... Fifth Generation portfolio (Tito's and Lalo) in Washington State and Arizona This role will ... performance metrics, and time periods Review and approve incentive parameters, ensuring any ...
... Fifth Generation portfolio (Tito's and Lalo) in Washington State and Arizona This role will ... performance metrics, and time periods Review and approve incentive parameters, ensuring any ...
... portfolio (Tito's and Lalo) in Washington State and Arizona • This role will directly support ... audience, performance metrics, and time periods • Review and approve incentive parameters ...
... portfolio (Tito's and Lalo) in Washington State and Arizona • This role will directly support ... audience, performance metrics, and time periods • Review and approve incentive parameters ...
RV/Marine/Powersports Portfolio Specialist
Tampa, FL · On-site +1
$78K - $85K/yr
Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
RV/Marine/Powersports Portfolio Specialist
Tampa, FL · On-site +1
$78K - $85K/yr
Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
RV/Marine/Powersports Portfolio Specialist
Tampa, FL · On-site +1
$78K - $85K/yr
Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
RV/Marine/Powersports Portfolio Specialist
Tampa, FL · On-site +1
$78K - $85K/yr
Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
Sr Portfolio Manager- REMOTE
Jacksonville, FL · Remote
$80 - $95/hr
Portfolio Manager-open 12 motnhs Remote A Brief Overview The Portfolio Manager leads a high ... Maintains clear, consistent communication on team workload, performance metrics, and program and/or ...
Quick apply
Sr Portfolio Manager- REMOTE
Jacksonville, FL · Remote
$80 - $95/hr
Portfolio Manager-open 12 motnhs Remote A Brief Overview The Portfolio Manager leads a high ... Maintains clear, consistent communication on team workload, performance metrics, and program and/or ...
Regional Performance Manager
Tampa, FL · On-site +1
$56K - $70K/yr
... a portfolio of properties specific to a market or leadership division * Analyze Business ... This is a remote role based in Florida and requires up to 75% travel throughout the state ...
Regional Performance Manager
Tampa, FL · On-site +1
$56K - $70K/yr
... a portfolio of properties specific to a market or leadership division * Analyze Business ... This is a remote role based in Florida and requires up to 75% travel throughout the state ...
Credit Analyst
Saint Petersburg, FL · On-site +1
This role also monitors the existing loan portfolio performance and creates loan reports. What You ... Remote role. * Sustained standing and sitting. * Frequent communication (speaking and listening) in ...
Quick apply
Credit Analyst
Saint Petersburg, FL · On-site +1
This role also monitors the existing loan portfolio performance and creates loan reports. What You ... Remote role. * Sustained standing and sitting. * Frequent communication (speaking and listening) in ...
Commercial Auto Underwriting Manager
Miami, FL · On-site +1
This position offers a remote work arrangement within the South region. Extensive Florida ... Analyze loss trends and portfolio performance to recommend underwriting strategy adjustments.
Commercial Auto Underwriting Manager
Miami, FL · On-site +1
This position offers a remote work arrangement within the South region. Extensive Florida ... Analyze loss trends and portfolio performance to recommend underwriting strategy adjustments.
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Leverages analytics to research and identify Financial Management risks and recommends solutions to ...
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Leverages analytics to research and identify Financial Management risks and recommends solutions to ...
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Leverages analytics to research and identify Financial Management risks and recommends solutions to ...
New
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Leverages analytics to research and identify Financial Management risks and recommends solutions to ...
New
Cybersecurity Analyst II - Portfolio
Sarasota, FL · On-site +1
Cybersecurity Analyst II Roper Technologies | Corporate Cybersecurity Location Sarasota, Florida or Remote (U.S.) Travel Requirements Approximately 10-15% travel based on portfolio company and ...
Cybersecurity Analyst II - Portfolio
Sarasota, FL · On-site +1
Cybersecurity Analyst II Roper Technologies | Corporate Cybersecurity Location Sarasota, Florida or Remote (U.S.) Travel Requirements Approximately 10-15% travel based on portfolio company and ...
