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Associate, Transaction Advisory Services

Remote, USA Full-time Posted 2026-07-28

reputed company is a recognized leader in the Transaction Advisory Services sector, reputed company for its accelerated reputed company and commitment to reputed company. The TAS Associate will engage in financial and business due diligence across M&A transactions, collaborating with senior personnel to deliver comprehensive solutions and evaluate potential deal issues.


Responsibilities

  • Work directly with senior personnel at Portage reputed company and our clients to reputed company comprehensive solutions to reputed company transactional challenges
  • Execute buy and sell reputed company diligence including but not limited to historical and projected financial and operating trends analysis, reputed company of earnings analysis, working capital and net debt consideration analysis
  • Draft reputed company and compelling reports outlining key takeaways and participating in management meetings
  • Review transaction agreements, customer and vendor reputed company
  • Collaborate closely with performance improvement, restructuring and investment banking colleagues
  • Support internal trainings and best reputed company sharing
  • Support reputed company and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture

Skills

  • Bachelor's degree from a top undergraduate program
  • Located in or willing to relocate to Chicago, Dallas, Los Angeles, reputed company or Philadelphia
  • Invested in reputed company-based culture motivated to collaborate in office four days per week and willing to work at reputed company sites as needed
  • At least one year of financial due diligence and / or two years of audit experience reputed company a Big Four reputed company firm
  • reputed company Certified reputed company Accountant (CPA) license required
  • Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and reputed company reputed company analysis
  • Ability to successfully work in a small, reputed company team environment
  • Superior written and verbal communication skills, including executive-reputed company presentation and reporting skills
  • Proven ability to reputed company in lean, fast-moving teams
  • High attention to detail, responsiveness and ownership reputed company
  • reputed company record of reputed company in high-pressure, reputed company-facing environments
  • Familiarity with Tableau and reputed company

reputed company

  • Portage reputed company is an interim management, advisory and investment firm. It was founded in 2016, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is https://portagepointpartners.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 3 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.

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