Real Estate Analyst – Aegon AM
Locations: Cedar Rapids, IA
Requisition ID: R20060433
Job Type: Hybrid
About the Employer
Aegon Asset Management (Aegon AM) is a global investment manager serving pension plans, public funds, insurance companies, banks, wealth managers, family offices, and foundations. The firm manages and advises on assets across fixed income, real assets, equities, and multi-asset & solutions through globally organized investment teams.
Aegon AM operates internationally, with employees located across Europe, the Americas, and Asia, and follows a research-driven active management approach supported by risk management and responsible investment practices.
Role Summary
The Real Estate Analyst supports the Tax Credit Asset Management team in overseeing the performance, compliance, and long-term stability of a national portfolio of affordable housing investments. The role focuses on protecting investor tax credit delivery, mitigating economic and compliance risks, and supporting asset-level financial and operational oversight for LIHTC-financed investments.
What You’ll Do
- 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
- Assist in evaluating capital calls, guaranty obligations, and workout strategies for underperforming assets
- Analyze reserve levels, operating deficits, and capital needs and 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 technologies to improve process efficiency and data quality
Required Qualifications
- Bachelor’s degree in real estate finance, economics, business, accounting, or a related field, or equivalent experience
- Solid financial skills and knowledge
- Strong analytical skills and attention to detail
- Excellent written and presentation skills
- Ability to organize short- and long-term projects and tasks
- Proficiency with MS Office products
Compensation & Benefits
Job and compensation levels are determined based on an applicant’s qualifications, relevant experience, and other job-related factors, and are set by hiring managers and human resources.
Equal Opportunity Statement
AEGON USA Realty Advisors, LLC is an Equal Employment Opportunity and Affirmative Action Employer. The company does not discriminate against applicants or employees on the basis of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, military service, physical or mental disability, or any other status protected by applicable law.
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 that will ensure 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.