Risk Manager / Senior Risk Analyst
Tallahassee, FL · On-site +1
$120K - $150K/yr
Remote flexibility available for the right candidate Division : Dealer General Warranty About CV ... sales and loss performance. * Analyze claims emergence and behavior across DGW portfolio to ...
Risk Manager / Senior Risk Analyst
Tallahassee, FL · On-site +1
$120K - $150K/yr
Remote flexibility available for the right candidate Division : Dealer General Warranty About CV ... sales and loss performance. * Analyze claims emergence and behavior across DGW portfolio to ...
Monitor portfolio performance, client exposure, and market trends. * Partner with internal ... Strong reasoning, analytical, organizational, interpersonal, verbal and written communication ...
Monitor portfolio performance, client exposure, and market trends. * Partner with internal ... Strong reasoning, analytical, organizational, interpersonal, verbal and written communication ...
VP; Factoring Business Development Officer
Miami, FL · On-site +1
Monitor portfolio performance, client exposure, and market trends. * Partner with internal ... Strong reasoning, analytical, organizational, interpersonal, verbal and written communication ...
VP; Factoring Business Development Officer
Miami, FL · On-site +1
Monitor portfolio performance, client exposure, and market trends. * Partner with internal ... Strong reasoning, analytical, organizational, interpersonal, verbal and written communication ...
Commercial Portfolio Mgr II
Orlando, FL · On-site +1
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Commercial Portfolio Mgr II
Orlando, FL · On-site +1
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Special Loans Analyst I
Tampa, FL · On-site +1
$19 - $25/hr
... portfolio performance, and ensure an exceptional experience for both borrowers and investors ... Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this ...
Special Loans Analyst I
Tampa, FL · On-site +1
$19 - $25/hr
... portfolio performance, and ensure an exceptional experience for both borrowers and investors ... Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this ...
Portfolio Manager Senior - P&C PMO
Tampa, FL · On-site +1
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Leverages analytics to research and identify Financial Management risks and recommends solutions to ...
Portfolio Manager Senior - P&C PMO
Tampa, FL · On-site +1
USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Leverages analytics to research and identify Financial Management risks and recommends solutions to ...
Maintain integrated visibility into portfolio performance, including risks, dependencies, and cross ... Ability to travel 0-25% of the time #LI-JB1 #LI-REMOTE This amount is what we reasonably believe we ...
Maintain integrated visibility into portfolio performance, including risks, dependencies, and cross ... Ability to travel 0-25% of the time #LI-JB1 #LI-REMOTE This amount is what we reasonably believe we ...
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office ... Claims Performance Analytics Strategic Direction * Leverage technology, advanced analytics, and ...
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office ... Claims Performance Analytics Strategic Direction * Leverage technology, advanced analytics, and ...
This role owns the casino commercial performance across game portfolio strategy and supplier ... Work closely with the Financial Planning & Analysis, Marketing and Casino teams on forecasting ...
This role owns the casino commercial performance across game portfolio strategy and supplier ... Work closely with the Financial Planning & Analysis, Marketing and Casino teams on forecasting ...
Remote Portfolio Performance Analyst information
What is a portfolio performance analyst?
How much do portfolio analysts make?
What are the key skills and qualifications needed to thrive as a Remote Portfolio Performance Analyst, and why are they important?
What is the difference between Remote Portfolio Performance Analyst vs Remote Investment Analyst?
| Aspect | Remote Portfolio Performance Analyst | Remote Investment Analyst |
|---|---|---|
| Primary Focus | Analyzing and reporting on portfolio performance metrics | Researching and evaluating investment opportunities |
| Required Skills | Data analysis, performance metrics, financial reporting | Financial modeling, market research, valuation techniques |
| Certifications | CFA, CFP often preferred | CFA, CFP often preferred |
| Work Environment | Financial firms, asset management companies | Investment firms, asset management, banks |
The Remote Portfolio Performance Analyst primarily focuses on assessing and reporting the performance of investment portfolios, ensuring clients and firms understand returns and risks. In contrast, the Remote Investment Analyst concentrates on researching and evaluating potential investments to inform portfolio decisions. While both roles require financial analysis skills and certifications like CFA, their core responsibilities differ—performance analysis versus investment research.
