MASON INVESTMENT ADVISORY SERVICES, INC.
Business Development Associate – Institutional Division
Mason Investment Advisory Services, Inc., a rapidly growing institutional investment consulting firm, based in Reston, Virginia, is seeking a Business Development Associate to join our Institutional Division. The Business Development Associate will work closely with Mason’s Chief Marketing and Development Officer and Mason’s institutional marketing team. Success in this inside development role may lead to an outside marketing and development role in future years.
Since 2003 – Mason’s Institutional Division has grown from less than $100M to nearly $3B in assets under management.
Job responsibilities include:
- Contact prospective Mason clients including foundations, endowments and corporate entities nationwide in order to: establish relationships with key decision makers, communicate Mason’s investment philosophy, set appointments and to gather data on RFP opportunities and other key pieces of information for use in future calls
- Coordinate follow-up requests/action items with the institutional marketing team
- Conduct pre-meeting research on prospects to help prepare Mason staffers for successful appointments
- Participate in internal Mason investment committee meetings to learn about Mason’s culture and philosophy on client service and investment strategy
- Assist with special marketing projects as needed
The ideal candidate will possess professionalism, excellent phone skills, a strong work ethic and the ability to effectively schedule appointments for multiple Mason employees. Outstanding interpersonal and listening skills are a must in order to effectively communicate the Mason Investment Advisory Services philosophy.
Minimum requirements include a bachelor’s degree in finance and or marketing. Proficiency in MS Word, Excel, PowerPoint and Outlook is required. Knowledge of Goldmine software is a plus.
Two to four years of experience with a brokerage firm or registered investment advisor and Series 7 and 66 licenses (or Series 63 and 65) is a plus.
We offer excellent benefits including a competitive salary and additional performance based compensation, medical/dental insurance, a 401(k) plan plus company match and a great work environment. Please send resume and salary requirements to rpylypko@masoncompanies.com. We are looking forward to finding the right person to join the Mason Investment Advisory Services, Inc. team.
EOE D/V/M/F
MASON INVESTMENT ADVISORY SERVICES, INC.
Based in Reston, Virginia, we are a national financial planning and investment advisory firm serving high net worth clients, mid-size endowments and institutional clients and
Fortune 500 corporate sponsored financial planning clients.
We are seeking a motivated, well-organized, friendly Financial Planning Analyst to join our team. Candidates must be a college graduate with at least 5 years of work experience and be comfortable with Microsoft Word, Excel, PowerPoint and Outlook as well as managing multiple deadlines.
You should also have a knowledge of the various aspects of financial planning, including an understanding of basic and complex insurance issues, estate planning techniques, income tax, investments and retirement planning. Finally, it would be helpful to have experience with financial planning software. CFP and other designations a plus.
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 written financial plans for high net worth individuals and families and perform other client service tasks, such as research on planning topics or custom modeling of advanced planning ideas. You will also, over time, participate in the preparation of individual and trust income tax returns. No selling necessary.
We offer excellent benefits including a competitive salary, medical/dental insurance, a 401(k) plan plus company match and a great work environment.
Please send resume and salary requirements to rpylypko@masoncompanies.com. We are looking forward to finding the right person to join the Mason Investment Advisory Services, Inc. team.
EOE D/V/M/F
Junior Investment Consultant
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 a Junior Investment Consultant to join our investment management team. This is a unique opportunity to travel and train with Senior Investment Consultants and the Business Development Officer, as we continue to grow our nonprofit consulting division and our private client assets. This position is intended to lead to a Senior Investment Consultant position.
The job responsibilities 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 investment committee
- Prepare for and often attend quarterly investment committee meetings of institutional (nonprofit) clients
- 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 (i.e. quarterly donor reports, writing executive summaries, target return analyses, index data requests, etc.)
- Assist with research, data requests, and presentations (creating illustrations, sales materials updates, special requests on investment issues, etc.)
- Participate in internal investment committee meetings, internal investment presentation meetings, quarterly deliverables meetings, and Senior Investment Consultant Meetings
Minimum requirements: Bachelor’s degree in business, accounting or finance. MBA or CFA strongly preferred; 3-5 years’ experience in a RIA or brokerage firm environment is also strongly preferred along with current RIA/FINRA licensing.
We offer excellent benefits including a competitive salary and additional performance based compensation, medical/dental insurance, a 401(k) plan plus company match and a great work environment. Please send resume and salary requirements to rpylypko@masoncompanies.com. We are looking forward to finding the right person to join the Mason Investment Advisory Services, Inc. team.
EOE D/V/M/F
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