Investment Portfolio Manager, Sr. jobs in Norwich, CT

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 – 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.
  • 8 Days Ago

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Sr Manager Engineering
  • Amgen
  • West Greenwich, RI FULL_TIME
  • HOW MIGHT YOU DEFY IMAGINATION?If you feel like you’re part of something bigger, it’s because you are. At Amgen, our shared mission—to serve patients—drives all that we do. It is key to our becoming o...
  • 1 Month Ago

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Sr. Services Specialist - IP Office
  • NWN Carousel
  • Exeter, RI OTHER
  • Company Overview NWN Carousel is the leading Cloud Communications Service Provider (CCSP) focused on transforming the customer and workspace experience for commercial, enterprise, and public sector or...
  • 1 Month Ago

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Sr Associate Quality Control- Capillary Electrophoresis experience (JP9643)
  • 3 Key Consulting
  • West Greenwich, RI FULL_TIME
  • Job Title: Sr Associate Quality Control- Capillary Electrophoresis experience (JP9643) Location: West Greenwich, Rhode Island 02817 Employment Type: Contract Business Unit: Quality Control Bioanalytic...
  • 16 Days Ago

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Manager
  • Dunkin | Frangakis Network
  • Voluntown, 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...
  • Just Posted

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Manager
  • Dunkin' - Franchisee Of Dunkin Donuts
  • Chaplin, 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...
  • Just Posted

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0 Investment Portfolio Manager, Sr. jobs found in Norwich, CT area

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Administrative Assistant- NK
  • The Schochet Companies
  • North Kingstown, RI
  • Job Description Job Description Schochet s is currently seeking an Administrative Assistant. Essex Village and King’s Gr...
  • 4/24/2024 12:00:00 AM

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Regional Vice President, Military Facilities Management - Northeast
  • Balfour Beatty Investments - North America
  • Groton, CT
  • Who We AreBalfour Beatty Investments is a global infrastructure investor operating in the UK, US, and Canada. We provide...
  • 4/23/2024 12:00:00 AM

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Housekeeper
  • MCR Hotels
  • Warwick, RI
  • Housekeeper Hilton Garden Inn Warwick, 1 Thurber Street, Warwick, Rhode Island, United States of America Req #5778 Wedne...
  • 4/22/2024 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...
  • 4/21/2024 12:00:00 AM

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Maintenance Technician- CG
  • The Schochet Companies
  • Groton, CT
  • Job Description Job Description Schochet is currently seeking a Maintenance Technician. Come join our team that offers o...
  • 4/21/2024 12:00:00 AM

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Engineer
  • MCR Hotels
  • Warwick, RI
  • Engineer Hilton Garden Inn Warwick, 1 Thurber Street, Warwick, Rhode Island, United States of America Req #6006 Thursday...
  • 4/19/2024 12:00:00 AM

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Housekeeping Supervisor
  • Homewood Suites Warwick
  • Warwick, RI
  • Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/5/2024 12:00:00 AM

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ROOM ATTENDANT/HOUSEKEEPING
  • Homewood Suites Warwick
  • Warwick, RI
  • Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/5/2024 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 Investment Portfolio Manager, Sr. jobs
$154,283 to $256,214
Norwich, Connecticut area prices
were up 1.7% 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