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. Position Overview: The Real Estate Analyst will support the mortgage loan servicing team by overseeing the administration and servicing of a diverse portfolio of commercial real estate loans throughout the United States. 

Responsibilities:

  • Serve as main point of contact for borrower inquires and requests for an assigned loan portfolio.  

  • Evaluate borrower requests related to leasing, reserve disbursements, property management, and post-closing obligations.  

  • Prepare comprehensive memos and loan management plans that clearly identify the request, evaluate the risks, and recommend appropriate solutions to maximize the return on investment for the client.  

  • Draft and deliver borrower consents.  

  • Monitor borrower compliance with loan documents.  

  • Engage with borrowers to collect required information, provide updates, and resolve any loan-related concerns.  

  • Effectively collaborate with other internal departments (Loan Administration, Tax, Insurance, Valuation, Accounting/Reporting, Legal) to obtain accurate loan information to facilitate responses for borrowers, and internal and external clients.  

  • Monitor the maturity dates of loans, coordinate payoff requests, and prepare payoff letters.  

  • Maintain accurate and timely records of loan matters in Precision LM.  

  • Proactively monitor the loan portfolio to identify early warning signs, and potential risks.  

  • Actively participate in loan surveillance and watchlist activities.  

  • Strive to meet the evolving needs of clients in adherence with the servicing standard.  

  • Keep abreast of relevant issues relating to markets and commercial real estate trends.  

  • Provide analytical and technical support to Asset Managers as requested.  

  • Responsible for special projects as assigned.

​Qualifications:

  • 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 able to organize short and long term projects and tasks to accomplish departmental goals

  • Proficiency using MS Office products

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.

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