Portfolio Valuation Consultant

As a Consultant on the portfolio valuation team, you will be responsible for:

• Performing independent valuation analyses for illiquid assets and complex financial instruments, with a focus on corporate credit, term loans, private debt, private equity, alternative investments and structured and securitized products
• Building, reviewing, and refining cash flow and valuation models, including documenting assumptions, limitations, and sensitivity analyses
• Preparing audit-ready valuation documentation and supporting financial reporting valuation needs for derivatives, debt instruments, and employee stock option plans
• Conducting credit and portfolio analysis, validating third-party manager reports and underlying data, and advising clients on valuation implications for regulatory, compliance, and stakeholder needs
• Advising clients on valuation implications for regulatory/compliance and other stakeholder needs, translating technical findings into clear, decision-useful insights
• Reviewing junior staff work, managing day-to-day tasks, and communicating status/risks to the engagement lead

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to provide clear guidance to others

:

• Bachelor's degree in Finance, Economics, Accounting, or Business (or equivalent)
• 2+ years of experience in valuation consulting (business and/or intangible assets)
• 1+ years of experience valuing debt, equity, and/or structured securities
• 1+ years of experience in credit and/or portfolio analysis
• Demonstrated application of generally accepted valuation approaches (cost, market, income) and common methodologies (e.g., discounted cash flow, guideline public company/transaction, relief from royalty, excess earnings)
• Hands-on experience developing financial models to value common stock, business entities, and/or intangible assets, including financial statement analysis and supportable assumption development
• Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

• MBA or Master's degree in Finance
• CFA
• Direct experience with structured/securitized products valuation/pricing (e.g., ABS, CLO, CMBS, RMBS)
• Experience supporting financial reporting valuations and producing audit-ready valuation workpapers
• Experience with tax-related valuations, including purchase price allocation support for tax purposes
• Experience reviewing/authoring valuation reports and client deliverables (reports, exhibits, letters)
• Experience assessing LP fee agreements and/or validating third-party manager reports in an alternatives context

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,100 to $155,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.