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Ayveel Robinson

Ayveel Robinson

Portfolio Manager at Mason Investment Advisory Services, Inc.

Washington, DC , United States

About

Ayveel Robinson is a Senior Portfolio Manager at Mason Investment Advisory Services, Inc., based in Washington, DC. In this role, he is responsible for overseeing portfolio construction, implementing investment strategies, and optimizing operational efficiency for institutional and private clients. His focus includes enhancing investment operations through process improvements and system implementations that support a range of asset classes across client portfolios.

Prior to joining Mason in February 2023, Ayveel held leadership and analytical roles at Lear Investment Management as Director of Operations and at Oak Hill Advisors, L.P. as Investment Operations Analyst. Throughout his career, he has built expertise in treasury management, operational due diligence, reporting, post-execution services, and client onboarding, particularly within hedge funds and credit fund environments.

Ayveel holds a Bachelor of Science in Finance from the University of North Texas. His contributions to the industry include advancing operational processes and risk controls that underpin investment management, with specialized experience in credit, hedge fund operations, and multi-asset portfolio management.

Career History

OrganizationRoleDate RangeDetails
Mason Investment Advisory Services, Inc.Portfolio ManagerFeb 2023 to Present
Lear Investment ManagementDirector Of OperationsApr 2021 to Dec 2022
Oak Hill Advisors, L.P.Investment Operations AnalystAug 2019 to Apr 2021
Carlson Capital, L.P.Operations AnalystNov 2011 to Aug 2019
Fidelity InvestmentsSenior Trade Operations AnalystMay 2008 to Nov 2011
Interstate BatteriesHuman Resources AssistantOct 2007 to Dec 2007
Diverse MarketingMerchandising AssistantMay 2007 to Jul 2007
Shelton GroupInvestor Relations AssistantOct 2005 to Mar 2006

Education

University of North Texas

Bachelor of Science, Merchandising and Finance

2002 2007

Skills & Expertise

Financial Analysis
Investments
Team Leadership
Process Improvement
Securities
Strategic Planning
Equities
Trading
Business Objects
Alternative Investments
Bloomberg Terminal
Social Media
DTC
Investment Management
Treasury Management
Credit Derivatives
Derivatives
FX Options
Bonds
Ctm
Equity Derivatives
Financial Services
Back Office Operations
Advent
International Settlements
Middle Office
Omgeo Oasys
Global Custody
Leadership
Recruiting
Hedge Funds
Bloomberg
Excel
Settlement
Outlook
Finance
Analysis
Account Reconciliation
AS400
Mutual Funds
Fixed Income
Corporate Actions
Back Office
Project Management
Presentation Skills
Ad Hoc Reporting
Tableau
Microsoft Office
Asset Management
Written Communication
Eze Castle
Financial Markets

Others at Mason Investment Advisory Services, Inc. (3)

NameRoleLocation
S
Scott George
Chief Investment OfficerMcLean, VA , United States
Stefan Patchan
Stefan Patchan
Research AssociateArlington, VA , United States
Keenan Bailey
Keenan Bailey
Portfolio ManagerWashington, DC , United States

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