Director, Portfolio Management

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.

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).
• Prominent 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.

What’s In It For You?

Our Mission
Advancing Essential Intelligence.
Our People
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values

Integrity, Discovery, Partnership

Benefits

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our Benefits Include
Health & Wellness
Flexible Downtime
Continuous Learning
Invest in Your Future
Family Friendly Perks
Beyond the Basics

Right To Work Requirements

This role is limited to persons with an indefinite right to work in the United States.

Employment at S&P Global is contingent upon compliance with the Policy.

Recruitment Fraud Alert

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.