Director, Portfolio Strategy

Job Description

**Director, Portfolio Strategy**

NOETIK is a frontier therapeutics company harnessing AI to deeply understand human biology and redefine clinical outcomes in oncology. Leveraging the largest proprietary multimodal oncology dataset of its kind which uniquely integrates spatial biology, NOETIK’s OCTO series of models (Oncology Counterfactual Therapeutics Oracle) precisely match therapeutic targets to patient subpopulations and accurately predict clinical efficacy. This AI-first approach elevates therapeutic development from probabilistic guesswork to precision science.

**The Opportunity**

Build and drive Noetik’s oncology pipeline strategy.

**Responsibilities**

A
*sset Scouting*

– Source and advance in-licensing and co-development opportunities (Ph1b–Ph3)

*Asset Valuation & Prioritization*

– Build asset-level valuation models that translate platform outputs into defensible economics
– Develop prioritization framework for pipeline opportunities to align internal decisions, partner engagement and negotiations, and investor conversations

*Portfolio Strategy & Governance*

– Establish stage-gate framework for pipeline investment decisions and criteria for advancing, partnering, or exiting assets
– Develop capital allocation logic across wholly owned, co-developed, and partnered programs
– Inform build vs. outsource vs. partner decisions for clinical development, CMC, and regulatory
– Support risk-balanced portfolio construction across indications, stages, and deal structures

**Education**

– An undergraduate degree is required. Advanced degree or MBA is a plus

**Experience**

– Significant experience with a range of portfolio transactions in therapeutics that required strong negotiation skills, resolving business issues, and structuring agreements
– Demonstrated success in leading therapeutics portfolio strategy in small company setting, working cross-functionally and collaboratively with leaders at all levels
– Collaborative leader with a track record as a business partner, contributing to the success of the business beyond direct portfolio strategy responsibilities
– Has a balance of strategic and tactical skills, strong analytical and problem-solving skills, and effective process management skills necessary to recommend and manage initiatives
– Demonstrated experience with business development and strategy, deal structures and pricing, and financial modeling and analysis
– Adept at using database platforms relevant to asset scouting (such as Cortellis) and embracing a range of the latest technology tools, such as LLMs and agentic AI to organize and speed up short and long term tasks and initiatives.
– Able to educate and advise the CEO, Executive Team and Board on portfolio decisions, risks and forecasts
– Possesses seasoned and sound business judgment, and a passion for growing company value
– Comfortable in a start up or small company environment, willing to roll up sleeves and engage as required
– 8-10 years of progressive experience in biotech, pharma or medical company

**Location**

– Noetik is a hybrid company with an office and lab-based in South San Francisco. Some preference for candidates located on the east coast.

**ABOUT NOETIK**

Noetik is an AI-native biotech using self-supervised machine learning and multimodal data generated in-house to discover and develop precision cancer therapies. The founding team has a track record of building technology enabled platforms and advancing drugs from discovery to clinical development. In a short period of time, the team has built one of the most significant proprietary multimodal cancer datasets for machine learning, and demonstrated target discovery using self supervised learning models. Come build the future with us. The company is based in San Francisco, CA. For more information, visit https://www.noetik.ai/.