Vice President, Valuations // Corporate & Portfolio

United States·Boston,Philadelphia,Atlanta+5 moreValuationsexecutive

OtherPresident

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Overview

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact.

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At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.

The Vice President, VAL at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Vice President will report directly to the VAL Practice Line Leader and will support / manage executing corporate / portfolio valuation engagements as well as complex securities valuations. This team member will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

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

Interview clients, including face-to-face meetings, to gather data and pertinent information

Design financial models for discounted cash flow, market multiple, market transaction and option pricing analyses

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 or 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

Bachelor’s and / or master's degree in Finance, Accounting or Economics from a top undergraduate program

Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia

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 four years experience constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts and other intangible asset models

Commitment to develop personal network and relationships and uncover and sell new opportunities and engagements

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