Portfolio Analyst
Full Time
Tustin, CA
$75,000 - $90,000 a year
Posted Today
Job description
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Job Description Summary:
This job role supports the Manager, State Portfolio or Division Manager, in managing the portfolio of designated suppliers. Duties would include various key responsibilities which are directly related to supplier relations.
Job Description:
RESPONSIBILITIES
QUALIFICATIONS
Bachelor’s degree from four-year College or university preferred; three or more years related analyst experience, preferably in a marketing, analytics or finance business role within an alcoholic beverage wholesaler or supplier environment; or equivalent combination of education and experience. Knowledge of database software (Microstrategy or ability to learn). Experience with supply chain software is necessary. Database, spreadsheet and word processing software.
- Provides analytical support to the State Portfolio Manager and/or Division Manager/Vice President with reports and data for all supplier review meetings, planning meetings, etc.
- Responsible for compiling, maintaining, analyzing and presenting market, customer (Nielsen, Spectra), and internal company sales data (Microstrategy) in order to evaluate performance and sales strategies along with market analysis.
- Analyzes sales results to determine opportunities to accelerate growth (i.e. sizes; flavors; seasonal items) whether through volume or distribution. Communicates those opportunities to the Sales VPs/Portfolio Managers to assist with programming.
- Coordinates and/or manages all Pre-Sells, Holiday VAPs, Specialty items, and Allocated Items once State Portfolio Manager and/or Vice President Sales have determined the proper distribution levels.
- Reviews Backorder Report and other Inventory Management tools daily to identify inventory issues/opportunities and provides possible solutions immediately to the appropriate chain-of-command.
- Provides analysis of market execution, incentives and program ROI and has the ability to translate insights into determined risks and recommended opportunities.
QUALIFICATIONS
Bachelor’s degree from four-year College or university preferred; three or more years related analyst experience, preferably in a marketing, analytics or finance business role within an alcoholic beverage wholesaler or supplier environment; or equivalent combination of education and experience. Knowledge of database software (Microstrategy or ability to learn). Experience with supply chain software is necessary. Database, spreadsheet and word processing software.
- Ability to travel up to 10% time.
- Ability to regularly operate a motor vehicle.
- Maintain a current state driver’s license.
- As required by state law, attain a current alcoholic beverage permit or license
Target salary range: $75,000 - $90,000. The estimate displayed represents the typical salary range for this position based on skills, capabilities, experience and other factors.
EOE/Minorities/Females/Vet/Disability
We are an Equal Opportunity Employer.
Enjoy a career with us!
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