Junior Investment Consultant

Sep 02, 2018
Oct 01, 2018
Full Time


Junior Investment Consultant

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 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. Top 20% of class.

Preferred requirements: MBA, CFP or CFA; 1-5 years’ experience in a RIA or brokerage firm

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.

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