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 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.
The 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.
Responsibilities
Partner 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)Analyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution, and value creation scenariosContribute 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 strategyCreate high-impact deliverables including teasers, CIMs, KPIs, financial updates, and board-ready reporting for executives, investors, and creditorsDevelop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findingsSupport internal trainings and best practice sharing Support business development and client relationship efforts Support talent acquisition and firm-building initiatives Contribute to a high-performing, inclusive and values-driven culture
Qualifications
Bachelor’s degree from a top undergraduate program Located or willing to relocate to Chicago, Dallas, Los Angeles or New York Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as neededMinimum one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firmProven ability to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to ramp quicklySuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teams High attention to detail, responsiveness and ownership mindset Track record of success in high-pressure, client-facing environments 