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Transaction Advisory Associate Jobs in Tennessee

MUFG

Investment Banking Associate

Nashville, TN · On-site +1

$170K/yr

... advisory and investment banking experience with record of completed transactions from pitch to ... associates or relatives that is protected under applicable federal, state, or local law.

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Transaction Advisory Associate information

See Tennessee salary details

$68.1K

$138.3K

$205.6K

How much do transaction advisory associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for transaction advisory associate in Tennessee is $138,262.00, according to ZipRecruiter salary data. Most workers in this role earn between $109,800.00 and $160,600.00 per year, depending on experience, location, and employer.

What is a transaction advisory associate?

Transaction Advisory Associates are professionals who assist clients in evaluating and executing business transactions, such as mergers, acquisitions, and divestitures. They conduct financial due diligence, analyze financial statements, assess risks and opportunities, and provide recommendations to help clients make informed decisions. These associates work closely with senior advisors and clients to ensure the transaction process is smooth and value is maximized. Their work is critical in identifying potential issues and ensuring the financial health of a transaction.

What types of projects does a transaction advisory associate work on, and how do they contribute to client engagements?

As a Transaction Advisory Associate, you can expect to be involved in projects such as financial due diligence for mergers and acquisitions, valuation analysis, and assisting clients with buy-side and sell-side transactions. Your role often includes analyzing financial statements, identifying key risks and opportunities, and preparing detailed reports for clients. You'll work closely with senior team members, clients, and other advisors (such as legal or tax professionals) to ensure all aspects of a transaction are thoroughly evaluated. This collaborative environment provides valuable exposure to complex deals and is an excellent foundation for career advancement within advisory or corporate finance.

What are the key skills and qualifications needed to thrive as a transaction advisory associate, and why are they important?

To thrive as a Transaction Advisory Associate, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, data analytics tools, and often a CPA or CFA certification are highly valued. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies ensure accurate due diligence, effective client communication, and successful deal execution in high-stakes transaction environments.

What is the difference between Transaction Advisory Associate vs Financial Analyst?

AspectTransaction Advisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentConsulting firms, investment banks, or corporate finance teamsCorporations, investment firms, or financial services companies
Employer & Industry UsageUsed in M&A, due diligence, and transaction supportUsed in budgeting, forecasting, and financial analysis
Comparison IntentFocuses on transaction support and deal processesFocuses on financial data analysis and reporting

The Transaction Advisory Associate primarily supports mergers, acquisitions, and transaction processes, often working in consulting or investment banking environments. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting strategic decision-making within companies. While both roles require strong financial skills and similar credentials, their core functions and work settings differ significantly.

What are popular job titles related to Transaction Advisory Associate jobs in Tennessee?

For Transaction Advisory Associate jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Transaction Advisory Associate jobs in Tennessee look for?

The top searched job categories for Transaction Advisory Associate jobs in Tennessee are:

What cities in Tennessee are hiring for Transaction Advisory Associate jobs?

Cities in Tennessee with the most Transaction Advisory Associate job openings:

Transaction Advisory Associate jobs near you

Associate, Transaction Advisory Services

Portage Point Partners

Nashville, TN • On-site

$120K - $210K/yr

Full-time

Re-posted 8 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 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 TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Responsibilities
  • Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges 
  • Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis
  • Draft clear and compelling reports outlining key takeaways and participating in management meetings
  • Review transaction agreements, customer and vendor contracts
  • Collaborate closely with performance improvement, restructuring and investment banking colleagues
  • Support internal trainings and best practice sharing
  • Support talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture
Qualifications
  • Bachelor's degree from a top undergraduate program
  • Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York 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 
  • At least one year of financial due diligence and / or two years of audit experience within a Big Four accounting firm
  • Active Certified Public Accountant (CPA) license required
  • Familiarity with Tableau and Alteryx preferred
  • Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
  • Ability to successfully work in a small, collaborative team environment
  • 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 
$120,000 - $210,000 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.
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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