Deal Diligence & Strategy Associate

Portage Point Partners; Dallas (TX); On-site; USD 120,000 - 210,000; Full time

Job summary

Portage Point Partners is looking for a TAS Associate in Dallas who will lead financial diligence across private equity transactions. This role demands collaboration with senior personnel and requires a CPA license along with strong financial analysis skills.

This position offers a competitive salary range of $120,000 - $210,000 annually and emphasizes a collaborative, team-oriented culture.

Qualifications

• At least one year of financial due diligence and/or two years of audit experience within a Big Four accounting firm.
• Active Certified Public Accountant (CPA) license required.
• Ability to prepare financial models and conduct analysis.

Responsibilities

• Work directly with senior personnel at Portage Point and clients to solve transactional challenges.
• Execute buy and sell side diligence including financial analysis.
• Draft reports and participate in management meetings.

Skills

Financial due diligence

Financial modeling

Communication skills

Education

Bachelor's degree from a top undergraduate program

Tools

Tableau

Alteryx

Job description

Portage Point Partners is looking for a TAS Associate in Dallas who will lead financial diligence across private equity transactions. This role demands collaboration with senior personnel and requires a CPA license along with strong financial analysis skills.

This position offers a competitive salary range of $120,000 - $210,000 annually and emphasizes a collaborative, team-oriented culture.