🕒 2 days ago
Supports Client Accounting through financial reporting and analysis, process improvement, technology implementations, treasury work, and hands-on accounting coverage to help the department operate efficiently and scale.
Associate, Transaction Advisory Services // Financial Due Diligence
📅 Jan 26
Financial Due DiligenceQuality Of Earnings (qoe)Financial ModelingExcel Analytics
📜 Description
- Support due diligence engagements, including Quality of Earnings, revenue and EBITDA, working capital, and cash flow analyses.
- Review financial statements, management reports, and transaction materials to identify trends, risks, and value drivers.
- Prepare data books, analytical schedules, QoE bridges, and executive-level summaries.
- Assist with synergy assessments, carve-out analyses, and integration support.
- Collaborate with U.S. engagement teams, participate in client discussions when required, and contribute to multiple engagements.
- Support business development, knowledge sharing, best practices, and India team processes.
🛠️ Requirements
- Bachelors degree required with CA, CPA, CFA, MBA (Finance) or equivalent professional qualification
- Two to four years of experience in Financial Due Diligence / Transaction Advisory / Deals
- Experience working with private equity clients or on US / global transactions is preferred
- Willing to relocate to or be primarily present in Gurgaon
- 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
- A 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
Full job 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.
Portage Point Partners is seeking an Associate, Financial Due Diligence (FDD) to join the Transaction Advisory Services (TAS) India team. This Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment. Associates will work closely with Vice Presidents and Directors in the US and India, contributing to high-quality work products, discrete workstreams and client-ready analyses.
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