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Jeffrey Mortimer, Cfa, Cipm Email & Phone Number
SVP Investment Performance Reporting
at
Lazard Asset Management
1 work email found
@invesco.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
SVP Investment Performance Reporting
Location
New York, United States
Who is Jeffrey Mortimer, Cfa, Cipm? Overview
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Quick answer
Jeffrey Mortimer, Cfa, Cipm is listed as SVP Investment Performance Reporting at Lazard Asset Management, based in New York, United States. AeroLeads shows a work email signal at invesco.com and a matched LinkedIn profile for Jeffrey Mortimer, Cfa, Cipm.
Jeffrey Mortimer, Cfa, Cipm previously worked as Global Head of Performance Measurement and Reporting at Invesco and Head of Performance & Attribution at Oppenheimerfunds. Jeffrey Mortimer, Cfa, Cipm holds Mba, Finance And Investments from Adelphi University.
Company email context
Email format at Lazard Asset Management
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*@invesco.com
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AeroLeads found 1 current-domain work email signal for Jeffrey Mortimer, Cfa, Cipm. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Mortimer, Cfa, Cipm
I am a CFA charter holder with 20+ years of experience in the Asset Management industry, serving in an Investment Analytics role with leadership responsibilities. I support products and services that provide investment portfolio transparency and value added analysis through Performance Measurement, Risk and Attribution services. I have had success identifying and implementing solutions to automate and drive operating efficiencies in the pursuit of supporting Investment Management teams and functions.I possess demonstrated skills in the following areas:Proactive Customer ExperienceBusiness Process ImprovementOperational ExcellenceData & Process GovernanceProject ManagementProduct DevelopmentRisk & Controls
Listed skills include Portfolio Management, Investments, Fixed Income, Asset Allocation, and 23 others.
Current workplace
Jeffrey Mortimer, Cfa, Cipm's current company
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8 roles · 39 years
Jeffrey Mortimer, Cfa, Cipm work experience
A career timeline built from the work history available for this profile.
Global Head Of Performance Measurement And Reporting
Current
Invesco
May 2019 - Present
Head Of Performance & Attribution
Oct 2017 - May 2019
Executive Director
Co-manager of global development of Fixed Income attribution application. Project goals included:- Increased transparency and quantification of investment results- Expansion of accounts in attribution universe- Scalable report generation process- Decommission of legacy applicationsDirected a support team responsible for attribution reporting and reconciliation tasks. Introduced workflow process for automated data validation and attribution report generation.
2014 - 2017
~3 yrs
Executive Director
Managed a team of performance, attribution and ex-ante risk professionals that supported 140 institutional clients. Responsible for multiple product launches that included attribution models as well as other quantitative and qualitative tools. Identified and implemented multiple process improvements and productivity enhancements that resulted in headcount and vendor savings.
2007 - 2014
~7 yrs
Client Service Manager
Client Service Manager accountable for overall health of diverse institutional client base invested across full spectrum of asset classes. Acted as single entry point for client communications, inquiries and issue resolution. Managed relationships with internal teams to deliver services and client reporting. Presented monthly portfolio updates to strategic clients.
2004 - 2007
~3 yrs
Investment Consultant
Senior Advisor providing full range of consultative services to institutional client base. Services included: Plan design, asset allocation, investment manager evaluation and searches, universe comparisons, risk, performance and attribution reporting. Developed Equity and Fixed Income attribution models and Operational tools to facilitate performance reporting tasks. Management of support staff.
1994 - 2004
~10 yrs
Financial Analyst
Held positions across the following lines of businesses:Chase Asset Management: developed compliance infrastructure and reporting for clients. Supervised daily compliance monitoring across fixed income portfolios.Chase Corporate Treasury: worked on the pricing and issuance of debt. Valued the Corporation's debt and derivative securities for regulatory reporting.Chase Bankcard Services: developed spreadsheet models to set performance goals for collection agencies. Produced research reports on credit card competitors and compiled key metrics and market share variables across the card industry.
1988 - 1994
~6 yrs
2 education records
Jeffrey Mortimer, Cfa, Cipm education
Mba, Finance And Investments
Adelphi University
Ba, Management
Hartwick College
FAQ
Frequently asked questions about Jeffrey Mortimer, Cfa, Cipm
Quick answers generated from the profile data available on this page.
What company does Jeffrey Mortimer, Cfa, Cipm work for?
Jeffrey Mortimer, Cfa, Cipm works for Lazard Asset Management.
What is Jeffrey Mortimer, Cfa, Cipm's role at Lazard Asset Management?
Jeffrey Mortimer, Cfa, Cipm is listed as SVP Investment Performance Reporting at Lazard Asset Management.
What is Jeffrey Mortimer, Cfa, Cipm's email address?
AeroLeads has found 1 work email signal at @invesco.com for Jeffrey Mortimer, Cfa, Cipm at Lazard Asset Management.
Where is Jeffrey Mortimer, