain updated financial models and analyses, operating assessments, industry overviews, and market information to support both investment recommendations and portfolio management.
- Develop proficiency with the legal elements of distressed debt investing and cultivate a firm grasp of reading and understanding credit documents (e.g., credit agreements, indentures, plans of reorganization).
- Provide ongoing monitoring of holdings to identify changes in company fundamentals, industry conditions, or security valuations that may alter the investment thesis.
- Present and debate investment recommendations with The Special Situations & Distressed Credit team and broader, global Leveraged Finance teams.
- Compile regular reports for portfolio and risk management and assist in day-to-day portfolio tracking analysis and reporting.
- Support global Leveraged Finance platform by performing analyses and diligence on stressed/distressed situations as needed.
- Develop strong working relationships with global research teams (e.g., High Yield, Leveraged Loans, Emerging Markets, Investment Grade, Securitized Products).
- Develop and maintain sell-side, buy-side, and advisory relationships (e.g., with outside financial, legal, and industry experts).
- Assist in the day-to-day portfolio management, including, tracking analysis, risk management, client service, trading and reporting.
- 5+ years of aggregate professional experience, ideally including investment banking, restructuring, distressed debt, high yield, or leveraged loan experience and/or sell-side distressed.
- Education and/or experience in the following: business valuation, financial statement analysis, securities analysis, law, and international finance (including emerging markets).
- BA or MBA required.
- Advanced proficiency with Microsoft Excel, Word, and PowerPoint.
- Advanced financial modeling skills, including three-statement models, capital structure tables, comparable company tables, sensitivity tables, DCF analysis, LBO analysis, and enterprise value calculations.
- Strong reasoning and communication skills.
- Previous Portfolio Management experience a plus.
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.
We are open to considering flexible working practices. Please talk to us about what this means for you.
#LI-Hybrid
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.
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