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Clo Operations Jobs in Wisconsin (NOW HIRING)

... CLO). This role is critical to enabling operational excellence across Kohler's Legal, Compliance & Ethics, Government Affairs, Internal Audit, Global Security, and Corporate Communications functions.

... CLO). This role is critical to enabling operational excellence across Kohler's Legal, Compliance & Ethics, Government Affairs, Internal Audit, Global Security, and Corporate Communications functions.

... CLO). This role is critical to enabling operational excellence across Kohler's Legal, Compliance & Ethics, Government Affairs, Internal Audit, Global Security, and Corporate Communications functions.

Executive Assistant

Kohler, WI · On-site

$65K - $98K/yr

... CLO). This role is critical to enabling operational excellence across Kohler's Legal, Compliance & Ethics, Government Affairs, Internal Audit, Global Security, and Corporate Communications functions.

... CLO). This role is critical to enabling operational excellence across Kohler's Legal, Compliance & Ethics, Government Affairs, Internal Audit, Global Security, and Corporate Communications functions.

Chief Lending Officer

Green Bay, WI · On-site

$150 - $210/hr

Position Summary The Chief Lending Officer (CLO) is a key member of the executive leadership team, responsible for the strategic direction, oversight, and performance of the bank's lending operations ...

Clo Operations information

What is a CLO Operations?

CLO Operations refers to the processes and activities involved in managing Collateralized Loan Obligations (CLOs), which are complex financial securities backed by a pool of loans. Professionals in CLO Operations handle trade settlements, cash flow modeling, compliance monitoring, reporting, and communication with investors and trustees. Their primary goal is to ensure the accurate and efficient administration of CLO structures, adherence to regulatory requirements, and timely delivery of information to stakeholders. Effective CLO Operations are critical to maintaining the integrity and performance of these investment vehicles.

What are the key skills and qualifications needed to thrive as a CLO Operations professional?

To excel in CLO Operations, you need expertise in loan administration, portfolio management, and a solid understanding of financial markets, often supported by a degree in finance or related fields. Familiarity with loan management systems, financial modeling tools, and regulatory compliance platforms is typically required. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for this role. These skills ensure accurate loan processing, risk management, and smooth coordination across teams in a highly regulated financial environment.

What are some common challenges faced by a CLO Operations professional, and how can they be effectively managed?

CLO Operations professionals often face challenges such as managing complex transaction settlements, ensuring timely and accurate reporting, and keeping up with regulatory changes. These roles require strong attention to detail, effective communication with portfolio managers and third-party vendors, and the ability to quickly resolve discrepancies. Building strong organizational systems and staying updated on industry best practices can help professionals handle these challenges efficiently and maintain smooth operations.

What is the difference between Clo Operations vs Clo Designers?

AspectClo OperationsClo Designers
Primary RoleManaging and overseeing the production, logistics, and supply chain of CLO (Collateralized Loan Obligations) assetsCreating and designing CLO structures, cash flow models, and deal documentation
Required CredentialsFinance certifications (e.g., CFA), experience in asset management or structured financeFinancial modeling skills, background in finance, economics, or related fields
Work EnvironmentFinancial institutions, asset management firms, investment banksFinancial institutions, consulting firms, or specialized CLO design teams

While CLO Operations focus on managing the day-to-day functions of CLO assets, CLO Designers are responsible for structuring and designing CLO deals. Both roles require strong financial knowledge, but their responsibilities differ significantly in scope and focus.

Is CLO operations a good job?

CLO operations involves managing collateralized loan obligations, requiring strong financial analysis and risk management skills. It can offer competitive salaries and opportunities for advancement in the finance industry, often involving work in trading, structuring, or compliance roles. Job satisfaction depends on individual interest in finance and the ability to handle high-pressure environments.

What are popular job titles related to Clo Operations jobs in Wisconsin?

For Clo Operations jobs in Wisconsin, the most frequently searched job titles are:

What cities in Wisconsin are hiring for Clo Operations jobs?

Cities in Wisconsin with the most Clo Operations job openings:

Full-time

Posted 27 days ago


Job description

Location:Onsite 4 - Kohler, WI

Opportunity

Position Summary

The Executive Administrative Assistant provides high-level, proactive support to the Chief Legal Officer & Corporate Secretary (CLO). This role is critical to enabling operational excellence across Kohler's Legal, Compliance & Ethics, Government Affairs, Internal Audit, Global Security, and Corporate Communications functions. Acting as a trusted partner to the CLO, the Executive Administrative Assistant supports enterprise governance priorities, anticipates needs, and ensures effective execution in a complex, fast-paced environment.

