Lead Private Placement Analyst - Aegon AM

Overview

A financial services organization is seeking a Lead Private Placement Analyst to join their team. This role supports financial strategy, forecasting, and performance management initiatives to enhance business visibility and decision-making. The position involves partnering with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation within a regulated financial services environment.

Location: Remote (US-based candidates only, no visa sponsorship available)

Compensation: $150,000 – $200,000 annually

Responsibilities

• Originate and monitor domestic and foreign corporate and securitized private placements
• Underwrite new investments
• Provide relative value assessments of investment opportunities
• Conduct ongoing portfolio monitoring
• Research and compile portfolio presentations for clients
• Develop and maintain relationships with agent banks in the syndicated market

Qualifications

• Bachelor's degree in Finance or a related field
• Seven or more years of private placement experience or a similar analytical role
• Strong analytical, structuring, and negotiating skills
• Effective communication skills
• Creative and independent problem-solving abilities

Preferred Skills and Experience

• Corporate finance expertise
• Experience with securitized private placements
• Familiarity with portfolio management tools
• CFA or MBA credentials (preferred)
• Knowledge of capital market tools and financial modeling software
• Experience with risk assessment and data visualization tools
• Proficiency in client relationship management (CRM) systems

Benefits

• Competitive pay
• Bonus eligibility
• Pension plan
• 401(k) match
• Employee stock purchase plan
• Tuition reimbursement
• Disability insurance
• Medical, dental, and vision insurance
• Employee discounts
• Career training and development opportunities
• Paid time off starting at 160 hours annually
• Ten paid holidays per year
• Holistic wellness program including coaching and rewards
• Fifteen days of paid parental leave
• Adoption assistance
• Employee assistance program
• Volunteer hour paid time off
• Employee matching gifts program
• Inclusion and diversity programs

The employer is an equal opportunity organization and encourages applications from candidates who may not meet every qualification but whose backgrounds could contribute to the team.