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)
About Momentum Beverage Team
Momentum Beverage Team was founded to promote and distribute artisan wine & spirits. Our experienced team is focused on building brands while maintaining strong partnerships with our suppliers and customers.
To our customers, Momentum Beverage Team is committed to providing you with high-quality products followed up with exceptional service and knowledge.
To our suppliers, we will continue to communicate openly and honestly, set and achieve goals, and most importantly, work together as a team.
To our employees we strive to offer a work environment that is challenging and fulfilling. We are growing quickly and we want our people to be growing with us both personally and professionally.
We pride ourselves on our hard work and team focus. If you think you would be a good fit please apply!
Overview
The Sales Representative is responsible for maximizing the sales of supplier wine and spirit brands to the trade through effective territory planning, selling, merchandising and communication that enables the achievement of company and supplier objectives.
This Sales Representative opportunity is a Contractor Role paid 1099 and will call on accounts in the Waukegan Territory.
Responsibilities
Qualifications
Physical Demands of Job:
Equal Opportunity Employer
Momentum Beverage Team is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Job Type: Full-time
Pay: From $48,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: On the road
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0 Portfolio Manager jobs found in Racine, WI area