About this Senior Associate, Valuations // Tangible Assets 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 Valuations (VAL) team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.
The Senior Associate, Tangible Assets 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, Tangible Assets 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 valuation engagements by delivering comprehensive solutions to private equity sponsors, lenders and corporates focusing on machinery & equipment and real estate specific assets across a wide range of 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 of fixed assets, including machinery & equipment, real estate improvements, infrastructure, and specialized industrial assets across industries and geographies while using accepted and relevant approaches and theory
- Analyze and interpret financial, operational and market data to support tangible asset valuation engagements for financial reporting, tax, financing, insurance and strategic purposes
- Support client interviews to gather data and pertinent information
- Develop detailed financial models, assumptions and supporting analyses in accordance with applicable accounting, regulatory and professional standards
- Support internal trainings and best practice sharing
- Contribute to high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree and / or Master’s degree in Finance, Accounting, Economics, Engineering or related field from a top undergraduate program
- Ideally willing to relocate to or be primarily present in either Gurgaon or Mumbai
- Two 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 like direct and indirect cost approach models, market-based depreciation curves, bespoke tangible asset models for specific industries and other tangible asset models
- Willingness to support broader valuation analyses across corporate and portfolio valuation as opportunities arise
- 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
