Portage Point Partners

Operationally focused advisory and interim management

Associate – Transaction Advisory Services Financial Due Diligence

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeGurugram, Haryana, IndiaNo salary listed

About the Job

Requirements

A bachelor's degree is required, together with a CA, CPA, CFA, MBA in Finance, or equivalent professional qualification.
Two to four years of experience in Financial Due Diligence, Transaction Advisory, or Deals.
Strong analytical skills and 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.
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.

Responsibilities

Support execution of Financial Due Diligence engagements, including Quality of Earnings, revenue and 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, Quality of Earnings 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.

Desired Qualifications

Experience working with private equity clients or on US or global transactions is preferred.
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.
Willingness to relocate to or be primarily present in Gurgaon.

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

#LI-Hybrid

About the Company

Portage Point Partners

Operationally focused advisory and interim management

Portage Point Partners provides business advisory and interim management to help companies navigate complexity, transitions, and underperformance. Its team of operators and advisers diagnoses issues, develops practical plans, and leads execution during critical periods across finance, operations, and strategy. They differentiate themselves through hands-on operational execution and real-world leadership, covering performance improvement, transformation, and restructuring while aligning stakeholder interests. The goal is to restore performance and maximize value for owners, creditors, employees, and other stakeholders.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 2016

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