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Samantha McGeown

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.
Resume created on DoYouBuzz

Data Relationship Manager

Morningstar
March 2007 to June 2012
  • Act as the local relationship manager for the UK Open End Asset Managers (Approx 200 groups). This entailed being the first port of call for all data questions, new fund additions and escalations.
  • Collect, load and validate all performance and operations data for the UK universe.
  • Stakeholder on numerous data led projects such as New Fund creation.
  • Train and mentor all members of the data team.
  • Run weekly metrics and report to management on the increased coverage and quality for upcoming databases.
  • Responsible for identifying both positive and negative trends in data and working on solutions to resolve negative trends and possibility of replicating processes for positive trends.