Lead Private Placement Analyst - Aegon AM

Position Overview

The Private Placement team is responsible for the overall management of the private placement portfolio. Involved in sourcing, evaluating and negotiating syndicated new issues, as well as secondary investments. Monitors existing portfolio of private placement credits, updates credit reviews and handles waivers, amendments and other issues as they develop. Research and compile information for presentation to clients. Engage agents active in broadly syndicated private placement transactions to maintain relationships and expand investment opportunities.

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.

Qualifications

• 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.

Preferred Qualifications

• MBA, CFA, capital market experience preferred.

Compensation and Benefits

** 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
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health And Work/Life Balance Benefits
• Payable Time Off (PTO)
• 10 Paid 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 Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs