Portfolio Valuation Senior Manager

About the role

The Deloitte Strategy & Transactions (S&T) team offers comprehensive end-to-end support and advisory services, including valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. We work closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions.

Responsibilities

• Leading independent valuation analyses for illiquid assets and complex financial instruments, focusing 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 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
• Collaborating with audit and client stakeholders, communicating technical findings clearly, and coaching junior team members across multiple concurrent projects
• Identifying, qualifying, and pursuing new opportunities within existing and prospective client accounts
• Developing and leading junior staff
• Leading proposal development, solution design, and client presentations

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business, or equivalent
• 10+ years of valuation, portfolio analysis, or related financial advisory experience, including substantial experience in valuing illiquid assets and complex financial instruments
• 7+ years of experience performing portfolio valuation analyses for illiquid investments and complex financial instruments, including debt, equity, and structured securities
• 7+ years of experience performing credit analysis, portfolio analysis, or similar investment analysis, including assessment of company performance, capital structure, market pricing, and credit risk
• In-depth understanding of generally accepted valuation approaches, primarily income and market approaches, as applied to illiquid assets and complex financial instruments
• Experience valuing or pricing illiquid and complex financial instruments, including structured or securitized products, private credit, or alternative investments
• Knowledge of applicable professional standards, industry best practices, and relevant U.S. GAAP fair value reporting requirements applicable to portfolio valuations and complex financial instruments
• Ability to prepare and review valuation reports, memoranda, workpapers, and other client deliverables, including support for audit review and stakeholder challenge

Qualifications

• Master's degree in Finance
• Accredited Senior Appraiser (ASA) and/or Chartered Financial Analyst (CFA)

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 mentor and provide clear guidance to others