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← Portagepointpartners

Director, Transaction Advisory Services // Financial Services

Portagepointpartners
Location
New York, NY
Posted
17 days ago
Department
Transaction Advisory Services
What they actually want (must-haves)
  • Experience in financial services transactions
  • Expertise in insurance, wealth & asset management, and banking & capital markets M&A diligence
  • Ability to manage quality of earnings and advise on valuation and risk matters
  • Experience in business development within financial services
  • Strong leadership and collaboration skills
Nice to have
  • Specialization within certain FIG subsectors
What the job really is

The Director, Financial Services at Portage Point Partners is responsible for leading financial services transactions, providing expertise in areas such as insurance, wealth and asset management, and banking M&A diligence. This role involves managing quality of earnings, advising on valuation and risk, and supporting business development within the financial services sector. The position requires collaboration with senior leaders and managing various workstreams to drive impact in a high-performance culture.

Things to weigh
  • No specific salary or benefits mentioned
  • Role emphasizes high-performance culture which may imply a demanding work environment
  • Position involves significant responsibility and impact, which may appeal to candidates seeking leadership opportunities
Job score2.6/5
Benefits1/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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