Portage Point Partners

Director, Transaction Advisory Services // Financial Services

New York, NY Financial Due Diligence On-site
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Job Description

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.

The Director, Financial Services role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise. The Director will report directly to the TAS Practice Line Leaderand manage quality of earnings, advise sponsors on valuation and risk matters and support financial services business development. This person will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

Frequently Asked Questions

What does the Director, Transaction Advisory Services // Financial Services role at Portage Point Partners involve?

The Director, Transaction Advisory Services // Financial Services position at Portage Point Partners in New York, NY is a financial due diligence role. At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes.

What skills are required for Director, Transaction Advisory Services // Financial Services at Portage Point Partners?

Key skills for this role include: API.

What is the salary for Director, Transaction Advisory Services // Financial Services at Portage Point Partners?

The salary for this position is not publicly listed. You can negotiate during the interview process. Check Glassdoor or Levels.fyi for estimates.

Is the Director, Transaction Advisory Services // Financial Services position at Portage Point Partners remote or on-site?

This position is On-site. The role is based in New York, NY.

How do I apply for Director, Transaction Advisory Services // Financial Services at Portage Point Partners?

You can apply for this position directly through the employer's careers page. Click the 'Apply Now' button on this page to be redirected to the original listing. Make sure your resume is ATS-optimized. Use SpotChange's free ATS test to check.

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About This Role

Director, Transaction Advisory Services // Financial Services at Portage Point Partners is a financial due diligence management position in New York, NY. Key skills include API. Education: Master's Degree preferred. Experience: 14+ years.

This role is classified as on-site and is suitable for executive-level professionals. Ghost Score 20/100 (Probably Active) indicates this listing is probably active with recent employer engagement.

To apply, visit the official application page through the Apply Now button above. SpotChange Jobs provides AI-powered career tools including resume optimization, ATS testing, interview preparation, and salary negotiation assistance.