Full-Time

Director of Portfolio Management

Updated on 8/1/2026

S&P Global

S&P Global

10,001+ employees

Global financial data, analytics, ratings

Compensation Overview

$165k - $235k/yr

+ Annual incentive plan

Princeton, NJ, USA + 1 more

More locations: New York, NY, USA

In Person

Category
Finance & Banking (2)
,
Required Skills
Power BI
Data Visualization
Financial analysis
Tableau
Data Analysis
Financial Modeling

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Requirements
  • Candidates must have a proven track record leading cross-functional teams and managing complex, multi-million-dollar portfolios, with demonstrated ability to drive strategic decision-making at executive levels.
  • Candidates must have strong expertise in financial analysis, investment evaluation frameworks, and regulatory compliance requirements, particularly within ratings or financial services environments.
  • Candidates must have advanced proficiency in portfolio management tools and platforms such as Microsoft Project, Smartsheet, or Clarity; financial modeling software; and data visualization tools such as Tableau, Power BI, or similar analytics platforms.
  • Candidates must have exceptional communication and presentation skills, with the ability to synthesize complex information into executive-ready materials and influence senior stakeholders across multiple business units.
Responsibilities
  • Lead end-to-end Investment Review Board execution across Commercial and Analytical portfolios, ensuring executive leadership has decision-ready materials for strategic investment and prioritization decisions.
  • Drive portfolio coordination and prioritization as the central liaison across Ratings Technology and enterprise domains, managing cross-portfolio dependencies while maintaining alignment to strategic objectives.
  • Own regulatory and external reporting accountability for Ratings, ensuring disciplined coordination, accuracy, and compliance with audit standards while mitigating operational risk.
  • Orchestrate executive communication and decision-making processes, crafting narratives that connect strategy execution with measurable value realization across senior leadership teams.
  • Pioneer AI enablement initiatives for portfolio management, leveraging tools to streamline processes, enhance data insights, and improve decision-making quality and speed.
  • Lead Portfolio and Value Stream Sync meetings, providing structured forums for cross-portfolio alignment, early risk identification, and dependency resolution with enterprise-wide visibility.

S&P Global provides financial information and analytics to investors, corporations, and governments. Its offerings include credit ratings, market intelligence, and indices, delivered through subscription models, licensing, and transaction-based services. The company’s products combine ratings assessments, data-driven research, and benchmark indices to help clients assess risk, evaluate markets, and make informed decisions. Unlike firms that specialize in a single domain, S&P Global combines multiple core businesses—Ratings, Market Intelligence, Dow Jones Indices, and Platts—into an integrated platform that delivers comprehensive insights across credits, markets, energy, and ESG data. The company’s goal is to enable better decision-making, risk management, and growth for its clients while upholding corporate responsibility and sustainable practices.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1917

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Simplify Jobs

Simplify's Take

What believers are saying

  • The Indices division's 73.8% operating margin drove 17% revenue growth, offsetting Ratings headwinds[2].
  • Strategic partnerships with Google Cloud and launch of ChatIQ accelerate agentic AI and data automation[1][2].
  • Spinning off Mobility and selling energy software will unlock value obscured by disparate business structures[3].

What critics are saying

  • High rates and trade uncertainty will compress Ratings margins by reducing credit issuance volumes in 2026[4].
  • Geoeconomic confrontation threatens cross-border data licensing revenue if regulatory fragmentation disrupts trade flows[4].
  • AI overinvestment fears and software business concerns erode confidence in S&P's tech-driven analytics segment[4].

What makes S&P Global unique

  • S&P Global owns trusted data assets like S&P 500 and credit ratings embedded in capital market workflows[1].
  • The firm holds a duopoly with Moody's in credit ratings and dominates global index licensing[6].
  • Its 2022 $44 billion IHS Markit acquisition expanded into energy, commodities, and private markets data[2].

