Mason Kindle
Dallas,TX
Summary
Highly motivated private asset analyst with a proven record of rapid advancement and broad exposure to various asset classes. Known for strong attention to detail, ability to quickly learn, and a client-focused approach to analyzing complex fund structures and financial data. Additional experience includes leading a NASA research project and advising West Texas entrepreneurs through the Angelo State University Small Business Development Center, highlighting versatility and adaptability across a range of high-impact projects.
Overview
6
6
years of professional experience
Work History
Private Asset Analyst I → II → III
LP Analyst
Dallas, TX
02.2024 - Current
- Promoted twice within one year, becoming the youngest and least tenured Analyst III at the firm
- Extract, clean, and analyze data from thousands of private equity funds and co-investments across various asset classes — including many Neuberger Berman funds — to populate proprietary dashboards for hundreds of institutional LP clients
- Perform detailed fee and expense validation by interpreting LPA terms and calculating expected quarterly management fees and fund expenses, identifying discrepancies in GP reporting
- Maintain real-time cash flow tracking by reviewing capital call and distribution notices, ensuring timely updates to internal dashboards and accurate client reporting
- Support ad hoc initiatives including manager-level commentary, fund-level investment research, and data aggregation for internal and client-specific requests
- Lead recurring Excel, Power Query, and fund structure trainings, while mentoring newly hired analysts as a technical and onboarding resource
Graduate Assistant
Angelo State University SBDC
San Angelo, TX
03.2023 - 12.2023
- Built multiple Excel dashboards to analyze survey results, training event evaluations, and other key performance metrics
- Conducted client research on a variety of topics, including tax laws and regulations
- Participated in client meetings with advisors to refine business plans, develop cash flow projections, and provide guidance when appropriate
Operational Supervisor
Angelo State University Recreation
San Angelo, TX
08.2019 - 03.2023
- Oversaw day-to-day gym operations and managed a team of 20+ student employees
Nursery Sales Associate
Scherz Landscape Co & Nursery
San Angelo, TX
06.2020 - 12.2021
- Balanced full academic coursework while working 50+ hour weeks during the summer, contributing to complex landscaping projects and advising customers on plant care
Education
MBA -
Angelo State University
San Angelo, TX12.2023
Master of Science - Business Data Science & Analytics
Angelo State University
San Angelo, TX08.2023
BBA - Finance
Angelo State University
San Angelo, TX05.2022
Skills
- Advanced in Excel and Power Query for data analysis and dashboard creation
- Proficient in Microsoft Office Suite (Word, Powerpoint, Outlook, Teams)
- Basic knowledge of Python, SQL, and Power BI from academic experience
- Experience with Canva for graphic design and presentations
Accomplishments
- Achieved accelerated promotion at current employer due to demonstrated impact and work ethic
- While at the ASU Small Business Development Center, authored a comprehensive business plan that secured a $500K loan, enabling a family to successfully launch their business
- Awarded the Bradley C. Petty Award as top recreation employee among 60+ staff at Angelo State University
- Multiple-semester Dean’s List honoree for academic excellence
Affiliations
- Experienced endurance runner, including ultramarathons and placing 3rd in a trail marathon carrying a 35 lb rucksack
- Outdoor enthusiast (hiking, fishing, disc golf)
Timeline
Private Asset Analyst I → II → III
LP Analyst
02.2024 - Current
Graduate Assistant
Angelo State University SBDC
03.2023 - 12.2023
Nursery Sales Associate
Scherz Landscape Co & Nursery
06.2020 - 12.2021
Operational Supervisor
Angelo State University Recreation
08.2019 - 03.2023
MBA -
Angelo State University
Master of Science - Business Data Science & Analytics
Angelo State University
BBA - Finance
Angelo State University
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