Portfolio Valuation Manager

Our Deloitte Strategy & Transactions (S&T) team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. Are you interested in helping clients across the spectrum of asset managers and financial institutions address complex valuation, pricing, and credit questions? As a professional in our Portfolio Valuations practice, you'll work alongside experienced specialists to analyze illiquid and complex instruments, translate market and portfolio dynamics into defensible conclusions, and deliver audit-ready, decision-useful insights for stakeholders. Work you’ll do Apply valuation and credit judgment to develop clear, defensible insights and recommendations Lead and perform valuation and independent pricing analyses for illiquid assets and complex financial instruments (e.g., corporate credit, term loans, structured/securitized products, private equity and other alternatives) Build, review, and refine cash flow and valuation models, including documenting assumptions, limitations, and sensitivities Prepare audit-ready valuation documentation and workpapers and support financial reporting valuation needs (e.g., derivatives, debt instruments, employee stock option plans) Conduct credit and portfolio analysis (from tear sheets to in-depth valuation studies) and validate third-party manager reports and underlying data Advise clients on valuation implications for regulatory/compliance and other stakeholder needs, translating technical findings into clear, decision-useful insights Lead day-to-day engagement execution, including collaborating with audit/client stakeholders, communicating complex findings clearly (written and verbal), and coaching/reviewing junior team member work across multiple concurrent projects The team Our Valuation & Modeling team provides financial modeling for business planning, transactions, and operational improvements. We conduct valuation for tax purposes, regulatory compliance, mergers and acquisitions (M&A), litigation, bankruptcy, and risk management. Additionally, we support audit processes with fair value measurements. Deloitte's portfolio valuation services undertakes debt valuations for some of the largest global asset managers and financial institutions, advising clients on either standalone transactions or on a periodic basis. As part of our debt valuation work, the team values private debt, structured products, loan portfolios (corporate, residential mortgage, credit card), commercial real estate (CRE) debt and assets, residential mortgage pools, stressed and distressed assets, intercompany trades, and private equity, among other asset classes. Globally, Deloitte assesses valuations for 26% of the top 50 global asset managers and serves nearly 50% of the top 50 real estate companies by revenue. Qualifications Required Bachelor's degree in Finance, Economics, Accounting, or Business (or equivalent) 5+ years of experience in business and/or intangible asset valuation consulting 4+ years of experience valuing debt, equity, and structured securities 4+ years of experience performing credit and/or portfolio analysis Demonstrated experience applying generally accepted valuation approaches (income, market, cost) and associated methodologies (e.g., discounted cash flow, guideline public company/transaction, relief from royalty, excess earnings, replacement cost) Demonstrated experience developing financial models to value common stock, business entities, and/or intangible assets, including financial statement analysis and defensible assumption development Experience performing client/economic/industry/competitor research and statistical and ratio analysis to support valuation conclusions Experience preparing and/or reviewing valuation deliverables (e.g., valuation reports, exhibits, letters, and other client-ready materials) Experience supervising, training, and developing staff, including reviewing work for quality and providing performance feedback Proficiency with Microsoft Excel, Word, and PowerPoint, including Excel-based modeling for valuation analyses Ability to travel up to 30% on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Preferred Master's degree in Finance ASA and/or CFA Experience valuing/pricing illiquid and complex financial instruments (e.g., structured/securitized products, private credit, alternatives) 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 $125,000 - $208,300. 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. Information for applicants with a need for accommodation: #J-18808-Ljbffr