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Vice President, Transaction Advisory Services // Financial Due Diligence

📅 Jan 26
Financial Due DiligenceTransaction AdvisoryQuality Of Earnings (qoe)Working Capital Analysis
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📜 Description

  • Lead FDD engagements covering Quality of Earnings, working capital, revenue and EBITDA analysis, and cash flow reviews.
  • Manage carve-outs, synergy assessments, and integration reviews.
  • Deliver high-quality work products aligned with U.S. standards and present findings to senior stakeholders.
  • Serve as a primary contact for U.S.-based engagement teams and clients, collaborating on transactions and client discussions.
  • Manage multiple engagements while maintaining quality and responsiveness; mentor analysts and junior team members.
  • Help develop India team frameworks and best practices, support business development, and contribute to knowledge sharing and team culture.

🛠️ Requirements

  • 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
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 a Vice President, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Vice President will lead buy‑side and sell‑side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation U.S. deal environment. 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.
#LI-Hybrid

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
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