Associate, Cross-Functional

Portage Point Partners

Associate, XFn role at Portage Point delivering integrated strategy and operational solutions for middle market clients. Collaborating with senior leaders on financial and operational challenges.

Posted 6/29/2026full-timeChicago • California, Illinois, New York, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $250,000 - $325,000 per yearWebsite

About the role

Key responsibilities & impact

Partner with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation and investment banking processes (M&A, restructuring, capital raising)
Analyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution and value creation scenarios
Contribute to restructuring and transformation workstreams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design and go-to-market strategy
Create high-impact deliverables including teasers, CIMs, KPIs, financial updates and board-ready reporting for executives, investors and creditors
Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings
Support 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

Requirements

What you’ll need

Bachelor’s degree from a top undergraduate program
Located or willing to relocate to Chicago, Dallas, Los Angeles or New York
Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
Minimum one and a half years of experience in investment banking, consulting, private equity or formal financial modeling at a top-tier firm
Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses — or the aptitude to ramp quickly
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high-pressure, client-facing environments

Benefits

Comp & perks

Comprehensive benefits
Equity participation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisDue DiligenceValue CreationBankruptcy PreparationM&A ProcessesDCF ModelingLBO ModelingOperational ForecastingBudget DevelopmentData Analysis

Soft Skills

Written CommunicationVerbal CommunicationTeam CollaborationAttention to DetailOwnership Mindset