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Senior Portfolio Manager Jobs in Rochester, NY (NOW HIRING)

Sr. Middle Market Banker

Webster, NY · On-site

$180K - $210K/yr

The Sr. Middle Market Banker is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing ...

Develop and deepen a client portfolio through disciplined prospecting and relationship development, consistently delivering against the revenue expectations of a senior advisor * Manage inbound ...

Oracle PMO - Senior Manager

Rochester, NY · On-site

$124K - $280K/yr

As a Senior Manager, you will leverage your skills and professional networks to deliver quality ... portfolio management (PPM) Travel Requirements Up to 60% Job Posting End Date November 1, 2026 The ...

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Showing results 1-20

Senior Portfolio Manager information

See Rochester, NY salary details

$44.4K

$101.5K

$119.9K

How much do senior portfolio manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for senior portfolio manager in Rochester, NY is $101,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,900.00 and $114,900.00 per year, depending on experience, location, and employer.

What is the difference between Senior Portfolio Manager vs Portfolio Analyst?

AspectSenior Portfolio ManagerPortfolio Analyst
Required CredentialsTypically requires CFA, MBA, or similar certificationsOften requires a bachelor's degree; CFA is a plus
Work EnvironmentLeads investment strategies, manages portfolios, makes high-level decisionsConducts research, analyzes data, supports portfolio decisions
Employer & Industry UsageUsed in asset management firms, hedge funds, institutional investorsCommon in investment firms, banks, financial advisory companies

The main difference between a Senior Portfolio Manager and a Portfolio Analyst lies in their responsibilities and experience level. Senior Portfolio Managers oversee investment strategies and make high-stakes decisions, while Portfolio Analysts support these decisions through research and analysis. Both roles are integral to investment management but differ in scope and seniority.

How does a senior portfolio manager typically collaborate with analysts and other investment professionals within a firm?

Senior Portfolio Managers often work closely with research analysts, junior portfolio managers, and trading teams to develop and execute investment strategies. They rely on analysts to provide in-depth market research and sector insights, which inform asset allocation and security selection decisions. Regular team meetings and strategy sessions are common to ensure alignment and to adapt to market changes. Effective collaboration helps maintain a well-balanced portfolio and enables the Senior Portfolio Manager to make informed, timely investment decisions that align with client objectives.

What does a senior portfolio manager do?

A Senior Portfolio Manager is responsible for overseeing and managing investment portfolios on behalf of clients or institutions, with the goal of maximizing returns while managing risk. They develop investment strategies, analyze market trends, select appropriate securities, and continuously monitor portfolio performance. In addition, they often lead a team of analysts and junior managers, communicate with clients, and ensure portfolios align with clients’ financial goals and risk tolerance. Senior Portfolio Managers typically have extensive experience in finance, strong analytical skills, and a deep understanding of financial markets.

What are the key skills and qualifications needed to thrive as a senior portfolio manager?

To thrive as a Senior Portfolio Manager, you need advanced knowledge of investment strategies, financial analysis, and portfolio construction, typically supported by a relevant degree and credentials like the CFA designation. Expertise in portfolio management software, financial modeling tools, and risk assessment systems is commonly required. Strong leadership, communication, and decision-making skills help build client trust and effectively manage teams. These competencies are crucial for delivering consistent investment performance, managing risk, and maintaining client satisfaction in a competitive financial environment.
What cities near Rochester, NY are hiring for Senior Portfolio Manager jobs? Cities near Rochester, NY with the most Senior Portfolio Manager job openings:
Infographic showing various Senior Portfolio Manager job openings in Rochester, NY as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $101,462 per year, or $48.8 per hour.

Brand & Portfolio Demand Manager

Constellation Brands

Rochester, NY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago


Constellation Brands rating

7.9

Company rating: 7.9 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

99th of 435 rated food and drinks producers


Job description

Job Description

The Manager, Brand and Portfolio Demand Planning, is accountable for working cross functionally with strategic Commercial Teams, such as Marketing, Innovation and Finance to build and maintain an integrated depletion plan using data and insights.

This manager will be responsible for translating Brand and portfolio depletion planning objectives into executable plans with a team of two Demand Planners. This role serves as the primary demand counterpart to Marketing, bridging brand strategy and execution by translating portfolio decisions, innovation plans, and cannibalization impacts into a coherent demand outlook and leads the Portfolio Review process.

Role ensures that the demand plan is credible, challenged, and defended at the right level and is strategically aligned with brand, innovation, and longrange business plans.

