Portfolio Valuation Senior Consultant

Position Summary 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 doAs a Senior 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 productsBuilding, reviewing, and refining cash flow and valuation models, including documenting assumptions, limitations, and sensitivity analysesPreparing 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 insightsReviewing junior staff work, managing day-to-day tasks, and communicating status/risks to the engagement leadA successful candidate would possess these skills:Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe teamOur 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)4+ years of experience in valuation consulting (business and/or intangible assets)2+ years of experience valuing debt, equity, and/or structured securities2+ years of experience in credit and/or portfolio analysisDemonstrated 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 developmentAbility to travel 30%, on average, based on the work you do and the clients and industries/sectors you serveLimited immigration sponsorship may be availablePreferred:MBA or Master's degree in Finance CFADirect 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 purposesExperience 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 contextThe 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 $113,000 to $188,400.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 View email address on click.appcast.io. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Transactions and Business Analytics LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Requisition code: 350516 Job ID 350516 Strategy, Growth, and Transformation | Valuation and ModelingSame job available in 3 locations