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Benefits

Health Insurance

Unlimited Paid Time Off

Professional Development Budget

401(k) Company Match

Family Planning Benefits

Employee Discounts

Company News

Yahoo Finance
Aug 5th, 2026
S&P 500 futures climb overnight as strong earnings and easing Hormuz tensions boost sentiment

US stock futures climbed in overnight trading Tuesday, with Dow futures up 0.35%, S&P 500 futures gaining 0.31%, and Nasdaq-100 futures rising about 0.3%. The gains followed record closes for the Dow Jones Industrial Average and S&P 500 on Monday. Strong corporate earnings drove investor sentiment, with over 80% of reporting companies beating expectations. Caterpillar climbed nearly 6% after strong quarterly results, whilst Palantir Technologies surged nearly 30% following a 93% revenue increase. Ed Yardeni of Yardeni Research told CNBC his year-end S&P 500 target of 8,250 now appears conservative, with the index just 6.5% away. Perceived easing of tensions in the Strait of Hormuz also supported markets, as US Treasury Secretary Scott Bessent indicated an agreement to reopen the shipping route could be reached by midweek.

Yahoo Finance
Aug 5th, 2026
Dow and S&P 500 hit records as 85% of companies beat earnings estimates

The Dow Jones Industrial Average and S&P 500 reached record highs on Tuesday, driven by strong earnings from Caterpillar and Palantir Technologies. The Dow gained 907 points, or 1.71%, to close at 54,091.42, whilst the S&P 500 rose 1.79% to 7,736.52. Caterpillar raised its annual revenue forecast as AI data centre construction boosted demand for power-generation equipment, sending its stock up 5.6%. Palantir shares surged 29.5% after the company increased its revenue outlook. Of the 304 S&P 500 companies reporting second-quarter results, 85.2% beat estimates, versus a long-term average of 67.5%. Semiconductor stocks continued their rebound, with the Philadelphia Semiconductor Index climbing 6.6%. Not all analysts shared the optimism, with some questioning whether the rally adequately reflects AI demand durability.

Yahoo Finance
Aug 4th, 2026
US stock futures extend gains as Palantir surges 14% on strong AI earnings

US stock futures extended gains in overnight trading Monday, with Nasdaq-100 futures up 0.11%, Dow futures climbing 0.22%, and S&P 500 futures rising 0.13%. The moves followed a strong Monday session where the Dow reached a record high, closing up 1%, whilst the S&P 500 and Nasdaq Composite gained 1.48% and 2.13% respectively. Palantir Technologies drove optimism after reporting a 93% revenue surge in Q2, sending shares up nearly 14% in after-hours trading. Amazon shares reached a record high, joining the $3 trillion valuation club. Looking ahead, Advanced Micro Devices and SpaceX are among major companies reporting results this week, alongside consumer firms including McDonald's, Costco and Disney.

Yahoo Finance
Jul 28th, 2026
S&P Global reports 11% revenue growth and 23% EPS rise, boosts share buyback target to $7B

S&P Global reported strong second-quarter results for 2026, with total revenue growing 11% year-over-year and earnings per share rising 23%. The financial data and analytics company achieved a margin of 54.3%, marking a 200-basis-point expansion. The Ratings division delivered record revenue growth of 17%, whilst Indices posted its 13th consecutive record quarter with 20% growth. Market Intelligence and Energy divisions grew 6% and 3% respectively. S&P Global increased its share repurchase target for 2026 by nearly $3 billion to over $7 billion, representing more than 5% of market capitalisation. The company set adjusted earnings per share guidance of $17.50 to $17.75 for the full year. Adjusted free cash flow reached $2.4 billion in the first half, with second-half projections of $2.9 billion to $3.1 billion, excluding Mobility operations.

Yahoo Finance
Jul 28th, 2026
S&P Global's Q2 revenue beats estimates at $4.15B, but EPS misses and guidance cut

S&P Global reported second-quarter revenue of $4.15 billion, up 10.4% year-on-year and slightly above analyst estimates of $4.11 billion. However, the financial intelligence company's adjusted earnings per share of $4.83 missed consensus expectations of $5.02 by 3.7%. The company lowered its full-year adjusted EPS guidance to $17.63 at the midpoint, representing a 9.7% decrease from previous expectations. S&P Global's pre-tax profit reached $1.73 billion, with a 41.7% margin. The New York-based company provides credit ratings, market intelligence, commodity data, and financial indices to investors and businesses. Over the past five years, S&P Global has grown revenue at a 9% compound annual growth rate. Shares fell 2.7% to $428.04 following the earnings announcement.