Portfolio Performance Director: Data-Driven Value Creation

Filioncapital; Dallas (TX); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Comprehensive benefits package

Performance-based bonuses

Competitive compensation package

Job summary

A financial services firm is seeking a data-driven Director of Performance to enhance operational performance across its investment portfolio. The ideal candidate will have significant analytical experience, expertise in financial modeling, and strong communication skills. This full-time role involves managing investor relations and strategic planning. The salary ranges from $200,000 to $275,000 annually plus performance bonuses. Interested candidates should apply via email.

Qualifications

• 7+ years of experience in a highly analytical role.
• Proven ability to translate findings into actionable recommendations.
• Exceptional communication with C-level executives.

Responsibilities

• Develop comprehensive investor relations strategies.
• Build relationships with existing and prospective investors.
• Prepare high-quality marketing materials.

Skills

Expert-level financial modeling skills in Excel

Data visualization proficiency (e.g., Tableau, Power BI)

Communication and interpersonal skills

Analytical rigor and attention to detail

Education

Bachelor's degree in Finance, Business, or related field

MBA or advanced degree preferred

Tools

Excel

PowerPoint

Job description

A financial services firm is seeking a data-driven Director of Performance to enhance operational performance across its investment portfolio. The ideal candidate will have significant analytical experience, expertise in financial modeling, and strong communication skills. This full-time role involves managing investor relations and strategic planning. The salary ranges from $200,000 to $275,000 annually plus performance bonuses. Interested candidates should apply via email.