Mason Peabody
About Mason Peabody
Mason Peabody is an Investment Operations Analyst specializing in Fixed Income Desk Trading Support at Eaton Vance, where he has worked since 2021. He has a diverse background in finance, having held various roles in portfolio compliance, client correspondence, and operations across multiple financial institutions.
Current Role at Eaton Vance
Mason Peabody currently serves as an Investment Operations Analyst on the Fixed Income Desk Trading Support team at Eaton Vance. In this role, he has been responsible for various operational functions related to fixed income portfolios. His responsibilities include cash and position reconciliation using Aladdin, as well as supporting all components of Aladdin processing, including corporate actions. He has been with Eaton Vance since 2021, contributing to the efficiency and accuracy of trading operations.
Previous Experience at Mellon
Prior to his current role, Mason worked at Mellon as a Portfolio Compliance Analyst for a brief period in 2021. His responsibilities included ensuring compliance within portfolio operations. Additionally, he is currently employed at Mellon as a Client Service Associate on the Active Equity Team, where he has been providing client support since 2021. This dual role showcases his versatility in both compliance and client service within the financial sector.
Educational Background
Mason Peabody holds a Bachelor of Science degree in Finance from Central Connecticut State University School of Business, where he studied Investments and Securities from 2012 to 2016. He furthered his education by obtaining a Master of Business Administration (MBA) with a focus on Finance and Information Systems Technology from Bentley University, completing his studies from 2020 to 2022. This educational background has equipped him with a strong foundation in financial principles and technology.
Career History and Roles
Mason has a diverse career history in the financial services industry. He has held various positions, including Senior Client Correspondent/Operations Associate at Mutual of America in 2018, and Data Integrity Analyst/Brokerage Operations at Commonwealth Financial Network from 2018 to 2019. He also worked as a Defined Contribution/Defined Benefit Plan Administrative Analyst at USI Consulting Group from 2017 to 2018, and as a Summer Legal Intern for the State of Connecticut in 2014. His roles have involved client service, operations, and compliance.
Technical Skills and Support Functions
Mason Peabody provides functional support for Eaton Vance’s portfolio and order management systems, specifically Aladdin and Omgeo. He collaborates with brokers and custodian banks to resolve trade settlement and reconciliation issues, demonstrating his technical skills in managing complex financial operations. His expertise in cash and position reconciliation contributes to the overall effectiveness of the fixed income trading team.