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
INSTITUTIONAL CLIENT ADMINISTRATIVE ASSISTANT
Reston, Virginia
We are a growing, fully independent, national SEC registered investment advisor, in Northern Virginia, working with high net worth individuals and nonprofits such as community foundations, schools and universities, arts organizations, and museums. We are seeking an Institutional Client Service Specialist to join our investment management team. This person will provide support to Senior Members of the Institutional team by completing operational and administrative tasks including heavy calendar management, scheduling appointments, compiling investment management paperwork, setting up new accounts and interacting with clients. The candidate should be detail-oriented and extremely organized.
This individual will serve as liaison between the Institutional team and organizations for conferences, meetings, conference calls, and other events. Manages staff travel arrangements, appointments, meetings, and conferences.
Assist in preparation of responses to Request for Proposals (RFPs). Drafts and edits reports, proposals, exhibits, presentations, correspondence and other documents.
The candidate should have a strong work ethic and be very detail-oriented. They must be able to work effectively independently, but value the importance of being part of a team. Must have the ability to handle confidential data discretely.
College Degree Preferred. Securities and brokerage experience would be extremely beneficial to this position as well as spreadsheet analysis. Requirements include proficiency in MS Word, Excel, PowerPoint and Outlook. Knowledge of Goldmine software is a plus.
We offer excellent benefits including a 401(k) plan, a competitive salary and a great work environment. We are looking forward to finding the right person to join The Mason Companies.
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
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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.