Marina McCloskey
Board Member, Trustee, Executive Committee Member, Chartered Financial Analyst, Management Consultant, Marketing Director
- Role
- Cfa Society New York
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Marina McCloskey
Marina is a bilingual Chartered Financial Analyst® (CFA charterholder) with over 15 years of experience in Finance and Management Consulting. While working at a hedge fund in New York, she provided research analytics and portfolio management assistance to the Partners of a multi-million dollar fund. Prior to marketing consulting services of PricewaterhouseCoopers to private equity funds and cross-sector companies in their portfolios, Marina led projects in equity, fixed income and derivatives space at HSBC, Morgan Stanley, Deutsche Bank and JPMorgan Chase. Marina is a native Russian speaker; worked and studied in Russia, Great Britain, USA; holds an MSc from The University of Oxford, an MBA from Long Island University, a Bachelor of Arts degree from Texas Tech University in English and Marketing, and has been an active member of the professional organizations 100 Women in Finance and CFA Society New York. Marina is a Director on the Board of Trustees for the Merton College Charitable Corporation. EXPERIENCE AND SKILLS SUMMARY- Marketing and business development- Relationship management- Project management- Fixed Income products and derivatives- Equity products and derivatives- Emerging markets- Financial analytics- Equity research- Investment theory- GIPS- Portfolio management- Excellent presentation skills- Bilingual: Russian and English- American MBA with concentration in Finance- British MS in Management Research- Chartered Financial Analyst® charterholder, CFA Institute- Worked and studied in Russia, Great Britain, USA
Experience
Dec 2013 — Present · New York, NY, US
Design marketing, re-branding and outreach campaigns in support of Society’s strategy and member revenue goals- Coordinate and collaborate with Committee Chairs of the 19 Leadership Groups- Support CEO by synthesizing trends across multiple studies to enhance decision making- Determine benchmarks and targets each year for increasing CFA NY membership and renewals, spearheaded the 2018, 2019 and 2021 Member Outreach campaigns- Connect with corporate sponsors to ensure the continuous advancement of CFA NY’s programming- Deliver analysis of unaffiliated member base, convert into affiliated; Society became the largest in the world with almost members in 2019- Direct the Society’s Member support programs and activities, including membership renewals and acquisitions- Manage relationships with the Board of Directors - Co-create social media and other communication strategies increasing positive brand visibility for the Society- Source and curate Thought Leadership content, assist CEO with special projects
Education
Long Island University
MBA, Finance
Texas Tech University
BA, English and Marketing
University of Oxford
MSc, Management Research
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