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Clo Operations Jobs in Wisconsin (NOW HIRING)

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?

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 are 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 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.

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:

Sr. Specialist - Real Estate Management

Bakertilly

Madison, WI • On-site

Full-time

Posted 17 days ago


Job description

Overview

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.
Leasing & Landlord Coordination
  • 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.
Consultant & Vendor Procurement
  • 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.
Design & Pre-Construction Management
  • 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
Construction Oversight
  • 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.
Financial & Reporting Accountability
  • 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.
The national pay rate range for this job position is $88,920 to $134,860. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.