Director, Portfolio Management

About this role

About the Role:

Grade Level (for internal use): 13 The Team: Our Ratings Technology Portfolio Management team operates at the intersection of cutting-edge financial technology and global credit markets, delivering mission-critical systems that power investment decisions worldwide. As a high-performing, collaborative unit within S&P Global Ratings, we combine deep technical expertise with financial markets acumen to drive innovation while maintaining the rigorous standards our clients expect. The team values strategic thinking, operational excellence, and the agility to adapt quickly in dynamic market conditions.

Responsibilities and Impact: • Orchestrate comprehensive Investment Review Board (IRB) processes across Commercial and Analytical portfolios, delivering executive-ready strategic recommendations that directly influence multi-million dollar investment decisions and organizational priorities

• Serve as the strategic nexus between Ratings Technology and enterprise stakeholders, proactively managing complex cross-portfolio dependencies while ensuring seamless alignment with corporate objectives and market demands

• Drive accountability for regulatory compliance and external reporting frameworks within Ratings, establishing robust governance protocols that exceed audit standards while systematically reducing operational risk exposure

• Lead high-impact executive communication initiatives, transforming complex technical and financial data into compelling strategic narratives that enable confident decision-making across C-suite and senior leadership teams

• Spearhead AI+ transformation initiatives for portfolio management operations, implementing innovative automation solutions that enhance analytical capabilities, accelerate decision cycles, and deliver measurable efficiency gains

• Champion Agile and Lean methodologies across portfolio delivery teams, implementing iterative frameworks and continuous improvement practices that optimize value delivery, reduce waste, and enhance team velocity in fast-paced financial services environments

• Facilitate critical Portfolio and Value Stream Synchronization meetings, creating structured governance frameworks that ensure enterprise-wide visibility, early risk mitigation, and optimal resource allocation across competing priorities

What We're Looking For: Basic Required Qualifications: • 12+ years of progressive leadership experience managing cross-functional teams and complex, multi-million dollar technology portfolios within financial services, with demonstrated success driving strategic decision-making at executive levels

• Deep expertise in Agile and Lean management methodologies, including hands-on experience implementing Scrum, Kanban, and continuous improvement frameworks to optimize delivery velocity and eliminate organizational waste

• Comprehensive knowledge of financial analysis, investment evaluation frameworks, and regulatory compliance requirements, particularly within ratings agencies or capital markets environments

• Advanced proficiency in enterprise portfolio management platforms (such as Microsoft Project, Smartsheet, or Clarity), coupled with expertise in financial modeling and data visualization tools (such as Tableau, Power BI, or similar analytics platforms)

• Exceptional executive communication and presentation capabilities with proven ability to synthesize complex technical and financial information into compelling strategic narratives that influence C-suite stakeholders across multiple business units

• Strong analytical and problem-solving skills with demonstrated ability to navigate ambiguous situations and drive consensus among diverse stakeholder groups in high-pressure environments

Additional Preferred Qualifications: • Advanced degree (MBA, MS in Finance, or related field) with specialized coursework in portfolio management, financial risk assessment, or technology leadership within regulated industries

• Professional certifications in project and portfolio management (such as PMP, PgMP, or PMI-PfMP) combined with Agile certifications (such as Certified Scrum Master, SAFe Program Consultant, or Lean Six Sigma)

• Proven experience with AI and machine learning implementation in financial services environments, including familiarity with automation tools and data analytics platforms that drive operational efficiency

• Deep understanding of credit ratings industry dynamics, regulatory frameworks (such as SEC, ESMA, or similar oversight bodies), and experience navigating complex compliance requirements in global financial markets

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $165,000 - $205,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here .

Right to Work Requirements:   This role is limited to persons with an indefinite right to work in the United States

*This role is required to work a hybrid schedule, coming into the assigned office 2-3 days per week.

About S&P Global Ratings At S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions. S&P Global Ratings is a division of S&P Global (NYSE: SPGI).  S&P Global is the world’s foremost provider of credit ratings, benchmar

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