Associate, Transaction Advisory Services / Financial Due Diligence (India Team)

Portage Point Partners; Gurgaon; On-site; INR 1,200,000 - 2,100,000; Full time

Benefits offered by this job

Competitive compensation

Career advancement opportunities

High visibility with senior leadership

Job summary

A global advisory firm is seeking an Associate for Financial Due Diligence in Gurgaon. The Associate will support buy-side and sell-side due diligence engagements. Responsibilities include executing FDD engagements, reviewing financial statements, and preparing deliverables. Candidates should have 2-4 years of experience in Transaction Advisory, with strong analytical skills and proficiency in financial modelling. This position offers opportunities to work with US deal teams and be part of a rapidly growing consulting hub.

Qualifications

• Two to four years of experience in Financial Due Diligence / Transaction Advisory / Deals.
• Experience ideally with private equity clients or on US/global transactions.
• Willing to relocate to or be primarily present in Gurgaon.
• 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.

Responsibilities

• Support execution of FDD engagements including Quality of Earnings analysis.
• Review financial statements and management reports for key trends.
• Prepare client-ready deliverables and analyses.
• Collaborate with US engagement teams and participate in client discussions.
• Work on multiple engagements while maintaining quality.
• 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.

Skills

Strong analytical skills

Excellent written and verbal communication

Proficiency in financial modelling and Excel

Ability to work under tight timelines

Education

CA, CPA, CFA, MBA (Finance) or equivalent

Job description

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. It delivers deeply integrated, cross functional solutions across Transaction Advisory, Valuations, Investment Banking, Turnaround & Restructuring, Performance Improvement, Transaction Execution Services and Office of the CFO services. Backed by 160+ experts with blue-chip consulting, finance, operations and investing backgrounds, the firm brings a uniquely holistic perspective to complex financial and operational situations.

The firm is known for its high impact, high pace execution model and has grown rapidly since inception in 2016.

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. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced US deal environment. Associates will work closely with Vice Presidents and Directors in the US and India, contributing to high-quality work products, discrete workstreams and client-ready analyses.

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
• Experience working with private equity clients or on US / global transactions is preferred
• Willing to relocate to or be primarily present in Gurgaon
• 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
• Ability to identify relevant issues and articulate clear observations and recommendations
• A collaborative mindset and willingness to contribute to team development and firm-building initiatives
• Entrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment

Education

• CA, CPA, CFA, MBA (Finance) or equivalent professional qualification

Why Join Portage Point Partners?

• Opportunity to work directly with US deal teams on high-impact transactions
• Be part of building a rapidly scaling India hub for a high-growth consulting firm
• High visibility with senior leadership and accelerated learning curve
• Competitive compensation and career advancement opportunities