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

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.

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.

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.

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.

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.

• 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.