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Assistant Wind Point Partners Jobs in Florida (NOW HIRING)

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Assistant Wind Point Partners information

What is the difference between Assistant Wind Point Partners vs Investment Analyst?

AspectAssistant Wind Point PartnersInvestment Analyst
Required CredentialsBachelor's degree, finance or related field; some experience in private equity or financeBachelor's or master's degree; finance, economics, or related field; often CFA or similar certifications
Work EnvironmentPrivate equity firm, collaborative team setting, deal sourcing and due diligenceFinancial institutions, investment firms, research-focused, data analysis and market research
Employer & Industry UsagePrivate equity firms like Wind Point Partners, investment firmsAsset management firms, investment banks, private equity firms

While both roles involve finance and investment activities, an Assistant Wind Point Partners typically supports deal execution and portfolio management within a private equity firm, whereas an Investment Analyst focuses on financial analysis, market research, and valuation across various investment settings. The roles share similar educational backgrounds but differ in daily responsibilities and focus areas.

What are the key skills and qualifications needed to thrive as an assistant at Wind Point Partners?

To thrive as an Assistant at Wind Point Partners, you need strong organizational abilities, attention to detail, and proficiency in administrative tasks, usually supported by a degree or relevant experience. Familiarity with Microsoft Office Suite, calendar management tools, and CRM systems is typically required. Excellent communication, discretion, and the ability to multitask under pressure are important soft skills for this role. These skills ensure efficient business operations, professional support to executives, and contribute to a positive and productive work environment.

What does an assistant at Wind Point Partners do?

An Assistant at Wind Point Partners typically provides administrative and operational support to the firm's investment professionals and executives. This may include managing schedules, organizing meetings, arranging travel, preparing documents, and assisting with communications both internally and externally. Assistants help ensure the smooth functioning of the office and contribute to the firm's efficiency by handling a variety of tasks that support the private equity firm's daily operations.
What are the most commonly searched types of Wind Point Partners jobs in Florida? The most popular types of Wind Point Partners jobs in Florida are:
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What job categories do people searching Assistant Wind Point Partners jobs in Florida look for? The top searched job categories for Assistant Wind Point Partners jobs in Florida are:
What cities in Florida are hiring for Assistant Wind Point Partners jobs? Cities in Florida with the most Assistant Wind Point Partners job openings:
Assistant Wind Point Partners jobs near you

Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitio...

Portage Point Partners

Palm Beach, FL

Full-time

Re-posted 6 days ago

Job description

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 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. 
 
The Managing Director, IB // Consumer, Beauty & Wellness M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Consumer, Beauty & Wellness M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead 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.
Responsibilities
  • Work with the Portage Point team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
  • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
  • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
  • Create and present 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
  • Lead business development and client relationship efforts
  • Support talent acquisition and firm-building initiatives
  • Contribute to creating a high-performing and inclusive culture
Qualifications
  • 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
  • 15 plus years of middle market investment banking experience
  • Established book of business in the Consumer, Beauty & Wellness sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
  • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
  • Experience with privately held and sponsor-backed businesses
  • Commanding knowledge of current market terms and trends
  • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
  • 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
$1,200,000 - $3,000,000 a year
In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC
 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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