Job Description

Excellent Opportunity

Equity Analyst (Portfolio Manager)

Hudson Valley Investment Advisors, is seeking a Portfolio Manager (Equity Analyst).  The function of the Portfolio Manager (Equity Analyst) is to execute all aspects of portfolio management, designing, building and maintaining portfolios to meet client objectives.

Essential tasks and Job Responsibilities:

»Responsible to manage client relationships and portfolios

»Active member of Investment Policy Committee

»Perform Investment Portfolio Reviews – To ascertain asset allocations & Securities are in line with objectives and HVIA investment policy

»Understand and be able to communicate the current positioning of all firm strategies, resent changes to holdings or sectors and investment results relative to client objectives.

»Responsible for Business Development

»Maintain and enhance investment expertise through continuing education and development.

»Work independently



OTHER RESPONSIBILITIES

»Confidentiality- business is built on client confidentiality and trust.

»Mental Application – Needs to constantly looking at upside and downside risks that effect client portfolios.  Position requires capability to absorb large amounts of information and be able to communicate opinions to Investment Policy Committee and clients and develop strategies to mitigate risk in client portfolios.

»Responsibilities – One bad decision can have long term effects on firm reputation and client satisfaction.

»Position requires regular communication with management, personnel and clients

»Position is authorized to pay for miscellaneous expenses as relate to the everyday management of client relationships

EDUCATION, CERTIFICATION, practice:

suitable education
Required:  Bachelor’s Degree
Preferred:  Higher Degree/Certification

practice: 
Required:  3-5 years of practice in the financial industry

expertise, expertise, ABILITIES:

»Need to be able to work closely with people and to communicate ideas clearly.

»Needs to be able to work independently

WORK ENVIRONMENT:

»Working Conditions - Job requires both office and travel to meet with clients.

»Equipment Operations – must be proficient in all aspects of technology.

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

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