Junior Investment Consultant

Mason Investment Advisory Services, Inc., an SEC Registered Investment Advisor located in Reston, VA, is looking to hire a Junior Investment Consultant for our institutional client division.  We are a private, national company with a division focusing on financial planning and investment management for individuals (private clients) and a division focusing on institutional business for charitable endowments such as community foundations, schools, universities, and religious organizations.

 

This is a unique opportunity to travel with and train under the Chief Investment Officer and the Business Development Officer, as we continue to grow our institutional division and our private client assets.  There are multiple career path opportunities at our company that we will explore as your strengths and preferences are identified.

 

Duties will be broad based.  Some examples include:

 

·  Prepare for and attend quarterly investment committee meetings of institutional clients

·  Attend and participate in prospecting and sales presentation meetings

·  Coordinate all reporting and service tasks for clients - maintain client communications and resolve issues

·  Implement and rebalance investment portfolios in accordance with investment policy

·  Special analytical projects

·  Participate in internal investment committee meetings

·  Be responsible for Request for Proposal  (RFP) response write-ups

·  Draft and maintain client Investment Policy Statements

 

Minimum requirements:

·  Bachelors degree in business, accounting, or finance. 

·  Experience in an RIA or brokerage firm environment is also strongly preferred along with current RIA/FINRA licensing. 

·  Strong working knowledge of Advent Axys, Excel and Morningstar also strongly preferred.

 

We offer excellent benefits including medical/dental insurance, a 401(k) plan plus company match, a competitive salary, and a great work environment. Please send resume and salary requirements to recruiting4@masoncompanies.com .  We are looking forward to finding the right person to join The Mason Companies team.

 

EOE  D/V/M/F