Enterprise Operations & Risk - Private Credit Consultant

About This Role

As an Enterprise Operations & Risk Private Credit Consultant at Deloitte, 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 drive operational improvement and play a key role in client transformation projects involving private credit, direct lending, and alternative investments.

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
• Identify and deliver process enhancements through technology upgrades and digital tools to reduce operational risk and increase efficiency
• Educate and mentor client and Deloitte team members on private credit workflows and operations

Requirements

• Bachelor's degree
• 3-7 years' experience in private credit or real assets operations
• Deep understanding of private credit and loan documentation, deal lifecycle management, and front-to-back operational flows
• Proven excellence in organization, communication, problem-solving, and project management
• Ability to leverage technology for operational efficiency and risk reduction
• Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Ability to travel 50%
• Legally authorized to work in the United States without employer sponsorship

Qualifications

• Bachelor's degree required
• 3-7 years' experience in private credit or real assets operations, preferably in a consulting, asset management, or financial services environment

Nice to Have

• 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
• Familiarity with asset management industry technologies and systems (e.g., Advent Geneva, Clearwater, PAM, Aladdin)

Skills

* Required skills

Certifications