Financial Planning and Analysis

• Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions
• Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
• Design financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities)
• Support senior leaders in cross-functional engagements across service lines as opportunities arise
• Interview clients, including face-to-face meetings, to gather data and pertinent information
• Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
• Report and present analyses and conclusions both verbally and in written reports
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Senior Vice President, Valuations – Complex Financial Instruments

FP&A Manager

Senior Financial Planning and Analysis Manager

Financial Analyst

Vice President, Investments Underwriting

Financial Analyst