About this Senior Associate, Valuations role at Portagepointpartners
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 Senior Associate, VAL role at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities and make a significant impact on a growing team. The Senior Associate, VAL will report directly to the local Director of VAL and serve as an integrated member of the VAL team. This Senior Associate will support corporate and portfolio valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates across a wide range of illiquid investments, industries and geographies. 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.
Responsibilities
- Work with the Portage Point team (Associates to Managing Directors) and clients to develop comprehensive valuation solutions
- Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
- Support client interviews to gather data and pertinent information
- Create schedules in financial models for discounted cash flow (DCF), market multiple, market transaction and option pricing analyses
- Support internal trainings and best practice sharing
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s and / or Master’s degree in Finance, Accounting or Economics from a top undergraduate program required
- Ideally willing to relocate to or be primarily present in either Gurgaon or Mumbai
- Three plus years of experience at a Big Four accounting firm or top-tier investment bank / financial advisory firm serving U.S. clients, with hands-on exposure to valuation models and financial models like DCF, comparable company, commodity contracts / forecasts and other intangible asset models
- 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
