Executive Assistant & Office Manager

Reposted Yesterday
New York, NY
Senior level
Financial Services
The Role
The Executive Assistant & Office Manager will manage office operations, support managing directors, handle scheduling and travel, and contribute to culture and events.
Summary Generated by Built In

Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS).


Recognized for accelerated growth, Portage Point is backed by New Mountain Capital and consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions.

 

The Delivery Enablement (DE) team supports internal stakeholders by providing a robust operational backbone across TAS, TES, OCFO, PI, IM, IB and TRS. The team includes Talent Acquisition, Human Resources, Marketing, Data Analytics, Accounting & Finance and Delivery Excellence. As Portage Point continues to grow, the DE team is laser focused on scalability, quality and automation.


The Executive Assistant & Office Manager (EA / OM) role at Portage Point represents a unique opportunity for a highly-capable professional to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. The right individual should be prepared to work within a small, collaborative team environment to manage discrete work streams. The EA / OM will support four to six Managing Directors as well as manage day-to-day office operations.

Responsibilities

  • Support office management including ordering supplies, liaising with building management, greeting visitors, technology maintenance and troubleshooting and mail management
  • Support Practice Line Leaders and Managing Directors with calendar management, travel planning, event coordination, CRM (Intapp) data entry, invoicing and expense reporting
  • Support new hire onboarding, such as pre-start communication and relevant system set-ups, as well as employee offboarding
  • Support business development, talent acquisition and firm development efforts as needed 
  • Contribute to creating a high-performing and inclusive culture
  • Plan New York office and firm wide events
  • Serve as the culture keeper for the office
  • 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
  • Interested in a team-based culture that involves in office four days per week
  • Four plus years of experience as an Executive Assistant and / or Office Manager at an investment bank, private equity firm or top tier consultancy
  • Excellent 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 Concur and / or Intapp preferred
  • Ability to successfully work in a small, collaborative team environment
  • Effectively communicates analysis through Microsoft Word, Excel, 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

Concur
Intapp
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
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The Company
HQ: Chicago, IL
37 Employees
On-site Workplace
Year Founded: 2016

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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