Jeffrey Mortimer Email
SVP Investment Performance Reporting @ Lazard Asset Management
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Jeffrey Mortimer Location
- New York, NY, US
Jeffrey Mortimer Work
- SVP Investment Performance Reporting @ (July 2025 - Present)
- Global Head of Performance Measurement and Reporting @ (May 2019 - June 2025)
- Head of Performance and Attribution @ (October 2017 - May 2019)
- Executive Director @ (January 2014 - January 2017)
- Executive Director @ (January 2007 - January 2014)
- Client Service Manager @ (January 2004 - January 2007)
- Investment Consultant @ (January 1994 - January 2004)
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
- Agile Project Management
- Analytical Skills
- Attribution Analysis
- Business Process Improvement
- Business Strategy
- Business Transformation
- Change Management
- Client Services
- Customer Service Management
- Data & Process Governance
- Data Management
- Data Mining
- Data Science
- Data Visualization
- Financial Analysis
- Interpersonal Skills
- Investment Performance Measurement
- Machine Learning
- Microsoft Access
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft SQL Server
- Microsoft Word
- Project Management
- Project Management Office (PMO)
- Project Planning
- Project Portfolio Management
- Service Delivery
- Soft Skills
- Strategy
- Team Building
- Team Leadership
- Team Management
- Teamwork
- Time Management
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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