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.
Senior Data Consultant
Morningstar
Since March 2017
- Manage projects around regulation changes such as the current SFDR regulation. For this project have mapped out the data requirements, built the collection plan in order to secure the required resource. Previously managed the MIFID II project. That project also involved new data point creation, database adjustments, tool creation, process enhancements, cross border training and maintenance. Also responsible for educating clients around the data set.
- Responsible for working with the Fund Managers directly to provide expertise on data points, methodologies, processes and various other topics
- Work closely with the D&D centres to ensure that Data Processes are running efficiently.
- Responsible for approximately 4000+ funds across EMEA.
- Work directly with sales and solutions teams to evangelise Morningstar data, both internally to users and externally to clients.
- Manage several of Morningstar UK's most strategic clients such as the Golden Source Contract for HSBC. Fidelity reporting to their head of data, Threadneedle, M&G among others.
- Act as subject matter expert in client projects, such as the building of the Aviva MPS and Digital Fact sheets and online fund centre.
- Maintain 3rd party relationships with platforms such as Transact, Medbank, Interactive Investor and AJ Bell to help educate them on data and assist with all data related issues.
- Work with Asset Managers to onboard new data as the market evolves such as Advanced Portfolio data sets, PRIPs KIDs, ESG attributes.
