Reporting Analyst

Location
Reston, Virginia
Posted
Jan 27, 2022
Closes
Mar 03, 2022
Function
Analyst
Hours
Full Time

MASON INVESTMENT ADVISORY SERVICES, INC.

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 email resume