Senior Associate, Valuations // Tangible Assets
portagepointpartners
Director, Transaction Advisory Services // Financial Services
portagepointpartners· Transaction Advisory Services
About this role
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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
The Director, Financial Services role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise. The Director will report directly to the TAS Practice Line Leader and manage quality of earnings, advise sponsors on valuation and risk matters and support financial services business development. This person 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.
Frequently Asked Questions
What is the salary for the Director, Transaction Advisory Services // Financial Services role at portagepointpartners?
The listed salary for this Director, Transaction Advisory Services // Financial Services position at portagepointpartners is USD 550K–800K. This is an Financial Due Diligence role.
Where is the Director, Transaction Advisory Services // Financial Services position at portagepointpartners located?
This Director, Transaction Advisory Services // Financial Services role at portagepointpartners is based in New York, NY. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Director, Transaction Advisory Services // Financial Services role at portagepointpartners full-time or part-time?
This is listed as a Financial Due Diligence position. It is posted as a Director, Transaction Advisory Services // Financial Services role in the Transaction Advisory Services department at portagepointpartners.
Which team or department does the Director, Transaction Advisory Services // Financial Services at portagepointpartners belong to?
This Director, Transaction Advisory Services // Financial Services position is part of the Transaction Advisory Services department at portagepointpartners. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Director, Transaction Advisory Services // Financial Services position at portagepointpartners?
Click the "Apply Now" button on this page. You will be redirected to portagepointpartners's official application portal hosted on lever where you can submit your application directly.
When was the Director, Transaction Advisory Services // Financial Services job at portagepointpartners posted?
This Director, Transaction Advisory Services // Financial Services position at portagepointpartners was posted on Sep 2, 2026. Apply as soon as possible — early applications are often reviewed first.
Director, Transaction Advisory Services // Financial Services
portagepointpartners · 💰 USD 550K–800K
You'll be redirected to portagepointpartners's official application page on Lever.