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.

• 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

• 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

• 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

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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• 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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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. 

Salary : $290,000 - $320,000