The Role
The Executive Assistant supports senior leadership by managing complex schedules, coordinating travel, facilitating communication, organizing meetings, and maintaining CRM data, contributing to operational excellence.
Summary Generated by Built In
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), 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 Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Commercial Strategy, Data Analytics, Delivery Excellence, Finance & Accounting, Human Resources, Marketing, Operations and Talent Acquisition, the DE team drives excellence, efficiency and automation across every practice line.
As part of the Delivery Enablement (DE) team, the Executive Assistant (EA) plays a pivotal role in supporting senior leadership and enabling operational excellence across the organization. This individual provides proactive, high-level administrative and strategic support to a group of Practice Line Leaders (PLLs) and Managing Directors (MDs), helping them focus on the firm’s most critical priorities. We are seeking a driven, adaptable professional who thrives in a fast-paced, dynamic environment, someone who can anticipate needs, solve problems independently and contribute to the firm’s culture of excellence.
Responsibilities
- Provide proactive administrative and strategic support to PLLs and MDs, including complex calendar management and prioritization across multiple time zones
- Coordinate domestic and international travel logistics, ensuring seamless itineraries and contingency planning
- Act as a key liaison between MDs, internal teams and external stakeholders to facilitate communication and decision-making
- Prepare and organize materials and logistics for meetings, presentations and strategic discussions; ensuring timely follow-up on action items and deliverables
- Maintain and update CRM (Intapp) data to support relationship management and business development efforts
- Track and manage key operational rhythms, firm initiatives and leadership priorities to ensure alignment with firm goals
- Support confidential projects, prepare correspondence and manage information flow with discretion and judgment
- Anticipate needs and identify opportunities to increase MD effectiveness and efficiency
- Contribute to creating a high-performing and inclusive culture
- Share and manage best practices
- Additional duties as assigned
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located or willing to self-relocate to New York
- Invested in a team-based culture and motivated to collaborate in office four days per week
- Four plus years of experience as an Executive Assistant at an investment bank, private equity firm or top tier consultancy
- Superior written and verbal communication skills including strong e-mail etiquette
- High degree of maturity with a proven ability to interact with senior executives, team members and external partners
- Experience with a customer relationship management system preferred
- Ability to successfully work in a small, collaborative team environment
- Effectively communicates analysis through Microsoft Word, Outlook and PowerPoint including high-quality messaging, structure and formatting
- Eagerness to be responsive at all times
- Proven track-record of success in high pressure, time-constrained environments
- Top-tier organizational skills and attention to detail
- Self-starter and entrepreneurial spirit
Top Skills
Intapp
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
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The Company
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
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