Portfolio Manager

Cox Enterprises

Portfolio Manager for Cox Automotive managing dealer clients across California. Focused on optimizing financial portfolios and mitigating risks with client relationships.

Posted 4/29/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $107,200 - $160,800 per yearWebsite

About the role

Key responsibilities & impact

Manage and grow a portfolio of dealer clients with lines of credit ranging from $50,000 to $2.5M
Build and maintain relationships with clients
Optimize clients' use of the line of credit
Identify and mitigate pre-default account risk
Support post-default collections on defaulted accounts
Collect and analyze client financial information
Collaborate with Risk and Recovery department for pre-default risk mitigation
Conduct physical inspections of inventory
Serve as a fiduciary for the company by identifying and reporting non-compliance
Document all relevant conversations and activities in Salesforce
Ensure positive onboarding experience for new clients

Requirements

What you’ll need

BA/BS with 4+ years of related experience in finance, client facing, B2B, account management and/or collections required
Automotive and/or floorplan industry background preferred
Financial knowledge and acumen preferred
Knowledge of the automotive industry (various sectors)
Knowledge of the finance industry (various sectors)
Proficiency of reading and analyzing 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
Strong presentation, verbal and written communication skills
Strong analytical and problem-solving skills
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce

Benefits

Comp & perks

Health care insurance (medical, dental, vision)
401(k) matching
Paid time off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO)
Flexibility to take vacation with pay as deemed consistent with duties
Seven paid holidays throughout the year
Up to 160 hours of paid wellness annually

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisrisk mitigationcollectionsaccount managementB2Bcredit managementdata analysisfinancial acumenprofit & loss analysisbalance sheet analysis

Soft Skills

relationship buildingcommunication skillsanalytical skillsproblem-solving skillspresentation skills