Portfolio Valuation 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 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 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

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 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)
• 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
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

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

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 $93,100 to $155,100.

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.