Shareena Fowler Email & Phone Number

San Francisco, California, United States

Key responsibilities include:• Effective collaboration with cross-functional teams, including data engineers, business analysts, and executives. • Communication skills to bridge the gap between technical and non-technical stakeholders• Increase efficiencies amongst teams/ utilizing strong understanding of business process and industry specific knowledge.• Manage projects from data collection to insights and delivery, effective time management and project planning• Managing attribution process for funds and data management to ensure accuracy and timely delivery• Continue to be a sounding board for our RFP Team and improving/enhancing current reporting processes• Oversight of our Global team member abroad

San Francisco

Key responsibilities are to drive the on-going design, development and implementation of data extracts enabling consistent messaging for Matthews Asia family of funds. Collaborated with the Data Governance team on multiple projects to streamline deliverables

San Francisco Bay Area

Successfully created and managed the Reporting group responsible for fund metrics across all products.CLIENT RELATIONSHIP*Responsible for fulfilling global client requests within 7 business days*Liaison for onboarding of Institutional and Global clients for reporting group. Reviewed deliverables and collaborated with IT, Data Governance, Client Services and Operations ensuring we were capable of fulfilling client request within deadlines.TRAINING AND DEVELOPMENT/OPERATIONS MANAGEMENT*Documented desktop procedures for reporting group and ensured BCP was current *Trained department on FactSet, Zephyr StyleAdvisorPROJECT MANAGEMENT*Analyzed current processes for reporting Fund Metrics and successfully automated running of attribution and characteristics reports. *Collaborated with the IT and RFP department automated culling of fund data for quarterly and ad hoc client requests. Reduced time to create client specific QRP from 9 hours to 3 hours. *Leveraged knowledge of data feeds and workflows to create comprehensive report to automatically cull multiple fund metrics for eVestment database across all funds

San Francisco Bay Area

Attribution, Performance, and Data Analyst for MatthewsAsia. Created attribution reports, improved fund metric process and managed monthly data analyst deliverables for suite of Asian Funds. Offered full time position in March 2009.

Walnut Creek, California, United States

Managed daily operations of Financial Planning firm. Redefined invoicing process, net receivables from Net 120 to Net 30 capturing revenues. Analyzed QuickBooks Profit and Loss reports, reviewed commissions and discovered loss of revenues for life insurance products. Presented efficient processes to business owner, created website, trained staff on Microsoft Office. Created client quarterly reports.

San Francisco, California, United States

Director of Research Operations responsible for oversight of the portfolio analytics for the department, managed and forecasted operations budget, oversight of Data Governance and developed programs for improving processes throughout the department. Member of Senior Analyst Group along side Heads of Research Groups (ie Head of Tech, Head of Consumer Discretionary) and Managing Director of Research. Senior Project Manager and Client Service Liaison for offshore global clients.

Project Management, Currently Enrolled

Bachelor'S Degree, Business Administration And Management, General