Portfolio Manager jobs in Vermont
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)
Recently Added Portfolio Manager jobs
Operations Manager
- Empire Portfolio Group
-
Burlington, VT
FULL_TIME
-
Live your passion and change lives by joining the most successful fitness brand, Orangetheory Fitness! We are seeking fitness and wellness fanatics who are ready to soar to new heights – both professionally and personally!
We Offer:- Compensation: $20.00 hourly plus commission for each individual membership sale!
- Advancement Opportunities: Join a rapidly expanding team with opportunities for advancement into management roles. We believe in promoting hardworking team members within the organization and offering ample room for growth and development. Explore cross-functional opportunities as we expand into new health and wellness brands as well!
- Wellness Benefits: Medical, Dental, Vision Insurance
- Retirement Options: Access to our 401(k) plan.
- Referral Incentives: Earn $250 for every successful employee referral.
- Work/Life Balance: Prioritize your mental well-being with free counseling services.
- Employee Discounts: You can enjoy attending Orangetheory classes, discounts on services with our Relive Health brand, discount entertainment, travel, and more through our exclusive partnerships!
- Company Culture: Forge lifelong connections with teammates and members, making a positive impact both in and out of the studio through community events and charitable initiatives
- Detail oriented and well organized
- Solution-oriented
- Multi-tasker with minimal supervision.
- On-call availability due to the possibility of facility or IT (Information Technology) issues needing to be resolved as soon as possible
- Proven flexibility and willingness to handle various tasks independently and to meet deadlines.
Responsibility/Duties:- Facility maintenance, issues, and repairs
- Maintain order and cleanliness of the studios
- Facility audits and walk-throughs
- Inventory levels and supplies for studio maintenance and/or marketing materials
- Retail purchasing and inventory
- Daily Financial Reporting (e.g., budget reconciliation, auditing refunds and unpaid bills etc.)
- IT, Technical and Facility updates
- Maintain and maximize working relationships with outside vendors to get the best deals
- Cross-trained on studio sales process and class check-in process to step in if necessary
- MBO audits (e.g., deactivating terminated members)
- Analyze current processes and look for improvements to maximize efficiency
The position requires the following physical activities: Ability to lift a minimum of 20 pounds to a maximum of 50 pounds unassisted; able to sit, stand, stoop, walk, stretch, reach frequently; moderate range of body motions. Physical requirements can vary. Reviewed my management.
Qualifications:- Must have a High School diploma or equivalent. Bachelor’s degree preferred.
- 1-2 years of operations experience, ideally in a fitness setting.
- To bring out your best life through inspiring, motivating, and exceptional moments
- To be the premier wellness portfolio that supercharges everyday life
- Happy
- Hungry
- Humble
- Healthy
- Human
Empire Portfolio Group™ was founded in 2013 with a vision to develop strong brands and supercharge their long-term growth. In an increasingly crowded and competitive industry, our team not only outperforms the norm but most importantly prioritizes making differences in team and studio members' lives.
Headquartered in New York City, Empire Portfolio Group is a leading Area Representative and franchisee of Orangetheory Fitness. The Company owns, operates and supports 140 Orangetheory Fitness studios across DC, Connecticut, Maine, New Hampshire, New Jersey, New York, North Carolina, South Carolina, Vermont, and Virginia. Empire recently partnered with the brand, Relive Health, and will be opening centers throughout the United States this year. https://empireportfolio.com/
EEO Statement:
Empire Portfolio Group is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, religion, sex, national origin, disability, sexual orientation, gender identity, ancestry, marital status, or other classification prohibited by applicable local, state, or federal laws. This policy is applicable to hiring, termination, compensation, schedules, discipline, working conditions and all other aspects of employment. As an employee, you are expected to honor this policy and to take an active role in keeping harassment and discrimination out of the workplace. We are happy to work with otherwise qualified disabled employees in order to accommodate limitations, in accordance with the Americans with Disabilities Act (ADA). It is up to the employee to approach the office manager with this request and provide medical proof of his or her needs upon at the Company’s request.
