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Winebow

Portfolio Administrator

Career Insights for Investment / Portfolio Analyst

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What they do

An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.

$94,564 / year median in Virginia

-2% projected decline

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Job Description

Portfolio Administrator Winebow - 3.1 Glen Allen, VA Job Details Full-time $26.45 - $31.25 an hour 16 hours ago Benefits AD&D insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Microsoft Outlook Spreadsheets Administrative experience High school diploma or GED Full Job Description Why Winebow? At Winebow, we are strongly committed to creating an environment that fosters diversity, equity, and inclusion. We are intentional in our efforts to ensure that every employee has a sense of value and opportunity in our company, and we work tirelessly to promote a culture of inclusion where our team feels safe, respected, and valued. We want our Winebow family to feel at home and to be empowered to bring their best selves forward. We seek talent from all backgrounds to join our organization and are dedicated to achieving a diverse workforce in all aspects of employment including but not limited to recruiting, hiring, promotion, training, benefits, wage and salary equity. The Portfolio Administrator supports the portfolio team in all marketing and administration. This position must be commutable to either of our office locations in: Pine Brook, NJ, New York, NY, or Glen Allen, VA. This role is hybrid and required to be in the office three days a week.
ESSENTIAL FUNCTIONS
Update and enter information into various systems/portals including but not limited to: sales incentive program sheets, pricing adjustments, pricing entries Generate pricing and inventory reports and provide to internal business partners as needed. Partner with various departments to create applicable POS materials and distribute to internal and external business partners as needed. Communicate with internal and external business partners on product information, news, and updates, and provide guidance and direction on general inquiries. Create and maintain spreadsheets and systems to track programs including but not limited to presells, product allocations, and limited product offerings. Meets agreed upon goals and objectives effectively and in a timely manner. Arrives to work, appointments, meetings, and all work-related functions on time and as scheduled.
OTHER FUNCTIONS
Follows all safety policies and procedures; communicate hazards and/or suggest improvements to Manager Other duties as assigned
WORKING CONDITIONS
Normal office environment.
EQUIPMENT/MACHINERY USED
Telephone, copier, computer, calculator, scanner.
PHYISCAL REQUIREMENTS
Sitting, standing, bending, manual dexterity, reaching, visual acuity, lifting up to 10lbs
MINIMUM REQUIREMENTS
High School Diploma or GED. Minimum of 2-3 years administrative experience. Previous experience in Customer Service preferred. Effective and proven communication and organizational skills. Intermediate to advanced skills in Microsoft Excel; proficient in Microsoft Outlook, Power Point, and Word. The salary range for this position is $26.45 - $31.25. We offer a comprehensive benefits package of medical, dental, vision, life, AD&D, 401k with company match, employee purchase program (where licensed) and paid time off. If you are hired at Winebow, your final base salary compensation will be determined based on factors such as geographic location, skills, education and/or experience. In addition to those factors, we consider internal equity of our current team members as a part of any final offer.
EMPLOYERS RIGHTS
This job description does not list all the duties of the job. You may be asked by management to perform other duties. Winebow has the right to revise this job description at any time. This job description is not a contract for employment. Your continued employment with Winebow is by mutual consent.