Associate, Transaction Advisory Services // Financial Due Diligence

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 an Associate, Financial Due Diligence (FDD) to join the Transaction Advisory Services (TAS) India team. This Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment. Associates will work closely with Vice Presidents and Directors in the US and India, contributing to high-quality work products, discrete workstreams and client-ready analyses. Responsibilities

Support execution of FDD engagements including Quality of Earnings (QoE), revenue / EBITDA analysis, working capital reviews and cash flow analysis

Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers

Prepare client-ready deliverables including data books, analytical schedules, QoE bridges and executive-level summaries

Assist in synergy assessments, carve-out analyses and integration support

Collaborate with US engagement teams and participate in client discussions when required

Work on multiple engagements simultaneously while maintaining high quality and responsiveness

Contribute to developing best practices, knowledge sharing and India team processes

Support business development efforts including research, pitch materials and thought leadership

Qualifications

Bachelors degree required with CA, CPA, CFA, MBA (Finance) or equivalent professional qualification

Two to four years of experience in Financial Due Diligence / Transaction Advisory / Deals

Experience working with private equity clients or on US / global transactions is preferred

Willing to relocate to or be primarily present in Gurgaon

Strong analytical skills with the ability to translate financial data into insights

Proficiency in financial modelling, Excel analytics and management data analysis

Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial services

Ability to identify relevant issues and articulate clear observations and recommendations

A collaborative mindset and willingness to contribute to team development and firm-building initiatives

Entrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment

Ability to work under tight timelines with a strong sense of ownership

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

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