Hiring: Director, Transaction Advisory Services // Financial Services Company: Portage Point Partners Location: Chicago, IL Job Posted Time: 2026-09-10 11:15:16 Target Skills & Keywords : AI, Capital Markets, Regulatory Compliance About the job Experience: •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 Required Skills: •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 Qualifications: •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 •Comprehensive expertise in 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 Compensation: •$550,000 - $800,000 / year •Competitive benefits and rewards package 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!