Portfolio Manager jobs in Norwich, CT

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 – Copley Division
  • Horizon Beverage Group
  • West Greenwich, RI FULL_TIME
  • Portfolio Manager – Copley Division
    West Greenwich, RI
    Company Overview:
    As one of the New England’s leading spirits, wine, beer, and non-alcoholic beverage distributors, Horizon Beverage Group connects a network of makers, retailers and consumers throughout Massachusetts and Rhode Island. Since 1933 we’ve fostered an environment of ingenuity, innovation, and expertise to help brands and retail & restaurant entrepreneurs alike reach their goals. Now in our fourth generation of family ownership, we employ a team of over 700 beverage enthusiasts working toward a united mission with our partners to deliver the perfect drink.

    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 VP/GM Division Manager 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.
    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
    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.
  • 3 Days Ago

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Manager
  • Dunkin' - Franchisee Of Dunkin Donuts
  • Brooklyn, CT FULL_TIME
  • In 1950, Bill Rosenberg opened the first Dunkin' shop in Quincy, Massachusetts. Dunkin' licensed the first of many franchises in 1955. It is now the world's leading baked goods and coffee chain, servi...
  • 15 Days Ago

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Manager
  • Dunkin' - Franchisee Of Dunkin Donuts
  • Voluntown, CT FULL_TIME
  • In 1950, Bill Rosenberg opened the first Dunkin' shop in Quincy, Massachusetts. Dunkin' licensed the first of many franchises in 1955. It is now the world's leading baked goods and coffee chain, servi...
  • 16 Days Ago

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Manager
  • Subway - Independently Owned and Operated
  • West Greenwich, RI FULL_TIME
  • System generated job type. Please do not delete or amend this job or job code
  • 19 Days Ago

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Manager
  • Dunkin' - Franchisee Of Dunkin Donuts
  • Brooklyn, CT FULL_TIME
  • As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers. We value hardworking and enthusiastic employees and we make it a priority to ensure their succe...
  • 20 Days Ago

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Manager
  • Popeyes
  • Willimantic, CT FULL_TIME
  • JOB DESCRIPTIONPosition: Manager Reports To: Above Restaurant LeaderJob Purpose: Manager or Multi- Unit Manager is responsible for leading the overall operations of the restaurant, including recruitin...
  • 21 Days Ago

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0 Portfolio Manager jobs found in Norwich, CT area

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Retail Sales Associate- Sign- On Bonus $2,000
  • Cox Enterprises, Inc
  • East Providence, RI
  • **Primary Location:** 45 Newport Ave , East Providence , RI , US **Retail Sales Associate- Sign- On Bonus $2,000** Cox C...
  • 4/18/2024 12:00:00 AM

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Part Time Retail Sales Associate Sign- On Bonus $1,000
  • Cox Enterprises, Inc
  • Middletown, RI
  • **Primary Location:** 882 W Main Rd , Middletown , RI , US **Part Time Retail Sales Associate Sign- On Bonus $1,000** Co...
  • 4/17/2024 12:00:00 AM

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VP, Credit Alternatives
  • Fidelity TalentSource LLC
  • Smithfield, RI
  • Job Description: The Role \u200BAre you an experienced capital introduction professional with deep knowledge of the alte...
  • 4/16/2024 12:00:00 AM

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Construction Site Supervisor
  • Davenport Management & Consulting, LLC
  • Rocky Hill, CT
  • Job Description Job Description Role Description This is a temporary (~1 to 2 year) 40 hour/week position for a Construc...
  • 4/16/2024 12:00:00 AM

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Senior Program Consultant
  • FM Global
  • Sterling, CT
  • FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000...
  • 4/15/2024 12:00:00 AM

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Senior Program Consultant
  • FM Global
  • Pomfret, CT
  • FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000...
  • 4/15/2024 12:00:00 AM

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Senior Program Consultant
  • FM Global
  • North Scituate, RI
  • FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000...
  • 4/15/2024 12:00:00 AM

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Retail Sales Associate - Sign On Bonus $2000
  • Cox Enterprises, Inc
  • Warwick, RI
  • **Primary Location:** Warwick Mall, Bald Hill Rd , Warwick , RI , US **Retail Sales Associate Sign On Bonus $2000** Cox ...
  • 4/14/2024 12:00:00 AM

Norwich, known as 'The Rose of New England,' is a city in New London County, Connecticut, United States. The population was 40,493 at the 2010 United States Census. Three rivers, the Yantic, the Shetucket, and the Quinebaug, flow into the city and form its harbor, from which the Thames River flows south to Long Island Sound. According to the United States Census Bureau, the city has a total area of 29.5 square miles (76.4 km2), of which 28.3 sq mi (73.4 km2) is land and 1.2 sq mi (3.0 km2) (3.87%) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$122,733 to $170,119
Norwich, Connecticut area prices
were up 1.7% from a year ago