Jeffrey Mortimer Email
SVP Investment Performance Reporting @ Lazard Asset Management
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Jeffrey Mortimer Location
- New York, NY, US
Jeffrey Mortimer Work
- 2025 -now SVP Investment Performance Reporting @
- 2019 -2025 Global Head of Performance Measurement and Reporting @
- 2017 -2019 Head of Performance and Attribution @
- 2014 -2017 Executive Director @
- 2007 -2014 Executive Director @
- 2004 -2007 Client Service Manager @
- 1994 -2004 Investment Consultant @
Jeffrey Mortimer Education
- Adelphi University
MBA (Finance and Investments)
- Hartwick College
BA (Management)
Jeffrey Mortimer Skills
- Portfolio Management
- Investments
- Fixed Income
- Asset Allocation
- Alternative Investments
- Derivatives
- Hedge Funds
- Securities
- Asset Management
- Risk Management
- Mutual Funds
- Banking
- Series 7
- Private Equity
- Series 63
- Valuation
- Financial Services
- Global Custody
- Investment Management
- Financial Markets
- Fund Of Funds
- Capital Markets
- Wealth Management
- Asset Managment
- Investment Strategies
- Bloomberg
- Performance Attribution
Jeffrey Mortimer Summary
- Jeffrey Mortimer, based in New York, NY, US, is currently a SVP Investment Performance Reporting at Lazard Asset Management. Jeffrey Mortimer brings experience from previous roles at Invesco Ltd., OppenheimerFunds, J.P. Morgan Asset Management and J.P. Morgan. Jeffrey Mortimer holds a MBA in Finance and Investments @ Adelphi University. With a robust skill set that includes Portfolio Management, Investments, Fixed Income, Asset Allocation, Alternative Investments and more. Jeffrey Mortimer has 2 emails on RocketReach.
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