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• Support the administrative and operational functions associated with running the portfolios through a variety of distribution platforms• Maintain and enhance the internal and external reporting to support the product offerings throughout EMEA

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