Operations and Reporting Analyst
Listed on 2026-03-01
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Finance & Banking
Financial Analyst, Financial Reporting
MASON INVESTMENT ADVISORY SERVICES, INC.
OPERATIONS AND REPORTING ANALYST
Based in Reston, Virginia, we are a national financial planning and investment advisory firm serving high net worth individuals, endowments, and Fortune 500 corporate sponsored financial planning clients.
This is a great opportunity to join a well-established and growing team. We have a very positive culture where we encourage and provide ample opportunities for growth and development.
OverviewWe are seeking a strong Operations and Reporting Analyst who will work collaboratively with members of both the Reporting and Operations Departments on daily tasks to include the following:
Operations- Daily digital document filing.
- Assist with client requests for cash transactions.
- Assist with daily trading and reconciliation.
- Assist with special projects as necessary.
- Assist in maintaining the day-to-day reconciliation of accounts in our portfolio aggregation system.
- Assist in the production of accurate and timely monthly and quarterly performance reports for all Mason clients.
- Able to handle multiple requests at once and still provide accurate and timely responses/deliverables.
- Attention to detail with strong analytical and technical skills.
- Basic understanding of investment securities and terminology.
- Some college preferred.
We offer excellent benefits including a 401(k) plan, a competitive salary, and a great work environment. We are looking forward to finding the right person to join The Mason Companies team.
Please send resume and salary requirements to
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