[{"additional":"","additionalPlain":"","categories":{"commitment":"Cross-Functional","department":"US","location":"Chicago / Dallas / Los Angeles / New York","team":"Cross-Functional","allLocations":["Chicago / Dallas / Los Angeles / New York"]},"createdAt":1596283095714,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth. \n \nThe Associate, XFn role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe Associate, XFn role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"9339a108-3505-4daa-8d15-a3bd2571cb08","lists":[{"text":"Responsibilities","content":"\nPartner with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation and investment banking processes (M&A, restructuring, capital raising)\nAnalyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution and value creation scenarios\nContribute to restructuring and transformation workstreams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design and go-to-market strategy\nCreate high-impact deliverables including teasers, CIMs, KPIs, financial updates and board-ready reporting for executives, investors and creditors\nDevelop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings\nSupport internal trainings and best practice sharing \nSupport business development and client relationship efforts \nSupport talent acquisition and firm-building initiatives \nContribute to a high-performing, inclusive and values-driven culture \n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated or willing to relocate to Chicago, Dallas, Los Angeles or New York \nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\nMinimum one and a half years of experience in investment banking, consulting, private equity or formal financial modeling at a top-tier firm\nProven ability to build three-statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses — or the aptitude to ramp quickly\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams \nHigh attention to detail, responsiveness and ownership mindset \nTrack record of success in high-pressure, client-facing environments \n"}],"salaryRange":{"min":250000,"max":325000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Associate, Cross-Functional","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe Associate, XFn role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth. \n \nThe Associate, XFn role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/9339a108-3505-4daa-8d15-a3bd2571cb08","applyUrl":"https://jobs.lever.co/portagepointpartners/9339a108-3505-4daa-8d15-a3bd2571cb08/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Office of the CFO","department":"India","location":"Gurgaon","team":"Office of the CFO (India)","allLocations":["Gurgaon"]},"createdAt":1773670943841,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO). \nPortage Point Partners is seeking AACT Associates to deliver operational, technical, and transaction accounting advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Associates leverage backgrounds in accounting, finance, audit, operations and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This role offers a broad, high-impact opportunity to support both buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy, and decision-making across client organizations. This individual will execute discrete workstreams, support critical initiatives, and collaborate closely with senior leaders in a fast-paced, high-performance environment.\n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO).
\n
\n
Portage Point Partners is seeking AACT Associates to deliver operational, technical, and transaction accounting advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Associates leverage backgrounds in accounting, finance, audit, operations and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This role offers a broad, high-impact opportunity to support both buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy, and decision-making across client organizations. This individual will execute discrete workstreams, support critical initiatives, and collaborate closely with senior leaders in a fast-paced, high-performance environment.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO).
\n
\n
Portage Point Partners is seeking AACT Associates to deliver operational, technical, and transaction accounting advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Associates leverage backgrounds in accounting, finance, audit, operations and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This role offers a broad, high-impact opportunity to support both buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy, and decision-making across client organizations. This individual will execute discrete workstreams, support critical initiatives, and collaborate closely with senior leaders in a fast-paced, high-performance environment.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
\n
The Associate, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Associate, OCFO Strategic Finance & Analytics combines technical expertise and analytical skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance professional with a proven track record in optimizing financial processes and building tools to enable faster and more impactful data-driven decisions. The Associate, OCFO Strategic Finance & Analytics, should be prepared to work within a small, collaborative team environment to manage discrete workstreams.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
\n
The Associate, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Associate, OCFO Strategic Finance & Analytics combines technical expertise and analytical skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance professional with a proven track record in optimizing financial processes and building tools to enable faster and more impactful data-driven decisions. The Associate, OCFO Strategic Finance & Analytics, should be prepared to work within a small, collaborative team environment to manage discrete workstreams.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Associate, Performance Improvement (PI) role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Associate, PI is a key contributor helping to conduct analysis and identify value creation opportunities. This Associate will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, execute discrete workstreams and collaborate closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Associate, Performance Improvement (PI) role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Associate, PI is a key contributor helping to conduct analysis and identify value creation opportunities. This Associate will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, execute discrete workstreams and collaborate closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
","id":"44ddb482-a3bf-42da-afe3-422d53c47eae","lists":[{"text":"Responsibilities","content":"\nWork directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges \nExecute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis\nDraft clear and compelling reports outlining key takeaways and participating in management meetings\nReview transaction agreements, customer and vendor contracts\nCollaborate closely with performance improvement, restructuring and investment banking colleagues\nSupport internal trainings and best practice sharing\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia\nInvested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed \nAt least one year of financial due diligence and / or two years of audit experience within a Big Four accounting firm\nActive Certified Public Accountant (CPA) license required\nFamiliarity with Tableau and Alteryx preferred\nProficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis\nAbility to successfully work in a small, collaborative team environment\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams \nHigh attention to detail, responsiveness and ownership mindset \nTrack record of success in high-pressure, client-facing environments \n"}],"salaryRange":{"min":120000,"max":210000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Associate, Transaction Advisory Services","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. \n \nThe TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/44ddb482-a3bf-42da-afe3-422d53c47eae","applyUrl":"https://jobs.lever.co/portagepointpartners/44ddb482-a3bf-42da-afe3-422d53c47eae/apply"},{"additionalPlain":"#LI-Hybrid\n","additional":"#LI-Hybrid
","categories":{"commitment":"Financial Due Diligence","department":"India","location":"Gurgaon","team":"Transaction Advisory Services (India)","allLocations":["Gurgaon"]},"createdAt":1769454057286,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nPortage Point Partners is seeking an Associate, Financial Due Diligence (FDD) to join the Transaction Advisory Services (TAS) India team. This Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment. Associates will work closely with Vice Presidents and Directors in the US and India, contributing to high-quality work products, discrete workstreams and client-ready analyses.\n","description":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
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The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
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Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
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Portage Point Partners is seeking an Associate, Financial Due Diligence (FDD) to join the Transaction Advisory Services (TAS) India team. This Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment. Associates will work closely with Vice Presidents and Directors in the US and India, contributing to high-quality work products, discrete workstreams and client-ready analyses.
","id":"8f7d4453-1229-4d36-8c96-3d985a6443e5","lists":[{"text":"Responsibilities","content":"\nSupport execution of FDD engagements including Quality of Earnings (QoE), revenue / EBITDA analysis, working capital reviews and cash flow analysis\nReview financial statements, management reports and transaction materials to identify key trends, risks and value drivers\nPrepare client-ready deliverables including data books, analytical schedules, QoE bridges and executive-level summaries\nAssist in synergy assessments, carve-out analyses and integration support\nCollaborate with US engagement teams and participate in client discussions when required\nWork on multiple engagements simultaneously while maintaining high quality and responsiveness\nContribute to developing best practices, knowledge sharing and India team processes\nSupport business development efforts including research, pitch materials and thought leadership\n"},{"text":"Required Qualifications","content":"\nTwo to four years of experience in Financial Due Diligence / Transaction Advisory / Deals\nExperience working with private equity clients or on US / global transactions is preferred\nWilling to relocate to or be primarily present in Gurgaon\nStrong analytical skills with the ability to translate financial data into insights\nProficiency in financial modelling, Excel analytics and management data analysis\nExcellent written and verbal communication skills; ability to create client-ready outputs\nAbility to work under tight timelines with a strong sense of ownership\nProven experience in high-pressure, client-facing environments\n"},{"text":"Preferred Attributes","content":"\nExposure across sectors such as SaaS, healthcare, consumer, industrials or financial services\nAbility to identify relevant issues and articulate clear observations and recommendations\nA collaborative mindset and willingness to contribute to team development and firm-building initiatives\nEntrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment\n"},{"text":"Education","content":"\nCA, CPA, CFA, MBA (Finance) or equivalent professional qualification\n"},{"text":"Why Join Portage Point Partners?","content":"\nOpportunity to work directly with US deal teams on high-impact transactions\n Be part of building a rapidly scaling India hub for a high-growth consulting firm\nHigh visibility with senior leadership and accelerated learning curve\nCompetitive compensation and career advancement opportunities\n"}],"text":"Associate, Transaction Advisory Services // Financial Due Diligence","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
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The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
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Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
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Portage Point Partners is seeking an Associate, Financial Due Diligence (FDD) to join the Transaction Advisory Services (TAS) India team. This Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment. Associates will work closely with Vice Presidents and Directors in the US and India, contributing to high-quality work products, discrete workstreams and client-ready analyses.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nPortage Point Partners is seeking an Associate, Financial Due Diligence (FDD) to join the Transaction Advisory Services (TAS) India team. This Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment. Associates will work closely with Vice Presidents and Directors in the US and India, contributing to high-quality work products, discrete workstreams and client-ready analyses.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/8f7d4453-1229-4d36-8c96-3d985a6443e5","applyUrl":"https://jobs.lever.co/portagepointpartners/8f7d4453-1229-4d36-8c96-3d985a6443e5/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Turnaround & Restructuring Services","department":"India","location":"Gurgaon","team":"Turnaround & Restructuring Services (India)","allLocations":["Gurgaon"]},"createdAt":1769462070699,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Associate, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key contributor within our TRS practice, this Associate will support the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Associate, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Associate, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key contributor within our TRS practice, this Associate will support the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Associate, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"8efd38b4-0167-4943-a240-0752247d0244","lists":[{"text":"Responsibilities","content":"\nPartner with senior team members and clients to support complex operational and financial challenges across the business lifecycle including formulating business plan and liquidity assessments and implementing cost reduction, value creation, business transformation and performance improvement plans, and if necessary, contingency planning and Chapter 11 bankruptcy preparation / execution\nAnalyze financial statements and key operational data; build models such as three-statement forecasts, thirteen-week cash flows (TWCFs), and value creation scenarios\nContribute to restructuring workstreams including DIP sizing, Chapter 11 filing prep, vendor analysis, SOAL / SOFAs, MORs, KPI tracking, retention plans, liquidation analyses, headcount forecasts, GL review, footprint rationalization, S&OP, organizational design and go-to-market strategy\nIdentify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return\nDevelop detailed financial projections and business plans\nCreate high-impact deliverables including business plan materials, liquidity projections, analysis of strategic alternatives, KPIs, financial updates and board-ready reporting for executives, investors and creditors\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program required\nWilling to relocate to or be primarily present in Gurgaon\nThree plus years of experience at a top-tier advisory firm serving U.S. clients, with hands-on exposure to business operations and Chapter 11 restructuring\nProven ability to build three-statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams \nHigh attention to detail, responsiveness and ownership mindset \nTrack record of success in high-pressure, client-facing environments\n"}],"text":"Associate, Turnaround & Restructuring Services","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Associate, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key contributor within our TRS practice, this Associate will support the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Associate, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Associate, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key contributor within our TRS practice, this Associate will support the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Associate, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/8efd38b4-0167-4943-a240-0752247d0244","applyUrl":"https://jobs.lever.co/portagepointpartners/8efd38b4-0167-4943-a240-0752247d0244/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Valuations","department":"India","location":"Gurgaon / Mumbai","team":"Valuations (India)","allLocations":["Gurgaon / Mumbai"]},"createdAt":1769454409683,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"baaa6c77-77a5-4afc-b4e3-77f76188d11c","lists":[{"text":"Responsibilities","content":"\nWork with the Portage Point team (Associates to Managing Directors) and clients to develop comprehensive valuation solutions\nPerform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory\nSupport client interviews to gather data and pertinent information\nCreate schedules in financial models for discounted cash flow (DCF), market multiple, market transaction and option pricing analyses\nSupport internal trainings and best practice sharing\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s and / or Master’s degree in Finance, Accounting or Economics from a top undergraduate program required\nIdeally willing to relocate to or be primarily present in either Gurgaon or Mumbai\nTwo plus years of experience at a Big Four accounting firm or top-tier investment bank / financial advisory firm serving U.S. clients, with hands-on exposure to valuation models and financial models like DCF, comparable company, commodity contracts / forecasts and other intangible asset models\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"text":"Associate, Valuations","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/baaa6c77-77a5-4afc-b4e3-77f76188d11c","applyUrl":"https://jobs.lever.co/portagepointpartners/baaa6c77-77a5-4afc-b4e3-77f76188d11c/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Office of the CFO","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia","team":"Office of the CFO","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia"]},"createdAt":1736993792252,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the OCFO practice. \nThe Director, OCFO AACT at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This position is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the OCFO practice.
