Audit - Valuation & Analytics - Consultant

PowerToFly

Connecticut

On-site

USD 68,000 - 136,000

Full time

9 days ago

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Job summary

Deloitte's Valuation & Analytics team offers valuation and analytical insights for financial instruments across North America. A Specialist Senior Assistant will assist with fair value analyses, data review, model development, and quantitative work to support client engagements and internal initiatives.

You will collaborate with experienced professionals to produce high-quality deliverables and gain exposure to various asset classes, valuation approaches, and analytical techniques, while

Qualifications

  • Bachelor's degree in statistics, analytics, finance, economics, math or related field with relevant coursework.
  • 1+ years of related professional or school experience (including internships).
  • Ability to communicate basic financial modeling and valuation concepts clearly to diverse audiences.
  • Must reside within commutable distance to assigned Deloitte office and be able to commute daily.

Responsibilities

  • Independently pricing a variety of financial instruments.
  • Reviewing financial information, transaction documents, and data to support valuations.
  • Supporting valuation analyses of portfolio companies, equity securities, debt investments, and complex capital structures.
  • Conducting industry and market research to inform valuation conclusions.
  • Building and maintaining financial models, valuation schedules, and analytical tools.
  • Collaborating with audit teams across companies and industries to deliver high-quality deliverables.
  • Coordinating multiple assignments and communicating project status to senior team members.

Skills

Independent work
Communication
Detail-oriented
Project leadership
Time management
Team collaboration

Education

Bachelor's degree in statistics/analytics/finance or related field
Advanced degree preferred

Tools

Python
SQL
Bloomberg
Refinitiv
S&P Markit

Job description

Our Deloitte Valuation & Analytics ("V&A") team provides valuation and analytical services for financial instruments to clients across North America and around the world. We deliver fair value assessments and related analytics across a broad range of asset classes, including structured products, private equity, fixed income, equities, and credit derivatives. Working closely with Deloitte's Audit & Assurance practice, our valuation specialists bring deep subject-matter expertise and technical proficiency in valuation methodologies, financial modeling, and quantitative analytics. The team also supports Deloitte's audit transformation efforts by developing innovative technology solutions that enhance the efficiency, scalability, and quality of valuation analyses.

We are seeking a Specialist Senior Assistant ("Specialist") to join our team and support the delivery of valuation and analytics services across a broad range of financial instruments. In this role, you will assist with fair value analyses, data review, model development, and other quantitative work to support client engagements and internal initiatives. You will collaborate with experienced professionals across Deloitte to help produce high-quality, timely deliverables and gain exposure to a wide variety of asset classes, valuation approaches, and analytical techniques.

Work you'll do

As a Specialist on the V&A valuation team, your responsibilities may include:

  • Independently pricing a variety of financial instruments
  • Reviewing financial information, transaction documents, and other relevant data to support valuation analyses
  • Supporting valuation analyses of portfolio companies, equity securities, debt investments, and complex capital structures
  • Conducting industry and market research to inform valuation conclusions
  • Analyzing market movements and recent transactions to identify key valuation drivers
  • Applying private equity valuation approaches, including market, income, and asset approaches
  • Building and maintaining financial models, valuation schedules, and analytical tools
  • Applying quantitative and analytical techniques to identify trends, outliers, and potential data issues
  • Performing sensitivity and scenario analyses to assess the impact of key assumptions on valuation conclusions
  • Preparing audit support documentation for valuations
  • Collaborating with audit teams across companies of all sizes and a wide range of industries
  • Coordinating multiple assignments, managing deadlines, and communicating project status to senior team members
  • Building strong relationships and communicating effectively with team members and clients
  • Presenting complex information clearly and confidently
  • Contributing to the development and implementation of technology-enabled valuation solutions that improve efficiency through automation and standardization
  • Staying current on market developments, valuation trends, and emerging technologies relevant to financial instrument valuations
  • Participating in training and professional development opportunities to build technical, industry, and business skills

You’ll have the opportunity to gain hands-on experience working alongside experienced professionals across diverse industries while developing skills in valuation, financial analysis and quantitative methods.

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 audits are fueled by more than just technology - what sets us apart are our insightful professionals, collaborative culture, and commitment to innovation and continuous improvement. Our audit professionals apply a streamlined, intelligent approach to the audit, enabled by innovative tools and technologies. Quality is our top priority, and by focusing on innovation, we continue to raise the bar on quality and deliver greater value to our clients. Learn more about Deloitte Audit.

Qualifications
Required:
  • Bachelor's degree in statistics, business analytics, math, economics, finance, financial engineering or related field with relevant coursework.
  • 1+ years of related professional or related school experience (including internships and full time roles).
  • Ability to communicate basic financial modeling and valuation concepts clearly to diverse audiences, including clients and team members with varying levels of technical knowledge.
  • You should reside within a commutable distance of your assigned office with the ability to commute daily, if required.
  • You should expect to co-locate with team members or other colleagues in a Deloitte office, at a client site and/or virtually, based on specific team and business expectations.
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.
Preferred
  • Advanced degree in a quantitative discipline.
  • Professional experience and familiarity with valuation procedures across the asset classes (equity, fixed income, derivatives, structured products) is a plus.
  • Professional securitization experience is a plus.Experience with pricing vendors such as LSEG/Refinitiv, S&P/Markit, Bloomberg, ICE, etc., is a plus.
  • Familiarity with LLMs and agentic AI preferred; candidates should demonstrate practical application in workflow automation or AI-assisted problem solving.
  • Experience with software programming (Python, SQL or similar) to develop quantitative models, automate analyses and support research is a plus.
  • Professional certification such as Chartered Financial Analyst (CFA), Certified in the Valuation of Financial Instruments (CVFI), Certified Public Accountant (CPA), or other relevant certificate.

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 $ 67,950 to $136,375.

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