Vice President, Transaction Advisory Services // Financial Due Diligence
Portage Point Partners Vice President, Transaction Advisory Services // Financial Due Diligence
Description
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
- Lead and execute FDD engagements including Quality of Earnings (QoE), working capital analysis, revenue / EBITDA analysis and cash flow reviews
- Manage carve-outs, synergy assessments and integration reviews
- Deliver high-quality work products aligned with U.S. standards
- Work directly with senior U.S. deal teams on high-impact transactions
- Act as primary contact for US-based engagement teams and clients
- Present findings to senior stakeholders effectively
- Contribute to building Triple P India presence, frameworks and best practices
- 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
- Six to eight years of experience in Financial Due Diligence / Transaction Advisory
- Willing to relocate to or be primarily present in Gurgaon
- Strong exposure to U.S. transactions, private equity clients and U.S. GAAP
- Sector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial services
- Ability to lead teams and deliver under tight timelines
- Strong financial modelling and analytical skills
- 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 environment
Skills
As published by lever · 13 questions · 2 written answers
Basics
Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL
Pick from a list (11)
- Are you legally authorized to work in India?
- How did you learn about this opportunity with Portage Point? optional
- From what undergraduate university did you graduate? optional
- Please indicate your highest educational qualification completed. optional
- Are you currently located in Gurgaon, or would you be willing to relocate / commute to our Gurgaon office?
- What active FINRA licenses do you possess? (Select all that apply) optional
- What is the current status of your FINRA license(s)? optional
- Have you worked directly with U.S.-based stakeholders?
- Have you worked with middle-market businesses backed by U.S.-based private equity firms?
- Which best describes your exposure to middle-market private equity firms or advisory environments? optional
- How many years of experience do you have working in professional services (consulting advisory and / or investment banking)? optional
Written answers (2)
- What is your transition timeline (e.g., notice period, non-competes, garden leave)?
- If you were referred by a team member, please provide their name. optional