\nThe Director, OCFO AACT at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This position is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"ca4267ff-f7b4-4f66-a4e9-0426d248b99f","lists":[{"text":"Responsibilities ","content":"\nLead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting \nProvide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients (sponsors, lenders and management teams)\nDevelop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice\nProvide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track financial performance and improve controls\nDevelop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions\nLeverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients navigating diverse transactions-related financial accounting and reporting considerations\nSupport multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)\nAdvise clients through complex transactional and operational situations, including mergers, acquisitions, carveouts, operating model transformations and technology implementations\nLead business development and client relationship efforts\nBegin to originate revenue through network cultivation, lead business development and foster strong client relationship\nLead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions\nLead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO practice\nSupport talent acquisition and firm-building initiatives\nProvide coaching and mentorship to junior team members\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (MBA, CFA) preferred\nActive CPA license required\nLocated in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed \nAt least 10 years of progressive experience in financial consulting, advisory services and / or audit\nExperience in operational accounting, finance or controllership roles a plus\nDeep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact\nComplete proficiency in financial modeling and financial statements analysis as well as accounting treatments\nProficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.)\nBias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency\nProven ability to lead complex engagements, manage multiple priorities and deliver executive-ready results\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n \n"}],"salaryRange":{"min":505000,"max":695000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Director, Accounting Advisory & Controllership Transformation (AACT)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the OCFO practice.
\nThe Director, OCFO AACT at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This position is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the OCFO practice. \nThe Director, OCFO AACT at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This position is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/ca4267ff-f7b4-4f66-a4e9-0426d248b99f","applyUrl":"https://jobs.lever.co/portagepointpartners/ca4267ff-f7b4-4f66-a4e9-0426d248b99f/apply"},{"additionalPlain":"#LI-Hybrid\n","additional":"#LI-Hybrid
","categories":{"commitment":"Commercial Strategy","department":"India","location":"Gurgaon","team":"Commercial Strategy (India)","allLocations":["Gurgaon"]},"createdAt":1773420452915,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Commercial Strategy, Data Analytics, Delivery Excellence, Finance & Accounting, Human Resources, Marketing, Operations and Talent Acquisition, the DE team drives excellence, efficiency and automation across every practice line.\nThe Director, Commercial Strategy, Sales Enablement Operations (India), is a senior operator responsible for building and leading a centralized Sales Enablement team that powers the firm’s commercial engine. Reporting to the Head of Commercial Strategy (US) and Head of India, this role owns the integrity, governance and execution of Intapp DealCloud and the broader Prospecting-to-Proposal (P2P) operating system.\nThe mandate is to minimize administrative burden, institutionalize pipeline discipline and create a scalable revenue intelligence infrastructure. This leader will design and scale a high-discipline team, enforce CRM standards, deliver actionable insights and enable the human-in-the-loop component of P2P from targeting through post-meeting follow-up.\nSuccess will be measured by CRM integrity, forecast reliability, campaign precision and the degree to which senior leadership relies on the system as the single source of truth.\n","description":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
The Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Commercial Strategy, Data Analytics, Delivery Excellence, Finance & Accounting, Human Resources, Marketing, Operations and Talent Acquisition, the DE team drives excellence, efficiency and automation across every practice line.
\nThe Director, Commercial Strategy, Sales Enablement Operations (India), is a senior operator responsible for building and leading a centralized Sales Enablement team that powers the firm’s commercial engine. Reporting to the Head of Commercial Strategy (US) and Head of India, this role owns the integrity, governance and execution of Intapp DealCloud and the broader Prospecting-to-Proposal (P2P) operating system.
\nThe mandate is to minimize administrative burden, institutionalize pipeline discipline and create a scalable revenue intelligence infrastructure. This leader will design and scale a high-discipline team, enforce CRM standards, deliver actionable insights and enable the human-in-the-loop component of P2P from targeting through post-meeting follow-up.
\nSuccess will be measured by CRM integrity, forecast reliability, campaign precision and the degree to which senior leadership relies on the system as the single source of truth.
","id":"9e3cf288-8975-4f9f-93fb-0ce3f1eeeaee","lists":[{"text":"Responsibilities ","content":"Team Build
\n\n\n"},{"text":"Success Metrics","content":"90 days
\n\n\n\n- Team structure defined and hiring plan underway
\n- Initial CRM audit completed with remediation roadmap
\n- Exception reporting framework established
\n- Early partnership with Marketing to support campaign targeting
\n\n\n\nSix months
\n\n- \n
\n- CRM data completeness above 95 percent, including deduplication and parent-child relationship integrity
\n- Weekly pipeline accuracy verified by PLLs and MDs
\n- Standardized reporting cadence fully operational
\n- SOP documentation formalized across core workflows
\n\n\n\n12 months
\n\n- \n
\n- Measurable improvement in forecast accuracy and reduced opportunity aging
\n- Institutionalized meeting preparation process adopted across PLs
\n- Executive leadership relying on CRM reporting as single source of truth
\n- CRM-driven campaign targeting embedded in Marketing and Commercial cadence
\n- Clear roadmap and initial deployment of automation and AI tools
\n- Team fully staffed with defined KPIs
\n\n\n
"},{"text":"Qualifications","content":"Required
\n\n\n\n- 10 plus years in sales operations, revenue operations or business operations
\n- Experience supporting senior partners or executives within professional services, consulting or investment banking environments
\n- Deep CRM expertise, including Intapp DealCloud, Salesforce or equivalent platforms
\n- Demonstrated experience building and scaling teams in India
\n- Strong executive communication skills with ability to interface directly with US-based leadership
\n- High operational rigor, accountability and detail orientation
\n\n\n\nPreferred
\n\n- \n
\n- Experience working within middle market private equity and advisory ecosystems
\n- Exposure to revenue analytics, forecasting and pipeline governance
\n- Experience implementing automation or AI tools within commercial processes
\n\n\n\nTeam Contributions
\n\n- \n
\n- Build and mentor a high-performance offshore team
\n- Establish governance standards that elevate commercial discipline firmwide
\n- Partner cross-functionally with Commercial Strategy, Marketing and Practice Leaders to strengthen the P2P operating model
\n\n\n
"}],"text":"Director, Commercial Strategy // Sales Enablement Leader","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
The Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Commercial Strategy, Data Analytics, Delivery Excellence, Finance & Accounting, Human Resources, Marketing, Operations and Talent Acquisition, the DE team drives excellence, efficiency and automation across every practice line.
\nThe Director, Commercial Strategy, Sales Enablement Operations (India), is a senior operator responsible for building and leading a centralized Sales Enablement team that powers the firm’s commercial engine. Reporting to the Head of Commercial Strategy (US) and Head of India, this role owns the integrity, governance and execution of Intapp DealCloud and the broader Prospecting-to-Proposal (P2P) operating system.
\nThe mandate is to minimize administrative burden, institutionalize pipeline discipline and create a scalable revenue intelligence infrastructure. This leader will design and scale a high-discipline team, enforce CRM standards, deliver actionable insights and enable the human-in-the-loop component of P2P from targeting through post-meeting follow-up.
\nSuccess will be measured by CRM integrity, forecast reliability, campaign precision and the degree to which senior leadership relies on the system as the single source of truth.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Commercial Strategy, Data Analytics, Delivery Excellence, Finance & Accounting, Human Resources, Marketing, Operations and Talent Acquisition, the DE team drives excellence, efficiency and automation across every practice line.\nThe Director, Commercial Strategy, Sales Enablement Operations (India), is a senior operator responsible for building and leading a centralized Sales Enablement team that powers the firm’s commercial engine. Reporting to the Head of Commercial Strategy (US) and Head of India, this role owns the integrity, governance and execution of Intapp DealCloud and the broader Prospecting-to-Proposal (P2P) operating system.\nThe mandate is to minimize administrative burden, institutionalize pipeline discipline and create a scalable revenue intelligence infrastructure. This leader will design and scale a high-discipline team, enforce CRM standards, deliver actionable insights and enable the human-in-the-loop component of P2P from targeting through post-meeting follow-up.\nSuccess will be measured by CRM integrity, forecast reliability, campaign precision and the degree to which senior leadership relies on the system as the single source of truth.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/9e3cf288-8975-4f9f-93fb-0ce3f1eeeaee","applyUrl":"https://jobs.lever.co/portagepointpartners/9e3cf288-8975-4f9f-93fb-0ce3f1eeeaee/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Delivery Enablement","department":"India","location":"Gurgaon","team":"AI Solutions (india)","allLocations":["Gurgaon"]},"createdAt":1776707002763,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\n \nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Director, Data Strategy & Engineering role at Portage Point represents a unique opportunity to define and execute firm data platform vision for the India delivery organization. This Director will own the strategic direction of data assets, architecture, governance and capability building that underpin the firm’s AI product portfolio and consulting analytics services, spanning high-value use cases including commercial and financial due diligence (CDD / FDD), value creation tracking, working capital optimization, restructuring scenario analysis, portfolio company performance benchmarking and management information system (MIS) intelligence layers. This Director will report to the India Delivery Leader and partnering closely with U.S.-based leaders, to lead a team of Vice Presidents and Senior Associates across data engineering, analytics engineering and data governance. The Director will manage hiring, vendor partnerships and capability development across the function. This person will influence how data is collected, structured, governed and commercialized across the Portage Point global consulting practice and represent the firm externally as a subject matter expert on deal advisory / portfolio management data strategy.\n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Director, Data Strategy & Engineering role at Portage Point represents a unique opportunity to define and execute firm data platform vision for the India delivery organization. This Director will own the strategic direction of data assets, architecture, governance and capability building that underpin the firm’s AI product portfolio and consulting analytics services, spanning high-value use cases including commercial and financial due diligence (CDD / FDD), value creation tracking, working capital optimization, restructuring scenario analysis, portfolio company performance benchmarking and management information system (MIS) intelligence layers. This Director will report to the India Delivery Leader and partnering closely with U.S.-based leaders, to lead a team of Vice Presidents and Senior Associates across data engineering, analytics engineering and data governance. The Director will manage hiring, vendor partnerships and capability development across the function. This person will influence how data is collected, structured, governed and commercialized across the Portage Point global consulting practice and represent the firm externally as a subject matter expert on deal advisory / portfolio management data strategy.
