Lead Private Placement Analyst - Aegon AM

Job Description Summary

Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

We organize our firm around four investment platforms: fixed income, real assets, equities and multi‑asset & solutions, which includes a fiduciary and multi‑manager business. Each investment platform has dedicated teams with deep asset‑class expertise, organized globally and committed to maximizing client benefit from their specialist areas.

We are an international business:
Our 1 125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research‑driven active management, underpinned by effective risk management and a commitment to responsible investment.

The Private Placement team is responsible for the overall management of the private placement portfolio. Involved in sourcing, evaluating and negotiating syndicated new issues, primary and secondary investments. Monitors existing portfolio of private placement credits, updates credit reviews and handles waivers, amendments and other issues as they develop. Review and evaluate new opportunities for investment and ongoing monitoring of the portfolio.

Research and compile information for presentation to clients. Engage agents active in broadly syndicated private placement transactions to maintain relationships and expand investment opportunities.

• 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.

• 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.

• MBA, CFA, capital market experience preferred.

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

The salary for this position generally ranges between $150,000 - $200,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at the Company's discretion.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well‑being of our employees.

• 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 for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach…