Director of Portfolio Management

3 weeks ago


New York, New York, United States Keller Executive Search Full time

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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