• Aegon
  • $115,570.00 -154,450.00/year*
  • San Francisco, CA
  • Accounting
  • Full-Time
  • 224 Seneca Ave

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The employer is a life insurance company.
  • Originate and facilitate new business opportunities with Low Income Housing Tax Credits developers
  • Relationship Management
  • Prepare and implement an origination strategy and recommend a marketing strategy to increase company's presence in the market within assigned territory
  • Extensive travel to conduct site visits, attend state housing conferences and QAP meetings, internal meetings, and industry events to execute originations strategy
  • Cross-sell other company investments
  • Ability to interface with senior management, investment committee, distribution and client management, legal, tax credit asset management, and other lines of business as necessary
  • Work with company distribution and client management team to determine the best possible execution for a transaction while meeting developer requirements to successfully win new transactions
  • Work with legal throughout the lifecycle of each transaction to successfully construct and negotiate LOIs, term sheets, partnership agreements, and other partnership closing documents as required
  • Proficiency in Excel (financial modeling of tax credit transactions) is required in order to perform and/or manage the financial analysis and preliminary underwriting of each transaction
  • Extend the platform by opening new markets, leading new initiatives and/or launching new products that will ultimately become a part of company's standard offerings

  • Undergraduate or graduate degree with an emphasis in finance, accounting, mathematics, real estate, business and/or economics
  • Ten (10) years of work experience in real estate with a focus on multifamily housing, preferably with a financial institution, private equity firm or a low income housing tax credit syndicator

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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