Baker Tilly

Manager, Economic Development and Capital Formation

Baker Tilly$85K — $182K *
Real Estate & Construction
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree required, preferably in business, economics, real estate, urban planning, or finance.
  • Minimum of 5 years professional experience in economic development or related field.
  • 7+ years of relevant experience in private or public sector preferred.
  • Deep knowledge of real estate markets, trends, and asset classes with market forecasting skills.
  • Proficiency in Microsoft Excel and financial modeling software.
  • Ability to analyze economic trends using sophisticated platforms and data sources.
  • Exceptional verbal, written communication, and collaboration skills.

Responsibilities

  • Collaborate with project teams to implement timelines and develop project recommendations.
  • Lead project management, ensuring alignment with client needs and high satisfaction.
  • Develop solutions based on direct client interaction and guide research and documentation.
  • Prepare and guide project deliverables and presentations for clients.
  • Act as a business advisor, building relationships for superior service.
  • Support real estate transaction analysis, including due diligence and financial modeling.
  • Manage, mentor, and assess performance of project staff.

Benefits

  • Flexible work arrangements with the opportunity for remote work.
  • Upward career trajectory within a fast-growing firm.
  • Engagement with a dynamic and supportive team environment.
  • Investment in professional development and training opportunities.
  • Participation in firmwide learning programs and networking events.
Full Job Description
Job Description:

Manager, Economic Development and Capital Formation

Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in consulting in real estate, development economics, housing, and equitable growth?

If yes, consider joining Baker Tilly Advisory Group, LP (Baker Tilly) as a Manager in Development Advisory - Economic Development and Capital Formation. Our practice provides a broad spectrum of services to help our clients develop strategies to compete in an ever-changing community and business environment- setting the course for clients to achieve their growth, strategy, and capacity goals and objectives.

As one of the fastest growing firms in the nation, Baker Tilly can offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. The team serves clients nationwide. This position offers the chance to work remotely, with office time expected as determined by the team's needs.

What you will do:

This role includes intermediate analysis, project management, and client-facing work across the spectrum of our practice areas which includes economic analysis and strategy; urban development and planning; real estate transactions; housing market analysis; community development; equitable growth; incentive program development; workforce and labor analysis; and public-private-nonprofit real estate project strategy and implementation.

In this role you will:

  • Collaborate with internal and external project teams, independently and strategically to advance project opportunities, implement timelines and develop recommendations for project content.


  • Lead in project management and client relationships, aligning project teams with client needs and ensuring client satisfaction with our work.


  • Develop in-depth knowledge of clients' existing conditions and needs and develop solutions through direct client interaction while working on multiple aspects of an engagement. Guide research and document writing; lead in guidance of communication in written and presentation formats.


  • Guide project deliverables, memos, presentations, and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with project needs and industry acceptable methodologies.


  • Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service.


  • Support real estate transactions analysis, including but not limited to, due diligence, underwriting, and financial modeling.


  • Manage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviews.


  • Perform project management duties - oversee work plan execution, provide periodic internal and client facing status reports, generate invoices and manage the project budget, oversee development and distribution of deliverables, and manage day-to-day communication and coordination with client team.


  • Lead professional and effective presentations to internal and external audiences.


  • Continue to develop knowledge and experience working with various technology environments, platforms, applications, and tools/utilities.


  • Attend professional development, networking events and training seminars. Adhere to the highest degree of professional standards and strict client confidentiality.


  • Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.


  • Invest in professional development individually and through participation in firmwide learning and development programs.


Minimum Qualifications

  • 4-year degree


  • 5 years professional experience


Preferred Qualifications

  • A bachelor's degree within business, economics, real estate, urban planning, or finance, relevant master's degree desirable but not a requirement.


  • 7+ year(s) experience with relevant work experience and specific knowledge in areas of focus with either private or public sector.


  • Knowledge, skills and passion for the principles and practice connected to real estate, development, and redevelopment.


  • Deep knowledge of real estate markets, trends, and asset classes, with the ability to forecast market dynamics and adapt strategies accordingly.


  • Experience as a client serving professional desired.


  • Excellent analytical, technical, and problem-solving skills, with strong attention to detail.


  • Proficiency in Microsoft Excel and financial modeling software.


  • Experience in applied economic analysis utilizing relevant platforms and use of data sources, including the Case-Shiller National Home Price Index, ESRI Business Analyst, PolicyMap, Placer.ai, CoStar, GreenStreet, IBISWorld, Lightcast and IMPLAN, help build a comprehensive perspective of the market dynamics related to trends in labor, land, and capital in a given market.


  • Strong understanding of real estate, zoning regulations, tax implications, and compliance requirements.


  • Exceptional verbal, presentation, and written communication, collaboration, and time management skills.


  • Ability to multi-task, work well independently in a fast-paced environment, and be highly self-motivated.


  • Motivation to work extended hours and travel as needed to meet the needs of clients and growth of the national practice.


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.

  • The pay rate range for Madison, WI is $85,000-$182,150
  • The pay rate range for Milwaukee, WI is $85,000-$182,150
  • The pay rate range for Chicago, IL is $110,000-$200,370


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