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.
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
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.
Tax
Tax Preparers & Reviewers
Reston, Virginia
Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide.
We are seeking experienced professionals to prepare and review individual and trust returns for high net-worth individuals. Qualified professionals should have at least 2 years of experience preparing or reviewing individual tax returns. These opportunities would be perfect for “retired” tax preparers, stay-at-home parents, or anyone interested in working in a professional environment for a few months each year. Candidates should be detail-oriented, possess strong organizational and communication skills, and be capable of working in a paperless environment. CPA’s, attorneys, and Enrolled Agents are preferred. Prior experience with CCH Axcess or ProSystem fx is a plus.
Current opportunities include part-time (minimum: 25 hours per week) to full-time positions from early February – mid April each year. Compensation is based on experience. Additional time for training will be compensated.
Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com.