Enterprise Operations & Risk - Private Credit Consultant

Deloitte•Seattle, WA

38d•$88,600 - $163,100

About The Position

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. 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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.
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.
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.
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.