Portfolio Valuation Consultant

About the role

The Deloitte Strategy & Transactions (S&T) team offers 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.

Responsibilities

• 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

Requirements

• 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

Qualifications

• Required: 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
• PREFERRED: 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

Benefits

Deloitte offers a competitive benefits package, including health insurance, retirement plans, and paid time off.

Pay

$93,100 to $155,100

Schedule

Full-time