Director, Transaction Advisory Services // Financial Services

Responsibilities

• Partner directly with senior Portage Point leaders and clients to develop comprehensive solutions to complex transactional challenges within the financial institutions sector
• Facilitate client discussions and developing relationships through best-in-class execution with bank sponsors, private equity firms and lenders
• Leverage industry-specific expertise and applying FIG-appropriate valuation frameworks to assess the operations of a wide array of businesses within the financial services industry
• Execute buy-side and sell-side diligence including but not limited to quality of earnings analysis, portfolio/revenue/margin assessment, credit risk evaluation, regulatory compliance review, working capital and net debt consideration analysis
• Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
• Review financial services-specific contracts and agreements (e.g., loan and credit agreements, servicing agreements, reinsurance treaties, broker-dealer and custody agreements) to identify deal implications
• Review transaction agreements, customer and vendor contracts and other business specific contracts or agreements
• Contribute to marketing and FIG business development efforts
• Support practice development initiatives
• Collaborate closely with performance improvement, restructuring and investment banking colleagues
• Provide coaching and mentorship to junior team members
• Lead or support internal training and sharing best practices
• Lead or support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
• Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
• Active Certified Public Accountant (CPA) license required
• Eight plus years of financial due diligence experience with exposure to financial services or insurance sector transactions, or a combination of audit and financial due diligence experience within a Big Four accounting firm
• Deep understanding of US GAAP principles and financial services-specific accounting considerations
• Proficiency with specialized financial modeling tools
• 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