Scott O'Ryan Email & Phone Number

Auckland, New Zealand

Business developer manager at Russell, with a particular focus on distribution within the NZ Dealer Group and Adviser segment.

Auckland, New Zealand & Sydney, Australia

• Support Pre-Sales activity and deal flow by establishing importance between Morningstar offering and the prospect’s needs• Meeting current and prospective clients to understand the challenges they face and propose the corresponding solutions• Function as product expert and trusted adviser of the prospects• Presenting in various levels of detail the solutions offered, to prospects business and technical stakeholders• Preparing and conducting meetings, demonstrations and proofs-of-concept on the software solutions• Support in answering functional and technical queries of RFIs and RFPs• Generating and maintaining Pre-Sales support documents• Working closely with Product Management, Sales Management and Development to help drive continuous improvement and be the voice of the customers for product enhancements

London, United Kingdom

Really listen to our clients. Understand their needs. Ensure that Morningstar's solutions are designed effectively combining Morningstar capabilities in a scalable and sustainable way to meet our clients' business requirements needs while being innovative, scalable and sustainable following Morningstar best practices. Works directly with the sales team to understand the requirements of potential clients and to design an effective solution. Also collecting and translating market needs into product ideas to present to the Product Management team.

London, United Kingdom

Taking Morningstar clients through the journey of discovery to implementation. Responsible for pre-sales activities for Morningstar suit of products. Primarily customer facing, the role requires in-depth knowledge of financial data and a comprehensive insight of Morningstar systems and how to translate these to a client environment; from concept and definition, to implementation and release. Responsible for project management throughout the entire project lifecycle, including project initiation/proposals, project delivery, business liaison/stakeholder management, post implementation review and project close out/handover

London, United Kingdom

Manage relationships with fund companies and other data partners. Be an expert in Morningstar methodology and fund data; liaise with fund companies to ensure their data experience at Morningstar is as good as it can be, work with asset managers to improve transparency based on regulations change. Act as a ambassador for Morningstar's entire data offering; assisting in the sales process, working with solutions teams to meet client needs, and ensure our database remains fit for purpose.

London, United Kingdom

Own, coordinate and resolve data issues on behalf of internal and external stakeholders. Act as an expert regarding investment data points and calculations, answering data questions for colleagues and clients.Maintain relationships with clients to enrich their experience with Morningstar’s data. Buildopen channels of communication.Maintain Morningstar’s data quality standards by making sure we collect complete information and compute correct values; research and analyze investment data, mine data, conduct trend analyses, and review variance reports to identify suspicious information.Continuously evaluate procedures, create and enhance analytical tools, and implement process-improvement projects.Familiarisation of mutual funds regulatory framework (both within UK and Europe).

Attending Fund Reviews with Research team. Responsibility included composing ‘Performance’ section of final fund profile which would detail how a fund performed under varying market conditions. This would then be sent onto independent financial advisors.Organise and distribute ‘Morning Report’ for retail and institutional clients. Would collate news and data from numerous third party providers.Disseminate market sensitive equity announcements to clients in timely manner. Task involved processing and editing complex announcements into smaller excerpts and feeding final result into distribution system.Support Data team by inputting equity financials into Equity Research platform. Work closely with Data teams in the Australian and Thailand offices’ to maintain equity database integrity.Developing and writing articles for retail clients. See: http://www.morningstar.com.au/funds/article/currency-managed-fund/5979

• Assist Fund Research team to compile reports• Data Analysis for periodic publications• Coordinate KiwiSaver Fund Manager of the Year

New Zealand Certificate In Financial Services (Level 5) (Investment) [Version 2], Financial Planning And Services

Executive Master In Public Administration, Public Administration

Post-Graduate Diploma In Business And Administration, Finance, General

Bachelor Of Commerce (Bcom), Finance, General

Activities and Societies: Massey University Student Investment ClubFinance to a post-graduate level. Graduated with Dean's List honours.