Jobs at Portage Point Partners

Supports performance improvement consulting engagements through commercial and operational due diligence, data analysis, root-cause diagnostics, financial and operational modeling, value creation planning, and savings tracking. Develops client-ready materials and collaborates with senior executives, private equity firms, lenders, lawyers, and U.S.-based teams. Focus areas include cost reduction, working capital, supply chain, manufacturing, procurement, liquidity, and EBITDA improvement.

Supports performance improvement and turnaround engagements through commercial and operational due diligence, data analysis, financial and operational modeling, root-cause diagnostics, value creation planning, and tracking of savings and EBITDA impact. Prepares client-ready materials, collaborates with senior executives and transaction stakeholders, and coordinates with U.S.-based teams on complex financial, transactional, and operational challenges.

Leads human resources due diligence and transformation engagements for private equity clients. Assesses workforce, compensation, benefits, compliance, and organizational risks; develops HR operating models; and directs post-close integrations, carve-outs, and value-creation initiatives. The role also includes executive advisory, business development, client relationship management, team leadership, mentoring, training, and talent acquisition within a rapidly growing consulting practice.

Lead finance transformation and controllership advisory engagements for middle-market clients. Responsibilities include redesigning finance processes, optimizing operating models, supporting close and reporting activities, advising on transactions and integrations, developing analytics dashboards, preparing executive-ready deliverables, managing workstreams, mentoring junior staff, and supporting client strategy and implementation.

Supports finance transformation and controllership advisory engagements, including process optimization, close and reporting activities, reconciliations, financial analysis, transaction integration, and technology-enabled solutions. Develops models, dashboards, reports, and client deliverables while diagnosing operational issues and recommending improvements. Collaborates with senior leaders and clients across acquisitions, divestitures, and broader finance initiatives, contributing to practice development and firm-building activities.

Leads the AI Solutions portfolio and roadmap for the India delivery organization, managing a team of 10–15 professionals and overseeing agentic AI and automation delivery. Establishes engineering, governance, responsible AI, and MLOps standards; evaluates tooling; manages vendors and talent strategy; tracks portfolio KPIs; and partners with global stakeholders. The role also supports executive communication, proposals, training, change management, and selective hands-on technical leadership.

Owns recurring marketing workflows across content, digital execution, events, communications, design support, and administration. Responsibilities include creating and maintaining marketing assets, drafting LinkedIn and WordPress content, building HubSpot emails and Cvent event materials, supporting announcements and case studies, coordinating vendors, maintaining contact data, enforcing brand standards, and managing administrative tasks. The role collaborates with marketing leadership and internal stakeholders in a fast-paced professional services environment.

Build and lead Portage Point’s India-based talent acquisition function. The role owns full-cycle recruiting, sourcing, candidate and stakeholder experience, ATS processes, agency relationships, recruiting analytics, employment branding, referral programs, and strategic hiring initiatives. The Vice President will partner with hiring managers and practice leaders, support high-volume recruiting, improve hiring metrics, deliver training, and establish scalable processes while collaborating across U.S. and India teams.

Serves as a strategic HR advisor to practice and functional leaders while owning employee relations, performance management, employee lifecycle operations, total rewards, compliance, and HR infrastructure. The role manages multi-state HR compliance, supports FINRA and broker-dealer requirements, improves HCM processes through automation and AI, contributes to engagement and learning initiatives, and mentors junior HR team members in a fast-paced professional services environment.

Leads federal transaction tax advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, transaction structuring, partnership tax analysis, financial and tax modeling, purchase agreement review, client-ready reporting, sell-side support, post-closing advisory, mentoring, training, and firm-building initiatives.

Lead state and local tax transaction advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, exposure analysis, reviewing transaction models and agreements, preparing client reports, supporting business development, mentoring staff, and contributing to training and firm-building initiatives. The role requires significant M&A tax experience, strong communication skills, and expertise in federal, state, and non-income tax matters.

The Director advises private equity sponsors, lenders, and corporate clients on financial services transactions. Responsibilities include buy-side and sell-side financial due diligence, quality of earnings analysis, valuation, credit risk and regulatory reviews, contract assessment, transaction reporting, client relationship management, business development, and practice development. The role specializes in insurance, wealth and asset management, banking, and capital markets M&A while collaborating with restructuring, performance improvement, and investment banking teams.

Lead firmwide account planning and commercial strategy: manage planning framework and cadence, maintain account plans and coverage maps in DealCloud, run quarterly reviews, conduct whitespace and cross-sell analysis, build account intelligence, partner with industry leaders for value quantification, produce cross-account synthesis, lead best-practice sharing and trainings, and support talent and firm development.

Serve as the Consumer sector SME owning commercial strategy: produce market POVs and thought leadership, monitor trends, support business development and proposals, brief account teams, align with Marketing, coordinate across vertical leaders, and help drive sector positioning and origination.

The Associate in OCFO Strategic Finance & Analytics will execute analytical workstreams, support strategic finance solutions, and contribute to financial processes and tools for middle-market clients.

Serve as the Business Services sector SME driving commercial strategy, market intelligence, thought leadership and go-to-market support to enable origination, pipeline growth, and client engagement across firm teams.

Serve as the TMT sector subject-matter expert driving commercial strategy and go-to-market initiatives. Own sector POV, produce market-facing content, support BD and proposals, brief client-facing teams, align with Marketing and Account teams, and strengthen the firms positioning and origination in the TMT vertical.

The Associate will partner with senior leaders to tackle financial and operational challenges, perform financial analysis, and support business development.

Support buy- and sell-side financial due diligence (QoE, revenue/EBITDA, working capital, cash flow); review financial statements and transaction materials; prepare client-ready deliverables and analyses; assist with carve-outs, synergies, and integration; collaborate with US teams; manage multiple engagements and contribute to process improvement and business development.

Build, maintain, and enhance custom business applications, APIs, integrations and automations. Integrate solutions with Snowflake, Power BI and cloud platforms, support Power Apps/Power Automate, collaborate with stakeholders and engineering teams, contribute to testing, deployment, documentation, trainings and continuous improvement to improve productivity and operational scalability.