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Portfolio Manager

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Job Description - Portfolio Manager

Version française : https://chgroup.bamboohr.com/careers/193

Position Title:
Portfolio Manager


Location: Montreal, Quebec

Charton Hobbs is one of the largest privately-owned wine and spirits agency in Canada.  This position is based in the Montreal office and will be responsible for portfolio and marketing activity primarily in Quebec.  This position reports to the Marketing Director.  We are seeking a qualified candidate that is capable of:


 


Competitive Analysis & Market Intelligence: 



  • Build and review competitive sets by brand and track quarterly activity; provide quarterly reviews for key brands including market trend updates, competitive activity summaries, and brand performance highlights; identify overall portfolio and brand opportunities through the creation and analysis of quarterly marketing reports 

  • Supervise monthly actual vs. forecast tracking with logistics and adjust Latest Estimates (LE) as necessary based on market and brand performance trends


Strategic Brand Planning & Execution:



  • Manage annual brand planning, forecasting and A&P budgeting for all regional brands; lead quarterly/bi-annual A&P reviews to stay within brand budgets and re-allocate funds as needed to maximize market activity;

  • Work closely with the SAQ through presenting brand plans and marketing objectives that are developed with close collaboration with the brand supplier; 

  • Cooperative development and planning with the supplier for marketing applications, promotional materials, and sales tools.  These must meet CH Marketing standards, are complete and delivered on time;

  • Measure and report on quarterly marketing programming to ensure ongoing activity is effective; 

  • Communicate with suppliers as the regional point of contact to review day-to-day issues and provide regular brand updates; 

  • Work closely with logistics to ensure inventory is available and properly forecasted for sku programming;

  • Work closely with the marketing team to develop material for the sales team.


Management/Administrative Responsibilities: 



  • Maintain accurate, current data using provided systems within the CH information and marketing data systems; create and file brand plans on the CH file system; manage expenses and promotional budgets within company guidelines


 


The ideal candidate will be bilingual, university trained with a Bachelor degree in Marketing or equivalent discipline and/or a minimum of 3-4 years’ experience as a marketing manager of a large beverage alcohol portfolio or other important consumer products.  Candidates must have completed second level or greater wine/spirits education courses and have a demonstrated passion for the wine and spirits industry.


           


Salary commensurate with experience, plus annual bonus and group benefits.  Business related expenses are also covered.  Some travel is required.


 


Why Join Charton Hobbs?


With a century of experience in 2025, Charton Hobbs has built a legacy as a trusted leader in the Canadian Beverage Alcohol industry. We proudly represent a continuously expanding portfolio of recognised  international and domestic prestigious brands, offering a unique opportunity to be part of a company that values tradition while embracing innovation.



At Charton Hobbs, we foster an entrepreneurial mindset, empowering our team members to grow our brands with creative thinking and strategic vision. Joining our team means collaborating with passionate professionals and leveraging your skills to make a meaningful impact in a dynamic and competitive industry.


 


If you’re looking to be part of a company that combines a rich heritage with forward-thinking opportunities, Charton Hobbs is the place to build your career.


 


Application Process:


Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and interest in the position.


 


Charton Hobbs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


 


Note: This job description is intended to provide a general overview of the position and does not fully encompass all detailed responsibilities and attributes required.

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