About the role
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.
The Associate, Turnaround Restructuring Services (TRS) role at Portage Point represents a unique opportunity to drive meaningful impact on complex, high-stakes client challenges. As a key contributor within our TRS practice, this Associate will support the full spectrum of restructuring, distressed advisory and operational transformation work – from situational assessment and stabilization initiatives, restructuring strategy development and overall financial and operational value creation plan execution. This Associate, TRS will report to the local TRS Director and will execute discrete workstreams on client engagements, contribute to proposal development and collaborate with cross-functional partners in Office of the CFO, Transaction Execution Services, Investment Banking and Transaction Advisory Services teams. 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.
Responsibilities
- Partner with senior team members and clients to support complex operational and financial challenges across the business lifecycle including formulating business plan and liquidity assessments and implementing cost reduction, value creation, business transformation and performance improvement plans, and if necessary, contingency planning and Chapter 11 bankruptcy preparation / execution
- Analyze financial statements and key operational data; build models such as three-statement forecasts, thirteen-week cash flows (TWCFs), and value creation scenarios
- Contribute to restructuring workstreams including DIP sizing, Chapter 11 filing prep, vendor analysis, SOAL / SOFAs, MORs, KPI tracking, retention plans, liquidation analyses, headcount forecasts, GL review, footprint rationalization, S&OP, organizational design and go-to-market strategy
- Identify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return
- Develop detailed financial projections and business plans
- Create high-impact deliverables including business plan materials, liquidity projections, analysis of strategic alternatives, KPIs, financial updates and board-ready reporting for executives, investors and creditors
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program required
- Willing to relocate to or be primarily present in Gurgaon
- At least two and a half year of experience at a top-tier advisory firm serving U.S. clients, with hands-on exposure to business operations and Chapter 11 restructuring
- Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses
- 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