Investment Portfolio Manager, Sr. jobs in Vermont

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Portfolio Manager
  • sperlowski@uppervalleyhonda.net
  • Junction, VT FULL_TIME
  • Company Overview:
    Upper Valley Honda is a dynamic and innovative automotive dealership dedicated to providing exceptional automotive solutions to our valued customers. With a focus on customer satisfaction and financial empowerment, we are seeking a talented Portfolio Manager - Lease End and Equity Specialist to join our team and drive success through proactive management of our customer portfolio.

    Position Overview:
    As a Portfolio Manager - Lease End and Equity Specialist at Upper Valley Honda, you will play a pivotal role in maximizing customer satisfaction and financial outcomes by effectively managing lease end transitions and identifying opportunities for customers in equity positions. You will work closely with our existing customer base, providing personalized support and guidance to ensure smooth transitions out of leases and capitalize on equity opportunities, fostering long-term relationships and driving business growth.

    Key Responsibilities:

    • Lease End Management: Proactively engage with customers whose leases are approaching expiration, providing comprehensive guidance and assistance throughout the end-of-lease process. Coordinate lease returns, vehicle inspections, and facilitate seamless transitions into new leasing or ownership arrangements.
    • Equity Position Identification: Identify customers who are in an equity position on their leased vehicles and offer strategic recommendations to leverage this equity effectively. Provide tailored financial advice and options, such as lease buyouts, trade-ins, or vehicle purchases, to optimize their financial outcomes.
    • Customer Relationship Management: Build and maintain strong relationships with customers, serving as a trusted advisor and point of contact for all lease end and equity-related inquiries. Anticipate customer needs, address concerns promptly, and deliver exceptional service to enhance customer satisfaction and loyalty.
    • Data Analysis and Reporting: Utilize data analytics tools and systems to track customer portfolio performance, monitor lease end timelines, and identify trends or opportunities for improvement. Generate regular reports and insights to inform strategic decision-making and optimize portfolio management strategies.
    • Collaboration and Communication: Collaborate cross-functionally with sales, finance, and operations teams to streamline processes, resolve customer issues, and drive business growth. Communicate effectively with internal stakeholders to ensure alignment on portfolio management objectives and initiatives.

    Qualifications:

    • Strong customer service with BDC or Sales background.
    • Proven experience in portfolio management, financial services, or related roles, with a focus on lease end management and equity optimization.
    • Strong understanding of leasing industry practices, financial principles, and vehicle valuation methodologies.
    • Excellent analytical skills with the ability to interpret data, identify trends, and make strategic recommendations.
    • Exceptional communication and interpersonal skills, with a customer-centric approach to service delivery.
    • Proficiency in Microsoft Office Suite and experience with CRM software preferred.
    • CRM and DMS familiarity a plus.

    Join Our Team:
    If you are passionate about helping customers navigate lease end transitions and maximize their equity positions, while driving business success through effective portfolio management, we invite you to apply for the Portfolio Manager - Lease End and Equity Specialist position at Upper Valley Honda. Join our team of dedicated professionals and embark on a rewarding career journey with ample opportunities for growth and development.

    How to Apply:
    Please submit your resume and a cover letter outlining your qualifications and interest in the Portfolio Manager - Lease End and Equity Specialist role to [HR Contact Information].

    Upper Valley Honda is an equal opportunity employer and welcomes applicants from diverse backgrounds. We are committed to fostering an inclusive and supportive work environment where all employees can thrive.

    Job Type: Full-time

    Pay: $48,000.00 - $60,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Prescription drug insurance
    • Professional development assistance
    • Referral program
    • Vision insurance

    Experience level:

    • 1 year
    • 2 years
    • 3 years
    • No experience needed
    • Under 1 year

    Schedule:

    • 10 hour shift
    • 8 hour shift

    Ability to Relocate:

    • White River Junction, VT 05001: Relocate before starting work (Required)

    Work Location: In person

  • 5 Days Ago

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Property Manager
  • Real Estate Investment Company
  • Brattleboro, VT FULL_TIME
  • We're looking for a Residential Property Manager to handle the daily operations of two Manufactured Home Communities. The property manager is responsible for all daily operational duties as well as th...
  • 6 Days Ago

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Diversity, Equity and Inclusion Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview Every solution we develop at VEIC is in service to our vision: a healthy planet and thriving people. We know our success depends on making clean energy available to everyone. That is why VEIC...
  • 4 Days Ago

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Efficiency Vermont - Account Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview Customer Engagement Managers have a high level of business development or customer support experience. Primary responsibilities are to meet assigned energy efficiency or key performance targe...
  • 1 Month Ago

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Efficiency Vermont - Program Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview VEIC is a sustainable energy company on a mission to generate the energy solutions the world needs. For over 30 years VEIC has been working with governments, utilities, foundations, and busin...
  • Just Posted

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Efficiency Vermont - Principal Account Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview VEIC is a sustainable energy company on a mission to generate the energy solutions the world needs. For over 30 years VEIC has been working with governments, utilities, foundations, and busin...
  • 21 Days Ago

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Portfolio Analyst
  • LanceSoft, Inc.
  • Radford, VA
  • Title: Portfolio Analyst DURATION: Multi-year LOCATION: Ft. Belvoir, VA - on-site local only - no T&E Description: Posit...
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Orlando, FL
  • Florida Financial Advisors
  • Orlando, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Marshfield, MA
  • Job description Elevating your Practice with Baystate Financial! Job description: Looking to elevate your practice? Bays...
  • 3/26/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Tampa, FL
  • Florida Financial Advisors
  • Tampa, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Analyst, Underwriting and Portfolio Management
  • Churchill
  • New York, NY
  • Analyst, Underwriting and Portfolio Management New York,NY Churchill Asset Management Job Title: Analyst Division: Under...
  • 3/26/2024 12:00:00 AM

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/24/2024 12:00:00 AM

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Front Office Hedge Fund Recruiter - Recruitment Agency Client of Talent Focus (New York City)
  • Talent Focus Executive Search and Consulting
  • New York, NY
  • Our client is a global financial services recruitment agency that requires a high calibre recruiter, to join their Hedge...
  • 3/24/2024 12:00:00 AM

Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$138,807 to $230,509

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020