What are the responsibilities and job description for the Associate, Portfolio Valuations position at Portage Point Partners?
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 financial restructuring (TRS).
Recognized for accelerated growth, Portage Point is backed by New Mountain Capital and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions.
The Associate, Portfolio Valuations at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Associate, Portfolio Valuations should be prepared to work within a small, collaborate team environment to manage discrete work streams.
\n- Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions
- Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
- Support client interviews to gather data and pertinent information
- Create schedules in financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Report and present analyses and conclusions both verbally and in written reports
- Support business development efforts
- Support talent acquisition and firm development efforts
- Contribute to creating a high-performing and inclusive culture
- Bachelor's or Master's degree in Finance, Accounting or Economics from a top undergraduate program
- Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York 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
- Minimum two years experience constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts and other intangible asset models
- Ability to thrive in a lean, collaborative team environment
- §High degree of maturity with a proven ability to interact with senior executives, private equity sponsors, 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
Salary : $110,000 - $210,000
