John Doughty

John Doughty Email and Phone Number

Investics Data Services @ Investics Data Services
weston, massachusetts, united states
John Doughty's Location
Freeport, Maine, United States, United States
John Doughty's Contact Details

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About John Doughty

Since 2004 I have been working remotely on a full-time basis from Freeport, Maine. From 1997 - 2019 for J.P. Morgan Investment Analytics and Consulting (IAC) in New York and Boston and since January 2020 for Investics Data Services in Boston as Product Manager. During my time with Investics I was subcontracted to The Enosys Group for a consulting assignment from April 2021 - December 2022 for a UBS Performance and Analytics System implementation where I lead a team of 7 consultant analysts and a project manager responsible for daily performance system reconciliations between the legacy and new systems.With nearly three decades of experience working in financial services industry, for 25 years I worked in the Investor Services division of J.P. Morgan, where I spent 23 years working in the J.P. Morgan Investment Analytics and Consulting Group (IAC), providing performance measurement and risk analytics reporting to asset owner clients, boards and investment consultants. I started as a junior analyst and rose to Co-Head WHEM IAC Operations as VP and Senior Investment Performance and Analytics Consultant. I have significant experience in all aspects of investment performance measurement and analytics products and services to asset owner clients including endowments, foundations and pension plans with total assets from $100mm - $85bn. My primary focus has been on performance measurement, benchmark and index construction, ex-post risk, universe comparison and equity and plan level attribution. Throughout my career I have worked closely with my technology partners. Most recently, I played a collaborative role and was the IAC operational lead with internal global partners in the Product, Product Development and Application Development Teams in the creation of a new JPM proprietary performance calculation system, client dashboard and automated reporting solution.During my tenure in IAC, I coordinated the successful implementation of an offshore location strategy initiative in three tranches over two years from New York to Mumbai, India. I also coordinated the migration of the WHEM IAC Operations Office from New York to Boston, where I was responsible for staffing the Boston office, organizing training with existing staff in New York and offboarding them once training was completed.

John Doughty's Current Company Details
Investics Data Services

Investics Data Services

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Investics Data Services
weston, massachusetts, united states
Website:
investics.com
Employees:
6
John Doughty Work Experience Details
  • Investics Data Services
    Product Manager - Investment Performance & Analytics
    Investics Data Services Jan 2020 - Present
    Weston, Massachusetts, United States
    Responsible for the development, business strategy, functional requirements and coordinating work done by others (software engineers, data scientists, product designers, etc.) and responsible for the business success of Performance and Data Products. Work with internal and external partners in the development of Performance Measurement and Analytics capabilities utilizing Amazon Web Services (AWS) Public Cloud including experience in working with AWS Quicksight for visualizations. Responsible for prospective client performance and analytics proof of concept work utilizing the Opturo ODIN Performance Analytics and Reporting system. Collaborate with internal and external partners to create Data Products for delivery through AWS Marketplace and Data Exchange including ESG, Index, Reference, Regulatory and Risk Products.
  • The Enosys Group
    Senior Consultant Financial Services, Lead Project Manager For Performance Measurement Parallel Team
    The Enosys Group Apr 2021 - Dec 2022
    Remote Office
    (Subcontracted through Investics) Lead a team of 7 consultant analysts and 1 project manager responsible for daily Performance System Reconciliations between the UBS Legacy System and New Broadridge Performance System as part of a complete system replacement initiative for UBS to a state-of-the-art Broadridge-developed suite of systems. Present bi-weekly to UBS and Broadridge Senior Managers and provide daily MIS reporting. Work with UBS SMEs and UBS and Broadridge Development and System Architects to identify and rectify breaks between systems in preparation for go-live.
  • J.P. Morgan
    Vp, Manager, Senior Consultant, Investment Analytics & Consulting, Investor Services
    J.P. Morgan Jan 2009 - Apr 2019
    Remote Office, Boston And New York City
    Provide performance measurement and risk analytics reporting to senior client investment officers, boards / investment committees for 50+ institutional clients with $225+ bn total assets. Co-Head of WHEM Performance operations in New York responsible for a staff of 13 including 5 VPs, 6 AVPs and 2 Officers. WHEM Performance operational lead in collaboration with Performance Product, Product Development / Application Development Teams in the development of a new JPM proprietary performance calculation system, client dashboard / automated reporting solution. Accomplished a 60% reduction in local headcount by coordinating a successful implementation of an offshore location strategy initiative in 3 tranches from 2014 - 2015 from New York to Mumbai, India. This initiative required two trips to Mumbai in 2015. Successfully coordinated the migration of the WHEM Performance Office from New York, NY to Boston, MA in 2016. Responsible for staffing Boston office, organizing training with existing staff in New York and offboarding them once training was completed. Led WHEM Performance Operations to a successful rating in a 2018 JPM Internal Audit. Determine investment performance drivers and compare results to peer groups and provide a detailed picture of the structural characteristics and performance attribution at the plan, equity, and fixed-income levels. Supported sales and relationship management team by presenting product offerings and strategic vision to prospective and existing clients. Coordinated on-boarding of new clients, working with them to provide automated solutions via dashboard and reporting system. Significantly reduced operational risk by partnering with Operational Risk Management to develop and implement standardized controls around processes, data validation, document retention, and report delivery to be used by IAC Teams globally.
  • J.P. Morgan
    Assistant Vp, Sr. Performance Analyst, Investment Analytics & Consulting
    J.P. Morgan Jan 1997 - Jan 2009
    New York City, Remote Office
    Provided investment performance measurement analysis, including equity and fixed income analytics, performance attribution along with universe rankings to endowments, foundations, pension plans and corporate cash portfolios for a client base with assets ranging from $200mm to $11bnProvided and presented performance measurement and analytics results and products to trustees, chief investment officers and finance committees. Acted as liaison between clients, operational groups, and relationship management ensuring the accuracy of performance data.Provided guidance and training to performance analysts.
  • J.P. Morgan
    Officer, Production Manager, Benefit Payment Services
    J.P. Morgan 1994 - 1997
    New York City
    Responsible for Benefit Check Production, Production Support and Tax Teams. Managed a staff of two officers and one supervisor as direct reports and a staff of 18 indirect reports. Ensured timely and accurate production of approximately 145,000 monthly annuity payments and 5,000 monthly lump sum payments and the issuance of approximately 250,000 tax forms along with state and federal tax filings and reconciliations

John Doughty Skills

Product Development Dashboard Data Analytics Investments Investment Performance Data Visualization

John Doughty Education Details

Frequently Asked Questions about John Doughty

What company does John Doughty work for?

John Doughty works for Investics Data Services

What is John Doughty's role at the current company?

John Doughty's current role is Investics Data Services.

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John Doughty's direct phone number is +120779*****

What schools did John Doughty attend?

John Doughty attended Ursinus College.

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John Doughty has skills like Product Development, Dashboard, Data Analytics, Investments, Investment Performance, Data Visualization.

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John Doughty's colleagues are Joseph S., Gerd Cross, Julia Roberts.

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