Portfolio Manager jobs in Olympia, WA

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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Service Manager
  • Bass Pro Shops
  • Lacey, WA FULL_TIME
  • Pay Range: $67,725.00 - $79,000.00

    POSITION SUMMARY:

    The Boat Services Manager is under the supervision of the Boat Manager. This role will manage and provide daily direction to the associates in the Boat Service area within a Bass Pro Shops or Free-Standing Store to include inventory control, service, warranty, rigging, delivery, detail and parts activities.

    ESSENTIAL FUNCTIONS:

    • Supports the Boat Manager in the achievement of the departments or dealership’s financial goals for the Service area to include Service and Parts Sales, Gross Margin, Inventory Shrinkage and Payroll Goals.
    • Provides daily supervision and direction to the associates in the Service Department.
    • Schedules and assigns all service, rigging and warranty work orders; ensure work orders are completed to the customer’s satisfaction on a timely basis.
    • Maintains and constantly strives to increase associate productivity.
    • Maintains a safe, clean and secure work environment.
    • Supports a strong commitment to world class customer service and ensure a pleasant and productive shopping experience for all customers.
    • Assists the Boat Manager to staff the Service area with customer-oriented associates; participate in interviewing and makes recommendations for selection; coordinate training; consults with Boat Manager and gives input on preparation of performance appraisals; prepares weekly work schedules; coaches and motivates associates to promote positive customer relations and a productive team-oriented work environment.
    • Resolves customer and associate opportunities with Boat Manager.
    • Assists the Boat Manager with coordination of all “Special Events” to include Boat Shows, Classic events and / or other on or off-site promotional activities.
    • Manages and ensures accuracy of unit and parts inventories.
    • Ensures warranty claims are created, submitted and warranty payments received on a timely basis.
    • Ensures products are properly detailed and unit deliveries are conducted in a friendly and professional manner as scheduled.
    • Assists the Boat Manager in executing other Supervisory responsibilities in accordance with the Company’s policies and applicable laws, including interviewing; training; planning; assigning and directing work; measuring and evaluating performance; addressing complaints and resolving problems; maintaining a positive, harassment free working environment for all associates.
    • ALL OTHER DUTIES AS ASSIGNED.

    EXPERIENCE/QUALIFICATIONS:

    • Experience: 2-4 years in Retail Boating or similar industry; Supervisory experience is a plus

    KNOWLEDGE, SKILLS AND ABILITY:

    • Ability to calculate figures and amounts such as discounts, commissions, and percentages
    • Ability to read and analyze certain reports
    • Ability to effectively present information and respond to questions from Managers, associates, customers, and the public
    • Ability to conduct meetings and presentations to groups
    • Proficiency with PC-based word processing, spreadsheets, data based management and electronic point of sale and inventory management systems
    • Demonstrated strong interpersonal skills
    • Ability to establish and maintain effective working relationships with co-workers, associates, customers and with the Corporate Staff

    TRAVEL REQUIREMENTS:

    • N/A

    PHYSICAL REQUIREMENTS:

    • Regularly performs computer work, walks and stands
    • Occasionally sits and lifts up to 50lbs

    INDEPENDENT JUDGEMENT:

    • Performs duties within scope of general company policies, procedures, and objectives. Analyzes problems and performs needs assessments. Uses judgment in adapting broad guidelines to achieve desired result. Regular exercise of independent judgment within accepted practices. Makes recommendations that affect policies, procedures, and practices.

    Full Time Benefits Summary:
    Enjoy discounts on retail merchandise, our restaurants, world-class resorts and conservation attractions!

    • Medical
    • Dental
    • Vision
    • Health Savings Account
    • Flexible Spending Account
    • Voluntary benefits
    • 401k Retirement Savings
    • Paid holidays
    • Paid vacation
    • Paid sick time
    • Bass Pro Cares Fund
    • And more!

    We will be accepting applications on an ongoing basis

    Bass Pro Shops is an equal opportunity employer.  Hiring decisions are administered without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state or local law.

    Reasonable Accommodations

    Qualified individuals with known disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws.
    If you need a reasonable accommodation for any part of the application process, please visit your nearest location or contact us at hrcompliance@basspro.com.

  • Just Posted

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Merchandise Manager
  • Ulta Beauty, Inc.
  • Olympia, WA OTHER
  • OVERVIEWExperience a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts. At ...
  • Just Posted

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Assistant manager
  • Flynn Panera
  • Olympia, WA FULL_TIME
  • Job Description Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverage...
  • Just Posted

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Team Manager
  • Panera Bread
  • Lacey, WA FULL_TIME
  • Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known f...
  • 25 Days Ago

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Team Manager
  • Panera Bread
  • Olympia, WA FULL_TIME
  • Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known f...
  • 26 Days Ago

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Assistant Manager
  • Firehouse Subs
  • Lacey, WA FULL_TIME
  • Assistant ManagerREPORTS TO: General Manager and Owner/Franchisee POSITION SUMMARY STATEMENT:This position is fully accountable for the profitable operation of a Firehouse Subs® Restaurant while adher...
  • 3 Months Ago

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0 Portfolio Manager jobs found in Olympia, WA area

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Registered Nurse RN Corrections
  • SunPlus Data Group, Inc
  • SeaTac, WA
  • Job Description Job Description SunPlus Data Group is looking for 1 additional Corrections Registered Nurse to work for ...
  • 4/29/2024 12:00:00 AM

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Home Office Underwriting Manager, Commercial Surety
  • Travelers Insurance Company
  • Olympia, WA
  • Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this...
  • 4/29/2024 12:00:00 AM

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Customer Service Representative - Orion First
  • TalenTrust
  • Gig Harbor, WA
  • Job Title: Customer Service Representative (100% remote) Location: Gig Harbor WA (Remote) Company: Orion First OUR COMPA...
  • 4/28/2024 12:00:00 AM

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IT Portfolio Management Analyst II
  • Centene Corporation
  • Olympia, WA
  • You could be the one who changes everything for our 28 million members by using technology to improve health outcomes ar...
  • 4/27/2024 12:00:00 AM

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Affordable Regional Portfolio Manager
  • FPI Management, Inc.
  • Tacoma, WA
  • Company Description Multifamily Property Management Job Description The Affordable Regional Portfolio Manager is the ind...
  • 4/27/2024 12:00:00 AM

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Affordable Field Compliance Specialist - Onsite - (REF3564A)
  • FPI Management, Inc.
  • Olympia, WA
  • Company Description Multifamily Property Management Job Description Property Name: The Olympian Apartments 519 Washingto...
  • 4/27/2024 12:00:00 AM

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Tax Manager - Financial Services - Wealth and Asset Management Client Delivery Services-EDGE
  • EY
  • Olympia, WA
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 4/27/2024 12:00:00 AM

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Finance Transformation, Business Consulting Finance Senior Manager
  • EY
  • Olympia, WA
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 4/27/2024 12:00:00 AM

Olympia is the capital of the U.S. state of Washington and the county seat of Thurston County. European settlers claimed the area in 1846, with the Treaty of Medicine Creek initiated in 1854, and the Treaty of Olympia initiated in January 1856. Olympia was incorporated as a town on January 28, 1859, and as a City in 1882. The population was 46,479 as of the 2010 census, making it the 24th largest city in the state. The city borders Lacey to the east and Tumwater to the south. Olympia is a cultural center of the southern Puget Sound region. Olympia is located 60 miles (100 km) southwest of Seat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$120,971 to $167,682
Olympia, Washington area prices
were up 2.9% from a year ago