Megan McCarthy
Boston,MA
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
7
7
years of professional experience
Work History
Investment Operations Manager
Bain Capital
11.2022 - Current
- Liaised with trading desks, portfolio managers, and other key personnel for seamless execution of transactions during major restructure events.
- Demonstrated adaptability during periods of market volatility or increased workload by effectively prioritizing tasks based on urgency level.
- Ensured compliance with regulatory requirements through meticulous record-keeping and reporting on all corporate action activities.
- Optimized workflow efficiency by identifying bottlenecks in the current process flow and implementing strategic solutions accordingly.
- Cross-trained existing employees to maximize team agility and performance.
Senior Associate Document Control
Bain Capital
07.2021 - 11.2022
- Led internal and external engagement on several fronts including urgent escalations with tight turnarounds times and instructional improvements.
• Composed and executed legal agreements for individual funds and Issuers in order to on-board and close deals.
• Reviewed and recommended changes to everyday procedure and processes in order improve efficiency and accuracy of the team.
Associate Document Control
Bain Capital
04.2020 - 07.2021
- Reviewed and controlled the flow of loan information.
- Collaborated with senior management in processing all credit decisions.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
- Prepared documents for projects in accordance with project manager, team, or client specifications.
Lead Trade Operations Specialist
Brown Brothers Harriman
06.2019 - 03.2020
- Daily reporting meeting the needs of both external clients and internal personnel to effectively resolve trade-related issues in order to minimize risk and exposure.
- Optimized client experience by delivering superior services and effectively troubleshooting issues.
Trade Operations Specialist
Brown Brothers Harriman
08.2018 - 06.2019
- Managed high-level operational-securities processing, including instruction receipt and authentication, verification, processing and settling of mutual funds transfer requests.
- Led client service email mailbox and hotline for trade management; serving various external and internal personnel.
- Reviewed trade-issues reports to ensure any deviations are understood and resolved with appropriate parties.
Business Operations & Marketing Intern
Lexington Wealth Management
06.2017 - 08.2017
- Created and enhanced marketing materials and videos for Empower Women Series Events.
- Developed company's press releases/social media postings.
- Assisted with the development and implementation of Investment Tax Strategy Programming
- Redesigned voice audio video for new client portal.
Education
MBA - Social Impact
Boston University
Boston, MA05.2025
BSBA International Business -
Elon University
Elon, North Carolina05.2018
Skills
- Strategic Planning
- Verbal and written communication
- Managing Operations and Efficiency
- Time Management
- Process Improvement
- Team Leadership
- Risk Mitigation
- Attention to Detail
- Collaboration
Timeline
Investment Operations Manager
Bain Capital
11.2022 - Current
Senior Associate Document Control
Bain Capital
07.2021 - 11.2022
Associate Document Control
Bain Capital
04.2020 - 07.2021
Lead Trade Operations Specialist
Brown Brothers Harriman
06.2019 - 03.2020
Trade Operations Specialist
Brown Brothers Harriman
08.2018 - 06.2019
Business Operations & Marketing Intern
Lexington Wealth Management
06.2017 - 08.2017
MBA - Social Impact
Boston University
BSBA International Business -
Elon University
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