Director, Defense Portfolio Strategy

The Director, Defense Portfolio Strategy reports to the Chief Strategy Officer and directly supports the CSO's enterprise mandate to identify and unlock growth above the underlying market rate. Defense is CAE's largest such opportunity, and this role carries the analytical and transactional workload behind it. The Defense & Security business unit owns its strategy. This role does not duplicate or adjudicate it. Instead, the Director works on the questions that sit above and across the operating plan - where CAE should allocate capital and capability within the Defense domain, which adjacencies merit entry, what the enterprise should build, buy, or partner for, and how the Defense portfolio should evolve to deliver above-market growth. The Director operates as a full member of the corporate strategy team. The above-market growth mandate is enterprise-wide and held by the CSO;
this role brings dedicated defense-domain depth to it, working alongside colleagues whose expertise spans other domains and functions. Portfolio work remains collective - the addition here is capacity and depth against a specific CEO-level priority, not a redrawing of scope.Key Responsibilities
Portfolio Strategy and Capital Allocation: Quantify the gap between the Defense market's underlying growth
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