Complex Securities Manager

Strategy, Growth, and Transformation | Valuation and Modeling

New York, New York, United States

Position Summary

Our Deloitte Strategy & Transactions 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, ranging from medium-sized businesses to large multinational corporations, solve complex business and transaction issues? As a professional in our business valuation practice you will have an opportunity to gain valuable experience working with leading valuation specialists to help our clients understand, analyze, and respond to various business opportunities and challenges.

Work you’ll do

As a Manager on the Complex Securities team, you will be responsible for:

  • Supporting Deloitte audit teams and non-audit clients with valuation analyses for complex equity and debt securities in connection with regulatory, financial reporting, and tax matters
  • Building and reviewing financial models, analyzing financial statements, conducting industry and company research, and preparing written reports and supporting analyses
  • Communicating with internal and external stakeholders regarding project scope, valuation approach, key assumptions, and deliverables
  • Supervising junior staff and Consultants, reviewing work products, and providing guidance to support quality and consistency
  • Supporting other Deloitte Valuation & Modeling engagements, as needed, based on client and business priorities

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.


Qualifications Required:

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Mathematics or Statistics
  • 6+ years of business valuation and intangible asset valuation consulting experience
  • 5+ Years of experience specifically working in complex securities valuation financial modeling, managing client relationships, creating, and delivering client service work that exceeds client expectations, communicating (both written and oral) and presenting complex technical issues to non-technical internal and external clients
  • Employment of various complex securities valuation methodologies such as Black Scholes, Lattice and Monte Carlo simulation modeling 
  • Leadership role in project management and executing valuation engagements
  • Participation in sales process such as responding to request for proposals and orals presentations
  • Experience in business and strategic planning and managing client relationships
  • Development of project plan outlining milestone dates to meet client deadlines
  • Supervising, training/ developing staff on complex securities valuation and client requirements as well as assessing staff performance
  • Management of project budgets and mitigating any potential project risks
  • Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred:

  • Master’s degree in Quantitative Finance or Financial Engineering
  • CFA
  • Experience in VBA, @Risk and other financial modelling tools


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 $159,100 to $265,100.

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.



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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Requisition code: 361388
Job ID 361388

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