Mason Peabody

About Mason Peabody

I operate at the intersection of capital markets, private markets, and financial technology platforms, helping investment firms design scalable operating models, modernize data infrastructure, and strengthen control environments. My experience spans private equity, private credit, and institutional asset management, with deep exposure to fund operations, portfolio data, investor reporting, and trade lifecycle workflows.My work centers on translating complex financial, operational, and regulatory requirements into durable technology and data solutions. I focus on improving reporting accuracy, reducing operational friction, and enabling growth through system integration, workflow redesign, and automation. I view AI and machine learning not as standalone innovations, but as disciplined tools for enhancing decision support, risk visibility, and process efficiency.I have partnered closely with investment professionals, operations, compliance, and technology teams to deliver platform implementations, data layer enhancements, and control frameworks that support audit readiness, transparency, and scale. My interests include AI-enabled financial infrastructure, data governance, and technology-driven operating model design within alternative investments.Core Competencies *Financial & Domain Expertise* Private Equity and Private Credit Operations Fund Accounting and Investor Reporting Trade Lifecycle and Post-Trade Controls Portfolio and Investor Data Management *Strategy & Operating Model Design* Technology Strategy and Roadmap Development Target Operating Model Design Platform Selection and Scalability Optimization *Risk, Controls & Governance* Data and Technology Risk Management Control Framework Design (SOX-aligned) Regulatory Compliance and Audit Readiness *Execution & Leadership* Program and Project Leadership Cross-Functional Stakeholder Management Business-to-Technology Translation Vendor and Global Team Coordination *Commercial & Transformation* Technology Investment Prioritization Budget and Resource Planning Vendor Strategy and Oversight Post-Merger Integration

Experience

1. Consultant - Senior Technical Pm & Ba - Private Equity & Brokerage Fund Services

   Morgan Stanley

   Mar 2025 — Present · New York, NY, US

   Act as senior business and product owner for private equity and brokerage fund services platforms, supporting portfolio accounting, investor allocations, trade processing, liquidity mechanics, and risk controls across alternative and private market products.Lead the translation of complex investment, accounting, and regulatory requirements into scalable system enhancements, including workflow redesigns, data models, API integrations, and reporting frameworks used across front, middle, and back office functions.Own onboarding and migration of private equity and hedge fund clients, overseeing the accurate setup and validation of fund structures, capital calls, distributions, waterfall logic, carried interest calculations, and historical investor data within institutional platforms.Partner closely with portfolio managers, fund administrators, prime brokers, custodians, legal, compliance, risk, and operations teams to stabilize fund lifecycle processes, improve reporting accuracy, and strengthen governance across investor-facing and internal deliverables.Drive automation and process optimization initiatives leveraging data aggregation, reconciliation tooling, and workflow controls to improve NAV timeliness, liquidity forecasting, and subscription and redemption processing at scale.

Education

• Post University

  Master's degree, Accounting, CPA Track

• Bentley University - McCallum Graduate School of Business

  Master of Business Administration - MBA, Finance

• Central Connecticut State University

  B.S. Finance, Investments and Securities

Skills

• Microsoft Suites
• Management
• Sales Operations
• Banking
• Mutual Funds
• Risk Management
• Customer Service
• Microsoft Excel
• Finance
• Back Office Operations
• Front Office Support
• Defined Contribution
• Leadership
• Middle Office
• Competitive Cost Analysis
• Financial Analysis
• Business Process Management
• Training
• Financial Statement Analysis
• Middle Off
• Private Banking
• Microsoft Office
• Sales
• Sales Management
• Accounting
• Investments
• Retirement Planning
• Project Management
• Insurance
• Customer Relationship Management (Crm)
• Public Speaking
• Corporate Finance
• Strategic Planning
• Business Analysis
• Investor Relations
• Microsoft Powerpoint
• Client Relations
• Investment Banking