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Investment Manager/Investment Analyst
| Details |
Country: USA
Location: VA Reston
Total applied: 33
Relevant Work Experience: 2+ to 5 Years
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day) |
|
Investment Manager/Investment Analyst
Investment Manager/Investment Analyst
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. Our investment division provides strategic, objective investment consulting, investment strategy design, and implementation management using a best of class asset allocation driven approach.
Our investment division seeks a professional with a minimum of three years of investment experience to assist in client servicing, portfolio management, and investment research. Strong analytical skills are a must. A minimum of three years of direct experience presenting, servicing, and managing investment clients and performing research is required. Strong working knowledge of Advent Axys, Lotus 123, Excel, Morningstar, and Norris is also required. Professional designations of CIMA or a CFA Level I Candidate and experience with Ibbotson Encore is preferred. Candidate must be proactive and able to work independently.
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 or fax to 703-716-6020. We are looking forward to finding the right person to join The Mason Companies team.
EOE D/V/M/F
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