Institutional Consulting
Junior Investment Consultant
Reston, Virginia
We are seeking a motivated, well organized, friendly analyst to join our team of institutional consultants and investment analysts. We are seeking a college graduate who is comfortable with the Microsoft Suite of programs (Word, Excel PowerPoint) and managing multiple deadlines. The candidate should have knowledge of Institutional clients, financial markets, investment types, performance returns, trading and rebalancing and Investment Policy Statements. Also, it would be helpful to have superior interpersonal skills and be able to work in a team and individual setting.
In return, we offer you a friendly, collaborative atmosphere of professionals with a wealth of knowledge and experience. You will work with financial advisors to develop and implement financial and investment plans for high net worth individuals and families and perform other client service tasks.
The job responsibilities may include:
- Draft and maintain client Investment Policy Statements
- Submit trades (as the portfolio manager) in response to clients’ cash flow needs and to implement the decisions made by the our investment committee
- Oversee the transition of new clients
- Communication, reporting and service tasks for clients
- Primary point of contact for client requests
- Resolve issues, and monitor policies and procedures that are specific to each client
- Special analytical projects requested by client
- Assist with research, data requests, and presentations (creating slides, pitchbook updates, expense ratio requests, etc.)
- Participate in internal investment committee meetings, MIMS meetings, and quarterly deliverables meetings.
Minimum requirements: Bachelor’s degree in business, accounting or finance.
Preferred requirements: MBA, CFP or CFA; 1-5 years’ experience in a RIA or brokerage firm
Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com.
EOE D/V/M/F
Compliance
No Positions at this Time
We are always looking for talented, energetic individuals for when positions come available. Feel free to send in your résumé below.
Technology
No Positions at this Time
We are always looking for talented, energetic individuals for when positions come available. Feel free to send in your résumé below.
Operations
Financial Operations Assistant
Reston, Virginia
We are a national investment advisory firm with offices in Virginia and California serving high net worth individuals, institutional clients, and corporate sponsored financial planning clients. We are looking for a full-time financial operations assistant to become part of a team in our operations department. The ideal candidate possesses strong analytical skills, exceptional follow-through, well-organized, and provides consistency in performing procedures and policies.
Required: Bachelor’s degree and at least 2 years of registered investment advisor and/or broker dealer operations experience.
Job responsibilities include:
- Processing all paperwork needed for investment accounts.
- Interfacing with the custodians to open new accounts, update account information, and service accounts.
- Trade processing of mutual funds and equities for client accounts.
- Processing of checks, wires and journals.
- Maintaining client account forms and other paperwork required.
- Handling requests for transfers of funds in and out of accounts.
- Responding to staff inquiries.
- Working with the staff to complete paperwork processing.
- Ensuring compliance requirements are implemented and followed.
- Administrative tasks as assigned include, but are not limited to: filing, scanning, answering phones, and calendar and database management.
- Troubleshooting of issues related to above.
Soft Skills:
- Possesses an attitude of openness.
- Willing to take action and seek positive change.
- Learn from self and others.
- Holds a high interest in receiving feedback.
Qualifications:
- Financial services experience preferred.
- Comfortable with Microsoft applications and data entry.
- Excellent oral and written communication skills.
- Demonstrated organizational skills, ability to multi task, and time management skills with ability to set priorities and meet deadlines.
- Strong attention to detail with the ability to work with a high degree of accuracy.
- Demonstrated ability to maintain effective working relationships with staff.
- Possess flexibility and camaraderie to work in a fast-paced team environment.
- Ability to shift gears with priorities when dealing with an assertive and fast paced manager.
- Ability to maintain confidentiality.
Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com.
Reporting
Reporting Analyst
Reston, Virginia
Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth individuals, Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide.
Position Overview
The Reporting Analyst will work in a team, and be responsible for helping maintain all data downloads, manual reconciliation and will help in the production of timely and accurate performance reports to all Mason clients. The Reporting Analyst will also troubleshoot questions related to the performance aggregation and reporting system, performance reports, in addition to supporting other departments that use the data from the performance reporting system.
This position will work closely with The Mason Companies local and regional employees and will report to the Managing Director of Information Technology and Systems.
Responsibilities
- Aid in maintaining the day-to-day reconciliation of accounts in our portfolio aggregation system.
- Aid in the production of accurate and timely monthly and quarterly performance reports for all Mason clients.
- Able to problem solve Advisor and Consultant questions and provide accurate and succinct responses.
- Able to handle multiple requests at once, and still provide accurate and timely responses/deliverables.
- Show initiative in working to automate processes, analyses, and other reporting functions that are currently done manually and/or through customization.
Requirements / Desired Skills
- Bachelor’s degree required.
- Excellent communication skills, both written and verbal.
- Excellent organizational skills.
- Ability to prioritize and manage multiple tasks.
- 0 – 1 year of performance reporting experience helpful.
- Must be proficient in Windows based environments.
- Demonstrate outstanding social and interpersonal skills in a professional environment.
- Should possess an eagerness and excitement for learning and problem solving.
- Demonstrate a customer service mentality.
- Should be motivated and engaged to take ownership of tasks.
- Brings a positive and productive attitude to work each day.
Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com.
Tax
Tax Manager
Reston, Virginia
Mason Investment Advisory Services, Inc. is a national investment advisory firm with offices in Virginia and California serving high net worth individuals, institutional clients, and corporate sponsored financial planning clients. We are looking for a full-time Tax Manager to become part of our team.
Required: Bachelor’s degree
Required: Actively licensed CPA or EA with a PTIN
Primary Responsibilities include:
- Serve as a tax technical resource for the firm
- Assist with review and preparation of individual and trust income tax returns
- Assist with training seasonal tax preparers
- Assist in preparing responses to tax notices and examinations on behalf of clients
- Assist financial planners with tax projections and miscellaneous tax research
- Assist financial planners with the development of the tax planning portion of comprehensive personal financial plans
- Calculate estimated tax payments for clients on a quarterly basis, as needed
- Assist the department in researching and applying tax laws, IRS Rules and Procedures and tax return positions
- Engage in special projects as requested by financial planners and firm leadership
- Develop and conduct technical tax education for the firm
Key Qualifications:
- 5+ years’ experience in preparing and reviewing individual and trust income tax returns, particularly high net worth individuals, corporate executives and expatriates.
- Experience in public accounting, knowledge of ERISA and retirement plans, multi-State tax issues, foreign income and asset reporting, pass-through entities, and sole proprietorships is a plus.
- Proficiency in Microsoft Excel, Adobe PDF, BNA Income Tax Planner and experience working in a paperless environment
- Prior experience with Prosystems fx or CCH Axcess preferred
- Excellent written and verbal communication skills
This person will work as part of a team whose goal is to provide our clients with tax, financial planning and investment solutions based on their individual needs.
Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com.