Samantha McGeown
Fund Data
43 years old
Driving License
United Kingdom
Employed
Available
Over 16 years experience in the Investment Data Industry. Over 6 years experience in a leadership role. I am always eager to expand my knowledge and equally as eager to share this knowledge with my colleagues.
Nominated for the 2018 Women in Investment Awards.
Nominated for the 2018 Women in Investment Awards.
UK Open End Data Team Leader
Morningstar
June 2012
to March 2017
- Lead a team of Data Relationship Managers, Analysts and Interns to maintain the UK OE/ETF/L&P data bases for numerous markets, including UK, Ireland and Luxembourg.
- Mentor and train all members of the team to understand the local market regulations, Morningstar methodologies, data process and products. Support the team in order to allow them to work independently.
- Prioritize the teams workloads in line with the company goals and division goals, as well as creating individual goals for each member to ensure their personal development.
- Work alongside and guide the global teams and regional teams where local expertise is required.
- Build and maintain KPIs in order to ensure data quality is at the correct standard, look for trends in the KPIs as an indication to where the database needs enhancements or collection processes need improvements. Where changes are required work closely with the necessary teams to instigate the required projects/changes.
- Act as subject matter expert for numerous areas of data both internally and externally. Present and evangelize Morningstar’s data to potential and existing clients.
- Work closely with solutions and sales teams to complete initial discovery work and feasibility for upcoming deals.
- Project Manager and project stakeholder in numerous projects, ranging from new regulations to database improvements. Have experience in various project management styles, such as leading LEAN Six Sigma projects, Morningstar project framework and Agile and the new ODI project layout.
- Creation and expansion of new databases as and when the business evolves, examples such as Ireland and ETFs.
