Jobs at Portage Point Partners

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 the firms Commercial Enablement function and own an industry vertical. Build CE operating model, manage vertical and account teams, drive go-to-market strategy, pipeline discipline, origination, and technology-enabled commercial operations. Partner with Marketing, Delivery Excellence, and product teams to align systems, measure performance, support BD and talent efforts, and deliver sector thought leadership.

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.

Lead the Industrials vertical commercial agenda by producing sector POVs, market updates, and thought leadership; enable business development, brief account teams, align with Marketing, and support proposal and pursuit strategy to drive origination and firm positioning.

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.

Design, build and maintain ELT pipelines, Snowflake data models, dbt transformations and Airflow workflows. Develop Power BI semantic models, ensure data quality and governance, support executive reporting, AI/automation and self-service analytics, and partner with stakeholders to deliver scalable analytics solutions.

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.

The Senior Associate will collaborate with leaders and clients to solve financial and operational challenges, conduct analyses, build financial models, create presentations, and support mentoring and business development efforts.

The Associate in AACT provides operational and technical accounting advisory, enhancing finance operations and modernizing clients' financial processes through data insights and technology.

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.

Support and maintain enterprise data and analytics platforms (Snowflake, Airflow, dbt, Power BI, Azure). Build and optimize CI/CD pipelines, monitor infrastructure health, troubleshoot incidents, administer reporting environments, and automate deployments to improve platform reliability and scalability.

Support buy- and sell-side financial due diligence for US/global transactions: perform QoE, revenue/EBITDA, working capital and cash flow analyses; prepare client-ready deliverables; support carveouts, synergies, integrations; mentor junior staff; collaborate with US teams and assist business development.

The Director, TRS is responsible for leading client delivery, managing financial and operational engagements, and developing client relationships in turnaround and restructuring services.

Lead and execute buy- and sell-side financial due diligence (QoE, working capital, revenue/EBITDA, cash flow), manage carve-outs and synergy analyses, present findings to US stakeholders, mentor junior staff, and help build the India FDD practice.