Vice President, Investment Banking

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.

The Vice President, Investment Banking (IB) role at Portage Point represents a unique opportunity to play a key role in execution of complex middle-market transactions while leveraging integrated capabilities across practice lines – a differentiated model aimed to delivery comprehensive solutions to clients. As a key member of the Investment Banking team, this Vice President will manage critical transaction workstreams across mergers and acquisitions, capital advisory, restructurings, special situations and other strategic advisory engagements. This Vice President will report to local Investment Banking leadership while partnering closely with U.S.-based bankers and clients. If you thrive in a high-performance culture and want to help build the future of a rapidly growing advisory platform, this is the right role for you.

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC

Responsibilities

Partner with senior team members across practice lines to lead live M&A transaction, capital raise, recapitalization, restructuring and special situations engagement execution

Manage the preparation and review of complex financial models, valuation analyses and transaction materials

Oversee the development of client deliverables including teasers, confidential information presentations, management presentations, process letters and board materials

Evaluate strategic alternatives and capital structure solutions for companies facing operational or financial challenges

Coordinate due diligence processes, data room management and transaction timelines

Work directly with U.S.-based bankers to drive day-to-day transaction execution and ensure timely client work product delivery

Support interactions with clients, private equity sponsors, lenders, investors, legal counsel and other transaction participants

Coordinate with lenders, investors, legal advisors and other stakeholders throughout restructuring and special situations processes

Manage and mentor Associates, providing technical guidance, quality control and professional development support

Support the adoption of AI tools and automation capabilities across the IB team, partnering with the Innovation and AI Solutions group to modernize investment banking processes and drive efficiencies

Support business development initiatives through research, pitch preparation, market analysis and relationship maintenance with existing clients Share and manage best practices as well as lead internal trainings where required

Support talent acquisition and firm development efforts

Contribute to creating a high-performing and inclusive culture

Qualifications

Bachelor’s degree from a top undergraduate program required

Willing to relocate to or be primarily present in Gurgaon or Mumbai

Six plus years of experience at a top-tier investment bank serving U.S.-based clients and deal teams

Strong financial modeling skills and deep understanding of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables

Experience managing transaction processes and coordinating multiple workstreams simultaneously

Experience reviewing and providing quality control over financial analyses and client deliverables

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