Portfolio Manager
Cox Enterprises
full-time
Posted on:
Location Type: Hybrid
Location: Des Moines • Iowa • 🇺🇸 United States
Visit company websiteSalary
💰 $87,200 - $130,800 per year
Job Level
Mid-LevelSenior
About the role
- Manage and grow a portfolio of dealer clients across the assigned Des Moines, Iowa territory
- Build and maintain relationships with clients
- Optimize the portfolio through clients’ use of the line of credit
- Identify and mitigate pre-default account risk
- Support post-default collections on defaulted accounts
- Educate clients on desired performance behaviors and best practices
- Collect and analyze client financial information
- Collaborate with Risk and Recovery department on risk mitigation efforts
- Ensure compliance with company policies and expectations
Requirements
- BA/BS with 4+ years related experience in finance, client facing, customer service, B2B, account management and/or collections required
- Ability to read and analyze financials, such as profit & loss, balance sheet, tax returns, and bank statements preferred
- Strong financial acumen with working knowledge of key financial tools and terminology
- Ability to identify risk indicators through data tools
- Proficient in Excel, Word, PowerPoint, Outlook, Teams, and Salesforce
- Valid driver’s license is required for this position
Benefits
- Health insurance (medical, dental, vision)
- 401(k) matching
- Paid time off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO)
- Up to 160 hours of paid wellness annually for their own wellness or that of family members
- Seven paid holidays throughout the calendar year
- Additional paid time off (bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisrisk mitigationcollectionsaccount managementB2Bdata analysisfinancial acumenprofit & loss analysisbalance sheet analysistax return analysis
Soft skills
relationship buildingclient educationcommunicationproblem solvingcollaboration
Certifications
BA/BS