Sr. Portfolio Manager

New York City, NY - USA

Yearly Salary: $ 130 - 160

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Senior Portfolio Manager

If interested in this opportunity please complete our culture index survey at the link below:

Bay International a dynamic family-owned company offers one of the nations most comprehensive portfolios of imported wines and spirits including over 50 suppliers from around the globe. Among Palm Bays most valued assets is its remarkable network of long-term partnerships with the foremost wholesale companies in all 50 states as well as the Caribbean Mexico and Central America. With the crucial collaboration of these partners Palm Bays portfolio is able to meet the needs of every level of the industry from independent restaurants and retail stores to chain accounts supermarkets hotels airlines cruise ships duty-free accounts and U.S. military bases. This impressive roster of brands accounts and relationships positions Palm Bay as a major source of fine wines and spirits and an industry leader in the U.S. marketplace. For more visit: .

Position Overview: The Senior Portfolio Manager serves as a strategic link between Italian wine suppliers marketing and sales teams. This cross-functional role drives business planning (pricing budgeting forecasting) and oversees daily management (sourcing tactics relationships) for an assigned portfolio. Reporting to the Director of Portfolio Management the role demands strong negotiation and interpersonal skills to optimize brand performance across supply and sales channels

Location:New York New York (Hybrid 4 days in office)

Responsibilities/Essential Functions:

Strategic Planning:

Develop SMART brand strategies aligned with company goals sales targets and budgets.
Contribute insights to Annual Operating Plan (AOP) Sales & Operations Planning (S&OP) and brand strategy processes.
Collaborate with pricing teams to ensure competitive price positioning.

Portfolio Management & Execution:

Lead sourcing tactics and relationship management for assigned brands in collaboration with suppliers sales and marketing teams.
Drive sales execution through national and local programs across PBI wholesaler and retail systems.
Launch new products and portfolios with tailored programming and tools.

Relationships & Communication:

Build and maintain strong relationships with Italian wine suppliers sales teams and distributor networks.
Partner with marketing and PR to execute and monitor effective brand programs.
Conduct periodic business reviews with stakeholders to align on performance and goals.

Analytics & Optimization:

Forecast and manage inventory to meet market demand efficiently.
Optimize promotional and operational spending to enhance sales profits and cost performance.
Adapt strategies and tactics based on market trends and performance data.
Provide leadership with actionable insights to support decision-making.

Educational Qualifications & Experiences:

Bachelors degree in business administration (finance marketing or related field); MBA or advanced degree preferred.
5-7 years of experience in the CPG/wine industry with direct supplier management responsibilities.
Deep knowledge of the wine import industry and three-tiered system with a focus on legal compliance.
Proficiency in MS Office and enterprise planning tools (e.g. Power BI Cognos SharePoint); familiarity with syndicated data (e.g. Circana).
Proven ability to multitask prioritize and meet deadlines in a fast-paced environment.
Strong communication and collaboration skills to influence internal and external stakeholders.
Experience in business process development and continuous improvement.
Proactive approach to managing workload and keeping leadership informed.
Fluency in Italian is a plus.

Competencies:

Priority Setting: Focus on high-impact tasks to drive portfolio success.
Tactical Execution: Implement strategies with precision and efficiency.
Interpersonal Savvy: Build trust and collaboration with diverse stakeholders.
Customer Focus: Anticipate and meet client and supplier needs.
Results-Driven: Achieve sales profit and distribution goals.
Process Management: Streamline operations for efficiency and consistency.
Knowledge Sharing: Foster collaboration through information exchange.
Motivating Others: Inspire teams to execute strategies effectively.

Time Spend:

30-35% Field US Travel
5-10% Supplier visits Foreign Travel
60% Office

Salary: Range - $130-160k annual: Actual compensation will be commensurate with the candidates qualifications which may include professional experience educational background certifications and level of industry-specific knowledge.

Benefits Overview:

Palm Bay International offers a competitive compensation package including medical dental vision life insurance 401(K) paid vacation personal time off and 11 paid company holidays.

Palm Bay International is an equal opportunity employer.

Required Experience:

Manager

Senior Portfolio ManagerIf interested in this opportunity please complete our culture index survey at the link below: Bay International a dynamic family-owned company offers one of the nations most comprehensive portfolios of imported wines and spirits including over 50 suppliers from around the glo...

Senior Portfolio Manager

If interested in this opportunity please complete our culture index survey at the link below:

Location:New York New York (Hybrid 4 days in office)

Responsibilities/Essential Functions:

Strategic Planning:

Develop SMART brand strategies aligned with company goals sales targets and budgets.
Contribute insights to Annual Operating Plan (AOP) Sales & Operations Planning (S&OP) and brand strategy processes.
Collaborate with pricing teams to ensure competitive price positioning.

Portfolio Management & Execution:

Lead sourcing tactics and relationship management for assigned brands in collaboration with suppliers sales and marketing teams.
Drive sales execution through national and local programs across PBI wholesaler and retail systems.
Launch new products and portfolios with tailored programming and tools.

Relationships & Communication:

Build and maintain strong relationships with Italian wine suppliers sales teams and distributor networks.
Partner with marketing and PR to execute and monitor effective brand programs.
Conduct periodic business reviews with stakeholders to align on performance and goals.

Analytics & Optimization:

Forecast and manage inventory to meet market demand efficiently.
Optimize promotional and operational spending to enhance sales profits and cost performance.
Adapt strategies and tactics based on market trends and performance data.
Provide leadership with actionable insights to support decision-making.

Educational Qualifications & Experiences:

Bachelors degree in business administration (finance marketing or related field); MBA or advanced degree preferred.
5-7 years of experience in the CPG/wine industry with direct supplier management responsibilities.
Deep knowledge of the wine import industry and three-tiered system with a focus on legal compliance.
Proficiency in MS Office and enterprise planning tools (e.g. Power BI Cognos SharePoint); familiarity with syndicated data (e.g. Circana).
Proven ability to multitask prioritize and meet deadlines in a fast-paced environment.
Strong communication and collaboration skills to influence internal and external stakeholders.
Experience in business process development and continuous improvement.
Proactive approach to managing workload and keeping leadership informed.
Fluency in Italian is a plus.

Competencies:

Priority Setting: Focus on high-impact tasks to drive portfolio success.
Tactical Execution: Implement strategies with precision and efficiency.
Interpersonal Savvy: Build trust and collaboration with diverse stakeholders.
Customer Focus: Anticipate and meet client and supplier needs.
Results-Driven: Achieve sales profit and distribution goals.
Process Management: Streamline operations for efficiency and consistency.
Knowledge Sharing: Foster collaboration through information exchange.
Motivating Others: Inspire teams to execute strategies effectively.

Time Spend:

30-35% Field US Travel
5-10% Supplier visits Foreign Travel
60% Office

Benefits Overview:

Palm Bay International offers a competitive compensation package including medical dental vision life insurance 401(K) paid vacation personal time off and 11 paid company holidays.

Palm Bay International is an equal opportunity employer.

Required Experience:

Manager

Key Skills

Project / Program Management
Project Portfolio Management
Portfolio Management
Credit Analysis
Banking
Pricing
Analysis Skills
Project Management
Financial Analysis
Budgeting
Property Management
Contracts

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About Company

Palm Bay International

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