Portfolio Manager jobs in Massachusetts

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Portfolio Manager
  • Horizon Beverage Group
  • Norton, MA FULL_TIME
  • Portfolio Manager
    Position Summary:
    The Portfolio Manager is the company’s supplier liaison responsible for the dedicated management of all aspects of their assigned suppliers’ programs and product management. The role includes managing, coordinating and assisting in the marketing, sales execution, and financial stability of existing and assigned brands or portfolios. Responsibilities include monitoring and tracking supplier and management goals and programs; extracting and analyzing sales and program data; developing and maintaining reports that meet supplier and management reporting requirements; spending time in the field with both on and off premise accounts; providing continual communication of tracking and program analysis to the supplier, management and the sales force; coordination of supplier planning and review meetings; scheduling of tastings; product management to ensure appropriate inventory levels and pricing controls focused on achieving program objectives and competitive marketability; pricing and profit management; and A/R management.
    Daily/Position Responsibilities (Other duties may be assigned):
    • Work with assigned suppliers to develop programming, analyze pricing, analyze market conditions and take appropriate actions needed to attain market goals and dominance.
    • Manage brands to achieve annual individual brand goals in terms of delivering profit, territory share, volume, distribution by size and market presence.
    • Monitor inventory to maintain proper levels, working with appropriate HBC personnel to achieve.
    • Closely monitor trade information media and resources. Dissemination of the appropriate information for tool & sales development throughout the appropriate personnel at HBC.
    • Work with Division President to develop marketing strategies for existing and assigned brands.
    • Closely monitor and track program spending, price support mechanisms, and budgets/grants associated with them, to maintain healthy GP and sustainable business practices
    • Manage supplier accounts receivable and prompt payments of invoices
    • Utilize a variety of BI tools and reporting systems to analyze pricing models and GP, including key factors behind gains/losses, and locate opportunities to improve where possible
    • Responsible for seeing that all reports, compliance issues or other supplier required information is collected and provided as needed.
    • Communicate all pertinent information to appropriate HBC personnel to ensure brand market plans are implemented and executed.
    • Develop successful working relationships with key off and on premise accounts within the market to secure maximum presence.
    • Represent company at supplier events.
    Education/Experience:
    • Bachelor’s Degree in marketing or related field
    • 1-3 years related marketing and beverage industry work experience preferred.
    • Strong financial background or understanding.
    • Strong knowledge of wines, WSET or similar certifications preferred.
    Skills/Requirements:
    The ideal candidate will have a strong attention to detail, and the ability to prioritize within a multi-tasking environment. Skilled at planning and coordinating all aspects of event management.
    Ability to work calmly under pressure and meet tight deadlines; must possess strong analytical, negotiation and conflict resolution skills. Excellent presentation, verbal and written communication skills are also required. Must demonstrate intermediate to advanced level of proficiency within Microsoft Office applications.
    What We Offer:
    Horizon Beverage Group provides benefits, support programs, resources and expertise to help employees live healthier and safer lives—at work and on the road.
    • Eligibility for the following benefits depends on employment status.
    • Competitive pay
    • Medical & dental
    • 401(k) Plan
    • Paid Holidays
    • Generous paid time off policy
    • Company paid Short & Long Term Disability
    • Company paid Life Insurance
    • Employee Assistance Program
    • Supplemental Insurance Options

    Horizon Beverage Group is an Equal Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, protected veteran or disabled status.
  • 17 Days Ago

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Portfolio Manager
  • Man Investments USA Holdings Inc.
  • Boston, MA FULL_TIME
  • The Portfolio Manager role spans a broad spectrum of portfolio management, investment and market analysis, and research responsibilities as part of the equities team. The successful candidate for this...
  • 22 Days Ago

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Portfolio Manager
  • Brigs LLC
  • Roxbury, MA FULL_TIME
  • Description Position Summary: Oversee and coordinate all fiscal and operational functions and activities associated with each Condominium and Homeowners Association. Candidate will be responsible for ...
  • 1 Month Ago

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Commercial Portfolio Manager-Plymouth
  • Rockland Trust
  • Plymouth, MA FULL_TIME
  • The Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer. Portfolio Managers are typically assigned to and support specifically designated Lendi...
  • 18 Days Ago

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Commercial Portfolio Manager-Peabody
  • Rockland Trust
  • Peabody, MA FULL_TIME
  • The Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer. Portfolio Managers are typically assigned to and support specifically designated Lendi...
  • 18 Days Ago

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Portfolio Success Manager
  • ServiceNow
  • Waltham, MA FULL_TIME
  • Job Description ServiceNow is looking for a Portfolio Success Manager (PSM). We are looking to hire at either one of our Hub locations (San Diego, Waltham, or Orlando). Additionally, looking for indiv...
  • 20 Days Ago

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Portfolio Manager
  • PHH Mortgage
  • West Palm Beach, FL
  • The Portfolio Manager, Commercial SBC will provide oversight for the performance of assigned portfolio and quality colle...
  • 4/25/2024 12:00:00 AM

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Portfolio Manager
  • Lakeside Bank
  • Chicago, IL
  • Job Description Job Description Portfolio Manager-Lakeside Bank South Loop Reports to: EVP & Chief Lending Officer Hours...
  • 4/25/2024 12:00:00 AM

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Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 4/25/2024 12:00:00 AM

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Portfolio Manager
  • Intrack Investment Management Inc.
  • Norwich, VT
  • InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, com...
  • 4/25/2024 12:00:00 AM

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Portfolio Manager
  • Gaetani Real Estate
  • San Francisco, CA
  • JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
  • 4/24/2024 12:00:00 AM

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Portfolio Manager
  • Sentry Management
  • Spokane, WA
  • Job Description Job Description Sentry Management, a leader in the HOA industry, has an exciting opportunity for a Portf...
  • 4/23/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts, LLC
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Leeds Professional Resources
  • Miami, FL
  • We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
  • 4/22/2024 12:00:00 AM

Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River. Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$125,031 to $173,305