Director, Portfolio Management
About The Position
The Portfolio Management team operates at the forefront of global financial markets, combining deep analytical expertise with innovative technology solutions to deliver world-class investment insights. As a collaborative and results-driven group, we value strategic thinking, data-driven decision making, and the ability to translate complex market dynamics into actionable portfolio strategies. The team thrives in a fast-paced environment where individual expertise contributes to collective success, and where every team member plays a crucial role in shaping investment outcomes for our global client base.
Requirements
- Proven track record leading cross-functional teams and managing complex, multi-million dollar portfolios with demonstrated ability to drive strategic decision-making at executive levels
- Strong expertise in financial analysis, investment evaluation frameworks, and regulatory compliance requirements, particularly within ratings or financial services environments
- Advanced proficiency in portfolio management tools and platforms (such as Microsoft Project, Smartsheet, or Clarity), financial modeling software, and data visualization tools (such as Tableau, Power BI, or similar analytics platforms)
- Exceptional communication and presentation skills with ability to synthesize complex information into executive-ready materials and influence senior stakeholders across multiple business units
Responsibilities
- Lead end-to-end Investment Review Board (IRB) execution across Commercial and Analytical portfolios, ensuring executive leadership has decision-ready materials for strategic investment and prioritization decisions
- Drive portfolio coordination and prioritization as the central liaison across Ratings Technology and enterprise domains, managing cross-portfolio dependencies while maintaining alignment to strategic objectives
- Own regulatory and external reporting accountability for Ratings, ensuring disciplined coordination, accuracy, and compliance with audit standards while mitigating operational risk
- Orchestrate executive communication and decision-making processes, crafting compelling narratives that connect strategy execution with measurable value realization across senior leadership teams
- Pioneer AI+ enablement initiatives for portfolio management, leveraging cutting-edge tools to streamline processes, enhance data insights, and improve decision-making quality and speed
- Lead Portfolio and Value Stream Sync meetings, providing structured forums for cross-portfolio alignment, early risk identification, and dependency resolution with enterprise-wide visibility
Benefits
- Health care coverage designed for the mind and body
- Generous time off
- Access to a wealth of resources to grow your career and learn valuable new skills
- Competitive pay
- Retirement planning
- Continuing education program with a company-matched student loan contribution
- Financial wellness programs
- Perks for partners and little ones
- Retail discounts
- Referral incentive awards
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
