Real Estate Analyst LIHTC – Aegon AM

Position Overview

The Real Estate Analyst supports the Tax Credit Asset Management team in maintaining the performance, compliance, and long‑term stability of a national portfolio of affordable housing investments on behalf of institutional investor clients. The role protects investor tax credit delivery, mitigates economic and compliance risks, and assists Asset Managers in monitoring financial, operational, and partnership performance across properties financed through the Low‑Income Housing Tax Credit (LIHTC) program.

• 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 to ensure full benefit realization.
• Assist in evaluating capital calls, guaranty obligations, and workout strategies for under‑performing assets.
• Analyze reserve levels, operating deficits, and capital needs; elevate 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 innovative technologies to enhance process efficiency, improve data quality, and streamline reporting workflows.

• Analyst
  :
  Bachelor’s degree in real estate finance, economics, business, accounting, or related field, or equivalent experience. Solid financial skills and knowledge. Strong analytical skills and attention to detail. Excellent written and presentation skills. Team player who can organize short and long‑term projects to accomplish departmental goals. Proficiency using MS Office products.
• Senior Analyst
  :
  Bachelor’s degree in real estate finance, economics, business, accounting, or related field, or equivalent experience. Three years of experience in asset management, commercial real estate, property management, low‑income housing tax credit or relevant area. Solid financial skills and knowledge. Strong analytical skills and attention to detail. Excellent written and presentation skills. Team player who can organize short and long‑term projects to accomplish departmental goals.
  
  Proficiency using MS Office products.

Equal Opportunity

Employer:

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services, physical or mental disability, or any other status protected by federal, state, or local equal employment opportunity laws.