Position Summary

Our Financial Technology practice develops and licenses a growing family of proprietary software products (see http://www.deloitte.com/us/financialtechnology) to assist financial institutions, finance companies, and asset managers with a number of complex topics such as the accounting for portfolios of complex financial instruments, the valuation and performance monitoring of illiquid investments and the administration and regulatory reporting for alternative investment funds.

We are looking to add an additional Associate Solution Advisor or Solution Advisor to our existing team. In addition to competitive compensation and benefits we provide excellent opportunities for growth and learning and invest in our people’s development.

Responsibilities Include:

  • Application Client Support
    • Analyze potential gaps and advise client on improving operational procedures and infrastructure needs for clients
    • Provide comprehensive business solutions based on client’s operational challenges
    • Assist in client implementation of Deloitte software products
    • Develop process maps and SOPs to describe clients’ operating processes
    • Read legal documents and translate those into operational requirements
    • Conduct research, add insight, consistency, and value to clients’ operations
    • Provide financial modeling, analytics, technology, operations and asset management consulting
    • Demonstrate a general knowledge of alternative investment market trends, competitor activities, products and service lines
    • Proactively identify, research and resolve discrepancies
    • Effectively communicate with internal/external parties to request information and resolve any issues or discrepancies in a timely manner
    • Assist with setup of new client application instances, and documentation, configuration, and testing of the integration of our systems to clients’ systems
    • Create and maintain user manuals, release notes, documentation, training materials, and FAQs
  • Application Development Support
    • Collaborate with product owner to discuss product and processes enhancements
    • Participate in User Acceptance Testing of system enhancements and new applications including the development of scenario based test cases
    • Assist in training and development of team members
    • Share best practices with team members and counterparts
  • Other support duties and projects as assigned


  • Requirements
    • BA or BS; finance, accounting, or information systems focus strongly preferred
    • Understanding of the investment management / real estate marketplace
    • Experience within investment management (including Hedge, Private Equity or Mutual funds) or real estate industry through an asset management firm or financial services provider / bank
    • Excellent analytical and problem-solving skills
    • 3-5 years of relevant work experience
    • Strong verbal and written communication skills
    • Intermediate to advanced knowledge of using Microsoft Excel for finance / accounting
    • Ability to exercise independent judgment in prioritizing work load
  • Preferred qualifications
    • Previous experience around fund regulatory reporting and/or fund accounting
    • Experience with investment management accounting systems (such as YARDI, MRI, Investran, eFront, iLevel)
    • Experience with application support
    • Understanding of fund accounting processes (calls, distributions, priority of payments) and documents (LPAs, partnership agreements, etc.)

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Learn more about our commitment to developing our people.

As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, where applicable. See notices of various ban-the-box laws where available.

Requisition code: 56199


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