Josh Migliardi

Professional Portfolio

Josh Migliardi professional headshot

Josh Migliardi

Data, analytics, technology, AI, and investment-management infrastructure.

18+ years in asset management

Data · Analytics · Technology · Artificial Intelligence

Data, Analytics, Technology & AI

Eighteen-plus years building reporting, analytics, operational, and technology infrastructure within investment-management organizations.

Professional Capabilities

Where data, analytics, technology, and investment management connect

01

Data Infrastructure

Data models, source controls, definitions, and reporting standards

02

Analytics & Reporting

Power BI, SQL, Python, executive reporting, and decision support

Integrated decision infrastructure

Practical systems for investment and business workflows

03

Investment Management

Alternative investments, portfolio analytics, AUM, and distribution intelligence

04

AI & Technology

Workflow automation, agentic systems, APIs, and practical controls

Business Outcomes

Decision quality

Reporting scale

Workflow efficiency

Commercial insight

Professional Background

Experience

Across 18+ years, Josh has focused on building the data, analytics, reporting, and operational infrastructure that helps investment organizations make better decisions and scale. For 12+ years at K2 Advisors, a Franklin Templeton company, his work spanned strategy, executive reporting, sales infrastructure, operations, technology, and practical AI enablement.

Led modernization of reporting and workflow infrastructure through automation, AI-driven applications, and scalable analytics solutions.
Led enterprise adoption of AI tools and custom AI-enabled workflows across investment, research, and operations teams.
Applied LLM applications and automation patterns to improve operational efficiency and reduce manual effort across business functions.
OpenAI (ChatGPT, API)Anthropic ClaudePrompt EngineeringLLM ApplicationsREST APIsPythonGitHubSupabase