Portage Point Partners

Senior Associate, Transaction Advisory Services // Financial Due Diligence (India Team)

Portage Point Partners  •  Republic of India (Hybrid)  •  2 months ago
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Job Description

Portage Point Partners is a Chicago headquartered, middle market focused advisory, interim management and investment banking firm with a national footprint across ten US offices. It delivers deeply integrated, cross functional solutions across Transaction Advisory, Valuations, Investment Banking, Turnaround & Restructuring, Performance Improvement, Transaction Execution Services and Office of the CFO services. Backed by 160+ experts with blue-chip consulting, finance, operations and investing backgrounds, the firm brings a uniquely holistic perspective to complex financial and operational situations.
The firm is known for its high impact, high pace execution model and has grown rapidly since inception in 2016. 
Portage Point Partners 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 US 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 US deal environment.

Responsibilities

  • Support execution of FDD engagements including Quality of Earnings (QofE), revenue / EBITDA analysis, working capital reviews and cash flow analysis
  • Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers
  • Prepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summaries
  • Assist in synergy assessments, carveout analyses and integration support
  • Collaborate with US engagement teams and participate in client discussions when required
  • Work on multiple engagements simultaneously while maintaining high quality and responsiveness
  • Provide guidance and mentorship to analysts and junior team members
  • Contribute to developing best practices, knowledge sharing and India team processes
  • Support business development efforts including research, pitch materials and thought leadership

Required Qualifications

  • Four to six years of experience in Financial Due Diligence / Transaction Advisory / Deals
  • Willing to relocate to or be primarily present in GurgaonExperience working with private equity clients or on US / global transactions is preferred
  • Strong analytical skills with the ability to translate financial data into insights
  • Proficiency in financial modelling, Excel analytics and management data analysis
  • Excellent written and verbal communication skills; ability to create client ready outputs
  • Ability to work under tight timelines with a strong sense of ownership
  • Proven experience in high-pressure, client-facing environments

Preferred Attributes

  • Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial services
  • Ability to identify relevant issues and articulate clear observations and recommendations
  • A collaborative mindset and willingness to contribute to team development and firm building initiatives
  • Entrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment

Education

  • CA, CPA, CFA, MBA (Finance) or equivalent professional qualification

Why Join Portage Point Partners?

  • Opportunity to work directly with US deal teams on high-impact transactions
  • Be part of building a rapidly scaling India hub for a high-growth consulting firm
  • High visibility with senior leadership and accelerated learning curve
  • Competitive compensation and career advancement opportunities
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Portage Point Partners

About Portage Point Partners

Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services, valuations, transaction execution services, office of the CFO, performance improvement, interim management, investment banking, operational turnaround and financial restructuring.

Industry
Consulting & Advisory
Company Size
51-200 employees
Headquarters
Chicago, Illinois
Year Founded
2016
Website
portagepointpartners.com
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