Associate, Financial Due Diligence

About the job

Portage Point Partners is seeking an Associate, Financial Due Diligence (FDD) to join its India team. This Associate will support buy-side and sell-side due diligence engagements for US and global private equity firms, corporates and lenders. **Responsibilities** • Support execution of FDD engagements including Quality of Earnings (QoE), revenue / EBITDA analysis, working capital reviews and cash flow analysis • Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers • Prepare client-ready deliverables including data books, analytical schedules, QoE bridges and executive-level summaries • Assist in synergy assessments, carve-out analyses and integration support • Collaborate with US engagement teams and participate in client discussions when required • Work on multiple engagements simultaneously while maintaining high quality and responsiveness • Contribute to developing best practices, knowledge sharing and India team processes • Support business development efforts including research, pitch materials and thought leadership **Required Qualifications** • Two to four years of experience in Financial Due Diligence / Transaction Advisory / Deals • Strong analytical skills with the ability to translate financial data into insights • Proficiency in financial modelling, Excel analytics and management data analysis • Excellent written and verbal communication skills; ability to create client-ready outputs • Ability to work under tight timelines with a strong sense of ownership • Proven experience in high-pressure, client-facing environments **Preferred Attributes** • Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial services • A collaborative mindset and willingness to contribute to team development and firm-building initiatives **Education** • CA, CPA, CFA, MBA (Finance) or equivalent professional qualification.

Requirements

• Financial Due Diligence
• Analytical Skills
• Financial Modelling
• Excel Analytics
• Communication Skills

Qualifications

• CA
• CPA
• CFA
• MBA (Finance)

Preferred Technologies

• Financial Due Diligence
• Analytical Skills
• Financial Modelling
• Excel Analytics
• Communication Skills

Benefits

• Competitive compensation
• Career advancement opportunities
• High visibility with senior leadership

About the company

Portage Point Partners is a Chicago headquartered, middle market focused advisory, interim management and investment banking firm with a national footprint across ten US offices. Backed by 160+ experts with blue-chip consulting, finance, operations and investing backgrounds, the firm provides deeply integrated, cross functional solutions.