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Organization TypeLaw Firm
Years of Experience
Position Overview: Senior paralegal to support several senior attorneys with state and federal law research activities, the drafting and execution of client investment management agreements, and preparation and processing of other complex legal documents
• Work under minimum supervision of attorneys and lead paralegal, with assignments spot-checked as needed.
• Partner with distribution and client relations groups to manage onboarding of new investment advisory clients, implementation of investment management agreements and related documentation, as well as respond to client diligence or other regulatory related requests.
• Facilitate the resolution of Legal issues as they arise in the normal course of business.
Private Placement Investment Review:
Aegon Asset Management
Company Overview: This position will be with Aegon Asset Management, a leading global investment firm with roughly $350 billion in assets managed by about 250 investment professionals in North America, Europe and Asia. The organization oversees asset management for many of Transamerica's insurance and operating companies as well as third party clients. Primary offices in the United States are located in Cedar Rapids, Chicago and Baltimore. The legal entities that comprise Aegon Asset Management US are Aegon USA Realty Advisors, LLC and Aegon USA Investment Management, LLC. Investment offerings include credit strategies across the quality and yield spectrum, real assets, including specialty real estate yield- and return-oriented strategies, global equity and multi-asset strategies and customized investment solutions. Real Assets has approximately $16B in assets under advisement (as of 6/30/17) and specializes in Commercial Mortgage Loans and Agricultural Mortgage Loans as well as investments in Affordable Housing, Tax Credit Equity and natural resources such as energy and timberland. The firm serves a diverse global client base that includes corporate, union and public pensions, endowments, foundations, insurance companies, subadvisory, family offices and wealth managers.