Associate Director, LIHTC Fund Management Specialist

2 days ago

San Francisco, California, United States Transamerica Full time
Job Summary

We are seeking a highly skilled Associate Director to support our Aegon Global Real Assets Low-Income Housing Tax Credit (LIHTC) platform. The successful candidate will play a leading role in supporting the platform, focusing on positive client outcomes through financial analysis, modeling of transactions, reporting, and client management activities.

Key Responsibilities
  • Support fund structuring efforts by partnering with Investor Relations and Acquisitions staff to complete fund modeling and analysis on LIHTC transactions.
  • Utilize a thorough understanding of the LIHTC business and accounting concepts to develop financial reports and complex models for forecasting, trending, and results analysis.
  • Assist in a platform-wide project to modernize systems and processes utilized within the team.
  • Support client needs including performance reporting and scenario analysis.
  • Adhere to the company's framework of internal controls, including compliance and regulatory policies.
  • Communicate client needs to relevant internal parties and assist in responding to client inquiries.
  • Support the overall operational client service experience in partnership with Investor Relations.
  • Determine appropriate methodology to prepare information for use by others within the Firm and by clients.
Requirements
  • Bachelor's degree in accounting, finance, mathematics, or related field, or equivalent work experience.
  • Five years of experience in quantitative analysis, accounting, real estate finance, or related field.
  • In-depth financial and analytical skills.
  • Financial modeling experience.
  • Excellent interpersonal skills in a team-oriented environment.
  • Excellent written and verbal communication skills.
  • Proficiency using MS Office (Word, Excel, PowerPoint).
Preferred Qualifications
  • Background in Low-Income Housing Tax Credits (LIHTC) fund modeling and/or accounting.
Working Conditions

Office or hybrid office/remote environment. Occasional travel for internal meetings. Job and compensation levels depend upon an applicant's qualifications and will be determined by hiring supervisors/managers and HR.

Aegon Asset Management is committed to fostering a diverse workforce and an inclusive culture. We value diversity in the full range of human uniqueness without limitation. We are open to considering flexible working practices. Please talk to us about what this means for you.

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.

Aegon USA Realty Advisors, LLC, is an Equal Employment Opportunity/Affirmative Action Employer and does not discriminate against any applicant or employee. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act.

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