Associate, Transaction Advisory Services
Portage Point Partners is a recognized leader in the Transaction Advisory Services sector, known for its accelerated growth and commitment to excellence. The TAS Associate will engage in financial and business due diligence across M&A transactions, collaborating with senior personnel to deliver comprehensive solutions and evaluate potential deal issues.
Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
- Execute 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
- Draft clear and compelling reports outlining key takeaways and participating in management meetings
- Review transaction agreements, customer and vendor contracts
- Collaborate closely with performance improvement, restructuring and investment banking colleagues
- Support internal trainings and best practice sharing
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Skills
- Bachelor's degree from a top undergraduate program
- Located in or willing to relocate to Chicago, Dallas, Los Angeles, New York or Philadelphia
- Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed
- At least one year of financial due diligence and / or two years of audit experience within a Big Four accounting firm
- Active Certified Public Accountant (CPA) license required
- Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
- Ability to successfully work in a small, collaborative team environment
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven 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
- Familiarity with Tableau and Alteryx
Company Overview
Company H1B Sponsorship