Banking and Financial Services Jobs in Atlanta

Overview
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.

Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.

Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.

The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.

Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.

Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.

Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.

Job Duty 4 -
Manage the maintenance of unit financial related files and records

Job Duty 5 -
Monitor and maintain records of unit purchases.

Job Duty 6 -
Supervise, train and develop unit financial staff

Job Duty 7 -
Advise unit management regarding financial issues.

Job Duty 8 -
Perform other duties as assigned

Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience

Required Experience
Five to six years of job related experience

• Higher Education Experience
• Workday Financial Systems
• Research Administration/Post Award Support
• Certified Research Administrator (CRA)
• Business Analyst Experience

SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.

The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.

The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.

Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.

Salary range: $80,000.00 to $88,000.00 Based on Experience and Education

Location: Atlanta, GA

Job grade: G08

This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.

A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening

Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

About Georgia Tech

Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.

Georgia Tech's Mission and Values

Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:

1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.

About The Wallace H. Coulter Department of Biomedical Engineering

The Wallace H. Coulter Department of Biomedical Engineering is a department within the College of Engineering at Georgia Tech and the School of Medicine at Emory University. Our community includes a student body of ~1,200 undergraduates and ~400 graduate students as well as more than 150 faculty and staff. One of the largest BME programs in the US, we graduate the most URM and Female biomedical engineers in the country. The BME department currently employs about 90 total faculty, including 5 Academic Professional track faculty, 10 Lecturer track faculty, and 5 Professors of the Practice.

Since the departments founding in 2000 the unique partnership between two of the nation's leading public and private entities has been an engine for innovative research and education. We are focused on solving some of the toughest problems facing our state, the nation, and the world and improving human health. We constantly value and work to improve our educational programs and received the 2019 Bernard M. Gordon prize for pioneering efforts in engineering education and consistently top national rankings for both undergraduate and graduate programs. The department has a history of deep engagement with engineering education and the learning sciences that is reflected in our faculty, including non-tenure track faculty, taking on educational leadership roles at the institute and nationally.

Atlanta, GA

The Wallace H. Coulter Department of Biomedical Engineering (bme/) at the Georgia Institute of Technology in Atlanta, Georgia invites applications for an Academic Faculty position titled Director of Learning Innovation (DLI). Applicants will be considered at all ranks. Candidates are expected to demonstrate an exceptional commitment to the teaching and teaching innovation.

Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

The Wallace H. Coulter Department of Biomedical Engineering is hiring for an Academic Faculty (Academic Professional Track) position titled Director of Learning Innovation (DLI). A position of this type, with slightly varying titles, throughout the history of the department by 5 different people. Success in this position involves achieving three objectives: (1) Foster a culture of evidence-based teaching practices and curricular innovation, (2) improve our understanding of engineering education using educational research methods, and (3) build the national profile of the department as a leader in biomedical engineering education. We expect the focus of work in this role to be primarily the department's top ranked undergraduate program, but engaging with the graduate program may also be possible or needed. We estimate the breakdown of the Director of Learning Innovation to be approximately 15% research; 35% administration; 30% teaching and 20% service, detailed below.

TEACHING (30%)
We expect the DLI's teaching responsibility to be serving as the course director for Problems in Biomedical Engineering (BMED2250). BMED2250, typically taken undergraduate's second year, uses a Problem Based Learning (PBL) approach to guide students through the development of potential solutions to a broad single-disease-focused design challenge. A similar course has been a cornerstone of the department's undergraduate curriculum since its establishment and are described in work by Newstetter (2006). The course is offered during Fall and Spring semesters and enrolls around 150 students per semester in 5 to 6 `studio sections with a weekly lecture. Critically, the course also serves to enculturate faculty to the department's philosophy of teaching. The course director is responsible for overall coordination of course instruction, managing the lecture portion of the class, training TAs and Faculty facilitators, and typically facilitating 1 studio section. Depending on the candidates background and interests, other teaching assignments may be possible.

