Lead Private Placement Analyst - Aegon AM

Aegon Asset Management•Cedar Rapids, IA

6d•Remote

About The Position

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 has 1,125 employees across 14 locations in Europe, the Americas, and Asia, sharing a belief in fundamental, research-driven active management, risk management, and responsible investment. The Private Placement team manages the private placement portfolio, involved in sourcing, evaluating, negotiating, and monitoring syndicated new issues, primary and secondary investments. This includes credit reviews, handling waivers and amendments, evaluating new investment opportunities, and preparing client presentations. The role also involves engaging with agents active in the broadly syndicated private placement market to maintain relationships and expand investment opportunities.

Requirements

Bachelor's degree in Finance or related field.
Seven plus (7+) years private placement experience or similar analytical role.
Developed analytical, structuring and negotiating skills.
Good communication skills.
Possesses creative and independent problem-solving abilities.

Nice To Haves

MBA, CFA, capital market experience preferred.

Responsibilities

Responsible for originating and monitoring domestic and foreign issuance of corporate and securitized private placements at various levels of the capital structure.
Underwrite new investments.
Provide relative value assessments of investment opportunities.
Portfolio monitoring.
Research and compile portfolio presentations at the request of clients.
Develop and maintain relationships with agent banks in the broadly syndicated market seeking investment opportunities.