Director, Transaction Advisory Services // Financial Services
Portagepointpartners · New York, NY
Posted 13 days ago
or apply directly on Portagepointpartners's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 13 days Portagepointpartners's roles stay open a median of 44 days
- Reposted
- No
- Salary listed
- No 0% of Portagepointpartners's roles list one
- Ghost-job risk at Portagepointpartners
- low 0 stale, 1 reposted of 52 open
- Hiring momentum
- 59 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Portagepointpartners's own lever board since 2026-08-04. Full hiring picture for Portagepointpartners.
About this role
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.
- benefits
- 1/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Portagepointpartners as an employer.
What you need
- 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
Worth weighing
- 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
Summarised from Portagepointpartners's posting. Read the full original.
Listed by Portagepointpartners on their lever job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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