","id":"273989c1-d117-4c3b-b05a-a4c5aebf2d7b","lists":[{"text":"Responsibilities","content":"\nDefine and own the firm’s data platform strategy spanning cloud data architecture, AI data infrastructure, master data management and the analytics capability roadmap\nDrive architectural decisions for the Portage Point data ecosystem including data lakehouse design (bronze / silver / gold medallion architecture), real-time versus batch processing trade-offs, semantic layer strategy, data mesh adoption and AI-ready data product frameworks\nOwn the data architecture review function, ensuring all new AI products and data pipelines meet architectural, security and governance standards before development commences\nExecute the data strategy that enables the AI Solutions product roadmap, defining how data is structured, labeled, versioned and served to AI / ML models across consulting use cases including CDD / FDD automation, value creation tracking, working capital optimization, restructuring scenario engines, portfolio benchmarking and MIS intelligence layers\nDrive the development of proprietary financial and industry data assets including training data curation, golden datasets for model evaluation and benchmarking databases\nDesign knowledge graph strategy, capturing structured relationships between companies, deal comparables, management teams and operational KPIs\nOversee design and operation of scalable ELT / ETL pipelines ingesting structured and unstructured data from diverse sources including financial data providers (Capital IQ, Refinitiv, PitchBook, Bloomberg), client ERP / CRM systems, SEC filings, management packs and market research\nOwn engineering layer powering consulting analytics including financial benchmarking, working capital KPI dashboards, EBITDA bridge models and cost structure analyses\nLead and develop a team of Vice Presidents and Senior Associates (approximately 10 to 15 professionals) across data engineering, analytics engineering and data governance\nPartner with Human Capital Management to drive Data & Engineering talent acquisition success\nDrive the data governance framework including policies, standards, stewardship model and compliance controls for handling client deal data, portfolio company data and third-party data, in alignment with NDA and regulatory obligations\nOversee data security architecture in collaboration with the security function, with particular attention to AI training data handling, model output retention and deal data segregation\nBuild and operate data quality programs including automated monitoring and anomaly detection while proactively flagging data issues\nPartner with global leadership to translate firm priorities into a sequenced data platform roadmap with measurable business outcomes\nIdentify and shape data monetization opportunities including proprietary benchmarking databases, index products and data-as-a-service offerings, and partner with firm leadership to commercialize proprietary data assets as consulting IP and competitive differentiators\nServe as a thought leader on data strategy in deal advisory and portfolio management, engaging in senior client conversations on data room analytics, portfolio data standardization and data-driven value creation and representing the firm at internal forums and external industry events where appropriate\nManage relationships with third-party data providers, evaluate new data sources for relevance to consulting use cases and lead the evaluation and adoption of emerging data technologies including data mesh, federated query engines and AI-native data platforms\nLead firm-wide knowledge sharing, training and change management efforts to scale data and analytics capability across practice lines\nSupport business development by shaping data-related proposals, client presentations and solution demonstrations\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s of Technology / Engineering and / or Master's in Computer Science, Data Engineering, Information Systems, Statistics or related technical field from a top undergraduate program; MBA with quantitative focus strongly preferred\nWilling to relocate to or be primarily present in Gurgaon\nAbility to collaborate across global time zones, including US-based teams\nTen to fifteen years of progressive experience in AI / ML, software engineering or related technical disciplines, with a meaningful portion of that experience in management consulting, professional services or private equity-backed advisory environments\nDemonstrable track record of defining and executing enterprise data platform strategy, not just managing engineering teams, including direct experience setting architectural direction and making build-versus-buy decisions for data platforms\nTrack record building and scaling teams, including direct hiring leadership and experience managing vendor or offshore delivery partners\nExpert-level mastery of cloud data platforms (Snowflake, Databricks, BigQuery) at production scale, including familiarity with Delta Lake and Apache Iceberg\nDeep experience with real-time and batch data architectures including Apache Kafka, Apache Flink, Airflow and Prefect\nStrong proficiency with analytics engineering tooling (dbt), semantic layer tools, advanced SQL, Python and PySpark\nHands-on experience designing and implementing enterprise data governance programs including data cataloguing, data lineage, data contracts, metadata management and data quality frameworks such as Great Expectations\nExpert understanding of the intersection of data engineering and AI / ML including feature stores, embedding pipelines, vector databases (Pinecone, Weaviate, pgvector), graph databases (Neo4j) and model data versioning\nStrong working knowledge of financial data structures (P&L, balance sheet, cash flow), accounting standards, private equity reporting conventions and financial data providers (Capital IQ, Refinitiv, Bloomberg, PitchBook)\nDemonstrated ability to establish and enforce data governance, security and compliance standards for confidential deal and portfolio data\nAbility to evaluate, challenge and approve architecture decisions made by Vice President and Senior Associate level engineers\nExperience operating in client-facing or executive-facing settings with the ability to shape data-related proposals, presentations and senior stakeholder conversations\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure environments\nAbility to convey technical concepts to non-technical stakeholders\n"}],"text":"Director, Data Strategy & Engineering","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Director, Data Strategy & Engineering role at Portage Point represents a unique opportunity to define and execute firm data platform vision for the India delivery organization. This Director will own the strategic direction of data assets, architecture, governance and capability building that underpin the firm’s AI product portfolio and consulting analytics services, spanning high-value use cases including commercial and financial due diligence (CDD / FDD), value creation tracking, working capital optimization, restructuring scenario analysis, portfolio company performance benchmarking and management information system (MIS) intelligence layers. This Director will report to the India Delivery Leader and partnering closely with U.S.-based leaders, to lead a team of Vice Presidents and Senior Associates across data engineering, analytics engineering and data governance. The Director will manage hiring, vendor partnerships and capability development across the function. This person will influence how data is collected, structured, governed and commercialized across the Portage Point global consulting practice and represent the firm externally as a subject matter expert on deal advisory / portfolio management data strategy.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\n \nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Director, Data Strategy & Engineering role at Portage Point represents a unique opportunity to define and execute firm data platform vision for the India delivery organization. This Director will own the strategic direction of data assets, architecture, governance and capability building that underpin the firm’s AI product portfolio and consulting analytics services, spanning high-value use cases including commercial and financial due diligence (CDD / FDD), value creation tracking, working capital optimization, restructuring scenario analysis, portfolio company performance benchmarking and management information system (MIS) intelligence layers. This Director will report to the India Delivery Leader and partnering closely with U.S.-based leaders, to lead a team of Vice Presidents and Senior Associates across data engineering, analytics engineering and data governance. The Director will manage hiring, vendor partnerships and capability development across the function. This person will influence how data is collected, structured, governed and commercialized across the Portage Point global consulting practice and represent the firm externally as a subject matter expert on deal advisory / portfolio management data strategy.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/273989c1-d117-4c3b-b05a-a4c5aebf2d7b","applyUrl":"https://jobs.lever.co/portagepointpartners/273989c1-d117-4c3b-b05a-a4c5aebf2d7b/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Office of the CFO","department":"India","location":"Gurgaon","team":"Office of the CFO (India)","allLocations":["Gurgaon"]},"createdAt":1774204834290,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry. \nThe Director, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. This Director will combine strategic vision, technical expertise and leadership skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance leader with a proven track record in advising C-suite executives, optimizing financial processes and implementing tools to enable faster and more impactful data-driven decisions.\n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
\n
The Director, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. This Director will combine strategic vision, technical expertise and leadership skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance leader with a proven track record in advising C-suite executives, optimizing financial processes and implementing tools to enable faster and more impactful data-driven decisions.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
\n
The Director, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. This Director will combine strategic vision, technical expertise and leadership skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance leader with a proven track record in advising C-suite executives, optimizing financial processes and implementing tools to enable faster and more impactful data-driven decisions.
\n
\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\n
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe Director, TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This Director, TAS will provide advice, leadership and project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The Director, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. This Director will lead key initiatives, manage discrete workstreams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"8be38587-0fe1-4ebb-9c35-9e9cc6a7d27e","lists":[{"text":"Responsibilities","content":"\nWork directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges \nLead engagements developing relationships through best-in-class execution\nFormulate, oversee and lead multiple engagements while guiding and coaching junior team members\nExecute buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis\nDraft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations\nCreate and manipulate financial models\nReview transaction agreements, customer and vendor contracts\nCurate a personal network that will result in a consistent book of business and increased practice line revenues\nCollaborating closely with performance improvement, restructuring and investment banking colleagues\nLead internal trainings and best practice sharing\nLead and support business development and client relationship efforts\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\nCertified Public Accountant required\n10+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big Four accounting firm\nDeep understanding of US GAAP principles\nFamiliarity with Tableau and Alteryx preferred\nExceptional engagement leadership and client management skills including extensive experience in project management including planning, organizing, coordinating and managing team members and clients\nReadiness to have a direct impact on revenue growth\nProficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":400000,"max":625000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Director, Transaction Advisory Services","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\n
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe Director, TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This Director, TAS will provide advice, leadership and project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The Director, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. This Director will lead key initiatives, manage discrete workstreams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.\n \nThe Director, TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This Director, TAS will provide advice, leadership and project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The Director, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. This Director will lead key initiatives, manage discrete workstreams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/8be38587-0fe1-4ebb-9c35-9e9cc6a7d27e","applyUrl":"https://jobs.lever.co/portagepointpartners/8be38587-0fe1-4ebb-9c35-9e9cc6a7d27e/apply"},{"additionalPlain":"#LI-Hybrid\n","additional":"#LI-Hybrid
","categories":{"commitment":"Financial Due Diligence","department":"India","location":"Gurgaon","team":"Transaction Advisory Services (India)","allLocations":["Gurgaon"]},"createdAt":1769453665677,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\n \nPortage Point Partners is seeking a Director, Financial Due Diligence (FDD)to join its Transaction Advisory Services (TAS) India team. This Director will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment. \n","description":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
\nPortage Point Partners is seeking a Director, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Director will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment.
","id":"878f8e99-1559-4c81-93dc-48eaa2a6ccd1","lists":[{"text":"Responsibilities","content":"\nWorking directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges \nLeading engagements developing relationships through best-in-class execution\nFormulating, overseeing and leading multiple engagements\nTeaching, guiding and coaching junior team members\nExecuting buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis\nDrafting clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations\nCreating and manipulating financial models\nReviewing transaction agreements, customer and vendor contracts\nMaking significant contributions to marketing and business development efforts\nCurating a personal network that will result in a consistent book of business and increased practice line revenues\nIdentifying and capitalizing on opportunities for cross selling and wallet expansion\nFormulating and leading practice development initiatives\nCollaborating closely with performance improvement, restructuring and investment banking colleagues\n"},{"text":"Qualifications","content":"\n10+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm\nDeep understanding of US GAAP principles\nFamiliarity with Tableau and Alteryx preferred\nWilling to relocate to or be primarily present in Gurgaon\nExceptional engagement leadership and client management skills including extensive experience in project management including planning, organizing, coordinating, and managing team members and clients\nAbility to successfully work in a small, collaborative team environment\nHigh degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers\nProficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis\nEffectively communicates analysis through Microsoft Word and PowerPoint including high-quality messaging, structure and formatting\nEagerness to be responsive at all times\nProven track-record of success in high pressure, time-constrained environments\n"},{"text":"Preferred Attributes","content":"\nSector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial services\nEntrepreneurial mindset and ability to operate in a scaling environment\nAbility to drive insights beyond the numbers\n"},{"text":"Education","content":"\nCA, CPA, CFA, MBA (Finance) or equivalent professional qualification\n"},{"text":"Why join Portage Point?","content":"\nWork directly with senior US deal teams on high-impact transactions\nJoin a fast-growing advisory firm with a strong reputation in turnaround and private equity advisory\nBe part of building a high-performance India hub\nCompetitive compensation and leadership opportunities\n"}],"text":"Director, Transaction Advisory Services // Financial Due Diligence","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
\nPortage Point Partners is seeking a Director, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Director will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\n \nPortage Point Partners is seeking a Director, Financial Due Diligence (FDD)to join its Transaction Advisory Services (TAS) India team. This Director will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/878f8e99-1559-4c81-93dc-48eaa2a6ccd1","applyUrl":"https://jobs.lever.co/portagepointpartners/878f8e99-1559-4c81-93dc-48eaa2a6ccd1/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Turnaround & Restructuring Services","department":"India","location":"Gurgaon","team":"Turnaround & Restructuring Services (India)","allLocations":["Gurgaon"]},"createdAt":1769461840758,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Director, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to lead and shape the TRS practice while driving meaningful impact on complex, high-stakes client challenges. As a key leader within the TRS practice, this Director will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. Reporting to the Head of TPI, this Director will lead oversee discrete workstreams and proposal development, manage team skill development and collaborate with cross-functional partners in finance, operations and transaction advisory to deliver integrated solutions. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Director, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to lead and shape the TRS practice while driving meaningful impact on complex, high-stakes client challenges. As a key leader within the TRS practice, this Director will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. Reporting to the Head of TPI, this Director will lead oversee discrete workstreams and proposal development, manage team skill development and collaborate with cross-functional partners in finance, operations and transaction advisory to deliver integrated solutions. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"838ba743-88d1-44cc-ade3-8d3aee5a09f7","lists":[{"text":"Responsibilities","content":"\nPartner with senior leaders and U.S.-based clients to develop solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, contingency planning and bankruptcy preparation / execution\nLead liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support), and support formulation of business and restructuring plans\nDevelop detailed financial projections and business plans tailored to client situations\nLead executive reporting package preparation including KPIs, thirteen-week cash flows (TWCFs), financial performance analysis, budget reviews, board presentations, and stakeholder communications\nSynthesize complex business drivers, situational analysis and underlying complexity to advise clients and maximize value\nProvide coaching and mentorship to junior team members\nSupport business development and client relationship efforts\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\n- Bachelor’s degree from a top undergraduate program required
\n- Willing to relocate to or be primarily present in Gurgaon
\n- 11 plus years of experience at a top-tier advisory firm serving U.S. clients, leading business operations and Chapter 11 restructuring
\n- Full mastery of financial modeling including ability to review three statement models, TWCFs, dynamic KPI packages and complex ad hoc analysis
\n- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
\n- Proven ability to thrive in lean, collaborative team environments
\n- High attention to detail, responsiveness and ownership mindset
\n- Track record of success in high-pressure, client-facing environments
\n
"}],"text":"Director, Turnaround & Restructuring Services","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Director, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to lead and shape the TRS practice while driving meaningful impact on complex, high-stakes client challenges. As a key leader within the TRS practice, this Director will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. Reporting to the Head of TPI, this Director will lead oversee discrete workstreams and proposal development, manage team skill development and collaborate with cross-functional partners in finance, operations and transaction advisory to deliver integrated solutions. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Director, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to lead and shape the TRS practice while driving meaningful impact on complex, high-stakes client challenges. As a key leader within the TRS practice, this Director will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. Reporting to the Head of TPI, this Director will lead oversee discrete workstreams and proposal development, manage team skill development and collaborate with cross-functional partners in finance, operations and transaction advisory to deliver integrated solutions. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/838ba743-88d1-44cc-ade3-8d3aee5a09f7","applyUrl":"https://jobs.lever.co/portagepointpartners/838ba743-88d1-44cc-ade3-8d3aee5a09f7/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Turnaround & Restructuring Services","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Turnaround & Restructuring Services","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1596511652441,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.\n \nThe Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.
