... and operational needs. The Assistant Project Manager will lead cross-functional teams, external consultants, landlords, and contractors while maintaining strong governance over scope, budget ...
... and operational needs. The Assistant Project Manager will lead cross-functional teams, external consultants, landlords, and contractors while maintaining strong governance over scope, budget ...
... 720 East CLO platform. About the Job: This role is responsible for conducting independent ... Risk & Operations, Compliance, and Law. What You'll Do: * Lead, mentor, and develop less ...
... 720 East CLO platform. About the Job: This role is responsible for conducting independent ... Risk & Operations, Compliance, and Law. What You'll Do: * Lead, mentor, and develop less ...
... 720 East CLO platform. About the Job: This role is responsible for conducting independent ... Risk & Operations, Compliance, and Law. What You'll Do: * Lead, mentor, and develop less ...
... 720 East CLO platform. About the Job: This role is responsible for conducting independent ... Risk & Operations, Compliance, and Law. What You'll Do: * Lead, mentor, and develop less ...
Clo Operations information
What are the key skills and qualifications needed to thrive as a CLO (Chief Lending Officer) Operations professional, and why are they important?
What are some common challenges faced by a CLO Operations professional, and how can they be effectively managed?
What are CLO Operations?
What is the difference between Clo Operations vs Clo Designers?
| Aspect | Clo Operations | Clo Designers |
|---|---|---|
| Primary Role | Managing and overseeing the production, logistics, and supply chain of CLO (Collateralized Loan Obligations) assets | Creating and designing CLO structures, cash flow models, and deal documentation |
| Required Credentials | Finance certifications (e.g., CFA), experience in asset management or structured finance | Financial modeling skills, background in finance, economics, or related fields |
| Work Environment | Financial institutions, asset management firms, investment banks | Financial 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.
Full-time
Posted 16 days ago
Job description
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:This role manages projects from work letter negotiation support through post-occupancy closeout, ensuring each engagement aligns with Baker Tilly's financial objectives, workplace strategy standards, and operational needs. The Assistant Project Manager will lead cross-functional teams, external consultants, landlords, and contractors while maintaining strong governance over scope, budget, schedule, and risk.Responsibilities:Portfolio Project Leadership
- Manage development, relocation, refurbishment, expansion, and decommissioning projects nationwide.
- Lead projects through five core phases: Initiate, Plan, Design, Construct, and Close
- Develop and maintain Project Charters, Budgets, Master Schedules, and Risk Registers.
- Oversee multiple concurrent projects ranging from 10,000 SF to 60,000+ SF.
- Support lease negotiations by reviewing work letters and landlord obligations.
- Coordinate tenant improvement (TI) allowance tracking and reimbursement.
- Interface directly with landlords and property managers.
- Ensure compliance with lease-required documentation and closeout submissions.
- Lead RFP processes for: Architects & Engineers, general Contractors / Construction Managers, furniture Vendors, IT / Tel-Data / AV / Security Consultants, relocation Specialists.
- Level bids and prepare award recommendations.
- Support contract negotiations (AIA agreements and consultant contracts).
- Validate insurance and risk requirements during construction.
- Facilitate programming
- Manage all phases of design including :SD, DD, CD, and CA documentation phases.
- Lead value engineering initiatives.
- Identify long-lead procurement items and pre-purchase strategies.
- Align IT, AV, security, and branding scope with internal stakeholders.
- Experience in Bluebeam and Smartsheet
- Chair weekly preconstruction construction meetings and OAC meetings.
- Monitor RFIs, change orders, submittals, and schedule updates.
- Perform site visits (minimum two per project; additional as required)
- Review and validate contractor pay applications.
- Monitor budget exposure and contingency utilization.
- Ensure compliance with safety, permitting, and insurance requirements.
- Develop and manage comprehensive project budgets (hard & soft costs).
- Produce: Monthly Budget Reconciliation, anticipated Cost Reports (ACRs), change order logs, variance analysis.
- Present executive-level updates outlining financial, schedule, and risk metrics.
- Ensure projects meet fee-based benchmarks tied to office size structure
Project Closeout & Operational Handoff
- Oversee final inspections and punch list completion.
- Confirm receipt of: As-built drawings, warranties, O&M manuals, lien waivers, regulatory sign-offs, lease Requirements for TIA, produce final cost reconciliation reports.
- Ensure smooth transition to Facilities and Office Leadership.
Qualifications:
- Bachelor's degree in Construction Management, Real Estate, Architecture, Engineering, or related field.
- 3+ years of commercial real estate project management experience.
- Experience managing Class A corporate office tenant improvement projects.
- Strong working knowledge of: AIA contracts (A101, A102, A201 preferred)
- Lease work letters, Tenant improvement allowances, Construction budgeting and cost controls.
- Ability to manage multiple national projects simultaneously.
- Strong executive communication and stakeholder management skills.
- Proficiency in Microsoft Project, Excel, and project cost tracking systems
- Up to 25-40% travel depending on project pipeline.
- Site visits required during major construction milestones.