The role serves as a key coordinator of executive activities, leadership forums, Board of Directors meetings, and Corporate Secretary responsibilities. Success in this position requires exceptional judgment, discretion, organizational skills, and the ability to manage sensitive legal, governance, and business matters with professionalism and confidentiality.

This position embodies Kohler's values of stewardship, collaboration, and gracious living, enabling senior leaders to focus on strategic priorities that create long-term value for associates, customers, shareholders, and communities.

Key Responsibilities

Executive Partnership & Administrative Excellence

  • Serve as a strategic administrative partner to the CLO, managing a highly complex calendar, travel schedule, meeting cadence, and executive priorities across multiple functions and global time zones.
  • Anticipate executive needs and proactively resolve scheduling conflicts, ensuring the CLO's time is aligned with enterprise priorities, governance responsibilities, and business objectives.
  • Maintain the highest level of confidentiality and professionalism in handling sensitive legal, compliance, governance, personnel, and business information.
  • Prepare daily, weekly, and meeting briefing materials to ensure executive readiness and efficient decision-making.
  • Operate 60-90 days ahead across the calendar to anticipate critical milestones, governance deadlines, Board requirements, travel needs, and potential conflicts.

Communication, Coordination & Relationship Management

  • Act as a key liaison between the CLO and senior leaders, Board members, external counsel, regulatory bodies, and enterprise stakeholders.
  • Draft, edit, and format executive-level communications, presentations, reports, Board materials, and correspondence reflective of Kohler's leadership standards.
  • Facilitate effective communication and coordination across Legal, Compliance, Internal Audit, Government Affairs, Global Security, Corporate Communications, and other enterprise functions.
  • Build and maintain strong working relationships across all levels of the organization while demonstrating sound judgment and executive presence.

Board of Directors & Corporate Secretary Support

  • Provide administrative support for the Corporate Secretary function and Board governance processes.
  • Coordinate logistics for Board of Directors meetings, committee meetings, Board retreats, and director education sessions.
  • Assist in the preparation, organization, review, and distribution of Board books, agendas, resolutions, minutes, and governance materials.
  • Maintain Board calendars, meeting schedules, director contact information, and governance records.
  • Coordinate meeting logistics and travel arrangements for directors and executive leadership as required.
  • Track Board action items, resolutions, approvals, and follow-up activities to support effective governance and accountability.
  • Support annual governance activities, including director onboarding, Board evaluations, governance calendars, committee charters, annual meeting preparation, and corporate record management.
  • Manage confidential Board and governance information with the highest degree of discretion and professionalism.

Meeting, Forum & Event Management

  • Coordinate and support executive leadership meetings, governance forums, legal leadership meetings, staff meetings, Board activities, strategic offsites, and enterprise reviews.
  • Develop agendas, compile materials, maintain action item trackers, capture meeting minutes, and ensure timely follow-up on commitments and decisions.
  • Facilitate leadership operating rhythms that drive accountability, strategic alignment, and disciplined execution.
  • Manage logistics for executive events, leadership conferences, governance meetings, and special projects.

Business & Operational Support

  • Assist with budget tracking, expense management, invoice processing, and administrative approvals in alignment with Kohler policies and financial stewardship.
  • Support onboarding and integration of senior leaders, attorneys, and key hires across the CLO's functions.
  • Maintain organized files, records, and document repositories for governance, legal, and executive matters.
  • Identify opportunities to streamline administrative processes, enhance organization, and improve overall effectiveness.

Initiative & Project Support

  • Provide coordination and administrative support for strategic initiatives sponsored by the CLO.
  • Track milestones, deliverables, actions, and timelines across multiple enterprise priorities.
  • Support special projects related to governance, legal operations, compliance programs, executive communications, leadership development, and enterprise transformation initiatives.

Working Conditions

  • Primarily office-based, with flexibility based on business needs.
  • Occasional extended hours to support Board meetings, executive leadership activities, governance deadlines, and global operations.
  • Limited travel may be required in support of Board meetings, leadership retreats, and executive offsites.