David Michael Email & Phone Number

London, United Kingdom

- To be responsible for the maintenance and ongoing development of the AIC website as the key tool for the AIC’s target audiences in accessing information on the investment company industry.- To be responsible for the creation and dissemination of the AIC’s statistics output and to ensure the relevance of this output as the investment company industry.

London, United Kingdom

As below + additional duties- creating and implementing a strategy to support adoption of the new local data organisation -work with other global leaders to analyse industry trends and set the roadmap for future data development and expansion-Oversee the transformation of EMEA local data teams and work to continuously develop the people and the processes.

London, United Kingdom

- Co-ordinate, manage and monitor activities of EMEA West local data team- Partner with global data leadership and country managers to set priorities and goals- Serve as regional data expert and proactively promote Morningstar data quality and thought leadership initiatives throughout the region- Partner with sales managers, segment leaders & research team.

• OPERATIONS MANAGER Jan 2010 – Present
• Manage operations for entire Traded Funds unit globally, responsible for data, products and development initiatives.
• Manage a large, diverse team with staff in UK, USA and China.
• Key player in QA initiatives including design of next-generation database.
• Assisisting with the build out of the ETF database to the same standard CEF database.
• Manage Lean SIX Sigma project to improve accuracy and process efficiency.

• HEAD OF CLIENT SUPPORT March 2003 – Jan 2010
• Managed 12 month project to integrate data from Fundamental Data legacy system into the Morningstar central system
• Represented Morningstar Traded Funds to clients: developed new accounts, deepened existing relationships and reactivated dormant client relations.
• Managed handling of all queries on data from existing and prospective clients
• Assisted with management of our data analyst team
• Managed projects in response to industry changes

• Represented Fundamental Data's "FundWeb" product to clients: developed new accounts, deepened existing relationships and reactivated dormant client relations.
• Managed handling of all queries on data from existing and prospective clients
• Assisted with management of our data analyst team
• Managed projects in response to industry changes
• Implemented procedures to improve quality and efficiency

• CLOSED END FUND ANALYST November 2000 – March 2003
• Constructed and maintained intra-day NAV estimation models for UK-invested Closed End Funds
• Monitored news flow for corporate actions affecting estimation models, making appropriate adjustments to models where necessary
• Quickly progressed to modeling Split Capital CEFs, ensuring all variables were accurately modeled and that risk/ return metrics were correctly calculated
• Engaged in regular dialogue with clients to explain our models.