Vice President, Investment Banking​/Restructuring

Overview

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine; you shape strategy, influence outcomes and get 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. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.

• Work with the Portage Point team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market clients undergoing transformation, transition, stress and/or distress
• Prepare, review and analyze valuation analyses, debt capacity analyses, financial modeling, credit document analysis, restructuring analyses and modeling
• Run both sales and financing processes, in-court or out-of-court, and oversee associated diligence
• Create and present internal and external client deliverables
• Negotiate, document and assist in transaction execution
• 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 degree 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
• Seven plus years of professional experience, including four plus years of investment banking transaction experience, in restructuring or restructuring-related practice lines
• Knowledge of bankruptcy law, valuation and credit agreements
• Series 79 and 63 FINRA licensing preferred or the ability to obtain within 120 days of employment
• Ability to successfully work in a small, collaborative team environment
• Ability to deliver and craft articulate, persuasive presentations, with elevated attention to messaging, structuring, formatting and quality control
• 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

$375,000 - $575,000 a year.

The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA and SIPC.