Associate, Transaction Advisory Services
Portage Point Partners - Chicago, IL
Hiring: Associate, Transaction Advisory Services Company: Portage Point Partners Location: Chicago, IL Job Posted Time: 2026-09-10 11:15:16 Target Skills & Keywords : AI About the job Required Skills: •Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges •Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis •Draft clear and compelling reports outlining key takeaways and participating in management meetings •Review transaction agreements, customer and vendor contracts •Collaborate closely with performance improvement, restructuring and investment banking colleagues •Support internal trainings and best practice sharing •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 Chicago, Dallas, Los Angeles, Nashville, 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 •At least one year of financial due diligence and / or two years of audit experience within a Big Four accounting firm •Active Certified Public Accountant (CPA) license required •Operational familiarity with Tableau and Alteryx preferred •Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis •Demonstrated capacity to successfully work in a small, collaborative team environment •Superior written and verbal communication skills, including executive-ready presentation and reporting skills •Proven ability to thrive in lean, fast-moving teams Compensation: •$120,000 - $210,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!