NAOMI O'LEARY
Boston, MA
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EDUCATION
MIT SLOAN SCHOOL OF MANAGEMENT Cambridge, MA
Candidate for MBA, May 2024 2022 - Present
• Dean’s Fellowship, selected based on academic and professional achievement
• VP of Sales and Marketing, Fashion Club; VP of Speakers and Events, Retail and Consumer Goods Club; Community Building Chair (2 elected per 70 student cohort); Member, Black Business Students Association; Member, Sloan Women in Management
BOSTON COLLEGE, COLLEGE OF ARTS & SCIENCES Chestnut Hill, MA Bachelor of Arts in Economics with a Minor in History 2013 - 2017
• Leadership Team, AHANA; Member, Women in Business; Mentee, ASCEND EXPERIENCE
BLACKROCK San Francisco, CA
Asset Manager
Associate, External Relationship Manager 2021 - 2022
• Developed and maintained relationships with 39 different US private and public pension plans to identify and pursue new potential business and retain existing business
• Partnered with strategists, portfolio managers, and marketing teams to drive over $1B in net new business flows
• Drove new mandate generation across fixed income, equity, hedge funds, real estate, private equity, and fund of funds
• Earned the Immediate Impact Award for excelling in current position and demonstrating a significant impact with clients JP MORGAN ASSET MANAGEMENT New York, NY
Asset Manager
Associate, Business Management Associate 2020 - 2021
• Partnered with the Global Head of Alternatives Solutions to identify and execute on opportunities to grow the hedge fund of funds business
• Developed a deep understanding of the Alternatives space and participated in creating and positioning of Alternatives business strategy and investment products
• Led internal projects while collaborating with client distribution, marketing, compliance, legal, risk, technology, and finance
• Coordinated agendas, presentations, and follow-ups for management meetings, internal forums and town halls Associate, ETF Internal Client Advisor 2018 - 2020
• Distributed over 30 active and passive JPMAM ETFs in the Midwest across all 3 wealth management advice channels
• Delivered thought leadership to create new and sustain existing client relationships
• Positioned JPMAM to key advisors through value-add tools and support, product information and updates, and market insights
STATE STREET GLOBAL ADVISORS Boston, MA
Asset Manager
Internal Sales Associate 2017 - 2018
• Owned new intermediary client relationships and distributed SPDR ETFs across all wealth management advice channels
• Utilized business intelligence and data to drive new and existing client relationships, as well as flows across all channels Client Service Representative 2017
• Provided support to internal sales teams while maintaining internal CRM system (e.g., Salesforce) ADDITIONAL INFORMATION
• Project Manager of Project Spark: Led a program designed to provide proprietary capital to third party funds run by diverse, emerging Alternatives managers, including minority-led and women-led venture capital and other private funds
• Project Manager of Diversity and Inclusion Committee: Devised a long-term project outline, tracked project schedules, recorded milestones, and ensured timely execution of DE&I initiatives across all of JPMorgan Global Alternatives
• Series 7 and Series 63 FINRA Exam certified
• Chartered Alternative Investment Analyst (CAIA) Level II Candidate