Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Aegon Asset Management is seeking a Managing Director to lead the LIHTC Production team, responsible for originating, underwriting, and closing Low Income Housing Tax Credit (LIHTC) transactions. This role involves managing internal support, executing the LIHTC acquisition strategy, overseeing underwriting, providing technical expertise, and developing new business opportunities.

Responsibilities

• Manage the LIHTC Production team, including oversight of Production Officers and the underwriting team.
• Collaborate with LIHTC leadership team to drive communication, alignment, and unity across the LIHTC platform; foster a culture of constructive feedback, creative problem-solving, continuous improvement, and enthusiasm for change.
• Screen new opportunities and collaborate with Production Officers to make recommendations to Investor Relations and Head of LIHTC on which transactions to pursue.
• Review and approve Investment Committee Packages and Letters of Intent.
• Train and develop new and existing staff.
• Monitor LIHTC market conditions, including pricing and legislative updates.
• Collaborate with LIHTC Asset Management as needed on new and existing investments.
• Originate and facilitate new business opportunities with Low Income Housing Tax Credits developers.
• Interface with senior management, investment committee, investor relations, legal, tax credit asset management, and other lines of business as necessary.
• Work with legal throughout the lifecycle of each transaction to successfully construct and negotiate LOIs, term sheets, partnership agreements, and other partnership closing documents as required.
• Extend the platform by opening new markets, leading new initiatives and/or launching new products that will ultimately become a part of Aegon’s standard offerings.
• Provide effective leadership and management of team level and ministerial duties, including development, mentoring, and setting objectives for meeting department goals.

Requirements

• Undergraduate or graduate degree with an emphasis in finance, accounting, mathematics, real estate, business and/or economics.
• Ten (10) years of work experience in real estate with a focus on acquisitions and underwriting, preferably with a financial institution or a low-income housing tax credit syndicator.
• An existing book of clients and/or industry recognition to attract new developers to Aegon.
• Seasoned expert in underwriting and production, negotiation skills, presentation skills.
• Effective leadership and management skills.
• Strong communication, interpersonal and organizational skills.
• Proficiency in Excel (financial modeling of tax credit transactions) is required in order to perform and/or manage the financial analysis and preliminary underwriting of each transaction.
• Ability to exercise independent judgment working successfully within a team-oriented environment.
• Strong investment acumen, excellent leadership skills, and the ability to work under minimal supervision in a fast-paced, dynamic environment.

Skills

• Financial modeling
• Underwriting
• Negotiation
• Presentation
• Leadership
• Communication
• Interpersonal skills
• Organizational skills

Location

• Remote

Work Type

• Full-time

Experience Level

• Ten (10) years of work experience in real estate with a focus on acquisitions and underwriting

Education Level

• Undergraduate or graduate degree with an emphasis in finance, accounting, mathematics, real estate, business and/or economics

Salary/Compensations

• $225,000 - $270,000 annually
• Annual Bonus based on the Company Bonus Plan / Individual Performance

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually
• Ten (10) paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave – fifteen (15) days of paid parental leave per calendar year
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

About the Company

• Aegon Asset Management (Aegon AM) is a leading global investor with 350 investment professionals managing and advising on assets of US $384 billion for a global client base.
• The firm is organized around four investment platforms: fixed income, real assets, equities and multi-asset & solutions.
• Aegon AM is an international business with 1,125 employees working from 14 locations across Europe, the Americas and Asia.
• The company shares a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
• 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.

Equal Opportunity

• 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.