Thomas Mason Email & Phone Number

Wellesley, MA

• Trained and mentored junior staff on technical topics and consulting skills while also giving the staff the opportunity to self-learn on the fly
• Involved with higher level meetings and initatives with internal and client-based personnel
• Delivered EML training to GPS team and received a good response from participants
• Continued to expand knowledge of technical skills including Eagle architecture, SQL skills, DB structure, etc.

Wellsley, MA

• Involved with the Bridgewater Conversion onto the Eagle Platform, mostly in relation to Swap contracts and other derivative types
• Worked to enhance the process and find automation capabilities to expedite the conversion process
• Gained knowledge into the Corporate Action processing in Eagle and delivered multi-day onsite to training to the BNYM Corporate Action Teams in Pittsburgh and Delaware
• Learned detailed knowledge of the Eagle Database Structure and gained significant knowledge on how the product code works in the backend, including SQL logic, stored procedures, etc.
• Go to SME on Message Center Code, Panel code, EML code, accounting workflow, etc.
• Lead GPS support person for the FINCAD capabilities used in Eagle Analytics

Greater Boston Area

Drafted annual, semi-annual and quarterly financial statements as well as BMA filings for PIMCO Cayman Bermuda Trusts – won BBH “WOW” award for client service excellenceReviewed and delivered comments to Infosys on their provided SOI deliverables to ensure a high quality of productionDeveloped and maintained a working familiarity with applicable laws.

Greater Boston Area

Worked on a team of 14 overseeing the daily operations of approximately $140 Billion in assets including fixed Income, equity, and partnership funds Responsible for reviewing all daily activiy on funds including trading activity, corporate action activity, cash settlements, nightly valuation, and final approval of NAV for 15-20 mutual funds each day.

Greater Boston Area

Appointed to help convert the ING new business onto EagleSTAREnsured any accounting-related issues or breaks are reviewed and resolved dailyResponsible for adding new business to the team including fund profiles and share class addsHelped mentor and train new members of the team Reconciled positions and trades to client including fixed income securities.

Greater Boston Area