Associate, Cross-Functional

Portage Point Partners (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, financial and strategic 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 (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and restructuring (TRS). 

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 testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket talent committed to delivering impactful solutions.

The Cross-Functional (XFn) team is a game changer in the industry. Possessing industry agnostic expertise and services, our team uniquely supports clients throughout every stage of the business and investment lifecycle. The firm’s cross-functional, integrated platform was purposefully structured to deliver holistic transaction advisory and execution services to private equity and public and private businesses from ideation to monetization. The XFn team gains immense access to key stakeholders across the firm’s practice lines and second-to-none opportunities for professional growth.

The Associate role at Portage Point Partners 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. Associates will focus on all aspects of financial, operational and strategy engagements and work across investment banking, performance improvement and turnaround and restructuring practice lines. Associates should be prepared to work within a small, collaborate team environment to manage discrete work streams.

• Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, contingency planning and bankruptcy preparation / execution
• Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data
• Develop liquidity forecasting, DIP sizing, first day motions, petition exhibits, vendor analysis, SOALs / SOFAs / MORs, 13-week cash flow projections, key performance indicator (KPI) tracking, KEIP & KERP development, liquidation analysis and three statement models
• Identify areas for operational improvements and cost reduction and participate in operational, financial and management meetings to share findings
• Prepare executive reporting packages including KPIs, financial performance and budget
• Develop critical presentations (value creation plans, operational and strategic roadmaps, Board of Director updates, creditor updates, general performance update materials, confidential information memoranda, etc.) for key stakeholders (management, Board of Directors, investors, creditors, etc.)
• Implement cash conservation protocols and communication processes with key stakeholders
• Prepare ad hoc financial and operational analysis, often on a real-time basis
• Assist in due diligence for potential new investments, including market research and analysis of industry trends, financial modeling and valuation
• Develop operational forecasts and budgets for active and potential investments
• Share and manage best practices as well as lead internal trainings where required
• Support business development, talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

• Bachelor’s degree from a top undergraduate program
• Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
• Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed
• Two plus years of investment banking, consulting, private equity or other formal financial modeling training at a top-tier firm 
• 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
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
• Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Excellent written and verbal communication skills including strong e-mail etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit