Senior Associate
Job Description
Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue-chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services, transaction execution services, office of the CFO, performance improvement, interim management, investment banking, operational turnaround and financial restructuring.Ā
Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testimony to the firmās focus on excellence, intensity and pace and attracting blue chip talent to deliver best-in-class solutions.
Ā
Portage Point is currently seeking exceptional candidates to work on challengingĀ transformation, financial restructuring, interim management, strategic realignment, performance improvement, investment banking and otherĀ operational and financialĀ advisory projects across a variety of industries.Ā Our team members are frequently given significant responsibility beyond their prior experience level, creating opportunity for unconstrainedĀ personal and professionalĀ advancement.
Ā
The Senior Associate role at Portage Point represents a unique opportunity for highly-motivated professionals to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. Senior Associates will focus on all aspects of financial, operational and strategy engagements and working across investment banking, performance improvement and restructuring practice lines and should be prepared to work within a small, collaborative team environment to manage discrete work streams.
Responsibilities
- Working directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challengesĀ across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, contingency planning and bankruptcy preparation and execution and investment banking
- Working with the Portage Point team of Associates to Managing Directors to manage execution of all deliverable workflows including but not limited to (1) Restructuring workflows such as first-day motions, statement of financial affairs, monthly operating reports, disclosure statements, claims reconciliation, incentive retention plan development, liquidity forecasting, DIP sizing, liquidation analysis and three statement models, (2) Performance Improvement workflows such as rapid assessment, cash conservation, key performance indicators package development, organizational review, general ledger review, three statement modeling and value creation plan development and (3) Investment Banking workflows such as buyer and lender list development, marketing material development, diligence management, valuation analysis, business plan review and bid summaries
- Actively participating in various operational, financial and management meetings
Qualifications
- Bachelorās degree from a top university
- Located or willing to self relocate to Boston, Chicago, Dallas, Los Angeles or New York
- Typically at least three year of investment banking, consulting, private equity or other formal financial modeling training at a top-tier firmĀ
- Ability to successfully work in a small, collaborative team environment
- High degree of maturity with a proven ability to interact with senior executives, middle managers, line workers, private equity firms, lenders and lawyers
- Financial acumen to prepare three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis or the aptitude to become proficient
- Effectively communicates analysis through Microsoft Word and PowerPoint including high-quality messaging, structuring and formatting
- Eagerness to be responsive at all times and act with urgency
- Open to frequent travel and work at client site
- Commitment to out-perform in high pressure, time-constrained environments
- Excellent written and verbal communication skills including strong e-mail etiquette
- Superior organizational skills and attention to detail
- Self-starter, proactive and entrepreneurial nature
#LI-RemoteĀ
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Date Posted
11/07/2023
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