Portfolio Manager jobs in Taunton, MA

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.
  • 21 Days 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...
  • 22 Days Ago

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Credit Portfolio Manager II
  • TD Bank, N.A.
  • Braintree, MA FULL_TIME
  • Work Location: Remote Braintree (MA) Hours: 40 Pay Details: 110,760. - 166,400. USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary ra...
  • Just Posted

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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...
  • 1 Month 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 Month Ago

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Store Manager
  • Garage clothing-Store manager-Southshore-...
  • Braintree, MA FULL_TIME
  • Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
  • 26 Days Ago

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0 Portfolio Manager jobs found in Taunton, MA area

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Portfolio Management Associate
  • Cabot Properties Job Board
  • Boston, MA
  • Cabot Properties is an institutional investor, developer, and operator of logistics real estate. As an industry leader f...
  • 4/29/2024 12:00:00 AM

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Director Portfolio Management
  • Arrowstreet Capital, Limited Partnership
  • Boston, MA
  • Team Description The Portfolio Management team is responsible for implementing the firm’s quantitative investment strate...
  • 4/28/2024 12:00:00 AM

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Housing Portfolio Manager
  • Bay Cove Human Services
  • Boston, MA
  • Housing Portfolio ManagerRoxbury, Boston, MA, USAReq #2597Wednesday, April 17, 2024Bay Cove Human Services' mission is t...
  • 4/28/2024 12:00:00 AM

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Portfolio Manager
  • US Tech Solutions
  • Woonsocket, RI
  • Duration: 4 months contract Job Description: · Process, Portfolio & Delivery Management (PPDM) is responsible for buildi...
  • 4/27/2024 12:00:00 AM

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Director Portfolio Management
  • C2R Ventures
  • Boston, MA
  • Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billi...
  • 4/27/2024 12:00:00 AM

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Portfolio Management Analyst
  • Cabot Properties Job Board
  • Boston, MA
  • Cabot Properties is an institutional investor, developer, and operator of logistics real estate. As an industry leader f...
  • 4/26/2024 12:00:00 AM

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Global Product Portfolio Manager
  • Hanna Instruments
  • Woonsocket, RI
  • Hanna Instruments, an industry leader and manufacturer of scientific instrumentation, is seeking a full-time Global Prod...
  • 4/26/2024 12:00:00 AM

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Portfolio Manager - Special Assets
  • Rockland Trust
  • Boston, MA
  • Rockland Trust is seeking a Portfolio Manager to join our Special Assets group. Description: Rockland Trust is currently...
  • 4/25/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 48.4 square miles (125.4 km2), of which 46.4 square miles (120.1 km2) is land and 1.7 square miles (4.4 km2), or 3.53%, is water. It is the third-largest city by area in Massachusetts, after Boston and Barnstable. Taunton has one major river, the Taunton River, along with its tributaries including the Mill River and the Three Mile River. The highest point in the city is near its southwest corner, with an elevation of 207 feet (63 m) above sea level. Prospect Hill, rising over Lake Sabbatia north of the downtown, has an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$125,376 to $173,783
Taunton, Massachusetts area prices
were up 1.6% from a year ago