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
