Lead and execute buy- and sell-side financial diligence, build financial models, assess risks, draft reports, review contracts, manage junior staff, collaborate across deal teams, support business development and firm initiatives in a fast-paced, client-facing environment.
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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
The TAS Senior Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive analysis of complex transactional challenges
- Execute buyside and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
- Draft clear and compelling reports outlining key takeaways and participating in and leading management meetings
- Review transaction agreements, customer and vendor contracts
- Collaborate closely with performance improvement, restructuring and investment banking colleagues
- Manage junior resources on engagements by reviewing their work and supporting their career development
- Share and manage best practices as well as lead internal trainings where required
- Support business development, talent acquisition and firm development efforts
- Contribute to creating a high-performing and inclusive culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, Nashville, 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
- Three plus years of experience with at least two years of financial due diligence experience within a Big 4 accounting firm
- Active Certified Public Accountant (CPA) license required
- Familiarity with Tableau and Alteryx preferred
- 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
Portage Point Partners Chicago, Illinois, USA Office
300 N LaSalle, Suite 1420, Chicago, IL, United States, 60654
Similar Jobs
Fintech • Software • Consulting • Financial Services
Lead workstreams on M&A and succession engagements for financial advisors and small-business owners. Build and review financial models, draft client deliverables, coordinate with deal advisors, mentor Associates, and ensure quality and project documentation while contributing to strategy, process improvements, and client-facing communication.
Top Skills:
ExcelMicrosoft TeamsMicrosoft WordPowerPointProject Management SoftwareSalesforce
Consulting • Financial Services
Perform buy-side and sell-side financial due diligence for private equity clients, including quality of earnings, working capital, cash flow and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; support transaction recommendations and mentor junior staff.
Top Skills:
ExcelMS Office
HR Tech • Information Technology • Professional Services • Sales • Software
Serve as the highest technical escalation for Benefits Administration issues: reproduce and investigate complex customer problems using logs, APIs, SQL, and integrations; perform root cause analysis; validate fixes; and collaborate with Product, Engineering, Customer Success, and Support to drive resolution and improve processes.
Top Skills:
APIsAsanaCSSDatabasesHrisHTMLJIRASaaSSalesforceSQLWebhooksZendesk
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
