Enterprise Operations & Risk - Private Credit Consultant

Position Summary

Enterprise Operations & Risk - Private Credit Consultant

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.

Recruiting for this role ends on 12/31/2025.

Work you'll do

As a Deloitte Consultant specializing in Private Credit Operations, you'll leverage your deep expertise in investment operations, private credit instruments, and transactional processes to help leading asset managers, institutional investors, and insurance clients optimize their private credit business. You'll collaborate with cross-functional teams, drive operational improvement, and play a key role in client transformation projects involving private credit, direct lending, and alternative investments.

Operational Consulting & Client Delivery:

• Lead assessment and design of target operating models for private credit investment operations.
• Support clients in building and enhancing operations servicing models, addressing complex questions across diverse portfolios of credit investments.
• Advise on daily reconciliation, onboarding, and month-end close processes to ensure data accuracy and compliance.
• Oversee or advise on private deal fundings, cash management, pipeline monitoring, settlement, and process improvements.
• Support and optimize client reporting solutions, data review, and effective client communication strategies.
• Serve as a subject matter expert for regulatory requirements, market best practices, and technology enablement in private credit operations.

Transaction Management & Execution:

• Guide clients in the execution of complex private transactions, including wire transfers, FX hedging, KYC, and account set-ups.
• Collaborate with deal professionals, finance, legal, and tax teams to ensure operational excellence during deal execution.
• Advise on trade settlement, reconciliation issues, and custodial activities for various asset classes.

Process Improvement & Change Management:

• Identify and deliver process enhancements through technology upgrades and digital tools to reduce operational risk and increase efficiency.
• Lead or participate in strategic initiatives, including transformation programs related to private credit and real assets.

Leadership & Stakeholder Engagement:

• Educate and mentor client and Deloitte team members on private credit workflows and operations.
• Proactively manage stakeholder relationships, providing timely guidance and resolving operational challenges.

The Team

Our Enterprise Operations & Risk offering enables clients to achieve profitable growth and competitive advantage by optimizing "heart of the business" operations. We leverage deep domain expertise to extend enterprise resilience, agility and remediation. Our professionals address client needs which span the organization and impact strategy, operations, performance and reputation.

Qualifications

Minimum Qualifications:

• Bachelor's degree required; advanced degrees or relevant certifications (e.g., CFA, CPA) are a plus.
• 3-7 years' experience in private credit or real assets operations, preferably in a consulting, asset management, or financial services environment.
• Deep understanding of private credit and loan documentation, deal lifecycle management, and front-to-back operational flows.
• Strong familiarity with asset management industry technologies and systems (e.g., Advent Geneva, Clearwater, PAM, Aladdin) is desirable.
• Proven excellence in organization, communication, problem-solving, and project management in fast-paced, high-stakes settings.
• Ability to leverage technology for operational efficiency and risk reduction.
• Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future.

Preferred Qualifications:

• Knowledge of both public and private credit asset classes.
• Prior experience supporting strategic initiatives, operating model optimization, or technology transformations.
• Capacity to articulate complex operational issues clearly and provide actionable solutions to diverse client audiences.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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 $88,600 to $163,100.

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.

Recruiting tips

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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 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.

Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

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 Financial Advisory Services 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.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers

Requisition code: 315484

Job ID 315484

Client-provided location(s): Milwaukee, WI, Atlanta, GA, Kansas City, MO, Columbus, OH, Houston, TX, Boston, MA, Detroit, MI, Seattle, WA, Indianapolis, IN, San Diego, CA, Pittsburgh, PA, San Francisco, CA, Philadelphia, PA, New York, NY, Portland, OR, Cleveland, OH, Charlotte, NC, Raleigh, NC, Sacramento, CA, Minneapolis, MN, Tampa, FL, Los Angeles, CA, Austin, TX, Nashville, TN, Miami, FL, Dallas, TX, Denver, CO, Chicago, IL, Cincinnati, OH, San Jose, CA, Tempe, AZ, McLean, VA, Costa Mesa, CA, Darien, CT, Morristown, NJ

Job ID: Deloitte-315484

Employment Type: OTHER

Posted: 2025-10-22T19:00:02