Liam Guy Email & Phone Number

London, United Kingdom

- Performance production & reconciliation (Daily/Weekly/Monthly etc) across numerous platforms - Morningstar Direct, Revolution, Postman, Morningstar Analytics Lab- Regular monthly/quarterly reporting- Peer group analysis- Ex-post risk statistics- Attribution Analysis - Revolution, Factset- Database administration & development (Fundipedia)- Projects: report automation, performance system & web tool implementation

London, England, United Kingdom

- Responsible for the production & delivery process of Key Investor Information Documents (KIIDs)/Factsheets to both UK and international sales distribution channels - Managed data flows internally & to outsourced document providers; managed subsequent outputs to various global distribution channels - Ran & investigated reports detailing security classifications, attributes & helped resolve data issues - Reviewed & reconciled output to a high degree of accuracy in terms… Show more - Responsible for the production & delivery process of Key Investor Information Documents (KIIDs)/Factsheets to both UK and international sales distribution channels - Managed data flows internally & to outsourced document providers; managed subsequent outputs to various global distribution channels - Ran & investigated reports detailing security classifications, attributes & helped resolve data issues - Reviewed & reconciled output to a high degree of accuracy in terms of both content, layout & in a timely manner - Communicated across the business on a regular basis to enable production of accurate Factsheets & KIID documents - Worked closely with Translation agencies & in-house translation specialists to create Factsheets & KIID documents to tight deadlines - Acted as conduit for queries from the business in regards to KIIDs & Factsheets- Co-ordinated with key vendors to ensure outputs reflect requirements. - Updated & amended Morningstar (previously Lipper) performance & fund statistic files - Participated in Investment Administration meetings with regards to the introduction of new types of security and work with IT to test reporting of these securities on the Factsheets - Carried out & maintained regular competitor analysis reports- Database administration & development (Fundipedia) Show less

London, England, United Kingdom

- Coordination & production of regular Factsheet/Data updates marketing & distribution purposes- Regular web updates - Handling data requests, production of ad-hoc marketing materials- Data distribution to external suppliers (e.g. Funds Library)- RFP response to consultants, existing & prospective clients- Maintenance of internal Factsheet/RFP & marketing content management platform- Projects (e.g. Wholesale Marketing material database)- Providing guidance & support… Show more - Coordination & production of regular Factsheet/Data updates marketing & distribution purposes- Regular web updates - Handling data requests, production of ad-hoc marketing materials- Data distribution to external suppliers (e.g. Funds Library)- RFP response to consultants, existing & prospective clients- Maintenance of internal Factsheet/RFP & marketing content management platform- Projects (e.g. Wholesale Marketing material database)- Providing guidance & support on presentation content Show less

London, England, United Kingdom

- Provided support for European Business Development, RFP, Global marketing & Client Reporting teams- Responsible for managing & development of Marketing Literature database- Developing master presentations & coordinating with the business- Prepared high-quality documents for RFP response, Fund Sales materials, monthly Client Reports and Bespoke Presentation requests - Data Management: Consultant Database/Presentation Fund updates- Stakeholder engagement

London, England, United Kingdom