\n
\nThe Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"a57af056-40ca-4356-92d6-fd9389f72856","lists":[{"text":"Responsibilities","content":"\nWork directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, contingency planning and bankruptcy preparation / execution\nLead liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support and plan support) and supporting formulation of business / restructuring plans\nIdentify and re-allocating resources to operational, growth, financial and strategic initiatives with highest risk adjusted return\nDevelop detailed financial projections and business plans\nLead preparation of executive reporting packages including key performance indicators (KPIs), financial performance, budget, board of director presentations and stakeholder presentations\nStructure and incorporate streamlined financial and operational processes to improve efficiencies\nIdentify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return\nPresent KPIs, financial performance, budget, board of director presentations, stakeholder presentations\nLead various operational, financial and management meetings as well as key constituent communications / negotiations\nContribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers\nAdvise clients and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize value\nProvide coaching and mentorship to junior team members\nLead or support internal trainings and best practice sharing\nSupport business development and client relationship efforts\nSupport §talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed \n10 plus years of experience with seven or more years of investment banking, consulting, restructuring / distressed or private equity at a top-tier firm in addition to two or more years spent operating, investing, advising operational improvements and / or servicing stakeholders or a compelling non-traditional background\nFull mastery of financial modeling including ability to review three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis \nAbility to successfully work in a small, collaborative team environment\nPersonal network and relationships that yield new opportunities and engagements across transformation, restructuring and interim management\nProven ability to cross-sell complementary service offerings and expand network\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":650000,"max":900000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Director, Turnaround & Restructuring Services","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.
\n
\nThe Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.\n \nThe Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/a57af056-40ca-4356-92d6-fd9389f72856","applyUrl":"https://jobs.lever.co/portagepointpartners/a57af056-40ca-4356-92d6-fd9389f72856/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Valuations","department":"India","location":"Gurgaon / Mumbai","team":"Valuations (India)","allLocations":["Gurgaon / Mumbai"]},"createdAt":1769454156055,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Valuations (VAL) team delivers comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the VAL team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.\nThe Director, VAL role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact on a growing team. This Director will combine analytical rigor and technical valuation expertise to execute high-quality deliverables for middle market clients. The ideal candidate is an experienced professional with a proven track record of leading complex valuation engagements, advising private equity sponsors and corporate stakeholders and developing high-performing teams. The Director, VAL will report to the Head of TPI, partner with the VAL Practice Line Leader and serve as an integrated member of the firm's VAL team. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Valuations (VAL) team delivers comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the VAL team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
\n\n
The Director, VAL role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact on a growing team. This Director will combine analytical rigor and technical valuation expertise to execute high-quality deliverables for middle market clients. The ideal candidate is an experienced professional with a proven track record of leading complex valuation engagements, advising private equity sponsors and corporate stakeholders and developing high-performing teams. The Director, VAL will report to the Head of TPI, partner with the VAL Practice Line Leader and serve as an integrated member of the firm's VAL team. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Valuations (VAL) team delivers comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the VAL team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
\n\n
The Director, VAL role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact on a growing team. This Director will combine analytical rigor and technical valuation expertise to execute high-quality deliverables for middle market clients. The ideal candidate is an experienced professional with a proven track record of leading complex valuation engagements, advising private equity sponsors and corporate stakeholders and developing high-performing teams. The Director, VAL will report to the Head of TPI, partner with the VAL Practice Line Leader and serve as an integrated member of the firm's VAL team. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC \n
","categories":{"commitment":"Investment Banking","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Investment Banking","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1747100224828,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Managing Director, IB // Business Services M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Business Services M&A will report directly to the IB Practice Line Leader and will develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Managing Director, IB // Business Services M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Business Services M&A will report directly to the IB Practice Line Leader and will develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"5ecc241a-b637-453b-b4e5-885bd1103207","lists":[{"text":"Responsibilities","content":"\nWork with the Portage Point team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition\nSell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers\nReview and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls\nCreate and present client deliverables\nNegotiate, document and assist in transaction execution\nProvide coaching and mentorship to junior team members\nLead or support internal trainings and best practice sharing\nLead business development and client relationship efforts\nLead talent acquisition and firm-building initiatives\nContribute to creating a high-performing and inclusive culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed \n15 plus years of middle market investment banking experience\nEstablished book of business in the Business Services sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders\nMaintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment\nExperience with privately held and sponsor-backed businesses\nCommanding knowledge of current market terms and trends\nExpertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":1200000,"max":3000000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Managing Director, IB // Business Services M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Business Services M&A will report directly to the IB Practice Line Leader and will develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Managing Director, IB // Business Services M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Business Services M&A will report directly to the IB Practice Line Leader and will develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/5ecc241a-b637-453b-b4e5-885bd1103207","applyUrl":"https://jobs.lever.co/portagepointpartners/5ecc241a-b637-453b-b4e5-885bd1103207/apply"},{"additionalPlain":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC\n \n","additional":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC \n
","categories":{"commitment":"Investment Banking","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Investment Banking","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1747100143558,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Managing Director, IB // Consumer, Beauty & Wellness M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Consumer, Beauty & Wellness M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Managing Director, IB // Consumer, Beauty & Wellness M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Consumer, Beauty & Wellness M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"027c3dad-49a0-428a-9863-9d90bccf92f4","lists":[{"text":"Responsibilities","content":"\nWork with the Portage Point team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition\nSell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers\nReview and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls\nCreate and present client deliverables\nNegotiate, document and assist in transaction execution\nProvide coaching and mentorship to junior team members\nLead or support internal trainings and best practice sharing\nLead business development and client relationship efforts\nSupport talent acquisition and firm-building initiatives\nContribute to creating a high-performing and inclusive culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\n15 plus years of middle market investment banking experience\nEstablished book of business in the Consumer, Beauty & Wellness sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders\nMaintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment\nExperience with privately held and sponsor-backed businesses\nCommanding knowledge of current market terms and trends\nExpertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":1200000,"max":3000000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Managing Director, IB // Consumer, Beauty & Wellness M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Consumer, Beauty & Wellness M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Managing Director, IB // Consumer, Beauty & Wellness M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Consumer, Beauty & Wellness M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/027c3dad-49a0-428a-9863-9d90bccf92f4","applyUrl":"https://jobs.lever.co/portagepointpartners/027c3dad-49a0-428a-9863-9d90bccf92f4/apply"},{"additionalPlain":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC\n\n","additional":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC
","categories":{"commitment":"Investment Banking","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Investment Banking","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1747100017595,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n\nThe Managing Director, IB // Healthcare M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Healthcare M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // Healthcare M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Healthcare M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"da33e7ac-4d6c-422d-9bd7-0f4c5b14132b","lists":[{"text":"Responsibilities","content":"Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transitionSell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyersReview and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&LsCreate and present client deliverablesNegotiate, document and assist in transaction executionProvide coaching and mentorship to junior team membersLead internal trainings and best practice sharingLead business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven culture"},{"text":"Qualifications","content":"Bachelor’s degree from a top undergraduate program Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed 15 plus years of middle market investment banking experienceEstablished book of business in the Healthcare sector with a demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employmentExperience with privately held and sponsor-backed businessesCommanding knowledge of current market terms and trendsExpertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providersSuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments"}],"salaryRange":{"min":1200000,"max":3000000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // Healthcare M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Healthcare M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n\nThe Managing Director, IB // Healthcare M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Healthcare M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/da33e7ac-4d6c-422d-9bd7-0f4c5b14132b","applyUrl":"https://jobs.lever.co/portagepointpartners/da33e7ac-4d6c-422d-9bd7-0f4c5b14132b/apply"},{"additionalPlain":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC\n\n","additional":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC
","categories":{"commitment":"Investment Banking","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Investment Banking","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1681434538662,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n\nThe Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"0ea55054-fab5-4d1f-8398-5cdf8068b034","lists":[{"text":"Responsibilities","content":"Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transitionSell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyersReview and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&LsCreate and present client deliverablesNegotiate, document and assist in transaction executionLead internal trainings and best practice sharingLead business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven culture"},{"text":"Qualifications","content":"Bachelor’s degree from a top undergraduate program Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed 15 plus years of middle market investment banking experienceMaintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employmentExperience with privately held and sponsor-backed businessesCommanding knowledge of current market terms and trendsExpertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providersDemonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders Superior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments"}],"salaryRange":{"min":1200000,"max":3000000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Investment Banking // Mergers & Acquisitions (M&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n\nThe Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/0ea55054-fab5-4d1f-8398-5cdf8068b034","applyUrl":"https://jobs.lever.co/portagepointpartners/0ea55054-fab5-4d1f-8398-5cdf8068b034/apply"},{"additionalPlain":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC\n \n","additional":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC \n
","categories":{"commitment":"Investment Banking","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Investment Banking","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1762201162715,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"7b54cb84-1450-45e6-8d23-cf64964e1eb1","lists":[{"text":"Responsibilities","content":"\nLead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition\nSell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers\nReview and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls\nCreate and present client deliverables\nNegotiate, document and assist in transaction execution\nLead internal trainings and best practice sharing\nLead business development and client relationship efforts\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed \n15 plus years of middle market investment banking experience\nMaintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment\nExperience with privately held and sponsor-backed businesses\nCommanding knowledge of current market terms and trends\nExpertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers\nDemonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":1200000,"max":3000000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/7b54cb84-1450-45e6-8d23-cf64964e1eb1","applyUrl":"https://jobs.lever.co/portagepointpartners/7b54cb84-1450-45e6-8d23-cf64964e1eb1/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Office of the CFO","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia","team":"Office of the CFO","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia"]},"createdAt":1761849858907,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results. \n \nThe Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results.
\n
\nThe Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"2df469db-c27a-4373-be6c-f8182652e616","lists":[{"text":"Responsibilities ","content":"\nLead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation and interim financial leadership\nAdvise executives, private equity sponsors, lenders, and management teams on critical financial initiatives including FP&A, budgeting, forecasting, scenario planning and value creation strategies\nProvide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842 and assist clients in transaction-related accounting and financial reporting matters\nLead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)\nBuild, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions\nDesign, enhance, and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets\nRecommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy and controls\nOversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required \nProvide coaching and mentorship to junior team members\nLead internal trainings and best practice sharing\nLead business development and client relationship efforts\nLead talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed \n15 plus years of progressive experience in financial consulting, strategic finance, audit, banking or performance improvement, with exposure to middle-market companies\nExperience leading finance and accounting functions and / or finance transformations\nExpertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.)\nExperience recommending, selecting or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.)\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":750000,"max":1100000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Office of the CFO","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results.
\n
\nThe Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results. \n \nThe Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/2df469db-c27a-4373-be6c-f8182652e616","applyUrl":"https://jobs.lever.co/portagepointpartners/2df469db-c27a-4373-be6c-f8182652e616/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Financial Due Diligence","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Transaction Advisory Services","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1705628456098,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.\n \nThe Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"1f643ee0-96f1-4210-bebd-839710cb5552","lists":[{"text":"Responsibilities ","content":"\nWork directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges \nLead multiple engagements and develop relationships through best-in-class execution\nExecute buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis\nDraft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations\nReview transaction agreements, customer and vendor contracts\nMake significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities\nCurate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services\nCollaborate closely with PI, TRS and IB team members\nProvide coaching and mentorship to junior team members\nLead or support internal trainings and best practice sharing\nLead talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix\nInvested in a team-based culture that involves in office four days per week and willing to work at client sites as needed\n15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm\nCertified Public Accountant\nDeep understanding of US GAAP principles\nFamiliarity with Tableau and Alteryx preferred\nExceptional engagement leadership and client management skills including extensive experience in project management\nExperience pitching and partnering with private equity firms, corporate and other related buyers\nReadiness to have a direct impact on revenue growth\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":800000,"max":1300000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Transaction Advisory Services","country":"US","workplaceType":"onsite","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.\n \nThe Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/1f643ee0-96f1-4210-bebd-839710cb5552","applyUrl":"https://jobs.lever.co/portagepointpartners/1f643ee0-96f1-4210-bebd-839710cb5552/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Turnaround & Restructuring Services","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix","team":"Turnaround & Restructuring Services","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix"]},"createdAt":1596512176589,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.\n\nThe Managing Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Managing Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.
