
Strategic Portfolio Manager
7 days ago
Global Operations Leader
Join a dynamic organization as we seek a senior professional to drive operational excellence across finance, compliance, and service provider management. Reporting directly to the CEO, you will be responsible for shaping the strategic and operational core of a global investment portfolio and advancing philanthropic objectives.
Job Description:
Drive day-to-day operational excellence across finance, compliance, service provider management, and reporting.
Lead the implementation of AI-enabled systems to increase efficiency and data-driven decision-making.
Act as a thought partner to the CEO, with an eye on sustainable growth, risk mitigation, and long-term value creation.
Serve as a key liaison between the investment committee and external advisers.
Oversee portfolio reporting, cash flow planning, capital calls, and policy implementation.
Ensure fiduciary, legal, and tax compliance across a sophisticated structure of trusts, companies, and offshore entities.
Support the ongoing operations and governance of an active charitable foundation.
Requirements:
10-20 years of commercial experience with a strong background in operational and financial acumen.
Proven ability to adapt to new and challenging situations.
A collaborative leadership style grounded in integrity, humility, and sound judgement.
A pragmatic, hands-on mindset - comfortable shifting from strategy to execution.
Strong understanding of investment principles and surrounding governance.
Discretion, emotional intelligence, and the ability to work in service of the family's values and ambitions.
Why Join?
Contribute to a purpose-led organization with a 20+ year vision.
Help steward and grow a meaningful portfolio across multiple jurisdictions and asset classes.
Be part of a culture that values curiosity, efficiency, and continuous improvement.
Enjoy a relaxed but professional environment where performance and trust go hand in hand.
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