This role requires a professional with a strong leadership background, the ability to inspire a team, and a track record of delivering results.

Key Responsibilities:

  • Brand & Portfolio Demand Ownership
    • Own and defend brandlevel demand volumes, drivers, and Risks & Opportunities (R&Os)across all regions
    • Ensure brand assumptions are aligned and approved with Marketing prior to integration into regional demand plans
    • Lead the Monthly Portfolio Review meeting and process, framing brand tradeoffs, risks, and opportunities
    • Ensure the demand impact of brand strategy is clearly reflected in IBP forums
  • LongRange & Strategic Planning
    • Own alignment of the LongRange Plan (LRP)and 5Year Forecastwith Brand Plans and Business Plans
    • Ensure consistency between LRP, Annual operating plan (AOP), and nearterm demand plans
    • Translate strategic brand initiatives into executable demand assumptions
  • Innovation & Portfolio Management
    • Ensure NPI launch and postlaunch demandare clearly incorporated into forecasts, highlighting risks and cannibalization
    • Own and govern the cannibalization process, ensuring impacts are modeled, communicated, and reflected in our forecasting tool o9
    • Partner with NPI & Portfolio Demand Planner to ensure innovation readiness and portfolio lifecycle integrity
  • Stakeholder Leadership & Alignment
    • Provide leadership in all Brand Demand Prepand Portfolio forums
    • Act as the senior demand partner to Marketing leadership
    • Ensure tight alignment and communication with regional Demand Managersto maintain a single, coherent demand narrative
  • People Leadership & Capability Building
    • Coach Demand Planners on executive presence, structured storytelling, and stakeholder management
    • Own the overall brandlevel demand accuracy targetand improvement roadmap
    • Support our tool and process build and resulting future state processes as defined in our project roll out.
    • Build a diverse, highly agile team focused on successful outcomes and continuously identify areas of opportunity to improve, streamline or challenge the status quo.
    • Support the creation and delivery of critical planning based KPIs

Role Expertise

  • Working experience, 6+ years in planning; commercial, demand or business planning.
  • Experience leading a team in delivering continued strong results
  • Experience in CPG industry, preferred.
  • Experience leveraging data and analytics solutions, such as o9 and Power BI, preferred

Individual Skills

  • Exceptional communication skills, with the ability to articulate complex concepts and influence stakeholders at all levels of the organization.
  • Demonstrated ability to lead customer facing meetings and collaborative efforts across all levels of the organization.
  • Proven ability to define tasks and metrics to implement a day/week/month in the life of their team to clearly execute responsibilities in support of the broader vision.
  • Demonstrated leadership capabilities in critical thinking, decision making, effectively transmitting ideas and opinions, and the ability to grow from their experiences and adapt to new situations.
  • Skilled collaborator with an ability to work cross-functionally with co-workers, related internal functions, external partners, and on project teams.
  • Experience in using digital solutions to drive performance along with a demonstrated ability to use data to tell a story - an ability to communicate effectively across all formats.
  • Demonstrated ability to leverage data & analytics to identify trends and opportunities to drive performance within their team.
  • Must be a detail-minded, analytical, deadline-oriented self-starter who can work under pressure and meet tight deadlines.
  • Adaptive: Enable flexibility and support that fits team members' unique needs

Mindsets & Behaviors

  • Passion to challenge the status quo and find new solutions and drive out of the box ideas - loves and embraces change.
  • Consumer obsessed - commitment to delivering a best-in-class customer experience.
  • Believes in a non-hierarchical culture of collaboration, transparency, safety, and trust.
  • Not afraid to "roll up the sleeves" and seeks to go outside comfort zone to learn - pushes teams to do the same.
  • Empowers others to fail, learn, and grow.
  • Comfortable and experience bringing structure to ambiguity.
  • Possesses a spirit of intellectual curiosity, creativity, and innovation.
  • Integrity: Supporting teams in tough times, taking responsibility for issues under their purview and helping others without expecting something in return.

Physical Requirements/Work Environment

  • Must be able to sit and/or stand for long periods of time and work on a computer for extended periods. Lifting may be required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
  • Travel <10%

Location

Chicago, Illinois

Additional Locations

Rochester, New York

Job Type

Full time

Job Area

Supply Chain

The salary range for this role is:

$113,500.00 - $177,600.00

This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. Our compensation is based on cost of labor. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. At Constellation Brands, it is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Equal Opportunity

Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).


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