The Managing Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Managing Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"84255429-82de-48ae-b020-c4279b51a050","lists":[{"text":"Responsibilities","content":"Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation and business transformation plans, contingency planning and bankruptcy preparation / executionWork with the Portage Point team of Associates to Managing Directors to lead execution of all deliverable workflowsAssess organizational and individual structures and effectivenessOversee liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support and plan support) and supporting the development and formulation of business / restructuring plansIdentify areas for operational improvements and cost reductionReview detailed financial projections and business plans Review executive reporting packages including key performance indicators (KPIs), financial performance, budget, board of director presentations and stakeholder presentationsStructure and incorporate streamlined processes to improve efficienciesIdentify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted returnPresent KPIs, financial performance, budget, board of director presentations, stakeholder presentationsLead various operational, financial and management meetings and key constituent communications / negotiationsContribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyersAdvise clients and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize valueProvide coaching and mentorship to junior team membersLead or support internal trainings and best practice sharingLead business development and client relationship effortsLead talent acquisition and firm-building initiativesContribute to creating a high-performing and inclusive culture"},{"text":"Qualifications","content":"Bachelor’s degree from a top undergraduate program Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed Significant experience in the areas of strategic, financial or operational consulting, investment banking, restructuring / distressed, private equity, lending and/or industry rolesProven leader in the delivery of high-value work that exceeds client expectationsDemonstrated capability of developing new business transformation, restructuring and interim managementDeep experience supervising other professionals and acting in a manner that serves to motivate, develop and bring out the best in others. Provides clear direction, coaching and mentoring to team membersMastery of financial modeling including ability to review three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysisSuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments"}],"salaryRange":{"currency":"USD","interval":"per-year-salary","min":925000,"max":2000000},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Managing Director, Turnaround & Restructuring Services","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.
The Managing Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Managing Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings.\n\nThe Managing Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Managing Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/84255429-82de-48ae-b020-c4279b51a050","applyUrl":"https://jobs.lever.co/portagepointpartners/84255429-82de-48ae-b020-c4279b51a050/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Office of the CFO","department":"US","location":"Chicago / Dallas / Houston / Los Angeles / New York / Philadelphia","team":"Office of the CFO","allLocations":["Chicago / Dallas / Houston / Los Angeles / New York / Philadelphia"]},"createdAt":1767121433915,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, transaction advisory, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice.\nThe Senior Associate, AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes. and bring a strategic lens to support buyers and sellers through transactions and beyond. The Senior Associate will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, execute discrete workstreams, collaborate closely with senior leaders and interact directly with CFOs (and their respective multidimensional teams), sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n\n
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, transaction advisory, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice.
\n
\n
The Senior Associate, AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes. and bring a strategic lens to support buyers and sellers through transactions and beyond. The Senior Associate will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, execute discrete workstreams, collaborate closely with senior leaders and interact directly with CFOs (and their respective multidimensional teams), sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Senior Associate, Accounting Advisory & Controllership Transformation (AACT)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n\n
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, transaction advisory, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice.
\n
\n
The Senior Associate, AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes. and bring a strategic lens to support buyers and sellers through transactions and beyond. The Senior Associate will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, execute discrete workstreams, collaborate closely with senior leaders and interact directly with CFOs (and their respective multidimensional teams), sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Senior Associate, AI Solutions role at Portage Point represents a unique opportunity to contribute to the development and deployment of cutting-edge AI solutions that transform how the firm delivers consulting and advisory services. This Senior Associate will work within the AI Solutions team to build, test and iterate on agentic AI workflows and automation tools, translating consulting frameworks into scalable AI-driven products. This person will work closely with the Vice President, AI Solutions, collaborating across practice lines to deliver measurable impact. If you are eager to apply your technical skills in a high-performance, fast-paced consulting environment, this is the right role for you.
","id":"d1b70163-7b68-4ff4-82a3-a4080e85a255","lists":[{"text":"Responsibilities","content":"\nDevelop and deploy AI-powered solutions, agentic workflows and automation tools that support financial and operational advisory and operational excellence\nBuild, test and iterate on large language model (LLM) integrations, prompt engineering strategies and AI pipeline components to deliver reliable and scalable outputs\nUse AI coding tools (e.g., Claude Code) to accelerate development, automate repetitive tasks and produce well-structured, maintainable code\nCollaborate with data science, product and delivery teams to translate business requirements and consulting methodologies into functional AI prototypes and production-ready solutions\nSupport data pipeline development, model evaluation and quality assurance to ensure AI solutions meet performance, reliability and compliance standards\nConduct research on emerging AI tools, platforms and techniques and bring forward actionable recommendations\nAssist in the documentation of AI workflows, technical specifications and best practices to support knowledge sharing and team scalability\nParticipate in internal training sessions and contribute to best practice development across the AI Solutions team\nSupport business development efforts by assisting with AI-related content, proposals and client presentations\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree in Computer Science, Engineering, Mathematics, Data Science or a related technical field from a top undergraduate program\nWilling to relocate to or be primarily present in Gurgaon\nAbility to collaborate across global time zones, including US-based teams\nThree to five years of experience in AI/ML development, software engineering or a related technical discipline; consulting or professional services experience is a plus\nHands-on experience building and deploying LLM-powered applications, agentic workflows or AI automation solutions\nProficiency with AI coding tools such as Claude Code and strong coding fundamentals in Python or JavaScript\nFamiliarity with AI/ML frameworks, APIs and orchestration platforms; experience with tools such as OpenAI, Claude, LangChain, N8N or similar is preferred\nUnderstanding of data engineering concepts, including data pipelines, structured and unstructured data processing and model evaluation\nAwareness of responsible AI principles including bias detection, explainability and data privacy\nStrong analytical and problem-solving skills with high attention to detail\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure environments\nAbility to convey technical concepts to non-technical stakeholders\n \n"}],"text":"Senior Associate, AI Solutions","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Senior Associate, AI Solutions role at Portage Point represents a unique opportunity to contribute to the development and deployment of cutting-edge AI solutions that transform how the firm delivers consulting and advisory services. This Senior Associate will work within the AI Solutions team to build, test and iterate on agentic AI workflows and automation tools, translating consulting frameworks into scalable AI-driven products. This person will work closely with the Vice President, AI Solutions, collaborating across practice lines to deliver measurable impact. If you are eager to apply your technical skills in a high-performance, fast-paced consulting environment, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Senior Associate, AI Solutions role at Portage Point represents a unique opportunity to contribute to the development and deployment of cutting-edge AI solutions that transform how the firm delivers consulting and advisory services. This Senior Associate will work within the AI Solutions team to build, test and iterate on agentic AI workflows and automation tools, translating consulting frameworks into scalable AI-driven products. This person will work closely with the Vice President, AI Solutions, collaborating across practice lines to deliver measurable impact. If you are eager to apply your technical skills in a high-performance, fast-paced consulting environment, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/d1b70163-7b68-4ff4-82a3-a4080e85a255","applyUrl":"https://jobs.lever.co/portagepointpartners/d1b70163-7b68-4ff4-82a3-a4080e85a255/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Cross-Functional","department":"US","location":"Chicago / Dallas / Los Angeles / New York","team":"Cross-Functional","allLocations":["Chicago / Dallas / Los Angeles / New York"]},"createdAt":1678241306850,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth. \n \nThe XFn Senior Associate role at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor to our ability to deliver high-impact strategic, financial, and operational solutions across practice lines. The XFn Senior Associate will report directly to senior leaders and play an active role in cross-functional engagements that span the entire deal and transformation lifecycle. You will support key initiatives, manage discrete workstreams, and work closely with clients and senior team members in a fast-paced, entrepreneurial environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe XFn Senior Associate role at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor to our ability to deliver high-impact strategic, financial, and operational solutions across practice lines. The XFn Senior Associate will report directly to senior leaders and play an active role in cross-functional engagements that span the entire deal and transformation lifecycle. You will support key initiatives, manage discrete workstreams, and work closely with clients and senior team members in a fast-paced, entrepreneurial environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"e7e603a1-b6fc-4fe7-9ab5-15b8a3eb6ab8","lists":[{"text":"Responsibilities","content":"\nCollaborate with senior leaders and clients to solve financial and operational challenges across due diligence, value creation and preservation, transformation, bankruptcy readiness and IB processes (M&A, restructuring, capital raising)\nAnalyze financial statements and operational metrics, including P&L, balance sheets, cash flows, debt schedules and related KPIs\nBuild advanced financial models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution and value creation frameworks with precision and strategic alignment\nContribute to specialized workstreams such as DIP sizing, first day motions, vendor analysis, SOALs/SOFAs, MORs, KPI development, incentive plan design, liquidation and headcount analytics, general ledger review, footprint optimization, S&OP, org design, go-to-market strategy and business process transformation\nCreate impactful presentations and reporting packages — teasers, CIMs, KPI dashboards, financial performance updates — for boards, executives, investors and creditors\nProvide coaching and mentorship to junior team members \nSupport internal trainings and best practice sharing \nSupport business development and client relationship efforts \nSupport talent acquisition and firm-building initiatives \nContribute to a high-performing, inclusive and values-driven culture \n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated or willing to relocate to Chicago, Dallas, Los Angeles or New York\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\nA minimum of four years of experience in investment banking or private equity\nFormal financial modeling training from a top-tier institution or firm\nDemonstrated ability to build three-statement models, thirteen-week cash flows, dynamic KPI dashboards and complex ad hoc analyses — or the aptitude to develop mastery quickly\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":250000,"max":375000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Senior Associate, Cross-Functional","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe XFn Senior Associate role at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor to our ability to deliver high-impact strategic, financial, and operational solutions across practice lines. The XFn Senior Associate will report directly to senior leaders and play an active role in cross-functional engagements that span the entire deal and transformation lifecycle. You will support key initiatives, manage discrete workstreams, and work closely with clients and senior team members in a fast-paced, entrepreneurial environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth. \n \nThe XFn Senior Associate role at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor to our ability to deliver high-impact strategic, financial, and operational solutions across practice lines. The XFn Senior Associate will report directly to senior leaders and play an active role in cross-functional engagements that span the entire deal and transformation lifecycle. You will support key initiatives, manage discrete workstreams, and work closely with clients and senior team members in a fast-paced, entrepreneurial environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/e7e603a1-b6fc-4fe7-9ab5-15b8a3eb6ab8","applyUrl":"https://jobs.lever.co/portagepointpartners/e7e603a1-b6fc-4fe7-9ab5-15b8a3eb6ab8/apply"},{"additionalPlain":"#LI-Hybrid\n","additional":"#LI-Hybrid
","categories":{"commitment":"Financial Due Diligence","department":"India","location":"Gurgaon","team":"Transaction Advisory Services (India)","allLocations":["Gurgaon"]},"createdAt":1771705010892,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nPortage Point is seeking a Senior Associate, Financial Due Diligence (FDD)to join its Transaction Advisory Services (TAS) India team. This Senior Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment.\n","description":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
Portage Point is seeking a Senior Associate, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Senior Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment.