Acknowledgement *
I understand that I am applying for a position with an employer that is an independently owned and operated Orangetheory® Fitness franchisee, not the franchisor, OTF Franchisor, LLC or any of its affiliates (OTFF). With respect to any position with a franchisee, I understand and agree that any information I provide in this application will be submitted directly to the independent franchisee, who is solely responsible for all employment related matters in their studio. This means, among other things, that the independent franchisee is solely responsible for and unilaterally makes all decisions concerning my employment, including hiring, firing, discipline, supervision, staffing and scheduling. OTFF will not receive a copy of my application, will have no control over whether I receive an interview and/or am ultimately hired, does not control and is not responsible for the employment policies and practices of independent franchisees, and does not employ independent franchisee’s employees. If I am hired to work at an independent franchisee’s studio, the independent franchisee, and not OTFF, will be my employer. By submitting my application and resume, I am confirming that I am agreeing and consenting to the foregoing.
Orangetheory values your privacy, so we want to keep you informed as to how your personal information is handled. With respect to the personal information you provided in this application, that information will be submitted directly to the independent franchisee, who is solely responsible for all privacy and data protection matters related to their studio. For any inquiries regarding how the independent franchisee may collect and process your personal information, please refer to that franchisee’s privacy policy or contact them directly. For all other information about how the franchisor, OTF Franchisor, LLC or any of its affiliates (OTFF), may collect and process personal information, please https://www.orangetheory.com/en-us/privacy-policy. - 10 Days Ago
Portfolio Manager
- TIAA
-
Williston, VT
FULL_TIME
- The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and an...
- 5 Days Ago
Portfolio Manager
- National Life Group
-
Montpelier, VT
FULL_TIME
- Reporting to the PMO Vice President, the Portfolio Manager will play a key role as an advocate and partner with the business and technology teams to develop an integrated view of the enterprise portfo...
- 9 Days Ago
Fixed Income Portfolio Manager
- Maple Capital Management
-
Montpelier, VT
FULL_TIME
- Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.Responsibilities· Conduct fundamental analysis of individual municipa...
- 8 Days Ago
Manager, Program Portfolio (Efficiency Vermont)
- VEIC
-
Winooski, VT
FULL_TIME
- OverviewThe Manager, Program Portfolio provides strategic leadership and active management of a diverse portfolio of clean energy programs that center equity and accessibility, advance market transfor...
- 5 Days Ago
Manager, Program Portfolio (Efficiency Vermont)
- Vermont Energy Investment Corporation
-
Winooski, VT
OTHER
- Overview The Manager, Program Portfolio provides strategic leadership and active management of a diverse portfolio of clean energy programs that center equity and accessibility, advance market transfo...
- 10 Days Ago
Portfolio Manager jobs at Popular Companies
Portfolio Manager
- The Energy Authority
-
Bellevue, WA
- About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonvi...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Hedge Fund
-
- Established Portfolio Manager/Trader with Proven Expertise Major Buy Side client look for an established Portfolio Manag...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Sony Corporation
-
Reston, VA
- Sony Corporation of America, located in New York, NY, is the U.S. headquarters of Sony Group Corporation, based in Tokyo...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Huntington Hospital
-
Pasadena, CA
- When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philos...
- 6/9/2024 12:00:00 AM
Portfolio Manager
- First New York
-
New York, NY
- Multi Strategy Platform expands its global presence. FNY Investment Advisers (“First New York”) is an SEC Registered Inv...
- 6/9/2024 12:00:00 AM
Portfolio Manager
- Brigs LLC
-
Boston, MA
- Job Type Full-time Description Position Summary: Oversee and coordinate all fiscal and operational functions and activit...
- 6/8/2024 12:00:00 AM
Portfolio Manager
- Gaetani Real Estate
-
San Francisco, CA
- JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
- 6/7/2024 12:00:00 AM
IT Portfolio Manager
- Houston Methodist
-
Houston, TX
- At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a colle...
- 5/7/2024 12:00:00 AM
About Vermont
Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$113,317 to $157,070