Summary

The job is for a Director, TRS position at Portage Point Partners, a middle market business advisory and investment banking firm. The role requires 10+ years of experience in investment banking, consulting, restructuring/distressed or private equity at a top-tier firm, with a bachelor's degree from a top undergraduate program. The position is based in Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia and offers a salary range of $480,000 - $825,000 per year.

Requirements

Bachelor’s degree from a top undergraduate program
Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
Invested in a team-based culture that involves in office four days per week or willing to work at client sites as needed
10+ years of experience with seven or more years of investment banking, consulting, restructuring/distressed or private equity at a top-tier firm in addition to two or more years spent operating, investing, advising operational improvements and/or servicing stakeholders or a compelling non-traditional background
Full mastery of financial modeling including ability to review three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis
Ability to successfully work in a small, collaborative team environment
Personal network and relationships that yield new opportunities and engagements across transformation, restructuring and interim management
Proven ability to cross-sell complementary service offerings and expand network
High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
Eagerness to be responsive at all times
Proven track-record of success in high pressure, time-constrained environments
Excellent written and verbal communication skills including strong e-mail etiquette
Top-tier organizational skills and attention to detail
Self-starter and entrepreneurial spirit

Responsibilities

Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle
Assess organizational and individual structures and effectiveness
Lead liquidity management, case administration, and supporting the development and formulation of business/restructuring plans
Identify and re-allocating resources to operational, growth, financial and strategic initiatives with highest risk adjusted return
Develop detailed financial projections and business plans
Lead preparation of executive reporting packages including key performance indicators (KPIs), financial performance, budget, board of director presentations and stakeholder presentations
Structure and incorporate streamlined financial and operational processes to improve efficiencies
Present KPIs, financial performance, budget, board of director presentations, stakeholder presentations
Lead various operational, financial and management meetings as well as key constituent communications / negotiations
Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers
Advise clients and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize value
Provide professional development coaching to junior team members
Share and manage best practices as well as lead internal trainings where required
Lead business development efforts while maintaining strong relationships with existing clients
Support talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture

Benefits

$480,000 - $825,000 a year

Portage Point Partners is hiring a
Director, Turnaround & Restructuring Services