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

• Facilitating client discussions and developing relationships through best-in-class execution with bank sponsors, private equity firms and lenders

• Leveraging industry-specific expertise and applying FIG-appropriate valuation frameworks to assess the operations of a wide array of businesses within the financial services industry

• Executing 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

• Drafting 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

• Reviewing transaction agreements, customer, and vendor contracts, and other business specific contracts or agreements

• Contributing to marketing and FIG business development efforts

• Supporting practice development initiatives

• Collaborating closely with performance improvement, restructuring and investment banking colleagues

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

• 8+ 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 4 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