What are the responsibilities and job description for the Portfolio Manager (OIA) position at Orange Bank & Trust Company?
General Summary: Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new ones Mandatory Duties and Job Responsibilities: 1. Foremost focus on managing client portfolios to their investment objectives, while executing on the investment philosophy of the firm 2. Own the client lifecycle experience – 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 ongoing financial situation/investments 3. 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 4. 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 awareness of enterprise risk, etc. 5. Strict observance toward utilization of all relevant order management and Client Relationship Management technologies 6. Balance assets under management growth on both increasing share of wallet and new client inflows, while maintaining a focus on assets under management retention7. Work within Portfolio Manager team structure to serve existing clientele while establishing inroads to new business development 8. Represent Hudson Valley Investment Advisors in geographic footprint as needed
OTHER RESPONSIBILITIES :1. Maintenance of client confidentiality and trust is of the utmost importance 2. Position requires ability to absorb large amounts of information and be able to communicate opinions/advice to Investment Policy Committee and clients and assist in developing strategies to mitigate risk in client portfolios 3. Decision making can have long term effects on firm reputation and client satisfaction 4. Position requires regular communication with management, colleagues and both internal and external clients 5. Prudent management of a miscellaneous expense budget
EDUCATION, CERTIFICATION, EXPERIENCE: Required: Bachelor’s Degree; ability to obtain Series 65/66 in first 90 daysPreferred: Higher Degree/Certification; Series 65/66 Required: 3-5 years of experience in the financial industryPreferred: Professional industry designations: CFP, CHFC, CIMA as examples
KNOWLEDGE, SKILLS, ABILITIES: Need to be able to work collaboratively and to communicate ideas clearly as well as being able to work independently at times WORK ENVIRONMENT: Job requires both office and travel to meet with clients and candidate must be proficient in all aspects of technology PHYSICAL DEMANDS: None of note
Special Note: External and internal applicants, as well as position incumbents, must be able to perform 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
830am-500pm Monday -Friday
OTHER RESPONSIBILITIES :1. Maintenance of client confidentiality and trust is of the utmost importance 2. Position requires ability to absorb large amounts of information and be able to communicate opinions/advice to Investment Policy Committee and clients and assist in developing strategies to mitigate risk in client portfolios 3. Decision making can have long term effects on firm reputation and client satisfaction 4. Position requires regular communication with management, colleagues and both internal and external clients 5. Prudent management of a miscellaneous expense budget
EDUCATION, CERTIFICATION, EXPERIENCE: Required: Bachelor’s Degree; ability to obtain Series 65/66 in first 90 daysPreferred: Higher Degree/Certification; Series 65/66 Required: 3-5 years of experience in the financial industryPreferred: Professional industry designations: CFP, CHFC, CIMA as examples
KNOWLEDGE, SKILLS, ABILITIES: Need to be able to work collaboratively and to communicate ideas clearly as well as being able to work independently at times WORK ENVIRONMENT: Job requires both office and travel to meet with clients and candidate must be proficient in all aspects of technology PHYSICAL DEMANDS: None of note
Special Note: External and internal applicants, as well as position incumbents, must be able to perform 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
830am-500pm Monday -Friday