","id":"43f88e3e-06ac-4d02-b7c9-5c0ca5b11f1a","lists":[{"text":"Responsibilities","content":"\nSupport execution of FDD engagements including Quality of Earnings (QofE), revenue / EBITDA analysis, working capital reviews and cash flow analysis\nReview financial statements, management reports and transaction materials to identify key trends, risks and value drivers\nPrepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summaries\nAssist in synergy assessments, carveout analyses and integration support\nCollaborate with U.S. engagement teams and participate in client discussions when required\nWork on multiple engagements simultaneously while maintaining high quality and responsiveness\nProvide guidance and mentorship to analysts and junior team members\nContribute to developing best practices, knowledge sharing and India team processes\nSupport business development efforts including research, pitch materials and thought leadership\nContribute to creating a high-performing and inclusive culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program required; CA, CPA, CFA, MBA (Finance) or equivalent professional qualification preferred\nFour to six years of experience in Financial Due Diligence / Transaction Advisory / Deals\nWilling to relocate to or be primarily present in Gurgaon\nExperience working with private equity clients or on U.S. / global transactions is preferred\nStrong analytical skills with the ability to translate financial data into insights\nProficiency in financial modelling, Excel analytics and management data analysis\nExposure across sectors such as SaaS, healthcare, consumer, industrials or financial services\nAbility to identify relevant issues and articulate clear observations and recommendations\nEntrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment\nAbility to work under tight timelines with a strong sense of ownership\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"text":"Senior Associate, Transaction Advisory Services // Financial Due Diligence","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
Portage Point is seeking a Senior Associate, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Senior Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nPortage Point is seeking a Senior Associate, Financial Due Diligence (FDD)to join its Transaction Advisory Services (TAS) India team. This Senior Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/43f88e3e-06ac-4d02-b7c9-5c0ca5b11f1a","applyUrl":"https://jobs.lever.co/portagepointpartners/43f88e3e-06ac-4d02-b7c9-5c0ca5b11f1a/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Valuations","department":"India","location":"Gurgaon / Mumbai","team":"Valuations (India)","allLocations":["Gurgaon / Mumbai"]},"createdAt":1770061442928,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Senior Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Senior Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Senior Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Senior Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Senior Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Senior Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"05dbe8ff-3a20-46ab-93b6-c7e22adda23e","lists":[{"text":"Responsibilities","content":"\n- Work with the Portage Point team (Associates to Managing Directors) and clients to develop comprehensive valuation solutions
\n- Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
\n- Support client interviews to gather data and pertinent information
\n- Create schedules in financial models for discounted cash flow (DCF), market multiple, market transaction and option pricing analyses
\n- Support internal trainings and best practice sharing
\n- Contribute to a high-performing, inclusive and values-driven culture
\n
"},{"text":"Qualifications","content":"\n
\n- Bachelor’s and / or Master’s degree in Finance, Accounting or Economics from a top undergraduate program required
\n- Ideally willing to relocate to or be primarily present in either Gurgaon or Mumbai
\n- Three plus years of experience at a Big Four accounting firm or top-tier investment bank / financial advisory firm serving U.S. clients, with hands-on exposure to valuation models and financial models like DCF, comparable company, commodity contracts / forecasts and other intangible asset models
\n- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
\n- Proven ability to thrive in lean, fast-moving teams
\n- High attention to detail, responsiveness and ownership mindset
\n- Track record of success in high-pressure, client-facing environments
\n\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Senior Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Senior Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Senior Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Senior Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Senior Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Senior Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/05dbe8ff-3a20-46ab-93b6-c7e22adda23e","applyUrl":"https://jobs.lever.co/portagepointpartners/05dbe8ff-3a20-46ab-93b6-c7e22adda23e/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Cross-Functional","department":"US","location":"Chicago / Dallas / Los Angeles / New York","team":"Cross-Functional","allLocations":["Chicago / Dallas / Los Angeles / New York"]},"createdAt":1678240394573,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n \nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth. \n\nThe XFn Senior Vice President at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Vice President is a client delivery leader with a proven track record and relevant network, central to managing strategy, financial, and operational engagements across our practice lines. The XFn Senior Vice President will report directly to executive leadership and oversee complex engagements in a highly collaborative, fast-paced environment. You will lead client relationship development, shape high-impact solutions, and ensure all deliverables meet the firm’s highest standards of quality and effectiveness. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe XFn Senior Vice President at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Vice President is a client delivery leader with a proven track record and relevant network, central to managing strategy, financial, and operational engagements across our practice lines. The XFn Senior Vice President will report directly to executive leadership and oversee complex engagements in a highly collaborative, fast-paced environment. You will lead client relationship development, shape high-impact solutions, and ensure all deliverables meet the firm’s highest standards of quality and effectiveness. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"fd86432b-82ab-4a7c-8b1b-012f7b4f52da","lists":[{"text":"Responsibilities","content":"\nLead development and execution of comprehensive solutions to complex financial and operational challenges across the business lifecycle, including value creation, transformation, performance improvement, and bankruptcy preparation\nBuild and maintain trusted relationships with C-level executives, stakeholders, and key constituents while managing multiple workstreams, deliverables, and negotiations to ensure engagement success\nAssess organizational effectiveness and identify high-impact opportunities for operational improvement, value preservation, and strategic resource allocation\nOversee liquidity management and case administration, including cash flow forecasting, bankruptcy reporting, and support for business and restructuring plan development\nDrive the creation of executive-level deliverables — KPI dashboards, performance reports, board presentations, and investor communications — while cultivating a robust referral network of private equity, lending, legal, and industry relationships\nProvide coaching and mentorship to junior team members \nLead internal trainings and best practice sharing \nLead business development and client relationship efforts \nLead talent acquisition and firm-building initiatives \nContribute to a high-performing, inclusive and values-driven culture \n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated or willing to relocate to Chicago, Dallas, Los Angeles or New York\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\nSeven plus years of professional experience, including at least two years in investment banking, consulting, private equity, or restructuring at a top-tier firm — plus additional time advising, investing, or supporting stakeholders through a traditional or non-traditional path\nProven leadership in complex transformation, restructuring (in and out of court), and investment banking engagements, guiding both clients and teams across dynamic environments\nExpertise in financial modeling, including three-statement forecasts, thirteen-week cash flows, KPI dashboards, and complex ad hoc analysis\nStrong interpersonal acumen, with a track record of building trust across all levels — from senior executives to frontline stakeholders — and consistently delivering above expectations\nActive engagement across PI, TRS, and OCFO workstreams through analysis, information requests, and clear presentation of strategic opportunities and insights\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams \nHigh attention to detail, responsiveness and ownership mindset \nTrack record of success in high-pressure, client-facing environments \n"}],"salaryRange":{"min":575000,"max":675000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Senior Vice President, Cross-Functional","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe XFn Senior Vice President at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Vice President is a client delivery leader with a proven track record and relevant network, central to managing strategy, financial, and operational engagements across our practice lines. The XFn Senior Vice President will report directly to executive leadership and oversee complex engagements in a highly collaborative, fast-paced environment. You will lead client relationship development, shape high-impact solutions, and ensure all deliverables meet the firm’s highest standards of quality and effectiveness. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n \nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth. \n\nThe XFn Senior Vice President at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Vice President is a client delivery leader with a proven track record and relevant network, central to managing strategy, financial, and operational engagements across our practice lines. The XFn Senior Vice President will report directly to executive leadership and oversee complex engagements in a highly collaborative, fast-paced environment. You will lead client relationship development, shape high-impact solutions, and ensure all deliverables meet the firm’s highest standards of quality and effectiveness. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/fd86432b-82ab-4a7c-8b1b-012f7b4f52da","applyUrl":"https://jobs.lever.co/portagepointpartners/fd86432b-82ab-4a7c-8b1b-012f7b4f52da/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Valuations","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia","team":"Valuations","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia"]},"createdAt":1761581088027,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.\n\nThe Senior Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Senior Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Senior Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
The Senior Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Senior Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Senior Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"181bce07-ba12-4e1e-9cd8-66a8123d8afb","lists":[{"text":"Responsibilities","content":"Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutionsPerform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theoryDesign financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities)Support senior leaders in cross-functional engagements across service lines as opportunities ariseInterview clients, including face-to-face meetings, to gather data and pertinent informationDevelop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic adviceReport and present analyses and conclusions both verbally and in written reportsProvide coaching and mentorship to junior team membersLead internal trainings and best practice sharingSupport business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven culture"},{"text":"Qualifications","content":"Bachelor’s degree and / or master’s degree in Finance, Accounting, Economics, Applied Mathematics, Financial Engineering or related field from a top undergraduate program CFA, FRM or PRM certified (preferred but not required)Proficiency in R, Python, MATLAB, C, Cystal Ball and / or other code / application required to run simulation-based models Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as neededEight plus years of experience constructing and reviewing valuation models and other financial models including: option pricing models, Monte Carlo simulation, binomial models, DCF, comparable company, and other financial instrument modelsCommitment to develop personal network and relationships and uncover and sell new opportunities and engagementsSuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments"}],"salaryRange":{"min":300000,"max":350000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Senior Vice President, Valuations // Complex Financial Instruments","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
The Senior Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Senior Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Senior Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.\n\nThe Senior Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Senior Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Senior Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/181bce07-ba12-4e1e-9cd8-66a8123d8afb","applyUrl":"https://jobs.lever.co/portagepointpartners/181bce07-ba12-4e1e-9cd8-66a8123d8afb/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Office of the CFO","department":"US","location":"Chicago / Dallas / Houston / Los Angeles / New York / Philadelphia","team":"Office of the CFO","allLocations":["Chicago / Dallas / Houston / Los Angeles / New York / Philadelphia"]},"createdAt":1767121867949,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice. \n\nThe Vice President (VP), AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This VP is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes and bring a strategic lens to support buyers and sellers through the transaction process and beyond. The VP will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, manage discrete workstreams, collaborate closely with senior leaders, CFOs, respective multidimensional teams, sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n\n
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice.
The Vice President (VP), AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This VP is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes and bring a strategic lens to support buyers and sellers through the transaction process and beyond. The VP will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, manage discrete workstreams, collaborate closely with senior leaders, CFOs, respective multidimensional teams, sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Vice President, Accounting Advisory & Controllership Transformation (AACT)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n\n
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice.
The Vice President (VP), AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This VP is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes and bring a strategic lens to support buyers and sellers through the transaction process and beyond. The VP will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, manage discrete workstreams, collaborate closely with senior leaders, CFOs, respective multidimensional teams, sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe XFn Vice President at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a proven leader in client delivery management, essential to shaping and executing high-impact strategy, financial, and operational engagements across our practice lines. The XFn Vice President will report directly to senior leadership and be responsible for guiding complex engagements, mentoring teams, and ensuring best-in-class deliverables. You will lead key initiatives, manage discrete workstreams, and work closely with senior executives, clients, and stakeholders in a fast-paced, collaborative environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"5f5bba52-9756-419d-896b-c8aec513e74c","lists":[{"text":"Responsibilities","content":"\nDevelop and implement comprehensive solutions to complex financial and operational challenges across the business lifecycle — including value creation, transformation, performance improvement, and bankruptcy execution\nBuild trusted relationships with C-level executives and stakeholders, supporting critical engagements through analysis, strategic guidance, and clear communication\nManage execution of deliverable workflows alongside Portage Point teams, overseeing liquidity management, case administration, reporting packages and restructuring plan development\nIdentify high-impact opportunities through assessment of organizational effectiveness and reallocate resources to initiatives with the highest risk-adjusted return\nCreate streamlined processes, dynamic KPI reporting tools, and board-ready presentations while leading key meetings and constituent communications\nProvide coaching and mentorship to junior team members \nSupport internal trainings and best practice sharing \nSupport business development and client relationship efforts \nSupport talent acquisition and firm-building initiatives \nContribute to a high-performing, inclusive and values-driven culture \n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated or willing to relocate to Chicago, Dallas, Los Angeles or New York\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\nFive plus years of professional experience, including a minimum of two years in investment banking, consulting, private equity, or restructuring at a top-tier firm\nProven ability to build trust across stakeholder levels — from senior executives to frontline operators — and consistently deliver strategic, high-impact outcomes\nAdvanced financial modeling capabilities, including three-statement forecasts, thirteen-week cash flows, dynamic KPI reporting, and complex ad hoc analyses — or a demonstrated capacity to ramp quickly\nDirect leadership of client and internal teams across PI, TRS, IB, and OCFO workstreams, driving analysis, synthesizing findings, and communicating actionable insights\nStrong interpersonal maturity with an ability to navigate dynamic environments and represent Portage Point with credibility, professionalism, and client-first execution\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams \nHigh attention to detail, responsiveness and ownership mindset \nTrack record of success in high-pressure, client-facing environments \n"}],"salaryRange":{"min":375000,"max":525000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Vice President, Cross-Functional","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
\n
\nThe XFn Vice President at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a proven leader in client delivery management, essential to shaping and executing high-impact strategy, financial, and operational engagements across our practice lines. The XFn Vice President will report directly to senior leadership and be responsible for guiding complex engagements, mentoring teams, and ensuring best-in-class deliverables. You will lead key initiatives, manage discrete workstreams, and work closely with senior executives, clients, and stakeholders in a fast-paced, collaborative environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth. \n \nThe XFn Vice President at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a proven leader in client delivery management, essential to shaping and executing high-impact strategy, financial, and operational engagements across our practice lines. The XFn Vice President will report directly to senior leadership and be responsible for guiding complex engagements, mentoring teams, and ensuring best-in-class deliverables. You will lead key initiatives, manage discrete workstreams, and work closely with senior executives, clients, and stakeholders in a fast-paced, collaborative environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/5f5bba52-9756-419d-896b-c8aec513e74c","applyUrl":"https://jobs.lever.co/portagepointpartners/5f5bba52-9756-419d-896b-c8aec513e74c/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Accounting & Finance","department":"India","location":"Gurgaon","team":"Delivery Enablement (India)","allLocations":["Gurgaon"]},"createdAt":1775247401621,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Vice President, Financial Planning & Analysis (FP&A) role at represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This individual will play a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President, FP&A will support firm growth through ownership of financial planning, forecasting and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
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The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
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Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
The Vice President, Financial Planning & Analysis (FP&A) role at represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This individual will play a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President, FP&A will support firm growth through ownership of financial planning, forecasting and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"2179e96b-5614-4058-8354-ce2bd7663a14","lists":[{"text":"Responsibilities","content":"\nLead and develop internal FP&A function\nOwn annual budget, monthly forecasting, long-range planning (LRP) and scenario planning processes\nAnalyze KPIs and support Practice Line Leaders in optimizing delivery productivity\nImplement scalable processes and automations across A&F, including AI & agentic workflows for key processes with the support of Data Analytics team members\nBe a key contributor of value creation, cost optimization and margin expansion efforts\nMaintain and evolve existing automations in collaboration with DA and TPI teams\nOwn the quarterly bonus payout process\nSupport the Monthly Financial Reporting process and initiative toward a continuous closing cycle\nOperationalize business process changes that come frequently with firm growth\nImplement and evolve standard operating procedures for the FP&A function\nProvide key stakeholders with information vital to respective decision-making processes\nCollaborate with executive leadership, private equity sponsor and Delivery Enablement functions\nContribute to creating a high-performing and inclusive culture\nShare and manage best practices\nAdditional duties as assigned\n"},{"text":"Qualifications","content":"\nBachelor’s degree in finance and / or accounting from a top undergraduate program\nLocated or willing to self-relocate to Gurgaon\nFive plus years of progressive work experience in a finance role\nProficiency in financial modeling and experience implementing automated and scalable solutions\nFamiliarity with Workday Adaptive Planning preferred; experience with PowerBI reporting a plus\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, high-visibility environments\n"}],"text":"Vice President, Financial Planning & Analysis","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
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The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
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Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
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The Vice President, Financial Planning & Analysis (FP&A) role at represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This individual will play a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President, FP&A will support firm growth through ownership of financial planning, forecasting and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Vice President, Financial Planning & Analysis (FP&A) role at represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This individual will play a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President, FP&A will support firm growth through ownership of financial planning, forecasting and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/2179e96b-5614-4058-8354-ce2bd7663a14","applyUrl":"https://jobs.lever.co/portagepointpartners/2179e96b-5614-4058-8354-ce2bd7663a14/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Accounting & Finance","department":"US","location":"Chicago / Dallas / Los Angeles / New York","team":"Delivery Enablement","allLocations":["Chicago / Dallas / Los Angeles / New York"]},"createdAt":1775083782140,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\nThe Delivery Enablement (DE) team you would be joining powers Portage Point’s growth as a lean, operationally-oriented backbone. Including Finance & Accounting, Coverage, Data Analytics, Delivery Excellence, Human Resources, Marketing, Operations and Talent Acquisition; our team drives excellence and efficiency across every practice line.\n \nThe Vice President, Financial Planning & Analysis (FP&A) role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is the first dedicated FP&A hire within the Accounting & Finance function, playing a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President will report directly to the Director, Accounting & Finance and will support firm growth through ownership of financial planning, forecasting, and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\nThe Delivery Enablement (DE) team you would be joining powers Portage Point’s growth as a lean, operationally-oriented backbone. Including Finance & Accounting, Coverage, Data Analytics, Delivery Excellence, Human Resources, Marketing, Operations and Talent Acquisition; our team drives excellence and efficiency across every practice line.
