Cox Automotive is seeking a Portfolio Manager for NextGear Capital, responsible for managing and growing client portfolios in the Inland Empire, California. The role requires strong financial acumen, client-facing experience, and the ability to mitigate risks associated with dealer credit lines
Job Summary
The role involves managing a portfolio of dealer clients with lines of credit ranging from $50,000 to $2.5 million within the Inland Empire territory.
Candidates must be proficient in analyzing financial documents such as profit & loss statements, balance sheets, and tax returns to assess dealer performance.
The position offers flexible vacation policies, up to 160 hours of paid wellness time annually, and comprehensive health care and retirement benefits.
Matching Summary
Match Score: 85
Cox Automotive is seeking a Portfolio Manager for NextGear Capital, responsible for managing and growing client portfolios in the Inland Empire, California. The role requires strong financial acumen, client-facing experience, and the ability to mitigate risks associated with dealer credit lines.
Salary
Base: $107,200.00 - $160,800.00; Bonus/Equity: Eligible for incentive program; Benefits: Flexible vacation, 160 wellness hours, health insurance, 401(k)
Skills & Requirements
Must-have
Valid driver's license required
Live in Inland Empire territory
Analyze financial statements and tax returns
50% travel requirement
Salesforce proficiency
Negotiation and collection skills
Nice-to-have
Automotive floorplan industry background
Strong presentation skills
Cross-functional collaboration
Proactive performance planning
High integrity and safety awareness
Key Requirements
BA/BS degree or equivalent experience
4+ years in finance or account management
Must permanently reside in Riverside/Murrieta/Temecula/Corona
US work authorization without sponsorship
Work Rights
Must be authorized to work in the US without sponsorship