Shannon Hines Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

• Work within an agile framework for project and product management
• Operational scalability through the use of RPA and NLG
• Developing and implementing a social media strategy for Morningstar Investment Management UK
• Product marketing and design for the Morningstar Managed Portfolios and Multi Asset Funds
• Liaise with internal and external stakeholders in order to enhance and develop our current and prospective product offerings
• Maintain and enhance the internal and external reporting to support the product offerings throughout EMEA

London, United Kingdom

• Work within an agile framework for project and product management
• Developing and implementing a social media strategy for Morningstar Investment Management UK
• Product marketing and design for the Morningstar Managed Portfolios
• Develop new and more efficient ways of working using RPA
• Liaise with internal and external stakeholders in order to enhance and develop our current and prospective product offerings
• Responsible for the implementation and ongoing support of the Morningstar Managed Portfolios across various platforms

London, United Kingdom

• Responsible for the production of meeting packs for all fund manager meetings
• Source information from management groups to assist with report writing
• Manage the client reporting process; responsible for recording details of clients and funds covered on their reports as well as producing a quarterly schedule of work for the team.
• Manage the model portfolio process, including maintaining models and composites on Morningstar Direct and producing performance tables, model portfolio factsheets and quarterly reports

Edinburgh, United Kingdom

• Provide support to various Account Managers and their panels of Independent Financial Advisers
• Create and maintain relationships with internal and external contacts
• Arrange quotes and pricing for corporate pension schemes and individual business
• Assist with telephone and email queries for new and existing business
• Responsible for proactively running campaigns to all accounts

Edinburgh, United Kingdom

• Required to provide excellent customer service by accurately and efficiently setting up customer transactions and answering customer queries as requested
• Also required to work on admin tasks in a timely and efficient manner in order to ensure that tasks are completed within required timescales
• As an experienced member of the department, I was regularly required to assist co-workers with any queries they may have, as well as providing in team telephone and admin training

Bachelor Of Arts - Ba, Communication And Media Studies

Communication And Media Studies

Certificate In Business Studies, Business Administration And Management, General

Certificate, Pattern Drafting

Diploma, Fashion Techniquies & Design