ADMINISTATION (35%)
Achieving the three objectives for the DLI position will require the candidate to integrate curricular leadership and educational research. As a departmental leader, the DLI is responsible for identifying and guiding opportunities for curricular improvements, especially through the translation of leading educational research. They will also mentor individual faculty throughout the department about teaching, evidence-based teaching, and Scholarship of Teaching and Learning research. To do so, the DLI will work closely with other leaders in the department, TT and NTT faculty, and the Director of Faculty and Student Training.

RESEARCH (15%)

The DLI will also be expected to engage in research and research dissemination. A major focus of that work is likely to be scholarship related to their innovation work. However, they are encouraged to pursue related research independent of active innovation projects as well. Successful candidates will be those that look for both traditional and novel opportunities for scholarly dissemination. We have a special interest in candidates who can build strong relationships to share research results and promote our innovation work across Georgia Tech, biomedical engineering, and engineering education. The DLI will be encouraged to pursue external funding both to support programmatic change efforts and their own research. The department has a history of receiving funding from NIH, NSF, and KEEN to support programmatic curricular change efforts.

SERVICE (20%)
All department faculty are assigned to one to two departmental committees. It is expected that the DLI will be routinely assigned as a member of the Undergraduate Curriculum Committee and/or the departments Faculty Learning Committee (a yearly community of practice faculty development opportunity). The DLI will also be encouraged to pursue opportunities for professional service.

A PhD in engineering or related field is required by the start of the appointment:

Guidelines for Rank Appointment:

• Associate Academic Professional. This is the entry-level rank and normally requires completion of the terminal degree. In exceptional cases, this rank may be used for individuals completing a terminal degree and for a period of two (2) years. If the degree is not conferred, another position appointment is required.
• Academic Professional. This rank requires a terminal degree. It also requires significant related experience or promotion from the rank of Associate Academic Professional. Ordinarily at least three (3) years as an Associate Academic Professional is required before promotion to the rank of Academic Professional. The quality of performance and potential for development must be recognized by peers. Credit for previous academic or professional experience should be explicitly stated at the time of employment.
• Senior Academic Professional. This rank requires a terminal degree. It also requires evidence of superior performance in the chosen field, recognition by peers (whether national, regional, or local), and successful and measurable related experience. Promotion to Senior Academic Professional from the rank of Academic Professional requires at least five (5) years at that level. Credit for previous academic or professional experience should be explicitly stated at the time of employment.
• Principal Academic Professional. This rank requires a terminal degree. It also requires evidence of superior performance in the chosen field, recognition by peers (whether national, regional, or local), and successful and measurable related experience, including but not limited to supervision of others' work, significant responsibility, and authority within program area, and demonstrated impact. Promotion to Principal Academic Professional from the rank of Senior Academic Professional requires at least six (6) years at that level. Credit for previous academic or professional experience should be explicitly stated at the time of employment.

We ask that candidates describe the relevance of their PhD training in their materials.

We will give preference to those who provide evidence they meet some of the following criteria:

• Experience with undergraduate teaching, especially in engineering courses.
• Experience coordinating large multi-section courses, transitioning courses from lecture to non-lecture based pedagogical approaches, and/or first-year specific education.
• Experience developing and/or implementing research-based instructional strategies.
• Experience working with departments, courses, and students to improve the success of all students in engineering and STEM.
• Experience designing, implementing, and assessing faculty development activities to increase the use of evidence based instructional strategies in a variety of courses.

Applicants should submit 1) a letter of application, 2) curriculum vitae, 3) a description of teaching interests, 4) A statement that in two pages or less outlines how the applicant's professional and academic experiences have prepared them to support and apply Georgia Tech's mission and values (listed below), and 5) the names and contact information for at least three references.

Applications will be considered beginning November 15, 2025, but the search will continue until the position is filled.

Panitch, Alyssa

School Chair-Academic - Biomedical Engr, GT/Emory

The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.

The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.

Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia (USG) and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individuals race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.

