Senior Associate, Transaction Advisory Services // Financial Due Diligence (India Team)
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
Responsibilities
- Support execution of FDD engagements including Quality of Earnings (QofE), revenue / EBITDA analysis, working capital reviews and cash flow analysis
- Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers
- Prepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summaries
- Assist in synergy assessments, carveout analyses and integration support
- Collaborate with U.S. engagement teams and participate in client discussions when required
- Work on multiple engagements simultaneously while maintaining high quality and responsiveness
- Provide guidance and mentorship to analysts and junior team members
- Contribute to developing best practices, knowledge sharing and India team processes
- Support business development efforts including research, pitch materials and thought leadership
- Contribute to creating a high-performing and inclusive culture
Qualifications
- Bachelor’s degree from a top undergraduate program required; CA, CPA, CFA, MBA (Finance) or equivalent professional qualification preferred
- Four to six years of experience in Financial Due Diligence / Transaction Advisory / Deals
- Willing to relocate to or be primarily present in Gurgaon
- Experience working with private equity clients or on U.S. / global transactions is preferred
- Strong analytical skills with the ability to translate financial data into insights
- Proficiency in financial modelling, Excel analytics and management data analysis
- Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial services
- Ability to identify relevant issues and articulate clear observations and recommendations
- Entrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment
- Ability to work under tight timelines with a strong sense of ownership
- 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
Skills Required
- Four to six years of experience in Financial Due Diligence / Transaction Advisory / Deals
- Experience working with private equity clients or on US / global transactions
- Strong analytical skills with the ability to translate financial data into insights
- Proficiency in financial modelling, Excel analytics and management data analysis
- Excellent written and verbal communication skills; ability to create client ready outputs
- Ability to work under tight timelines with a strong sense of ownership
- Proven experience in high-pressure, client-facing environments
- CA, CPA, CFA, MBA (Finance) or equivalent professional qualification
- Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial services
- Collaborative mindset and willingness to contribute to team development and firm building initiatives
- Entrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
