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our recent projects

Foss & Company, a leading tax credit brokerage and syndication firm headquartered in San Francisco, is seeking to hire an acquisitions associate. The acquisitions associate will be responsible for identifying potential properties, contacting the developer and negotiating preliminary pricing and terms, assisting in gathering Due Diligence items and ultimately closing tax credit enhanced projects into proprietary tax credit funds or preparing for direct sale to an institutional tax equity partner. Main responsibilities include but are not limited to:

- Calling developers, architects, accountants, and lawyers in order to locate potential tax credit projects – Establishing and maintaining relationships with developers and key parties through constant communication, as well as site visits and meetings – Furthering the Foss & Company brand in the marketplace
- Working with Foss underwriting team and outside counsel to close real estate transactions and lead/participate in weekly closing calls
- Performing detailed guarantor analyses
- Identifying key real estate underwriting risks and mitigations
- Prepare investment summaries
- Reporting on any changes in timing or budget, and then relaying the affect they may have on the overall deal and outcome
- Managing expectations of all parties involved
- Strong sales background
- Strong business acumen and knowledge of the tax credit industry
- Proven Analytical skills in finance and tax (Ability to explain financial analysis)
- Strong relationship building skills
- Prior real estate experience
- Excellent verbal and written communication skills
- Ability to work diligently with little direct supervision
- Ability to work well independently as well as with a team
- Must be self – motivated, proactive, dedicated and entrepreneurial
- Must be adaptable and resilient, with strong follow up skills and the ability to think outside the box
- Ability to multi-task, prioritize and have an extreme attention to detail
- Ability to manage a high volume of work with multiple clients in multiple locations
- Advanced Excel skills

acquisitions associate

Copyright © Foss & Co 2017

1700 Montgomery, Ste 210
San Francisco, CA 94111

Phone: (415) 292-9800

Fax: (415) 292-2358 

Securities offered through FINANCIAL WEST GROUP,  Member FINRA/SIPC.  Foss and Company is not affiliated with Financial West Group nor is it a broker dealer.‚Äč