Associate Client Portfolio Manager - Aegon AM

Full Time

Asset Management

United States

Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $341 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 1,160 employees work from 13 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: As a member of the Leveraged Loan team, provide day-to-day analytics support and serve as a primary liaison to Client Services, external Collateral Administrators, Marketing and Distribution.

Responsibilities:

• Research and craft responses to clients, trustees and collateral administrators about portfolio holdings.
• Use data from the Leveraged Loan team to develop pitch books, RFPs, and other marketing materials.
• Handle ad hoc requests from clients, collateral administrators and prospects, such as reasons for purchasing/selling certain portfolio holdings and explanation of performance results to institutional investors.
• Lead the monthly reporting process with external collateral administrator, ensuring deliverables to fund investors are completed on time and accurately.
• Ensure portfolio is consistently positioned within marketing composites.
• Participant in client/prospect interactions representing the Leveraged Loan Portfolio Management team and provide data/support as needed.
• Analyze existing composites/funds for discrepancies and make buy/sell recommendations.
• Analyze analyst, PM, and trader investment recommendations for alignment with strategy and recommend alternative courses of action.

Qualifications:

• Bachelor’s degree in finance, business or related field.
• Typically two years of investment experience such as research analyst, portfolio manager, trader, or investment operations for a registered investment advisor.
• Background in RFPs and/or marketing.
• Analytical skills to evaluate composites and funds.
• Excellent written and oral communication skills.

Preferred Qualifications:

• MBA and/or CFA.
• Familiarity with Bloomberg data service and Aladdin portfolio management software.

Working Conditions:

Office environment.

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.

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