Associate, Corporate Development

Aegon; United States; Hybrid; USD 90,000 - 125,000; Full time

Job summary

Aegon is seeking an Associate, Corporate Development to evaluate acquisitions, divestitures, reinsurance transactions, strategic investments and partnerships across its insurance and financial services businesses.

You will build financial models, conduct valuations, perform market research, coordinate due diligence, and prepare executive-ready materials to support capital deployment decisions. The role is hybrid, located in New York City or Philadelphia.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field.
• 2 years of experience in financial services, corporate development, investment banking, or related field.
• Knowledge of financial modeling, valuation methodologies, and transaction analysis.

Responsibilities

• Support evaluation and execution of acquisitions, divestitures, and strategic investments across insurance and financial services.
• Build and maintain financial models, valuation analyses, and transaction return analyses.
• Conduct market research, benchmarking, and industry analysis to identify trends and opportunities.
• Coordinate due diligence across actuarial, finance, legal, tax, and risk teams.

Skills

Financial modeling

Valuation methodologies

Transaction analysis

Analytical thinking

Communication skills

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Job description

The Associate, Corporate Development supports the evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities across insurance and related financial services businesses. This role delivers financial modeling, valuation, market research, due diligence coordination, transaction governance, and executive-ready materials that help senior leaders evaluate strategic opportunities, manage risks, and make informed capital deployment decisions.

Key Responsibilities

• Support the evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities across insurance and related financial services businesses.
• Build and maintain financial models, valuation analyses, scenario assessments, and transaction return analyses to evaluate strategic opportunities and capital deployment alternatives.
• Conduct market research, competitive benchmarking, and industry analysis to identify trends, risks, and strategic opportunities.
• Coordinate due diligence activities across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and human resources functions.
• Organize and maintain virtual data rooms, diligence trackers, issue logs, and follow-up requests to support transaction execution and governance processes.
• Prepare presentations, memoranda, and recommendations for senior leadership, investment committees, and other decision‑making forums.
• Support the development of business cases for strategic initiatives, including organic and inorganic growth opportunities and partnership structures.
• Track transaction milestones, deliverables, and key decisions, escalating risks and issues as appropriate.
• Review and summarize transaction documents, diligence findings, and financial information to identify key risks, assumptions, and value drivers.
• Partner with internal stakeholders and external advisors, including investment bankers, consultants, accountants, and legal counsel.

Required Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or a related field
• Two years of experience in financial services, corporate development, investment banking, transaction advisory, management consulting, private equity, strategic finance, or a related field
• Knowledge of financial modeling, valuation methodologies, and transaction analysis, including discounted cash flow analysis, comparable company analysis, and precedent transaction analysis
• Ability to analyze financial statements and understand accounting, capital, and earnings concepts
• Ability to manage multiple projects and priorities in a fast‑paced environment
• Strong analytical, organizational, and problem‑solving skills
• Results‑driven with a commercial, deal‑maker mentality
• Strong written and verbal communication skills
• Ability to handle confidential information with professionalism and discretion
• Proficient in Microsoft Excel, PowerPoint, and Word

Preferred Qualifications

• Experience within life insurance, annuities, retirement, wealth management, asset management, reinsurance, or other financial services organization
• Knowledge of statutory accounting, Generally Accepted Accounting Principles (GAAP), capital frameworks, reserve concepts, and earnings drivers within insurance organizations
• Progress toward or possession of Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or Master of Business Administration (MBA)
• Knowledge of strategic partnerships, mergers and acquisitions, and capital deployment strategies
• Understanding of market structure, industry trends, distribution models, and product strategies within the insurance industry

Key Competencies

• Financial Analysis and Valuation – Applies financial modeling, valuation methodologies, and transaction analysis to evaluate strategic opportunities and capital deployment alternatives.
• Transaction Execution and Organization – Coordinates diligence activities, maintains transaction materials, and tracks milestones, deliverables, risks, and key decisions.
• Strategic and Commercial Mindset – Identifies market trends, value drivers, risks, and growth opportunities with a results‑driven, deal‑maker mentality.
• Communication and Collaboration – Prepares executive‑ready materials and partners effectively with cross‑functional stakeholders and external advisors.
• Professional Judgment – Handles confidential information with professionalism and discretion while escalating risks and issues as appropriate.

Summary Value Proposition

Support disciplined strategic growth and capital deployment by delivering high‑quality analysis and execution support across corporate development opportunities.

Working Environment

This is a hybrid position in either our New York (NYC) or Philadelphia office. Relocation assistance will not be provided for this position.

Compensation

The Salary for this position generally ranges between $90,000 - $125,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience and geography. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration‑related employment authorization sponsorship.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.