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Senior Client Service Manager

3 months ago

Cedar Rapids, United States Aegon Asset Management Full time

Job Description Summary

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:

This position is for a Senior Client Services Manager I within the Aegon Global Real Assets Low-Income Housing Tax Credit (LIHTC) platform, with a focus on managing and reporting on the properties within the LIHTC portfolio. The Senior Client Services Manager will focus on the development, design, production and accuracy of Investor reporting, management reporting, construction and leasing reporting and watch list reporting. The manager will also need to have an operational understanding of lower tier assets which include annual operating budgets, quarterly financial statements, residual receipts analysis, year-end audited financial statements and tax returns.

Job Description

Responsibilities:

Populate, produce, review, and distribute both internal and external reporting for stakeholders. This includes daily ad hoc reports, monthly, quarterly, and annual reporting. Generate reports through internal systems, review for accuracy, make improvements as necessary, and meet deadlines per Investor demands. Oversee the creation of solutions and tools to enhance the Investor reporting process and the Investor experience. Streamline processes by crafting more efficient methods of gathering, sorting, and accessing data across the LIHTC platform. Develop, manage and implement Work Force Housing and Opportunity Fund monthly, quarterly and annual reporting per Investor needs. Manage and monitor group policies and procedures, investment partnership covenant compliance, financial statement compliance, auditor compliance, governance around Funds and internal compliance, risk, and SOX. Expected results include; timely and accurate deliverables for the Investor, data integrity, responsiveness to internal requests, and continued growth in data management and system deliverables. Review all annual tax returns and audits at investment level and fund level. Work with the Partnership accounting team to manage annual tax returns and audit process. Collect, review, solicit feedback or corrections, input into system and report to Investors all lower tier investment year-end financial data from tax returns and audits. Work with Partnership Accounting staff to ensure deliverables to Investors are timely and accurate. Tracking, verifying, reviewing, and completing all internal and external compliance/risk requests. Managing reporting budget with third party vendor. Lead the team providing daily support to current Investors across the Global Real Asset Tax Credit platform regarding property level Investor reporting. Manage, lead and support team members including hiring, training, coaching, ongoing career development, performance management, and succession planning; ensures staff demonstrates appropriate customer service demeanor. Responsible for adhering to Company’s framework of internal controls, monitoring compliance to regulatory policies and procedures. Required Qualifications:

Bachelor’s degree in finance, accounting, data analytics, real estate, business administration or related field, or equivalent work experience. Eight years of client reporting or asset management experience. Five years of client service experience is strongly preferred. Demonstrate the ability to navigate and lead cross functional team projects. Deep financial and analytical skills. Excellent verbal and written communication skills. Excellent organizational and time management skills. Proactive; act with purpose regarding internal and external investor requests. Excellent interpersonal skills in a team-oriented environment. Ability to exercise independent judgment and accomplish tasks with little oversight. Proficiency using MS Office (Excel, Word, PowerPoint). Proficiency using reporting tools (Power BI, Business Objects, SSRS). Preferred Qualifications:

MBA or other relevant post-graduate degree. Systems and/or data management experience.

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-Onsite

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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