Posted 13 February 2023

Associate at Portage

Investments Full-time Montreal

Experience: Mid-Level
Education Required: Bachelor’s degree in finance, economics, business administration / commerce or a related field
Salary Range: Not Specified

Close date: 13 April 2023

Apply now

Portage is a global investment platform focused on fintech and financial services operating in the United States, Canada and Europe.

Our team partners with ambitious companies across all stages, providing flexible capital and delivering a global network of investors, commercial partners, advisors and value creation experts. With deep industry knowledge and entrepreneurial experience, Portage is committed to supporting the leaders who are reshaping financial services.

Position Description

We are currently looking for an Associate to report to the Chief of Staff & Strategy, Portage. This role involves supporting the Chief of Staff in planning and delivering strategic, operational, and growth initiatives to advance Portage’s priorities. This individual will play a pivotal role in supporting our team on various initiatives, optimizing processes / meeting efficiency, and managing ecosystem engagement. The Associate role entails collaboration across teams in a fast-paced setting.


  • Support strategic planning and execution including strategy development/updates, linking the strategy to the financial plan and tracking progress against platform OKRs

  • Support presentation preparation for CEO’s internal and external commitments (e.g., conferences, team offsites, fireside chats, journalist interviews)

  • Lead or contribute to ad hoc strategic initiatives under CEO sponsorship involving the planning phase, managing workstreams and collaborating with stakeholders, both internal and external

  • Support the development and implementation of our communications strategy, both internal and external, including liaising with teams to finalize external-facing output

  • Support coordination across business teams (Investor Relations, Legal, Finance) and partnerships team to enable fundraising and operational objectives

  • Support the Research and Investor Relation teams in quarterly reporting to Portage’s investors and internal portfolio company reviews including developing and editing presentation material

Required Skill / Experience

  • 2+ years of experience in strategic consulting, investment banking, investments, or corp. strategy
  • Self-starter – able to take initiative, prioritize and work independently – in a fast-paced environment

  • Organized with a high attention to detail and able to manage multiple priorities

  • Strong written and oral communication skills; ability to synthesize thoughts and confident in expressing a view while willing to listen to different perspectives

  • Strong project management and analytical skills

  • Demonstrates consistent reliability in meeting deadlines and expectations as well as humility by putting the team first and creating a collaborative work environment

  • Models behaviour consistent with our values of being entrepreneurial, innovative, rigorous, collaborative, and authentic, setting an example for other team members to follow

  • Positive attitude and an eagerness to learn and collaborate on a wide variety of projects

What is your reaction to the fact that the 61st session of the Commission on the Status of Women will be chaired by a man?