Portfolio Valuation Senior Consultant

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

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


* Performing valuation and independent pricing analyses for illiquid assets and complex financial instruments, including corporate credit, term loans, structured and securitized products, private equity, and alternative investments


* 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

A successful candidate would possess these skills:


* 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

The team

Our Valuation & Modeling team provides financial modeling for business planning, transactions, and operational improvements.

We co...