Career Opportunities

Institutional Consulting

Associate 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.

Operations

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.

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.