Investment Portfolio Manager, Sr. jobs in Brockton, MA

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
  • 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.
  • 1 Month Ago

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Special Assets Portfolio Manager
  • Rockland Trust Career Site
  • Brockton, MA FULL_TIME
  • Rockland Trust is currently seeking a Special Assets Portfolio Manager to join our Special Asset Group. The incumbent, whose role is “credit orientated” reports to the SAG Manager and is accountable t...
  • 21 Days Ago

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Commercial Portfolio Manager-Plymouth
  • Rockland Trust Career Site
  • 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...
  • 21 Days Ago

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Special Assets Portfolio Manager
  • Rockland Trust
  • Brockton, MA FULL_TIME
  • Rockland Trust is currently seeking a Special Assets Portfolio Manager to join our Special Asset Group. The incumbent, whose role is "credit orientated" reports to the SAG Manager and is accountable t...
  • 24 Days Ago

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Portfolio Manager - Constellation Brands
  • Horizon Beverage Group
  • Norton, MA FULL_TIME
  • Portfolio Manager / Constellation Brands Norton, MA Company Overview: As one of the New England’s leading spirits, wine, beer, and non-alcoholic beverage distributors, Horizon Beverage Group connects ...
  • 1 Day 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...
  • 1 Month Ago

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0 Investment Portfolio Manager, Sr. jobs found in Brockton, MA area

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Financial Advisor **Training Provided**
  • Northwestern Mutual
  • Boston, MA
  • Job Description Job Description BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Representati...
  • 3/27/2024 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 Development Program
  • Northwestern Mutual
  • Hingham, MA
  • Job Description Job Description Financial sales advisors at Northwestern Mutual help clients reach their goals by develo...
  • 3/26/2024 12:00:00 AM

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Financial Advisor (Sales Role - Training Provided)
  • Northwestern Mutual
  • Woburn, MA
  • Job Description Job Description Financial Representative//Financial Services Professional Financial Representatives at N...
  • 3/26/2024 12:00:00 AM

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Director, Project Finance
  • Navisun
  • Hingham, MA
  • Company Background: Founded in 2017, Navisun LLC is a solar and storage independent power producer within the United Sta...
  • 3/25/2024 12:00:00 AM

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Real Estate Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Boston, MA
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 3/25/2024 12:00:00 AM

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Compliance Associate
  • NextPhase Search
  • Boston, MA
  • Compliance Associate, Investments, Boston/ Hybrid (2 days per week in office, 3 remote) About the Company/Role: Well est...
  • 3/25/2024 12:00:00 AM

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Senior Finance Manager- Life Sciences
  • Entegris
  • Billerica, MA
  • Entegris is seeking a Senior Financial Manager, Life Sciences to provide key financial and decision support to the Vice ...
  • 3/25/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 21.6 square miles (56 km2), of which 21.5 square miles (56 km2) is land and 0.1 square miles (0.26 km2) (0.56%) is water. Brockton is the 162nd largest city by land area in the Commonwealth, and the twelfth largest of the twenty-seven towns in Plymouth County. Brockton is bordered by Stoughton to the northwest, Avon to the north, Holbrook to the northeast, Abington to the northeast, Whitman and East Bridgewater to the southeast, West Bridgewater to the south, and Easton to the west. Brockton is approximately 25 miles s...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$157,402 to $261,387
Brockton, Massachusetts area prices
were up 1.6% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020