Megan Grace
Toronto,Ontario
Summary
Client-focused financial professional with experience in private market operations and investor servicing, skilled at building relationships, resolving complex issues, and supporting business growth. Strong track record of managing transactions, coordinating with stakeholders, and delivering exceptional service. Eager to leverage investment knowledge and relationship management skills in a Business Development Manager role to drive mutual fund growth.
Overview
3
3
years of professional experience
Work History
Transfer Agent
State Street
11.2024 - Current
- Act as a trusted client liaison for private market investors, managing high-volume communications and ensuring exceptional service delivery that strengthens long-term relationships.
- Serve as the primary point of contact for capital activity, coordinating closely with fund managers and investors to ensure accuracy in subscriptions, redemptions, and capital calls.
- Partner with internal teams to troubleshoot and resolve client or dealer issues efficiently, ensuring a seamless experience and reinforcing State Street’s reputation for reliability and professionalism.
- Support business development initiatives by maintaining strong relationships with clients and intermediaries, identifying service enhancements, and delivering proactive updates to improve client engagement.
- Reconcile incoming wires and investment flows, ensuring timely processing for fund closings — critical to maintaining client trust and meeting institutional deadlines.
- Prepare and analyze daily and monthly reports that inform internal teams and clients, contributing to transparency and confidence in private fund performance.
- Recognized for responsiveness, accuracy, and client-first service approach that directly supports investor retention and overall business growth.
Sous Chef
Seoul Shakers
02.2023 - 11.2024
- Led kitchen operations and a team of cooks to deliver consistent, high-quality guest experiences.
- Collaborated with front-of-house and vendors to ensure smooth service and cost efficiency.
- Trained staff, managed inventory, and resolved issues quickly in a fast-paced environment.
- Strengthened communication, leadership, and client service skills in a high-pressure, team-oriented setting.
Education
Associate of Arts - Digital Visual Effects
Centennial College
Toronto, Ontario04-2021
Associate of Science - Computer Science
Columbia College
Vancouver, British Columbia04-2019
Skills
- Private Market & Investment Fund Operations
- Trade & Wire Reconciliation
- Investor & Dealer Account Management
- Financial Reporting & Data Reconciliation
- Client Relationship Management & Retention
- Cross-Functional Collaboration
- Time Management & Prioritization
- Adaptability & Working Under Pressure
Languages
English
Native or Bilingual
Indonesian
Native or Bilingual
Timeline
Transfer Agent
State Street
11.2024 - Current
Sous Chef
Seoul Shakers
02.2023 - 11.2024
Associate of Arts - Digital Visual Effects
Centennial College
Associate of Science - Computer Science
Columbia College