Check out this job at Deloitte, USI R&FA | EH25 | Securitization-Lead Solution Advisor (2024)

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Securitization—LeadSolution AdvisorThe Securitization team is a part of the Deloitte Advisory group. As a professional in this team, with a combination of strong technical skills and industry and marketplace knowledge, you will provide services in multiple market offerings like payment date verification, due diligence of U.S. Corporate Loans, effective date modelling and engagements involving sourcing of financial instrument vendor prices.You will work with professionals with varied backgrounds and diverse experience both within the firm and from prior organizations in structured product modeling, pricing, valuation and recalculating various parameters of tranches and corporate loans. Professionals in this team either have pursued or are pursuing professional certifications such as CFA, FRM and PMP.We are looking for Associate Solution Advisors and Solution Advisors to join our Securitization practice in our Hyderabad, Bangalore, and Gurgaon offices. A candidate for this role would be responsible for directly interfacing with clients, attorneys and other professionals within the organization and the industry.Work you will do· Work closely with US engagement teams with services in support of security payment activity, including asset and portfolio criteria compliance, priority of cash flow distributions including redemption and refinancing procedures of CLO transactions.· Interpreting various legal documents like Indentures, Swap Documents, Credit Agreements and Rate Reset Notices etc.· Performing recalculations of tranche interest and principal payments, portfolio tests and their compliance as per the underlying documents.· Performing due diligence on corporate loans which will be part of the CLO structure.· Helping the US engagement team with letter issuance and roll forward of excel models for future payment dates.· Coordinating and working closely with US team on daily basis.· Work on assigned project responsibilities and meet project requirements.Qualifications and experienceRequired skills:· MBA finance background and/or 2 to 4 years of relevant work experience in financial services with exposure to US Structured Finance Products.· Ability to read and interpret legal documents in the context of CLO/CDO products.· Strong analytical and computer skills with proficiency in MS Excel and MS Word.Preferred skills:· Ability to explain difficult financial concepts to diverse, non-quantitative client contacts.· Familiarity with industry platforms like Bloomberg, Capital IQ, Solvas etc. is a plus.· Familiarity with technical tools such as Python, VBA is a plus.· Good communication and interpersonal skills requisite for client interaction.The Team: SecuritizationAt Deloitte Advisory, our Securitization team provides transactional services supporting companies accessing the capital markets through securitization. Our specialists deliver products and services to assist with financial instruments valuation. Learn more about Deloitte Advisory.How you will growAt Deloitte, we have invested a great deal to create a rich environment in which our professionals can grow. We want all our people to develop in their own way, playing to their own strengths as they hone their leadership skills. And, as a part of our efforts, we provide our professionals with a variety of learning and networking opportunities—including exposure to leaders, sponsors, coaches, and challenging assignments—to help accelerate their careers along the way. No two people learn in exactly the same way. So, we provide a range of resources, including live classrooms, team‑based learning, and eLearning. Deloitte University (DU): The Leadership Center in India, our state-of-the-art, world-class learning center in the Hyderabad office, is an extension of the DU in Westlake, Texas, and represents a tangible symbol of our commitment to our people’s growth and development. Explore DU: The Leadership Center in India.BenefitsAt 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. Deloitte’s cultureOur positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture that is inclusive, invites authenticity, leverages our diversity, and where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.Corporate citizenshipDeloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people, and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte’s impact on the world. Securitization—LeadSolution Advisor Work you will do Qualifications and experience Required skills: Preferred skills: How you will grow Benefits Deloitte’s culture Corporate citizenship

Securitization—LeadSolution Advisor

The Securitization team is a part of the Deloitte Advisory group. As a professional in this team, with a combination of strong technical skills and industry and marketplace knowledge, you will provide services in multiple market offerings like payment date verification, due diligence of U.S. Corporate Loans, effective date modelling and engagements involving sourcing of financial instrument vendor prices.

You will work with professionals with varied backgrounds and diverse experience both within the firm and from prior organizations in structured product modeling, pricing, valuation and recalculating various parameters of tranches and corporate loans. Professionals in this team either have pursued or are pursuing professional certifications such as CFA, FRM and PMP.

We are looking for Associate Solution Advisors and Solution Advisors to join our Securitization practice in our Hyderabad, Bangalore, and Gurgaon offices. A candidate for this role would be responsible for directly interfacing with clients, attorneys and other professionals within the organization and the industry.

Work you will do

· Work closely with US engagement teams with services in support of security payment activity, including asset and portfolio criteria compliance, priority of cash flow distributions including redemption and refinancing procedures of CLO transactions.

· Interpreting various legal documents like Indentures, Swap Documents, Credit Agreements and Rate Reset Notices etc.

· Performing recalculations of tranche interest and principal payments, portfolio tests and their compliance as per the underlying documents.

· Performing due diligence on corporate loans which will be part of the CLO structure.

· Helping the US engagement team with letter issuance and roll forward of excel models for future payment dates.

· Coordinating and working closely with US team on daily basis.

· Work on assigned project responsibilities and meet project requirements.

Qualifications and experience

Required skills:

· MBA finance background and/or 2 to 4 years of relevant work experience in financial services with exposure to US Structured Finance Products.

· Ability to read and interpret legal documents in the context of CLO/CDO products.

· Strong analytical and computer skills with proficiency in MS Excel and MS Word.

Preferred skills:

· Ability to explain difficult financial concepts to diverse, non-quantitative client contacts.

· Familiarity with industry platforms like Bloomberg, Capital IQ, Solvas etc. is a plus.

· Familiarity with technical tools such as Python, VBA is a plus.

· Good communication and interpersonal skills requisite for client interaction.

The Team: Securitization

At Deloitte Advisory, our Securitization team provides transactional services supporting companies accessing the capital markets through securitization. Our specialists deliver products and services to assist with financial instruments valuation. Learn more about Deloitte Advisory.

How you will grow

At Deloitte, we have invested a great deal to create a rich environment in which our professionals can grow. We want all our people to develop in their own way, playing to their own strengths as they hone their leadership skills. And, as a part of our efforts, we provide our professionals with a variety of learning and networking opportunities—including exposure to leaders, sponsors, coaches, and challenging assignments—to help accelerate their careers along the way. No two people learn in exactly the same way. So, we provide a range of resources, including live classrooms, team‑based learning, and eLearning. Deloitte University (DU): The Leadership Center in India, our state-of-the-art, world-class learning center in the Hyderabad office, is an extension of the DU in Westlake, Texas, and represents a tangible symbol of our commitment to our people’s growth and development. Explore DU: The Leadership Center in India.

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.

Deloitte’s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture that is inclusive, invites authenticity, leverages our diversity, and where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people, and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte’s impact on the world.


Check out this job at Deloitte, USI R&FA | EH25 | Securitization-Lead Solution Advisor (2024)
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