Job Description
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Loan Pool Workstream Manager, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Delivery Talent Model is designed for professionals with specialized skills that align to a current client need. Team members focus on delivering services to clients, without additional expectations related to business development or promotion. Their employment is tied to their role on a project, and they are eligible for a benefits package that is competitive for project delivery-focused professionals.
Work You'll Do/Responsibilities
As a Project Delivery Manager(PDM) at Deloitte, you will work within an engagement team and be responsible for supporting the overall project goals and objectives. In this role, you will interact with stakeholders and cross-functional teams. It is expected that you will be able to perform independent tasks as well as provide technical guidance to team members, as needed.
• Manage Loan Pool Remit Workstream including owning deals and monthly activities (remit review, communication with third parties), status tracking and reporting, team management, client relationships, and transformation initiatives.
• Managed service team supporting controllers in the alternatives (hedge, PE funds) business. Team supports fund accounting activities including monthly NAV review, cash movement, loan pool remit review, investor servicing, etc. while managing communication with the client and fund admin, and enhancing efficiency and automation across the platform.
The Team
Our Finance Transformation team serves as a trusted advisor and thought partner to CFOs, finance leaders, and executive clients. We leverage Deloitte's comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations.
Our Finance Operate offering provides continuous operation of the finance function, seamlessly extending the capabilities of our Finance Transformation Advise and Implement portfolio.
Qualifications
Required
• Experience with private equity / hedge funds, loan pools / deals, project management and client relationship management.
• Alternative investments experience
• Bachelor's degree, preferably in Accounting of Finance; or equivalent experience
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
• PST time zone preferred
• Costa Mesa proximity preferred.
• Analytical/ Decision Making Responsibilities
• Analytical ability to manage multiple projects and prioritize tasks into manageable work products
• Can operate independently or with minimum supervision
• Excellent Written and Communication Skills
• Ability to deliver technical demonstrations
For individuals assigned and/or hired to work in California, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to California and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $115,000 to $160,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Work You'll Do/Responsibilities
As a Project Delivery Manager(PDM) at Deloitte, you will work within an engagement team and be responsible for supporting the overall project goals and objectives. In this role, you will interact with stakeholders and cross-functional teams. It is expected that you will be able to perform independent tasks as well as provide technical guidance to team members, as needed.
• Manage Loan Pool Remit Workstream including owning deals and monthly activities (remit review, communication with third parties), status tracking and reporting, team management, client relationships, and transformation initiatives.
• Managed service team supporting controllers in the alternatives (hedge, PE funds) business. Team supports fund accounting activities including monthly NAV review, cash movement, loan pool remit review, investor servicing, etc. while managing communication with the client and fund admin, and enhancing efficiency and automation across the platform.
The Team
Our Finance Transformation team serves as a trusted advisor and thought partner to CFOs, finance leaders, and executive clients. We leverage Deloitte's comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations.
Our Finance Operate offering provides continuous operation of the finance function, seamlessly extending the capabilities of our Finance Transformation Advise and Implement portfolio.
Qualifications
Required
• Experience with private equity / hedge funds, loan pools / deals, project management and client relationship management.
• Alternative investments experience
• Bachelor's degree, preferably in Accounting of Finance; or equivalent experience
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
• PST time zone preferred
• Costa Mesa proximity preferred.
• Analytical/ Decision Making Responsibilities
• Analytical ability to manage multiple projects and prioritize tasks into manageable work products
• Can operate independently or with minimum supervision
• Excellent Written and Communication Skills
• Ability to deliver technical demonstrations
For individuals assigned and/or hired to work in California, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to California and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $115,000 to $160,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
💡 Quick Summary
Seeking a career-building opportunity? The Loan Pool Workstream Manager position is now open for candidates interested in the Bank Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
