Provide white-glove executive support to the Head of Advisory and CRO, managing complex calendars, travel, meeting materials, CRM updates (Intapp), and confidential projects while improving executive efficiency and cross-functional alignment.
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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), 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 Marketing, Commercial Strategy, Talent Acquisition, Human Resources, Delivery Excellence, Accounting & Finance and Data Analytics, 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 the Head of Advisory and the Chief Revenue Officer, helping them focus on the firm’s most critical priorities.
This role services as a dedicated, white-glove partner to these executives, requiring exceptional judgment, discretion and executive presence, with the ability to anticipate needs, manage competing priorities and represent leadership with professionalism at all times.
Responsibilities
- Provide proactive, white-glove executive support to the Head of Advisory and Chief Revenue Officer, including complex calendar ownership, strategic prioritization and alignment of internal and external commitments across multiple time zones
- Coordinate domestic and international travel logistics, delivering seamless, highly detailed itineraries with proactive contingency planning and real-time issue resolution
- Act as trusted gatekeeper and liaison for the Head of Advisory and Chief Revenue Officer, facilitating communication and decision-making with senior internal leaders, clients and external partners
- Prepare and organize materials and logistics for meetings, presentations and strategic discussions; develop high-quality briefing materials and executive-ready presentations, and drive follow up on key action items to ensure alignment against strategic objectives
- Maintain and update CRM (Intapp) data to support relationship management and business development efforts
- Manage executive operating rhythms, including leadership meetings, revenue reviews and strategic planning sessions; ensure visibility into critical milestones and cross-functional alignment
- Support confidential projects, prepare correspondence and manage information flow with discretion and judgment
- Proactively anticipate executive needs, identify friction points and implement systems that increase the effectiveness and leverage of the Head of Advisory and Chief Revenue Officer
- 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 that involves in office four days per week
- Five plus years of experience providing direct, high-level support to C-suite or senior executive leadership within an investment bank, private equity firm, high-growth advisory 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 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
- High level of responsiveness and flexibility, including the ability to manage time-sensitive executive matters outside standard business hours when necessary
- 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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