Associate Director, Strategy Analytics & Client Management

Responsibilities:

• Analyze financial data and define relevant information; interpret data for the purpose of determining past financial performance and/or to project prospective results.
• Support the overall operational client service experience in partnership with client service, portfolio management, and product management as part of a scalable client service model across the Global Real Assets platform.
• In conjunction with the Portfolio Management and Client Service team, ensure relevant client mandate provisions are documented suitably, and are in-line with the Company’s capabilities in order to meet client expectations and the Company's documented obligations.
• Support new business by completing pricing runs and analysis in conjunction with Portfolio Management and Acquisitions staff.
• Work harmoniously across functions to streamline processes. Identify and develop solutions for more effective methods of gathering, sorting, and accessing data.
• Utilize an understanding of the business to run, and proactively develop, reports and models for forecasting, trending, and results analysis. Participate in the peer review of report and model outputs.
• Support client reporting needs including client performance. Perform client analysis and trend reporting and provide updates to relevant internal stakeholders as needed.
• Interpret financial transactions and events for users; may also offer recommendations to those making economic or business decisions.
• Adhere to the company's framework of internal controls, including compliance and regulatory policies and procedures.
• P client needs to relevant internal parties, may also assist in responding to client inquiries directly.
• Provide support and actively participate in RFP requests, DDQ's, track record analysis, consultant questionnaires and related due diligence requests.
• Determine appropriate methodology to prepare information for use by others within the Company and by clients.
• Participate as needed in accounting processes to ensure accuracy and completeness of financial records.

Required Qualifications:

Associate Director

• Bachelor’s degree in Accounting, Finance, or related field, or appropriate equal work experience.
• Five years of experience in quantitative analysis, real estate finance, or related field.
• Ability to exercise independent judgment and accomplish tasks with minimal oversight.
• In depth financial and analytical skills.
• Excellent interpersonal skills in a team-oriented environment.
• Excellent communication skills in all forms.

Director

• Bachelor’s degree in Accounting, Finance, or related field, or equivalent work experience.
• Eight years of experience in quantitative analysis, real estate finance, or related field.
• Ability to exercise independent judgment and accomplish tasks with little oversight.
• In depth financial and analytical skills.
• Excellent interpersonal skills in a team-oriented environment.
• Excellent written and verbal communication skills.

Preferred Qualifications:

• Experience working within an RIA and/or real estate firm in a similar role
• MBA or other post-graduate degree, CFA or other applicable certification
• Background in project management and/or process improvement
• Financial modeling experience

Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation

including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We are open to considering flexible working practices. Please talk to us about what this means for you.