The Associate will partner with senior leaders to tackle financial and operational challenges, perform financial analysis, and support business development.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
The Associate, XFn role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Partner with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation and investment banking processes (M&A, restructuring, capital raising)
- Analyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution and value creation scenarios
- Contribute to restructuring and transformation workstreams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design and go-to-market strategy
- Create high-impact deliverables including teasers, CIMs, KPIs, financial updates and board-ready reporting for executives, investors and creditors
- Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings
- Support internal trainings and best practice sharing
- Support business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located or willing to relocate to Chicago, Dallas, Los Angeles or New York
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- Minimum one and a half years of experience in investment banking, consulting, private equity or formal financial modeling at a top-tier firm
- Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses — or the aptitude to ramp quickly
- 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
Portage Point Partners Chicago, Illinois, USA Office
300 N LaSalle, Suite 1420, Chicago, IL, United States, 60654
Similar Jobs
Financial Services
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.
Top Skills:
Data AnalysisExcelFinancial ModelingPowerPoint
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Lead technical onboarding for mid-market CrowdStrike customers post-sale, manage implementations, define 90-day success criteria, troubleshoot technical issues, escalate and coordinate cross-functional resolution, create knowledge base content, advocate for customers, identify renewal risks, and drive process improvements to ensure long-term customer success.
Top Skills:
Ai TechnologiesCrowdstrike PlatformEnterprise Web TechnologiesLinuxmacOSSaaSSecurityWindows Server
Artificial Intelligence • Cloud • Consumer Web • eCommerce • Information Technology • Software
Lead and run enterprise compliance and audit programs (PCI DSS 4.0, SOC 2, ISO 27001, SOX) across multiple business units. Manage external auditors and control-owner relationships, drive continuous audit readiness, track remediation, maintain PCI scope/ISA functions, and integrate a multi-framework Secure Controls Framework into BAU. Provide GRC leadership on architecture and product changes and mature cloud-native compliance practices.
Top Skills:
Cloud Security ToolingCloud-NativeIamIsaIso 27001Network SegmentationNistPci Dss 4.0QsasSecure Controls Framework (Scf)Soc 2Sox
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