How does a Remote Portfolio Performance Analyst typically collaborate with team members and stakeholders while working remotely?
How much does a performance analyst get paid?
Is AI replacing financial analysts?
What is a Remote Portfolio Performance Analyst?
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Analyst Performance Analytics - Titos (open to remote)
Miami, FL • On-site, Remote
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 22 days ago
Southern Glazer's Wine & Spirits rating
7.5
Based on 162 frontline employees who took The Breakroom Quiz
160th of 368 rated retail wholesalers
Job description
Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people - and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the preeminent wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933.
Southern Glazer's offers a competitive compensation package with expected first year total earnings of $58,000-80,000 / year including bonus. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.
Southern Glazer's is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.
As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.
By joining Southern Glazer's, you would be part of a team that values excellence, innovation, and community. This is more than just a job - it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.
Supports a variety of activities including, but not limited to, incentives, SPP Objectives, and programs. Acts as liaison between commercial, trade development, operations, or any other departments to ensure alignment of forecast and fulfillment.
Section Title: Primary Responsibilities
Provide market level reporting for the Fifth Generation portfolio (Tito's and Lalo) in Washington State and Arizona
This role will directly support market leadership, Fifth Generation market level trade development resources and the SDM Dedicated Chain and Supplier Resources
Evalute chain programs to assess effectiveness
Log incentive parameters by meeting with trade partners or suppliers to establish and document the specifics of incentive programs, including brands, target audience, performance metrics, and time periods
Review and approve incentive parameters, ensuring any adjustments receive approval from leadership, trade partners, and/or suppliers before entry into the goaling tool
Enter incentive goaling criteria into a goaling tool to set incentive goals
Track ongoing incentive attainment by developing reporting (e.g., Exec Summary, Leaderboard, etc.)
Track ongoing incentive attainment and monitor progress
Create final recap of incentive results, including payout calculations
Provide final incentive recap to leadership/supplier for payout approval
Consolidate and send all approved incentive recaps to payroll
Review all approved incentive recaps and chargeback supplier (if supplier funded)
Send approved payout to payroll
Serve as point of contact for questions regarding sales performance models
Plan monthly SPP objectives by determining objectives for each RTM Goal Segment in line with Goal Strategy and ensure supplier contractual quotas are met
Enter SPP objective criteria into goaling tool
Track ongoing SPP objective attainment using existing SPP Dashboard and other tools (e.g., SPP Management Report, EOM Recap, etc.) and maintain secondary excel files for leadership
Develop and track sales performance goals and attainment for national programs
Point of contact for purchase order inquiries
Investigate and resolve discrepancies in ETAs, past due ETAs, and back-order items
Collaborate with supply chain, trade development, and sales to resolve supply constraints
Review reports and logs to ensure back-order and out of stock are ordered and ETAs are updated on purchase orders
Support commercial forecasting activities including adjustments due to supply constraints or other factors toimprove forecast accuracy and customer service levels
Commercial support and communication point of contact for supplemental orders, item status, inventory allocation, and inventory performance reporting and updates
Role will be expected to work primarily during West Coast business hours as it will directly support the Fifth Generation business in both Washington State and Arizona
Bachelor's degree in related field; or an equivalent combination of education and experience
1 or more years of relevant analytical, and/or commercial work, consulting, project management experience is required
Work experience in a data intensive position using Microsoft Excel
Communicate clearly and effectively in writing and verbally
Able to obtain and meet industry licensing requirements as needed
Critical nature of this job may require extended hours, overtime, and weekends
- Physical demands with activity or condition for a considerable amount of time may include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
- Physical demands with activity or condition may include walking, bending, reaching, standing, squatting, and stooping
- May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs
Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.
If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at NationalTA@sgws.com
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About Southern Glazer’s Wine & Spirits
Sourced by ZipRecruiter
Industry
Beverage manufacturing
Company size
10,000+ Employees
Headquarters location
Miami, FL, US
Year founded
1968