Consultant

About the Role

Join Deloitte's Strategy & Transactions team as a Consultant specializing in Complex Securities Valuation. This role involves guiding client service teams through critical moments and transformational initiatives, providing integrated support across valuation, financial reporting, and M&A.

Position Summary

As a Consultant, you will be responsible for reviewing valuation analyses and models, assisting clients with taxation planning and compliance, and financial reporting in accordance with US GAAP or IFRS. You will build, review, and validate quantitative models, interpret outputs, and draft client-ready deliverables. This role involves collaborating with global teams, guiding junior members, and managing the full project lifecycle from estimation to execution.

The Team: Complex Securities Valuation

This team provides services across the full valuation lifecycle, including policy assessments and quantitative solutions for valuing financial instruments under ASC 820, ASC 718, ASC 815, ASC 480, ASC 842, and other standards. Services include the valuation of complex derivatives, convertible securities, contingent consideration, stock compensation, and more.

Key Responsibilities

• Conduct 409A common stock valuations and complex capital structure analyses using OPM (Black-Scholes and Monte Carlo), PWERM, and hybrid methodologies.
• Document DLOM/DLOC assumptions with appropriate support.
• Apply and document fair value measurement methodologies under ASC 820, ASC 718, ASC 815, ASC 480, and ASC 842.
• Support Deloitte US and Deloitte India project teams in financial consulting services for complex security valuations.
• Assist in the valuation of financial instruments for regulatory, financial, and 409A purposes.
• Create financial models, analyze financial statements, conduct industry research, and write reports.
• Draft client-ready valuation reports and memos, including methodology rationale, assumptions, sensitivity analyses, and concluded fair values.
• Respond to auditor and client review comments.
• Deliver high-quality valuation work products and assist other team members.
• Interact with internal clients and communicate with stakeholders in the US.
• Supervise and review the work of junior analysts, providing technical feedback.
• May work on other Deloitte Consulting engagements.
• Support business development through proposal preparation and pitch materials.

Requirements & Tech Stack

Must Have Skills/Project Experience/Certifications:

• Strong background in mathematical finance at the Master's level (e.g., Mathematical Finance, Mathematics of Finance, Financial Engineering, Quantitative Finance, or a related technical discipline).
• Understanding of financial valuation concepts.
• Strong analytical and computer skills.
• Quantitative analysis technical skills.
• Experience with modeling and valuation theory (e.g., Monte-Carlo Simulations, Binomial Lattice, Black Scholes, Options Theory, Geometric Brownian Motion).
• Experience with tools such as Bloomberg and S&P Capital IQ is a plus.

Good to Have Skills/Project Experience/Certifications:

• CFA Level II cleared or appeared.
• Ability to explain complex financial modeling/valuation concepts to diverse client contacts.
• Conceptual and quantitative depth in valuation methodologies, concepts, and underlying markets and models.

Education

• Master's degree in Mathematical Finance, Mathematics of Finance, Financial Engineering, Quantitative Finance, or Business Administration in Finance.