Summary
Overview
Work history
Education
Skills
Timeline
Generic
Samantha McGeown

Samantha McGeown

ESSEX,United Kingdom

Summary

Accomplished professional with expertise in data product management and client-facing content management, adept at regulatory interpretation and methodology application. Demonstrates strong skills in data governance, quality assurance, and risk reduction, ensuring seamless stakeholder collaboration. Proficient in Microsoft Office, Jira, and Quickbase, with extensive knowledge of internal systems. Committed to leveraging these competencies to drive organisational success and innovation.

Overview

22
22
years of professional experience

Work history

Content Specialist

Morningstar
London
05.2021 - 02.2026
  • Review and classify regulatory and fund documentation to ensure accurate and consistent client presentation across Morningstar platforms
  • Ensured accurate interpretation, consistent classification, and client-ready presentation of regulatory and fund content across Morningstar products.
  • Interpret methodology and policy language to support correct classifications, attributes, and content decisions, reducing client and regulatory risk
  • Advised on data intake and content labelling, enhancing metadata structure to improve information tagging and client accessibility.
  • Collaborate closely with product and data teams to align content decisions with client use cases and overall product strategy

Senior Data Consultant

Morningstar
03.2017 - 05.2021
  • Responsible for approximately 4,000 funds across EMEA, acting as subject matter expert for fund data and methodologies
  • Lead cross-functional initiatives supporting regulatory change, database evolution, and data governance improvements
  • Partner with Sales and Solutions teams to support client discovery, feasibility, and data evangelisation

UK Open End Data Team Leader

Morningstar
06.2012 - 03.2017
  • Led teams of 6–12 across UK, Ireland, and Luxembourg markets, owning data quality and delivery outcomes
  • Defined KPIs, prioritised workloads, and embedded governance standards across data operations
  • Mentored team members on regulations, methodologies, and market-specific data requirements

Data Relationship Manager

Morningstar
03.2007 - 06.2012
  • Primary client contact for ~200 UK asset managers, managing data queries, new fund launches, and escalations
  • Supported client satisfaction through accurate, timely, and transparent data delivery

Data Analyst

Standard & Poor’s
06.2004 - 03.2007
  • Collected, validated, and quality-assured UK OE universe data for production and client distribution

Education

George Green

Skills

  • Data product management
  • Client-facing content management
  • Regulatory interpretation
  • Methodology application
  • Data governance
  • Quality assurance
  • Risk reduction
  • Stakeholder collaboration
  • Microsoft Office proficiency
  • Jira and Quickbase expertise
  • Internal systems knowledge

Timeline

Content Specialist

Morningstar
05.2021 - 02.2026

Senior Data Consultant

Morningstar
03.2017 - 05.2021

UK Open End Data Team Leader

Morningstar
06.2012 - 03.2017

Data Relationship Manager

Morningstar
03.2007 - 06.2012

Data Analyst

Standard & Poor’s
06.2004 - 03.2007

George Green
Samantha McGeown