Director of Portfolio Management
3 weeks ago
Job Description:
The Director of Portfolio Management will be responsible for developing and implementing global portfolio strategies across various asset classes and geographies. 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
Compensation:
- Competitive salary commensurate with experience ($290,000 - $320,000)
- 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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