Senior Director of Strategic Finance (Global Portfolio Strategy) - Keller Executive Search

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. 

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. 

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com. 

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. 

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. 

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. 

Privacy and Pay Equity: 

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com. 

• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available. 

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 

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. 

• New Jersey: We do not inquire about salary history unless voluntarily disclosed. 

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. 

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. 

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. 

Additional Assistance: If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com. 

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.