David Atterbury Email & Phone Number

Ridgefield, Ct, Us

Providing executive level operations and Technology consulting services to Asset Management organizations, leveraging extensive industry experience to assist and guide organizations through their transformation programs. Leading or advising from program initiation and development to successful implementation, including executive communication, planning, budgeting, organizational and staff restructuring, and system and vendor selection and management.

Puteaux, Fr

Led Operations and Technology functions for $90B+ US and Mexico businesses, managing 13-person Operations, 6-person Technology, and 2-person Administration and Facilities teams. Developed operating and strategic plans, coordinated budgets, oversaw service provider relationships, partnered with key functions, established policies and procedures. Contributed as member of US Leadership Committee, Chairman of Local Control Committee, and contributor to US Board of Directors.Selected accomplishments:• Headed transformations of US and Mexico operating environments, leveraging global operating model, and bringing greater efficiency and standardization.• Managed legal restructuring of 4 US businesses into single legal entity, reducing redundancy and cost.• Implemented SimCorp Dimension IBOR/OMS platform in US, replacing outdated systems with new global standard.• Facilitated setup of new $3B+ Asset Management business in Mexico, adding revenue by accessing local insurance and pensions investment market.• Setup Mexico office as nearshoring facility, decreasing cost of Operations and Technology resources by 50%.

Managed 14-person Operations and 6-person Technology teams. Developed annual and long-term operating and strategic plans, controlled budgets, established policies and procedures, directed service providers, furnished issue guidance and escalation point to CCM and NYLIM management. Participated as member of Executive Leadership Committee.Selected accomplishments:• Defined and implemented strategic Operations and Technology plan, combining 2 merged businesses of Cornerstone Capital Management and Madison Square Investors, bringing standardization and reducing redundancy and costs.• Migrated Charles River OMS to vendor cloud-based SAS environment, fully integrating new platform to existing inhouse Quantitative Investment optimization models, increasing functionality while shrinking ongoing operating effort and costs.• Leveraged centralized NYLIM Advent Geneva application instance to enable retirement of 2 older accounting systems, facilitating common processing and lowering shared operating costs.

New York, Ny, Us

Provided business management services, including responsibility for Technology and Operations, prime brokers, Risk, Audit, Regulatory and Compliance, Legal, headcount, budget and any other issue that required attention.Selected accomplishments:• Redesigned operating model for Multi-Asset Solutions investment team following significant expansion of that business, reducing errors and costs substantially and increasing efficiency through standard processes.• Implemented Linedata Longview OMS for US Equity business, integrated with multiple Quantitative Optimization systems and research scoring processes, retiring outdated inhouse system and improving functionality and efficiency.• Acted as key participant and contributor to definition and implementation of Total Cost of Ownership financial model, presenting transparency to Operations and Technology costs and facilitating better cost control and value-added investment.• Assessed and redeveloped use of market data for US Equity, decreasing annual cost by more than 50%, while providing comparable service to investors, research analysts, and traders.• Performed as key participant and contributor to merger integration of Bear Stearns Equity team, adding new investment teams and associated revenue to department.

New York, Ny, Us

Part of a small team of internal consultants reporting directly to the Global Executive Committee, performed a current state and peer analysis of operations and technology at JPMAM, and defined and recommended the future direction. Covering Global Fixed Income, US Equity, Managed Accounts and Retail Marketing groups, the role required close co-operation with all business partners and external consultants to generate a strategic Technology and Operations 5-year roadmap and budgetary plan.

New York, Ny, Us

Senior Program Manager and Data Platform Architect for the JPMFAM/Bank One merger. Senior Program Manager, Business Analyst & Architect for New York migration to the Global Data Platform.Senior Program Manager and Data Platform Architect for the JPMFAM/Bank One merger. Senior Program Manager, Business Analyst & Architect for New York migration to the Global Data Platform.

New York, Ny, Us

Led the creation of the near-shoring capabilities in the JPMorganChase European Technology Center for Asset Management, building out and managing the Technology Development and Support teams.