Executive Assistant & Office Manager

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 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 various Managing Directors as well as manage day-to-day office operations in the Dallas office.

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 employee pre-boarding and onboarding
• Support employee offboarding
• Serve as the culture keeper for the office
• Additional duties as assigned
• Share and manage best practices
• Support business development, talent acquisition and firm development efforts as needed 
• Contribute to creating a high-performing and inclusive culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Located or willing to self-relocate to Dallas
• Interested in a team-based culture that involves in office four days per week
• Three plus years of experience as an EA and / or OM at an investment bank, private equity firm or top tier consultancy
• Experience with Concor and / or Intapp preferred
• High degree of maturity with a proven ability to interact with management, team members and external partners
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives
• 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
• Excellent written and verbal communication skills including strong e-mail etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit