Regulatory, Risk & Forensic
Our Regulatory, Risk & Forensic team supports client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that help strengthen, protect, and transform organizations. Join our team and use advanced data, AI and emerging technologies with industry insights to help client service teams bring clarity from complexity and accelerate their path to value creation.
Position Summary
Level: Consultant or equivalent
As an experienced Consultant at Deloitte Consulting Services, you will be responsible for individually delivering high quality work products within due timelines. Need-basis you will be mentoring and/or directing junior team members/liaising with onsite/offshore teams to understand the functional requirements.
Work you’ll do:
Deloitte is seeking an experienced Consultant to join our team. The ideal candidate combines deep industry expertise with a hands-on, analytical approach to optimizing investment operations, leveraging platforms such as eFront, Advent Geneva, Clearwater, and PAM. You will work with leading private market clients, supporting their end-to-end portfolio lifecycle and driving strategic solutions within Deloitte’s collaborative, high-performance culture.
Key Roles/Responsibilities include:
Operational Excellence:
- Drive end-to-end operational activities for private credit portfolios, including transaction processing, cash / position reconciliation, and valuation oversight. Ensure accuracy, quality, and compliance with global standards.
Transaction Management & Execution:
- Partner with clients to facilitate the end-to-end execution of complex private credit transactions, covering areas such as wire processing, FX hedging, KYC compliance, and new account onboarding.
- Collaborate closely with deal teams—including finance, legal, and tax professionals—to drive operational excellence and maintain seamless coordination throughout the transaction lifecycle.
- Provide expert guidance and support on trade settlement, reconciliation challenges, and custodial processes for a diverse range of asset classes.
Technology Enablement & System Integration:
· Serve as a subject matter expert in leading portfolio management and accounting platforms such as eFront, Advent Geneva, Clearwater, and PAM. Lead and participate in system configuration, process optimization, client onboarding, data migration, workflow enhancement, and creation of custom reporting solutions, enabling digital transformation across investment operations.
Client Advisory & Project Delivery:
· Collaborate with US and global Deloitte teams to understand client business requirements, design tailored operating models and implement technology-driven best practices. Support project delivery and advisory engagements by leveraging operational expertise and a client-centric approach to solve complex, real-world challenges.
Continuous Improvement & Innovation:
· Foster a culture of continuous improvement by identifying and implementing opportunities for workflow automation and process enhancement. Utilize Deloitte’s proprietary digital tools alongside industry-leading platforms to drive operational efficiency, risk mitigation, and superior client experience.
The team:
Our Enterprise & Operations Risk professionals help organizations effectively navigate business risks and opportunities—from strategic, reputation, and financial risks to operational and regulatory risks—to gain competitive advantage. We apply our experience in ongoing business operations and corporate lifecycle events to help clients become stronger and more resilient. Our market-leading teams help clients embrace complexity to accelerate performance, disrupt through innovation, and lead in their industries.
We help organizations in their efforts to achieve regulatory and legal compliance and transform their departments to add greater value to the business. We combine highly specialized skills focused on process, risk and controls to produce transformative insights. Our team
- Enable profitable growth and competitive advantage by optimizing “heart of the business” operations.
- Leverage deep domain expertise to extend enterprise resilience, agility, and remediation.
- Drive enterprise- wide impact across strategy, operations, performance, and reputation.
Qualifications
Must Have Skills/Project Experience/Certifications:
- 5+ years in private credit, alternative investment operations, fund administration, or related roles.
- Systems Skills: Hands-on knowledge of any one or more: eFront / Advent Geneva / Clearwater / PAM, Yardi, Chronograph, WSO.
- Exceptional attention to detail, communication, and project management abilities. Proven ability to deliver in fast-paced, client-facing environments.
Good to Have Skills/Project Experience/Certifications:
· Experience with system implementation or migration projects.
· Familiarity with regulatory reporting and data privacy considerations in the private credit context.
· Professional certifications (e.g., CFA, FRM) desirable.
Education:
· Bachelor's degree in Finance, Accounting, Management, or another related field from accredited university.
Location:
· Bengaluru/Hyderabad
Shift Timings:
· As per business/Client requirements.
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