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 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 scale the DE team is laser focused on scalability, quality and automation.
The Senior Associate, Marketing role is for an entrepreneurial, self-starting individual that will be the second member of our Marketing department. This position reports directly to the Director, Marketing and will contribute to the planning and execution of Portage Point’s marketing and content creation initiatives. This individual will play a crucial role in marketing operations and should have an understanding of the complete marketing tech stack from e-marketing and customer relationship management (CRM) to social media and content creation. The ideal candidate has exceptional attention to detail and excels in a high-paced, professional services environment.
Responsibilities
- Gather and analyze client behavioral data (e.g., web traffic and rankings) to inform marketing strategies and optimize engagement
- Assist with organizing events, both internal and external
- Schedule and maintain website postings
- Oversee LinkedIn posts, including maintaining social media calendar, posting content and preparing analytics
- Schedule corporate HTML emails and report performance to key stakeholders
- Maintain accurate client data within the CRM and work with professionals to generate clean data
- Partner with the Director, Marketing to maintain award submissions and content creation
- Maintain marketing metrics archive including past campaign results
- Monitor competitor marketing activities as well as market trends
- Coordinate branded merchandise orders and assist with quality control
- Assist with the development, implementation and management of marketing-related technologies, such as Wordpress, Adobe Creative Suite and digital asset management system (Bynder)
- Provide ad hoc support to team members across the organization including PowerPoint slide formatting, graphic creation and content updates
- Design collateral including but not limited to unique layouts for content (1-pages, infographics, PowerPoint slides, etc), event-specific graphics / signs and select firm communications
- Support firm development efforts and lead internal trainings as needed
- Manage daily administrative tasks such as file organization, email management, asset requests and library maintenance
- Work independently with a high level of ownership over deliverables, ensuring timely execution and proactive problem-solving across marketing initiatives
- Contribute to creating a high-performing and inclusive culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- A degree in marketing, communications, graphic design or similar field is preferred
- Located in or willing to relocate to Chicago or New York City
- Invested in a team-based culture motivated to collaborate in office four days per week
- Five plus years of proven work experience as a Marketing Associate, Marketing Assistant or similar role within an investment banking, financial services, or consulting environment
- Experience at a blue chip consultancy or bulge bracket investment bank
- Advanced ability to write and edit copy for press releases, social posts and e-marketing
- Strong analytical skills with a goal-oriented attitude
- Software skills, including WordPress and Adobe Creative Suite
- Experience with Cvent, Intapp and / or Google Analytics is preferred
- Excellent problem solving capabilities
- 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
- Excellent written and verbal communication skills including strong e-mail etiquette
- Top-tier organizational skills and attention to detail
- Self-starter and entrepreneurial spirit
Top Skills
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
