Senior Director of Strategic Finance (Global Portfolio Strategy)

Our client, a leading global investment firm, is seeking an experienced Senior Director of Strategic Finance to focus on Global Portfolio Strategy.

The Senior Director of Strategic Finance (Global Portfolio Strategy) will play a crucial role in shaping the firm's global investment strategy and portfolio management.

This position requires a deep understanding of global financial markets, strategic asset allocation, and portfolio optimization techniques.

Key Responsibilities

Develop and implement global portfolio strategies across various asset classes and geographies

Lead the strategic financial planning and analysis for the firm's global investment portfolio

Conduct in-depth market research and financial modeling to identify investment opportunities and risks

Collaborate with investment teams to develop and refine investment theses and portfolio construction

Provide strategic recommendations to senior management on portfolio allocation and risk management

Analyze the performance of existing investments and propose optimization strategies

Lead the development of financial models and analytics to support investment decision-making

Oversee the preparation of investment committee materials and presentations

Collaborate with client-facing teams to articulate investment strategies to key stakeholders

Stay abreast of global economic trends, regulatory changes, and their potential impact on investment strategies

Mentor and develop junior team members in strategic finance and portfolio management

Requirements

Bachelor's degree in Finance, Economics, or related field; MBA or Master's degree preferred

Professional qualifications such as CFA, CAIA, or equivalent

10+ years of experience in investment management, strategic finance, or related fields

Strong understanding of global financial markets, asset allocation, and portfolio theory

Excellent analytical and quantitative skills, with experience in financial modeling and data analysis

Proven track record in developing and implementing successful investment strategies

Strong leadership and communication skills, with the ability to influence senior stakeholders

Proficiency in financial software, data visualization tools, and advanced Excel modeling

Preferred Qualifications

Experience with alternative investments (private equity, hedge funds, real estate)

Knowledge of ESG investing and impact measurement

Familiarity with programming languages (e.g., Python, R) for financial analysis

Benefits

Competitive salary commensurate with experience ($290k - $320k)

Performance-based annual bonus and carried interest opportunities

Comprehensive health, dental, and vision insurance

401(k) plan

Generous paid time off

Flexible work arrangements

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