Top 7 Portfolio manager Jobs in Palm Beach County Fl

Portfolio Manager, NextGear Capital (West Palm Beach South Market)
Cox Automotive —West Palm Beach, FL
- $89,400 - $134,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Master's degree
- Paid jury duty
- Paid holidays
Portfolio Community Association Manager
GRS Community Management —Lake Worth, FL
- From $75,000 a year
- Full-time
- Microsoft Word
- Customer service
- Pass drug screening
- Health savings account
- Paid holidays
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
Goldman Sachs —West Palm Beach, FL
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
5d
Property Manager- Portfolio
Castle Group —West Palm Beach, FL
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Ability to climb stairs
Special Assets Portfolio Management Officer
Amerantbank —West Palm Beach, FL
- Full-time
- Hybrid work
- 7 years
- Finance
- SQL
Quick Apply
5d

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Portfolio Manager, NextGear Capital (West Palm Beach South Market)

Cox Automotive -
West Palm Beach, FL

Apply Now

Job Details

Full-time
$89,400 - $134,000 a year

Benefits

Paid jury duty
Paid holidays
Military leave
Paid time off
Volunteer time off
Bereavement leave

Qualifications

Driver's License

Full Job Description

Job Summary

Cox Automotive is hiring a Portfolio Manager to support the assigned Territory. The Portfolio Manager is responsible for managing and growing our $100k to $2.5M within the assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk and supporting post default collections on defaulted accounts.

Candidates must live within the zip codes related to the Territory.

Essential Duties and Responsibilities:

Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50k to $2.5M by acting as a floor plan subject matter expert to their portfolio of clients.
Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually and by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation.
Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations.
Collect and analyze client financial information and various internal reports and dashboards to assess add monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.
Support the Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts.
Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
Support the Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts.
Document in Salesforce all activities and client interactions as required by the company.

Job Knowledge, Skills and Abilities:

Automotive industry (various sectors).
Finance industry (various sectors).
Strong financial acumen with working knowledge of key financial tools and terminology.
Strong presentation, verbal and written communication skills.
Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization.
Strong time management skills with ability to manage deadlines.
Strong negotiation and collection skills.
Strong analytical and problem-solving skills.
Ability to work independently and in a remote environment.
Ability to maintain a high level of safety awareness and take necessary safety precautions.
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.

Education and Experience:

Bachelor's degree in a related discipline and 4 years' experience in a related field (finance, client facing. B2B, account management and/or collections).
The right candidate could also have a different combination, such as a master's degree and 2 years' experience; a Ph.D. and up to 1 year of experience; or 8 years' experience in a related field in lieu of a degree.
Automotive and/or floorplan industry back-ground preferred.
Financial knowledge and acumen preferred.

Physical Demands:

Travel: Greater than 25% with some overnight travel required.
Ability to travel, fly, drive.
Ability to sit and stand for extended periods of time.
Valid driver's license is required for this position.

Disclaimer:

The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

USD 89,400.00 - 134,000.00 per year

Compensation:

Compensation includes a base salary in the range of $89,400.00 - $134,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.

Benefits:

The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.

Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.

EOE, including disability/vets

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Refine Your Search

portfolio manager jobs in palm beach county fl

Portfolio Manager, NextGear Capital (West Palm Beach South Market)

Portfolio Community Association Manager

Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach

Property Manager- Portfolio

Special Assets Portfolio Management Officer

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