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 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 analysisReview financial statements, management reports and transaction materials to identify key trends, risks and value driversPrepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summariesAssist in synergy assessments, carveout analyses and integration supportCollaborate with US engagement teams and participate in client discussions when requiredWork on multiple engagements simultaneously while maintaining high quality and responsivenessProvide guidance and mentorship to analysts and junior team membersContribute to developing best practices, knowledge sharing and India team processesSupport business development efforts including research, pitch materials and thought leadership
Required Qualifications
Four to six years of experience in Financial Due Diligence / Transaction Advisory / DealsWilling to relocate to or be primarily present in GurgaonExperience working with private equity clients or on US / global transactions is preferredStrong analytical skills with the ability to translate financial data into insightsProficiency in financial modelling, Excel analytics and management data analysisExcellent written and verbal communication skills; ability to create client ready outputsAbility to work under tight timelines with a strong sense of ownershipProven experience in high-pressure, client-facing environments
Preferred Attributes
Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial servicesAbility to identify relevant issues and articulate clear observations and recommendationsA collaborative mindset and willingness to contribute to team development and firm building initiativesEntrepreneurial 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 transactionsBe part of building a rapidly scaling India hub for a high-growth consulting firmHigh visibility with senior leadership and accelerated learning curveCompetitive compensation and career advancement opportunities