Margarita Zaika

Finance Business Analyst at MIO Partners, Inc.

Margarita Zaika is a Finance Business Analyst at MIO Partners, Inc. since October 2021, with extensive experience in financial services. Prior to this role, Margarita worked at Broadridge from November 2015 to October 2021, progressing through various positions including Product Manager/Senior Analyst and Associate Product Manager for the Brokerage Processing Services Advantage (BPS/A) product, generating $8M in annual revenue and managing significant product enhancements. Margarita also held roles as an Associate Business Process Analyst at Global Reference Data Services, and gained foundational experience as an Economics Tutor/College Assistant at Hunter College and a Wealth Management Intern at Morgan Stanley. Margarita holds a Master of Science in Financial Engineering from Stevens Institute of Technology and a Bachelor of Arts in Economics from Hunter College.

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New York, United States

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MIO Partners, Inc.

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MIO (and related entities) is an indirect, wholly-owned subsidiary of McKinsey & Company and was formed in the early 1980s to provide asset management services for McKinsey’s retirement plan. Over time, we have expanded to support after-tax investments by McKinsey’s current and former partners, primarily by making available funds already offered in the retirement plan. Our aim was to provide partners with convenient, time-saving investment options, including access to alternative investments. Today, we are a company of approximately 200 people managing retirement and after-tax investments for roughly 30,000 current and former McKinsey employees. A key element of our operating model is that we operate at-cost, generating no profit for either MIO or McKinsey. Our incentives are aligned with those of our investors due to significant management participation in the funds.