Senior Treasury Analyst

Position Summary

The Senior Treasury Analyst will support Deloitte's Chief Investment Officer and team responsible for providing investment guidance, strategy and recommendations to Deloitte Retirement Committee, Deloitte Rabbi Trust Investment Committee, DTTS Retirement Committee, Board of the Deloitte Foundation (collectively, "Governance Committees"), and Deloitte/DTTS Management

You will assist with the development and delivery of periodic investment reports and insights to the Governance Committees and Management and conduct ongoing investment due diligence, oversight, and coordination of external investment advisors/consultants and underlying investments

Recruiting for this role ends on March 14th 2026.

Work you'll do

• Assist with day-to-day oversight and monitoring of investment portfolios, including Deloitte Pension Plans, Deloitte Defined Contribution Plans, DTTS Pension Plan, DTTS Defined Contribution Plans, Deloitte Rabbi Trust portfolio, Deloitte Foundation portfolio, and Deloitte Treasury Cash Investment portfolio (collectively, the "Portfolios")
• Assist with Core Treasury activities including Firm cash forecasting and modeling, financial reporting, and insurance coverage
• Develop periodic reports and analysis for Governance Committees and Management, including but not limited to investment research, strategic asset allocation decisions, liquidity preferences, risk/return objectives, performance of the relevant Portfolios' assets, and industry educational topics
• Work with the applicable investment advisers/consultants to carry out responsibilities for monitoring quantitative and qualitative metrics including but not limited to net-of-fee performance, risk characteristics, and fees
• Attend and participate in due diligence meetings with external investment advisers/consultants and underlying investment managers and document key takeaways
• Partner with internal key stakeholders including but not limited to Independence and Conflicts Network of Deloitte LLP, Rewards, Recognition, Well-Being ("RRWB"), Pension Finance, Legal, Actuaries, and Tax to support oversight of Portfolios
• Present economic/market updates and/or rationale for portfolio recommendations
• Partner with external investment advisers/ consultants on optimization initiatives, including pension plan strategic asset allocation analysis and defined contribution plan design analysis
• Periodically conduct and report the results of an evaluation of the investment advisers/consultant
• Serve as member/contributor of working groups developed to conduct special projects related to the Portfolios
• Monitor industry trends to help inform any potential changes to investment objectives or strategy
• Assist in the periodic review and updating of Investment Policy Statements and internal policies and procedures

The successful candidate will possess:

• Strong client management and consulting experience
• Strong oral and written communication skills, including interpersonal skills
• Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
• Works proactively; is solution-driven; responds promptly to management outreach
• Ability to work independently
• Good organizational, multi-tasking and time-management skills

The Team

Professionals in Deloitte's Internal Services work in a wide range of careers-accounting, tax, in-house counsel, brand, design, HR, IT, technology development, and more-but we share a common purpose. We help Deloitte deliver measurable, lasting results for our internal stakeholders and make an impact that matters. Here are a few ways Internal Services fuels Deloitte's ability to achieve its goals.

Qualifications

Required:

• Bachelor's degree required
• Minimum of 3+ years of relevant generalist investment experience or external consulting/program management experience
• Ability to travel 0-10%, 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 at any time in the future

Preferred:

• Specialty knowledge of pension/retirement plans and/or experience working on behalf of an Investment/Retirement Committee function
• Experience conducting due diligence assessments of third party investment managers on behalf of a Pension Plan/Foundation/Endowment Administrator
• Experience working within the professional services industry with a focus on investment management
• Experience developing policies/procedures and navigating regulatory requirements (e.g., ERISA)
• Skilled with Microsoft Office Suite (Excel, Word, and PowerPoint), investment data platforms, and Tableau; adept with learning new technologies
• Master's Degree and/or CFA Certification desirable

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.

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

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.

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

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.

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 LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

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: 325369

Job ID 325369

Client-provided location(s): Milwaukee, WI, Atlanta, GA, Kansas City, MO, Columbus, OH, Houston, TX, Huntsville, AL, San Antonio, TX, Fort Worth, TX, Omaha, NE, Birmingham, AL, Detroit, MI, Indianapolis, IN, San Diego, CA, Pittsburgh, PA, Philadelphia, PA, Portland, OR, Cleveland, OH, Charlotte, NC, Raleigh, NC, Sacramento, CA, Richmond, VA, Baltimore, MD, Minneapolis, MN, Tampa, FL, Las Vegas, NV, Austin, TX, Grand Rapids, MI, Nashville, TN, Miami, FL, Dallas, TX, New Orleans, LA, Denver, CO, Chicago, IL, Memphis, TN, Des Moines, IA, Salt Lake City, UT, Boise, ID, Colorado Springs, CO, Cincinnati, OH, Buffalo, NY, Jacksonville, FL, Hartford, CT, Louisville, KY, Tulsa, OK, Tallahassee, FL, Fresno, CA, Rock Island, IL, Midland, MI, Tempe, AZ, Hendersonville, TN, Dayton, OH, Boca Raton, FL, Rochester, MA

Job ID: Deloitte-325369

Employment Type: OTHER

Posted: 2026-02-26T18:55:07