Senior Director of Strategic Finance (Global Portfolio Strategy)

Job Description

Job Description

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

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement : Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

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Compensation Information : For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws.

When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles.

Salary ranges may vary based on role and location.

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State-Specific Information :

• Rhode Island : We do not request or require salary history from applicants.
• Connecticut : We provide wage range information upon request or before discussing compensation.
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Additional Assistance : If you need further assistance to fully engage in our application process, please contact [email protected].

Note : This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process.

Employment laws and requirements may vary depending on the employer and location.