\n
\nThe Vice President, Financial Planning & Analysis (FP&A) role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is the first dedicated FP&A hire within the Accounting & Finance function, playing a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President will report directly to the Director, Accounting & Finance and will support firm growth through ownership of financial planning, forecasting, and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"9ae7363c-59fd-44a3-967d-1007cd8424ba","lists":[{"text":"Responsibilities","content":"\nLead and develop internal FP&A function\nOwn annual budget, monthly forecasting, long-range planning (LRP) and scenario planning processes\nAnalyze KPIs and support Practice Line Leaders in optimizing delivery productivity\nImplement scalable processes and automations across A&F, including AI & agentic workflows for key processes with the support of Data Analytics (DA) and Triple P India (TPI) team members\nBe a key contributor of value creation, cost optimization and margin expansion efforts\nMaintain and evolve existing automations in collaboration with DA and TPI teams\nOwn the quarterly bonus payout process\nSupport the Monthly Financial Reporting process and initiative toward a continuous closing cycle\nOperationalize business process changes that come frequently with firm growth\nImplement and evolve standard operating procedures for the FP&A function\nProvide key stakeholders with information vital to respective decision-making processes\nCollaborate with executive leadership, private equity sponsor and Delivery Enablement functions\nProvide coaching and mentorship to junior team members\nSupport firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree in finance and / or accounting from a top undergraduate program\nLocated in or willing to relocate to Chicago, Dallas, Los Angeles or New York\nInvested in a team-based culture, motivated to collaborate in office four days per week\nFive plus years of progressive work experience in a finance role\nProficiency in financial modeling and experience implementing automated and scalable solutions\nFamiliarity with Workday Adaptive Planning preferred; experience with PowerBI reporting a plus\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, high-visibility environments\n"}],"salaryRange":{"min":160000,"max":200000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Vice President, Financial Planning & Analysis (FP&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\nThe Delivery Enablement (DE) team you would be joining powers Portage Point’s growth as a lean, operationally-oriented backbone. Including Finance & Accounting, Coverage, Data Analytics, Delivery Excellence, Human Resources, Marketing, Operations and Talent Acquisition; our team drives excellence and efficiency across every practice line.
\n
\nThe Vice President, Financial Planning & Analysis (FP&A) role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is the first dedicated FP&A hire within the Accounting & Finance function, playing a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President will report directly to the Director, Accounting & Finance and will support firm growth through ownership of financial planning, forecasting, and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\nThe Delivery Enablement (DE) team you would be joining powers Portage Point’s growth as a lean, operationally-oriented backbone. Including Finance & Accounting, Coverage, Data Analytics, Delivery Excellence, Human Resources, Marketing, Operations and Talent Acquisition; our team drives excellence and efficiency across every practice line.\n \nThe Vice President, Financial Planning & Analysis (FP&A) role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is the first dedicated FP&A hire within the Accounting & Finance function, playing a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment. The Vice President will report directly to the Director, Accounting & Finance and will support firm growth through ownership of financial planning, forecasting, and performance analysis across the organization. This person will lead key FP&A initiatives, manage discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/9ae7363c-59fd-44a3-967d-1007cd8424ba","applyUrl":"https://jobs.lever.co/portagepointpartners/9ae7363c-59fd-44a3-967d-1007cd8424ba/apply"},{"additionalPlain":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC\n","additional":"Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC ","categories":{"commitment":"Investment Banking","department":"US","location":"Chicago / Dallas / Los Angeles / New York / Philadelphia","team":"Investment Banking","allLocations":["Chicago / Dallas / Los Angeles / New York / Philadelphia"]},"createdAt":1776119418033,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Vice President, IB // Consumer M&A role at Portage Point Partners offers an ideal opportunity for candidates to leverage the firm’s rapidly expanding platform to support the execution and delivery of all workflows necessary to consummate transactions for our middle-market clients. As a Vice President, IB // Consumer M&A you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. The role represents a unique opportunity for a highly capable professional to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment. \n","description":"\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\n
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\n
The Vice President, IB // Consumer M&A role at Portage Point Partners offers an ideal opportunity for candidates to leverage the firm’s rapidly expanding platform to support the execution and delivery of all workflows necessary to consummate transactions for our middle-market clients. As a Vice President, IB // Consumer M&A you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. The role represents a unique opportunity for a highly capable professional to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment.
\n
\n\n
Work with the Portage Point team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market clients primarily on domestic and cross-border M&A transactions\nPlay an integral role on IB teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, private placements and other financial advisory services for clients\nLead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation\nCreate and present internal and external client deliverables\nSupport the creation of client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors\nAid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction \nProvide professional development coaching to junior team members\nShare and manage best practices as well as lead internal trainings where required\nSupport business development efforts while maintaining strong relationships with existing clients\nSupport talent acquisition and firm development efforts\nContribute to creating a high-performing and inclusive culture\n\n"},{"text":"Qualifications","content":"\n\n
Bachelor’s degree from a top undergraduate program\nLocated or willing to relocate to Chicago, Dallas, Los Angeles, New York or Philadelphia\nInvested in a team-based culture that involves in office four days per week and willing to work at client sites as needed\nSeven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred\nStrong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables\nSeries 79 and 63 licensing preferred or the ability to obtain within 120 days of employment\nAbility to successfully work in a small, collaborative team environment\nHigh degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers\nEffectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting\nEagerness to be responsive at all times\nProven track-record of success in high pressure, time-constrained environments\nExcellent written and verbal communication skills including strong e-mail etiquette\nTop-tier organizational skills and attention to detail\nSelf-starter and entrepreneurial spirit\n\n"}],"salaryRange":{"min":400000,"max":600000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Vice President, Investment Banking // Consumer Mergers & Acquisitions (M&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\n
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\n
The Vice President, IB // Consumer M&A role at Portage Point Partners offers an ideal opportunity for candidates to leverage the firm’s rapidly expanding platform to support the execution and delivery of all workflows necessary to consummate transactions for our middle-market clients. As a Vice President, IB // Consumer M&A you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. The role represents a unique opportunity for a highly capable professional to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment.
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Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC \n
","categories":{"commitment":"Investment Banking","department":"US","location":"United States","team":"Investment Banking","allLocations":["United States"]},"createdAt":1776201534611,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Vice President, IB // Industrials M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a key player leveraging the firm’s rapidly expanding platform to ensure seamless execution and delivery of all workflows essential to closing transactions for middle-market clients. The Vice President, IB // Industrials M&A will report directly to the IB Practice Line Leader and will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Vice President, IB // Industrials M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a key player leveraging the firm’s rapidly expanding platform to ensure seamless execution and delivery of all workflows essential to closing transactions for middle-market clients. The Vice President, IB // Industrials M&A will report directly to the IB Practice Line Leader and will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"12020582-6825-46f4-93dc-9eb9abc37c8a","lists":[{"text":"Responsibilities","content":"\nWork with the Portage Point team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market clients primarily on domestic and cross-border M&A transactions\nPlay an integral role on IB teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, private placements and other financial advisory services for clients\nLead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation\nCreate and present internal and external client deliverables\nSupport the creation of client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors\nAid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction \nProvide coaching and mentorship to junior team members\nLead internal trainings and best practice sharing\nSupport business development and client relationship efforts\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed \nSeven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred\nFive plus years of Industrials experience\nStrong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables\nSeries 79 and 63 licensing preferred or the ability to obtain within 120 days of employment \nStrong executive presence and communication skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":400000,"currency":"USD","interval":"per-year-salary","max":600000},"salaryDescription":"The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
","salaryDescriptionPlain":"The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.\n","text":"Vice President, Investment Banking // Industrials Mergers & Acquisitions (M&A)","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
\n
\nThe Vice President, IB // Industrials M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a key player leveraging the firm’s rapidly expanding platform to ensure seamless execution and delivery of all workflows essential to closing transactions for middle-market clients. The Vice President, IB // Industrials M&A will report directly to the IB Practice Line Leader and will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n \nThe IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. \n \nThe Vice President, IB // Industrials M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a key player leveraging the firm’s rapidly expanding platform to ensure seamless execution and delivery of all workflows essential to closing transactions for middle-market clients. The Vice President, IB // Industrials M&A will report directly to the IB Practice Line Leader and will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/12020582-6825-46f4-93dc-9eb9abc37c8a","applyUrl":"https://jobs.lever.co/portagepointpartners/12020582-6825-46f4-93dc-9eb9abc37c8a/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Office of the CFO","department":"India","location":"Gurgaon","team":"Office of the CFO (India)","allLocations":["Gurgaon"]},"createdAt":1773671230155,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nAccounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO). \nPortage Point Partners is seeking AACT Vice Presidents to deliver operational, technical, transaction, and data analytics advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Vice Presidents leverage backgrounds in accounting, finance, audit, operations, and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This VP role offers a broad, high-impact opportunity to support buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy and decision-making across client organizations. This individual will lead key initiatives, manage discrete workstreams, and collaborate closely with senior leaders in a fast-paced, high-performance environment.\n","description":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
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Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO).
\n
\n
Portage Point Partners is seeking AACT Vice Presidents to deliver operational, technical, transaction, and data analytics advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Vice Presidents leverage backgrounds in accounting, finance, audit, operations, and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This VP role offers a broad, high-impact opportunity to support buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy and decision-making across client organizations. This individual will lead key initiatives, manage discrete workstreams, and collaborate closely with senior leaders in a fast-paced, high-performance environment.
\n
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
\n
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO).
\n
\n
Portage Point Partners is seeking AACT Vice Presidents to deliver operational, technical, transaction, and data analytics advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Vice Presidents leverage backgrounds in accounting, finance, audit, operations, and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This VP role offers a broad, high-impact opportunity to support buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy and decision-making across client organizations. This individual will lead key initiatives, manage discrete workstreams, and collaborate closely with senior leaders in a fast-paced, high-performance environment.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
\n
The Vice President, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. This Vice President will combine technical expertise and analytical skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance professional with a proven track record in optimizing financial processes and implementing tools to enable faster and more impactful data-driven decisions.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n\n
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
\n
The Vice President, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. This Vice President will combine technical expertise and analytical skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance professional with a proven track record in optimizing financial processes and implementing tools to enable faster and more impactful data-driven decisions.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Performance Improvement (PI) team partners with private equity sponsors, lenders and corporates to drive value creation, performance enhancement and transformation across the business and investment lifecycle. This high-output team delivers strategy through execution that is tailored per client needs.
