Mason Bartosh
Minneapolis,United States
Summary
Experienced business professional with a strong background in operations analysis and strategic planning. Demonstrated ability to streamline processes and improve team efficiency. Highly regarded for reliability, adaptability, collaboration, and achieving results. Skilled in data analysis, project management, and process optimization. Offers a fresh perspective and unwavering commitment to quality and success. Recognized for hard work, adaptability, and proactive problem-solving.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Operations Analyst
Riverbridge
05.2024 - Current
- Provide comprehensive reports to inform strategic decision-making for clients and relationship managers.
- Support the successful integration of newly acquired businesses by leading due diligence efforts and ensuring seamless financial operations post acquisition.
- Manage cross-functional projects to ensure timely delivery of high-quality results.
- Provide monthly GIPS performance analysis
Specialized Trading Operations Specialist
Charles Schwab
01.2023 - 05.2024
- Convert initial investing transactions and process appropriate liquidation activities with market maker
- Ensure daily market tasks and ad hoc requests provide smooth ETF, Equity, Non‐Market, Bank Cash Products, and Unitized Fund trading experience
- Process trades, dividends, reconciliation, cash breaks, interest payouts, internal plan transfers, cash settlement, true‐up activity, accrual changes, and fee activity
Specialized Trading Operations Associate
Charles Schwab
10.2021 - 01.2023
- Data analysis for ETF trading using excel, PowerPoint, and internal tools to highlight performance of specific assets and overall monthly behavior
- Assess trading issues and appropriately reconcile by interacting with clients, internal tech team, and Brokers
- Conduct market research for equity, fractional ETF, and non-standard market assets
Benefits Analyst (Pension Administration Group)
WTW
05.2018 - 08.2018
- Provided calculations for annuities and bulk lump sum options for clients using proprietary software
- Collaborated on 7 projects, combining sheets of data into organized systems utilizing Excel
- Consulted with clients and collaborated with diverse client teams to complete projects focused on pension payouts, including tracking success rates and individuals who selected bulk lump sum option
Education
Bachelor's Degree - Economics and Mathematics
University of Wisconsin-Madison
Madison, WI01-2021
Skills
- Analytical Skills
- Consulting
- Risk Management
- Trade Settlements
- Microsoft Excel
- Leadership
- Microsoft PowerPoint
Certification
- CFI Corporate Finance Foundations Professional Certificate, Corporate Finance Institute (CFI)
- CFA Program participant, CFA Institute
Timeline
Business Operations Analyst
Riverbridge
05.2024 - Current
Specialized Trading Operations Specialist
Charles Schwab
01.2023 - 05.2024
Specialized Trading Operations Associate
Charles Schwab
10.2021 - 01.2023
Benefits Analyst (Pension Administration Group)
WTW
05.2018 - 08.2018
Bachelor's Degree - Economics and Mathematics
University of Wisconsin-Madison
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