Associate Director, LIHTC Investor Relations – Aegon AM at Acadian Asset Management

Cedar Rapids, Iowa, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Real Estate, FinanceIndustries

Requirements

Bachelor’s or graduate degree with an emphasis in finance, business, real estate or relevant field and/or equivalent experience
Five years of relevant experience, including three years in the LIHTC industry (Investor Relations, Asset Management or Underwriting), preferably with a tax credit syndicator or investor
Excellent communication and writing skills
Effective sales, interpersonal and organizational skills
Ability to exercise independent judgment and accomplish tasks with little oversight
Sound investment acumen, team player, and the ability to work under minimal supervision in a dynamic environment
Proficiency

Responsibilities

Prepare investor templates and pitchbooks for previewing potential investments with sophisticated LIHTC proprietary, multi-fund, and state tax credit investors
Coordinate with the Production team to ensure accurate information is transmitted in a format that is appropriate for each investor
Manage investor consent requests from Asset Management including review of request memos from an investor lens, coordination with various internal teams, and timely communication with investors
Manage investor requests regarding quarterly and annual reporting, tax/audit documents, Know Your Customer requests, syndicator reviews and other ad-hoc requests
Communicate with existing and new investors to assess current needs
Support internal steering committee presentations
Research and disseminate current tax credit industry information including legislative updates, investor CRA assessment areas, federal and state tax credit updates and other information
Support review of investor partnership agreements for existing and new funds
Manage investor due diligence requests during the marketing and fund closing process, including:
Working with Production and Fund Management teams to address any discrepancies between provided underwriting and investor requirements
Track timelines for diligence and closing to achieve alignment between internal and external expectations
With the relationship manager’s guidance, communicate effectively with the investor about the closing process and due diligence materials provided
With the relationship manager’s guidance, review closing benefits schedules to ensure they are meeting AAM and investor expectations
Work with the investor to utilize approved share file sites to transmit diligence in an organized manner
Track investor questions, delegate to appropriate internal parties and ensure responses are provided in a timely manner

Skills

Key technologies and capabilities for this role

LIHTCInvestor RelationsPitchbooksDue DiligenceAsset ManagementTax CreditsClient CommunicationConsent Management

Questions & Answers

Common questions about this position

What is the employment type for this position?

This is a full-time position.

Is this role remote or does it require office work?

This information is not specified in the job description.

What are the main responsibilities of this role?

Responsibilities include preparing investor pitchbooks and templates, managing investor consent requests and reporting, communicating with investors throughout the investment lifecycle, researching tax credit industry information, and handling due diligence requests.

What is the company culture like at Aegon Asset Management?

Aegon AM emphasizes fundamental, research-driven active management, effective risk management, and a commitment to responsible investment, with dedicated global teams focused on maximizing client benefits through deep asset-class expertise.

What makes a strong candidate for this Associate Director role?

Strong candidates will have expertise in LIHTC funds, experience managing investor relationships, strong communication skills for coordinating with internal teams and investors, and the ability to handle due diligence, reporting, and research on tax credit investments.

Acadian Asset Management

Global investment management using quantitative strategies

About Acadian Asset Management

Acadian Asset Management specializes in quantitative investment strategies, using mathematical models and data analysis to guide their investment decisions. They primarily serve institutional clients, such as pension funds and foundations, and focus on equities and other asset classes in both developed and emerging markets. Their systematic approach employs computer algorithms to analyze large amounts of financial data, helping to identify investment opportunities and manage risks effectively. This method aims to achieve higher returns compared to traditional investment strategies. Acadian generates revenue through management fees based on assets under management and performance fees linked to investment success. Additionally, they prioritize corporate social responsibility, engaging in community initiatives and promoting diversity, equity, and inclusion within their organization. Their goal is to deliver superior investment performance while positively impacting the community.

Boston, MassachusettsHeadquarters

1986Year Founded

VENTURE_UNKNOWNCompany Stage

Quantitative Finance, Financial ServicesIndustries

201-500Employees

Benefits

Hybrid Work Options

Professional Development Budget

Risks

Competition from firms like Two Sigma could erode Acadian's market share.

Passive investing trends threaten Acadian's active management model.

Regulatory scrutiny on algorithmic trading may impact Acadian's operations.

Differentiation

Acadian uses sophisticated analytical models for active stock selection.

Their proprietary database covers over 40,500 securities in 100+ markets.

Acadian offers customized investment management solutions for institutional clients.

Upsides

Increased interest in ESG investing aligns with Acadian's sustainability commitment.

AI-driven strategies enhance Acadian's quantitative model capabilities.

Growing demand for customized solutions benefits Acadian's tailored services.

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