Job Description

Join a Great Organization Today!

Investment Portfolio Manager

Title:               Portfolio Manager   

Department:  Hudson Valley Investment Advisors, Inc.

FLSA Status: Exempt

Reports to:     Vice President – Strategic Market Manager

Date:               02-2023          

General Summary:
Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new ones.

Essential tasks and Job Responsibilities:

»Foremost focus on managing client portfolios to their investment objectives, while executing on the investment philosophy of the firm

»Own the client lifecycle practice – build client resumes, evaluate client risk parameters, assist client in establishing and regularly revisiting goals/objectives, create/adjust an appropriate investment plan, and consistently monitor continuing financial situation/investments

»Responsible for broadening and deepening existing client relationships through asset consolidation as well as positioning HVIA and Bank resources as components of the Trusted Advisor continuum

»Adherence to all compliance mandates including but not limited to; senior (elder) client reviews, annual (at a minimum) reviews for all clients, documentation of all client interactions, maintaining consciousness of enterprise risk, etc.

»Strict observance toward utilization of all significant order management and Client Relationship Management technologies

»Balance assets under management growth on both increasing share of wallet and new client inflows, while maintaining a focus on assets under management retention

»Work within Portfolio Manager team structure to serve existing clientele while establishing inroads to new business development

»Represent Hudson Valley Investment Advisors in geographic footprint as needed

OTHER RESPONSIBILITIES

»Confidentiality- this job offer has access to all company information from client information to corporate financials.

»Mental Application – this job offer must demonstrate the capability to effectively analyze situations, absorb large amounts of information and apply judgment to resolve issues in a timely manner.

»Responsibilities – The position is responsible for the execution and implementation of HVIA’s investment strategies within client portfolios, while maintaining compliance with all regulatory rules.

»Contacts/Internal and Public -  The position requires regular communication with management, colleagues and both internal and external clients

»Magnitude and Scope:  The position is not authorized to approve any expenditure.

EDUCATION, CERTIFICATION, practice:
suitable education
Required:  Bachelor’s Degree
Preferred:  Higher than a Bachelor’s Degree
practice:
Required:  3-5 years of financial industry practice
Preferred:  Professional industry designations: CFP, ChFC, CIMA as examples

expertise, expertise, ABILITIES:
Demonstrate excellent communication expertise, both oral and written. Should have the capability and practice to draft clear and professional correspondence, policies and procedures. Must be able to correspond with all regulators and auditors.

WORK ENVIRONMENT:

»Working Conditions – This job requires both time in an office environment and travel to meet all requirements.

»Equipment Operations – this job offer requires proficiency in the Microsoft Office Suite, Salesforce (CRM Software), Tamarac (Portfolio Management Software) , NETX360 (Custodian Proprietary Software).

Special Note:
External and internal candidates, as well as position incumbents, must be able to execute the essential job functions as set forth above.  Hudson Valley Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, discapability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to execute the essential functions of the job.
This job description in no way states or implies that these are the only tasks to be performed by an employee.  Additional functions and requirements may be assigned by managers as deemed appropriate, located on the employee’s expertise, skill and capability as well as his/her mental and physical abilities.

Job Tags

Work at office, Local area

Similar Jobs