Director, Data Strategy & Engineering

Define and own the firm’s data platform strategy spanning cloud data architecture, AI data infrastructure, master data management and the analytics capability roadmap

Drive architectural decisions for the Portage Point data ecosystem including data lakehouse design (bronze / silver / gold medallion architecture), real-time versus batch processing trade-offs, semantic layer strategy, data mesh adoption and AI-ready data product frameworks

Own the data architecture review function, ensuring all new AI products and data pipelines meet architectural, security and governance standards before development commences

Execute the data strategy that enables the AI Solutions product roadmap, defining how data is structured, labeled, versioned and served to AI / ML models across consulting use cases including CDD / FDD automation, value creation tracking, working capital optimization, restructuring scenario engines, portfolio benchmarking and MIS intelligence layers

Drive the development of proprietary financial and industry data assets including training data curation, golden datasets for model evaluation and benchmarking databases

Design knowledge graph strategy, capturing structured relationships between companies, deal comparables, management teams and operational KPIs

Oversee design and operation of scalable ELT / ETL pipelines ingesting structured and unstructured data from diverse sources including financial data providers (Capital IQ, Refinitiv, PitchBook, Bloomberg), client ERP / CRM systems, SEC filings, management packs and market research

Own engineering layer powering consulting analytics including financial benchmarking, working capital KPI dashboards, EBITDA bridge models and cost structure analyses

Lead and develop a team of Vice Presidents and Senior Associates (approximately 10 to 15 professionals) across data engineering, analytics engineering and data governance

Partner with Human Capital Management to drive Data & Engineering talent acquisition success

Drive the data governance framework including policies, standards, stewardship model and compliance controls for handling client deal data, portfolio company data and third-party data, in alignment with NDA and regulatory obligations

Oversee data security architecture in collaboration with the security function, with particular attention to AI training data handling, model output retention and deal data segregation

Build and operate data quality programs including automated monitoring and anomaly detection while proactively flagging data issues

Partner with global leadership to translate firm priorities into a sequenced data platform roadmap with measurable business outcomes

Identify and shape data monetization opportunities including proprietary benchmarking databases, index products and data-as-a-service offerings, and partner with firm leadership to commercialize proprietary data assets as consulting IP and competitive differentiators

Serve as a thought leader on data strategy in deal advisory and portfolio management, engaging in senior client conversations on data room analytics, portfolio data standardization and data-driven value creation and representing the firm at internal forums and external industry events where appropriate

Manage relationships with third-party data providers, evaluate new data sources for relevance to consulting use cases and lead the evaluation and adoption of emerging data technologies including data mesh, federated query engines and AI-native data platforms

Lead firm-wide knowledge sharing, training and change management efforts to scale data and analytics capability across practice lines

Support business development by shaping data-related proposals, client presentations and solution demonstrations

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture