Vice President, Investment Banking // Restructuring
United States /
Portage Point Partners /
Investment Banking
/ Hybrid
Portage Point is an elite boutique business advisory, consulting, interim management and financial services firm providing an integrated suite of services across the business and investment lifecycle. We are an operationally-oriented and financially-grounded team with a broad range of expertise built to maximize value and align stakeholder interests while allowing us to guide clients through the most urgent and complex opportunities and challenges. Our expertise includes transaction advisory services, performance improvement and accelerated transformation, interim management, investment banking and financial restructuring.
Named the 8th Fastest Growing Consultancy in 2020, listed on the Inc 5000 in 2021 and listed on the Financial Times list of The America’s Fastest Growing Companies in 2022 and 2023, the firm’s growth story and unique value proposition will provide the foundation for accelerated growth in the years ahead.
The Vice President - Investment Banking, Restructuring role offers an opportunity for the ideal candidate to leverage the firm’s rapidly expanding platform to deliver restructuring investment banking services to middle market companies experiencing transformation, transition, stress and/or distress, including liability management, financing, M&A and/or restructuring solutions, whether implemented out-of-court or through bankruptcy. The role represents a unique opportunity for a highly capable professional to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment.
Responsibilities
- Working with the Portage Point team (Associates to Managing Directors) to execute all deliverable workflows necessary to consummate transactions for middle market companies undergoing transformation, transition, stress and/or distress
- Preparing, reviewing and analyzing valuation analysis, debt capacity analysis, financial modeling, credit document analysis, restructuring analysis and modeling
- Running both sales and financing processes, both in-court or out-of-court, and overseeing associated diligence
- Creating and presenting client deliverables
- Negotiating, documenting and assisting in transaction execution
Qualifications
- Bachelor’s degree from a top university required
- Seven plus years of professional experience, including four plus years of investment banking transaction experience, in restructuring or restructuring-related practice lines
- Located or willing to self-relocate to Chicago or New York
- Maintains Series 79 and 63 FINRA licenses or must obtain within 120 days of employment
- Knowledge of bankruptcy law, valuation and credit agreements
- High degree of maturity with ability to build rapport with senior executives, private equity firms, lenders and lawyers and deliver high-value work that exceeds client expectations
- Ability to deliver and craft articulate, persuasive presentations, with elevated attention to messaging, structuring, formatting and quality control
- Commitment to develop personal network and relationships, uncover and sell new opportunities and engagements
- Experience supervising other professionals and acting in a manner that that serves to motivate, inspire and develop
- Proven leader in the delivery of high-quality work that exceeds client expectations
- Eagerness to be responsive at all times and act with urgency
- Commitment to out-perform in high pressure, time-constrained environments
- Excellent written and verbal communication skills including strong email etiquette
- Superior organizational skills and attention to detail
Compensation
- The City of New York requires Portage Point to provide annual base salary information for this role. The annual base salary for this role is estimated to be $200,000 per year. This represents the anticipated base salary 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.
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