Consultant - Loan Portfolio Valuation
• Responsible for execution of valuations related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more
• Perform detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions
• Analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions
• Support fair value measurements of loan portfolios for financial reporting, transaction support (buy side/sell side), portfolio acquisitions/sales, and other strategic and risk management purposes
• Build strong professional relationship with onshore teams through project work
• Responsible for execution of valuations related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more
• Perform detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions
• Analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions
• Support fair value measurements of loan portfolios for financial reporting, transaction support (buy side/sell side), portfolio acquisitions/sales, and other strategic and risk management purposes
• Build strong professional relationship with onshore teams through project work
Educational qualifications
•CA / CFA / MBA (Specialization in Finance)
Work experience
•The candidate must have 2 to 4 years of recent working experience in financial advisory and valuation within a business, valuation firm, or valuation practice of an audit, tax, and advisory firm, with a strong finance and/or accounting background
•Meaningful, hands-on experience in the financial services industry (e.g., banking, insurance, fintech, specialty lending, Insurtech, asset management), with a focus on credit/loan portfolio analytics and valuation
Experience Level
Mid Level
