Portfolio Manager jobs in Brockton, 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.
  • 16 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...
  • 16 Days 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...
  • 1 Month 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...
  • 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 ...
  • 28 Days Ago

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General Manager
  • General manager
  • Brockton, MA FULL_TIME
  • About Us We offers high quality cannabis products in a comfortable, welcoming, and modern environment. We focus on the complete customer experience, with agents that are specially trained to educate a...
  • Just Posted

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0 Portfolio Manager jobs found in Brockton, 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...
  • 4/24/2024 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...
  • 4/23/2024 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...
  • 4/22/2024 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...
  • 4/22/2024 12:00:00 AM

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Private Credit Portfolio Manager
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: The Team With more than $800 billion in assets under management as of December 31, 2023, Fidelity s Str...
  • 4/22/2024 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 building...
  • 4/21/2024 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 firms quantitative investment strateg...
  • 4/21/2024 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...
  • 4/20/2024 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 Portfolio Manager jobs
$125,491 to $173,942
Brockton, Massachusetts area prices
were up 1.6% from a year ago