Audit - Valuation & Analytics - Fixed Income Consultant

Audit and Assurance | Valuation and Analytics Advisory
Same job available in 3 locations

Boston, Massachusetts, United States

New York, New York, United States

Stamford, Connecticut, United States

Position Summary

The Valuation & Analytics (“V&A”) team is seeking a Consultant to join its team. This team provides valuation and analytical services related to financial instruments for Deloitte's clients in North America and worldwide. The Consultant may work on the valuation of financial instruments (such as fixed income, equity, and credit derivatives, structured products, and other financial instruments) for both internal and external clients and may also be involved in advisory services related to quantitative analytics.

Work you’ll do:

As a Consultant on the Valuation & Analytics team, you will be responsible for:

  • Maintaining vendor market data to support timely, accurate valuations and participating in quarterly due diligence with third-party data providers.
  • Responding to inquiries from Deloitte teams globally (US, EU, Asia) on platform functionality, pricing methodologies, inquiry workflows, local markets, and financial products.
  • Analyzing market price moves and recent transactions and implementing quality control processes.
  • Driving process improvements and developing tools to improve efficiency through automation and standardization.
  • Collaborating with audit engagement teams and internal technology team and communicating valuation concepts to both technical and non-technical stakeholders. Building and managing relationships and communications with team members.

You’ll have the opportunity to gain valuable hands-on experience working alongside leading professionals across diverse industries while building your professional skills in a variety of valuation and analytical techniques.

The team:

Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit.

Qualifications
Required:

  • Bachelor’s degree in finance, accounting, economics, information systems, business analytics, mathematics, or a related field.
  • 1+ years of professional experience.
  • Strong academic track record (minimum GPA of 3.0).
  • Professional experience and familiarity with valuations such as:
    • Independent price verification
    • Accounting valuations
    • Development of internal models
    • Evaluation of Level 3 valuations
    • Review of transactions
    • Analysis of market price moves
  • Working knowledge of financial products (e.g., fixed income, derivatives, structured products), financial modeling, and fair value hierarchy under U.S GAAP.
  • Proficiency in Python and SQL, with basic familiarity with AI-assisted coding.
  • Strong analytical and problem-solving capabilities, with excellent written and verbal communication skills.
  • 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 type of work you perform and the clients served
  • Limited immigration sponsorship may be available.

Preferred:

  • Master’s degree in related field experience.
  • Professional experience and familiarity with valuation procedures across all asset classes (equity, fixed income, derivatives, structured products) is a plus.
  • 1+ years of relevant experience in mutual funds, hedge funds, fund administration/services, or Product control/Independent Pricing Team from a bank.
  • Progress on professional certification such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) or Certified Public Accountant (CPA).
  • Experience with AWS and Visual Studio Code is a plus.
  • Experience with pricing vendors such as Refinitiv-Eikon, IHS Markit, Bloomberg, Reuters, IDC, etc., is a plus.

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 $61,650 to $123,750.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture

Our 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 ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. 
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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.
As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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.
Requisition code: 329932
Job ID 329932

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