Successful candidate must be able to pass a background check. Please visit employment/pre-employment-screening

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.

Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.

The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.

Qualifications

• Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
• Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
• Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
• Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
• Positive attitude and willingness to learn and grow
• Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
• Establishes and maintains effective working relationships with peers and strategic partners
• Must be articulate, organized, and attentive to instructions and deadlines
• Self-starter with the ability to juggle several deadlines, and high personal accountability
• Approaches problems with a sense of urgency, creativity, and tenacity
• The ability to operate in a dynamic and fast-paced environment is essential
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
• Collaborative and able to work effectively in a team environment as a participant or leader
• Versatile, flexible, and a willingness to work within constantly changing priorities

What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Within Tax, our Site Selection & Incentives Advisory practice will assist companies in assessing and selecting new locations for their companies and accessing the myriad tax and other financial incentives offered by national, state and local governments in return for their investment initiatives and economic activity. In addition to traditional business incentives, this position will have a special emphasis on global incentives: identifying and delivering on site selection and incentives opportunities outside the US, as well as identifying in-bound US site selection and incentives opportunities for companies investing into the US from abroad. A specific focus will be on Japanese in-bound companies.

• 
  
• Meeting with clients, assisting in assessing their needs for new locations or expansions of existing facilities
  
• Working cooperatively with clients to develop parameters for a new location and selecting variables and data to assist the client with their decisions.
  
• Developing discounted cash flow models to compare the benefits and advantages of each site under consideration
  
• Gathering data from national, state and local communities to support the models
  
• Presenting location analysis to clients and their leadership
  
• Creating and executing negotiating strategies on behalf of clients seeking credits and grants
  
• Directing staff as necessary in research, analysis and report preparation, application writing and other relevant tasks
  
• Presenting client projects to government officials and leading discussions with clients regarding relevant incentives programs and the process involved in qualifying
  
• Preparing and presenting proposals and qualifications to prospective clients
  
• Preparing and presenting comprehensive reports regarding the potential financial incentives available, given the client's facts
  

• 
  
• Working knowledge of the financial incentives (both statutory and discretionary in nature) available globally
  
• At least 10 years of relevant experience within a consulting or real estate firm, economic development agency, or a state tax agency
  
• Bachelor’s degree in a business-related field (masters in economic development highly preferred)
  
• Superior analytical and problem-solving skills
  
• Excellent interpersonal and client relationships skills
  
• Fluency in Japanese strongly preferred
  
• Dedication to teamwork
  
• Proficiency in Microsoft Office, with focus on Powerpoint and Excel
  
• Ability to adapt to ever changing client demands
  
• Flexibility to travel, as needed
  
• Supervisory experience
  
• This is a part-time position
  
• Excellent written and verbal communication skills that help represent diverse communities
  
• Experience working with diverse teams
  

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:

• 
  
• Healthcare Coverage: Comprehensive medical, dental, and vision plans.
  
• Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
  
• Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
  
• Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
  
• Retirement Plans: 401(k) plans with company matching.
  

Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.

Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll.

In order to be considered for a position, you must formally apply via .

We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.

#LI-FD1

#LI-Remote

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting 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), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), 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 // Technology M&A 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 // Technology 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.

• 
  
• 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
  
• Lead internal trainings and best practice sharing
  
• Lead business development and client relationship efforts
  
• Support talent acquisition and firm‑building initiatives
  
• Contribute to a high‑performing, inclusive and values‑driven culture
  

• 
  
• 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
  
• 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
  
• Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
  
• 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

The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation 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.

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting 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. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), 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 // 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 // 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.

• 
  
• 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
  
• Lead internal trainings and best practice sharing
  
• Lead business development and client relationship efforts
  
• Support talent acquisition and firm-building initiatives
  
• Contribute to a high-performing, inclusive and values-driven culture
  

• 
  
• 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
  
• 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
  
• Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
  
• 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
  

The compensation: $1,200,000 - $3,000,000 a year.

The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation 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.

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA/SIPC.