\n\n
Portage Point Partners is seeking a Vice President, PI to lead critical workstreams, across transaction execution, operational turnaround and value creation programs. This Vice President will manage Associates and ensure analytic rigor on commercial and operational diagnostics, performance improvement and implementation support across U.S.-based private equity portfolio companies. The Vice President will lead workstreams that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Performance Improvement (PI) team partners with private equity sponsors, lenders and corporates to drive value creation, performance enhancement and transformation across the business and investment lifecycle. This high-output team delivers strategy through execution that is tailored per client needs.
\n\n
Portage Point Partners is seeking a Vice President, PI to lead critical workstreams, across transaction execution, operational turnaround and value creation programs. This Vice President will manage Associates and ensure analytic rigor on commercial and operational diagnostics, performance improvement and implementation support across U.S.-based private equity portfolio companies. The Vice President will lead workstreams that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
\n
\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\n
\n
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe Vice President (VP), TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This VP will manage and support project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The VP, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"b470d381-d036-401e-9314-f1bd7e2feffd","lists":[{"text":"Responsibilities","content":"\nWork directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges \nFacilitate client discussions and meetings and developing relationships through best-in-class execution\nFormulate, oversee and review workstreams\nExecute buy and sell side diligence including but not limited to historical and project financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis\nDraft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations\nCreate and manipulate financial models\nReview transaction agreements, customer and vendor contracts\nCollaborate closely with performance improvement, restructuring and investment banking colleagues\nProvide coaching and mentorship to junior team members\nSupport internal trainings and best practice sharing\nSupport business development and client relationship efforts\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program\nLocated or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\nCertified Public Accountant required\nSix plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm\nDeep understanding of US GAAP principles\nFamiliarity with Tableau and Alteryx preferred\nProficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":250000,"max":350000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Vice President, Transaction Advisory Services","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
\n
\n
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
\n
\nThe Vice President (VP), TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This VP will manage and support project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The VP, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\nThe TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.\n \nThe Vice President (VP), TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This VP will manage and support project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The VP, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/b470d381-d036-401e-9314-f1bd7e2feffd","applyUrl":"https://jobs.lever.co/portagepointpartners/b470d381-d036-401e-9314-f1bd7e2feffd/apply"},{"additionalPlain":"#LI-Hybrid\n","additional":"#LI-Hybrid
","categories":{"commitment":"Financial Due Diligence","department":"India","location":"Gurgaon","team":"Transaction Advisory Services (India)","allLocations":["Gurgaon"]},"createdAt":1769454007191,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nPortage Point Partners is seeking a Vice President, Financial Due Diligence (FDD)to join its Transaction Advisory Services (TAS) India team. This Vice President will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
Portage Point Partners is seeking a Vice President, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Vice President will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"ce6a1298-ced7-4f01-b73d-358a7adfd5ec","lists":[{"text":"Responsibilities","content":"\nLead and execute FDD engagements including Quality of Earnings (QoE), working capital analysis, revenue / EBITDA analysis and cash flow reviews\nManage carve-outs, synergy assessments and integration reviews\nDeliver high-quality work products aligned with U.S. standards\nWork directly with senior U.S. deal teams on high-impact transactions\nAct as primary contact for US-based engagement teams and clients\nPresent findings to senior stakeholders effectively\nManage multiple engagements and mentor junior team members\nContribute to building Triple P India presence, frameworks and best practices\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program required; CA, CPA, CFA, MBA (Finance) or equivalent professional qualification preferred\nSix to eight years of experience in Financial Due Diligence / Transaction Advisory\nWilling to relocate to or be primarily present in Gurgaon\nStrong exposure to U.S. transactions, private equity clients and U.S. GAAP\nSector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial services\nAbility to lead teams and deliver under tight timelines\nStrong financial modelling and analytical skills\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n \n"},{"text":"Why Join Portage Point Partners?","content":"\nJoin a fast-growing advisory firm with a strong reputation in turnaround and private equity advisory\nBe part of building a high-performance India hub\nCompetitive compensation and leadership opportunities\n"}],"text":"Vice President, Transaction Advisory Services // Financial Due Diligence","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"\n
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\n
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\n
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\n
Portage Point Partners is seeking a Vice President, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Vice President will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nPortage Point Partners is seeking a Vice President, Financial Due Diligence (FDD)to join its Transaction Advisory Services (TAS) India team. This Vice President will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/ce6a1298-ced7-4f01-b73d-358a7adfd5ec","applyUrl":"https://jobs.lever.co/portagepointpartners/ce6a1298-ced7-4f01-b73d-358a7adfd5ec/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Turnaround & Restructuring Services","department":"India","location":"Gurgaon","team":"Turnaround & Restructuring Services (India)","allLocations":["Gurgaon"]},"createdAt":1769461983398,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Vice President, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key member of the TRS practice, this Vice President will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Vice President, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Vice President, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key member of the TRS practice, this Vice President will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Vice President, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"6064ebd4-cbbf-4e7d-a191-6125f78465cc","lists":[{"text":"Responsibilities","content":"\nPartner with senior team members and clients to develop solutions to complex operational and financial challenges across the business lifecycle including formulating business plan and liquidity assessments and implementing cost reduction, value creation, business transformation and performance improvement plans, and if necessary, contingency planning and Chapter 11 bankruptcy preparation / execution\nAnalyze financial statements and key operational data; build models such as three-statement forecasts, thirteen-week cash flows (TWCFs), and value creation scenarios\nContribute to restructuring workstreams including DIP sizing, petition prep, vendor analysis, SOAL / SOFAs, MORs, KPI tracking, retention plans, liquidation analyses, headcount forecasts, GL review, footprint rationalization, S&OP, organizational design and go-to-market strategy\nManage execution of deliverable workflows alongside Portage Point teams, overseeing liquidity management, case administration, reporting packages and restructuring plan development\nIdentify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return\nDevelop detailed financial projections and business plans\nCreate high-impact deliverables including business plan materials, liquidity projections, strategic alternatives analysis, KPIs, financial updates and board-ready reporting for executives, investors and creditors\nProvide coaching and mentorship to junior team members \nSupport business development and client relationship efforts \nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree from a top undergraduate program required\nWilling to relocate to or be primarily present in Gurgaon\nSix plus years of experience at a top-tier advisory firm serving U.S. clients, with hands-on exposure to business operations and Chapter 11 restructuring\nProven ability to build three-statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams \nHigh attention to detail, responsiveness and ownership mindset \nTrack record of success in high-pressure, client-facing environments\n"}],"text":"Vice President, Turnaround & Restructuring Services","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Vice President, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key member of the TRS practice, this Vice President will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Vice President, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.\nThe firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Vice President, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key member of the TRS practice, this Vice President will manage discrete workflows across the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Vice President, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/6064ebd4-cbbf-4e7d-a191-6125f78465cc","applyUrl":"https://jobs.lever.co/portagepointpartners/6064ebd4-cbbf-4e7d-a191-6125f78465cc/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Valuations","department":"India","location":"Gurgaon / Mumbai","team":"Valuations (India)","allLocations":["Gurgaon / Mumbai"]},"createdAt":1769454339890,"descriptionPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Vice President, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Vice President, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Vice President will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Vice President, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Vice President, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Vice President will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"cef38af5-1037-479e-a997-eed3d544fe72","lists":[{"text":"Responsibilities","content":"\nWork with the Portage Point team (Associates to Managing Directors) and clients to develop comprehensive valuation solutions\nPerform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory\nSupport client interviews to gather data and pertinent information\nCreate schedules in financial models for discounted cash flow (DCF), market multiple, market transaction and option pricing analyses\nSupport internal trainings and best practice sharing\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s and / or Master’s degree in Finance, Accounting or Economics from a top undergraduate program required\nIdeally willing to relocate to or be primarily present in either Gurgaon or Mumbai\nFive plus years of experience at a Big Four accounting firm or a top-tier investment bank / financial advisory firm serving U.S. clients, with hands-on exposure to valuation models and financial models like DCF, comparable company, commodity contracts / forecasts and other intangible asset models\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"text":"Vice President, Valuations","country":"IN","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
\nThe Vice President, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Vice President, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Vice President will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.\nTriple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.\nThe Vice President, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Vice President, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Vice President will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/cef38af5-1037-479e-a997-eed3d544fe72","applyUrl":"https://jobs.lever.co/portagepointpartners/cef38af5-1037-479e-a997-eed3d544fe72/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Valuations","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia","team":"Valuations","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia"]},"createdAt":1761581373385,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.\n\nThe Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
\n
\nThe Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"c724209c-dce0-47fc-8114-f6968e258a59","lists":[{"text":"Responsibilities","content":"\nWork with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions\nPerform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory\nDesign financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities)\nSupport senior leaders in cross-functional engagements across service lines as opportunities arise\nInterview clients, including face-to-face meetings, to gather data and pertinent information\nDevelop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice\nReport and present analyses and conclusions both verbally and in written reports\nProvide coaching and mentorship to junior team members\nSupport internal trainings and best practice sharing\nSupport business development and client relationship efforts\nSupport talent acquisition and firm-building initiatives\nContribute to a high-performing, inclusive and values-driven culture\n"},{"text":"Qualifications","content":"\nBachelor’s degree and / or master’s degree in Finance, Accounting, Economics, Applied Mathematics, Financial Engineering or related field from a top undergraduate program\nCFA, FRM or PRM certified (preferred but not required)\nProficiency in R, Python, MATLAB, C, Cystal Ball and / or other code / application required to run simulation-based models\nLocated in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia\nInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed\nSix plus years of experience constructing and reviewing valuation models and other financial models including: option pricing models, Monte Carlo simulation, binomial models, DCF, comparable company, and other financial instrument models\nCommitment to develop personal network and relationships and uncover and sell new opportunities and engagements\nSuperior written and verbal communication skills, including executive-ready presentation and reporting skills\nProven ability to thrive in lean, fast-moving teams\nHigh attention to detail, responsiveness and ownership mindset\nTrack record of success in high-pressure, client-facing environments\n"}],"salaryRange":{"min":250000,"max":300000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Vice President, Valuations // Complex Financial Instruments","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). \n
\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
\n
\nThe Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.\n\nThe Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. \n","hostedUrl":"https://jobs.lever.co/portagepointpartners/c724209c-dce0-47fc-8114-f6968e258a59","applyUrl":"https://jobs.lever.co/portagepointpartners/c724209c-dce0-47fc-8114-f6968e258a59/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Valuations","department":"US","location":"Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia","team":"Valuations","allLocations":["Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Nashville / New York / Palm Beach / Philadelphia"]},"createdAt":1740854636828,"descriptionPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.\n\nThe Vice President, VAL at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Vice President will report directly to the VAL Practice Line Leader and will support / manage executing corporate / portfolio valuation engagements as well as complex securities valuations. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","description":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
The Vice President, VAL at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Vice President will report directly to the VAL Practice Line Leader and will support / manage executing corporate / portfolio valuation engagements as well as complex securities valuations. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","id":"8dc30b17-ac54-4fd3-ab01-2f05c119ea25","lists":[{"text":"Responsibilities","content":"Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theoryInterview clients, including face-to-face meetings, to gather data and pertinent informationDesign financial models for discounted cash flow, market multiple, market transaction and option pricing analysesDevelop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic adviceReport and present analyses and conclusions both verbally and in written reportsProvide coaching and mentorship to junior team membersLead or support internal trainings and best practice sharingSupport business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven culture"},{"text":"Qualifications","content":"Bachelor’s and / or master's degree in Finance, Accounting or Economics from a top undergraduate program Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed Minimum four years experience constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts and other intangible asset modelsCommitment to develop personal network and relationships and uncover and sell new opportunities and engagementsSuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments"}],"salaryRange":{"min":220000,"max":270000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
","salaryDescriptionPlain":"In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.\n","text":"Vice President, Valuations // Corporate & Portfolio","country":"US","workplaceType":"hybrid","opening":"","openingPlain":"","descriptionBody":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
The Vice President, VAL at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Vice President will report directly to the VAL Practice Line Leader and will support / manage executing corporate / portfolio valuation engagements as well as complex securities valuations. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
","descriptionBodyPlain":"At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).\n\nThe Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.\n\nThe Vice President, VAL at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Vice President will report directly to the VAL Practice Line Leader and will support / manage executing corporate / portfolio valuation engagements as well as complex securities valuations. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.\n","hostedUrl":"https://jobs.lever.co/portagepointpartners/8dc30b17-ac54-4fd3-ab01-2f05c119ea25","applyUrl":"https://jobs.lever.co/portagepointpartners/8dc30b17-ac54-4fd3-ab01-2f05c119ea25/apply"}]