Director, Portfolio Management

What you'll do

• Manage Investment Review Board processes to provide executive recommendations for multi-million dollar investment decisions.
• Act as the primary liaison between Ratings Technology and enterprise stakeholders to align cross-portfolio dependencies with corporate goals.
• Establish governance protocols to ensure regulatory compliance and reduce operational risk across reporting frameworks.
• Translate complex technical and financial data into strategic narratives for C-suite and senior leadership communication.
• Lead AI+ transformation initiatives to automate portfolio management operations and improve decision cycle efficiency.
• Implement Agile and Lean methodologies to optimize delivery velocity and reduce waste across portfolio teams.
• Facilitate Portfolio and Value Stream Synchronization meetings to ensure visibility and optimal resource allocation.

What we're looking for

• Must have 12+ years of leadership experience managing cross-functional teams and multi-million dollar technology portfolios in financial services.
• Must possess deep expertise in Agile and Lean management methodologies including Scrum, Kanban, and continuous improvement frameworks.
• Must have comprehensive knowledge of financial analysis, investment evaluation, and regulatory compliance within ratings agencies or capital markets.
• Must be proficient in enterprise portfolio management platforms and tools for financial modeling and data visualization like Tableau or Power BI.
• Must possess exceptional executive communication skills to translate complex technical and financial data into strategic narratives for C-suite stakeholders.
• Must have strong analytical problem-solving skills to navigate ambiguous situations and drive consensus among diverse groups.
• An advanced degree in a related field such as MBA or MS in Finance is preferred.
• Professional certifications like PMP, PgMP, CSM, SAFe, or Lean Six Sigma are preferred.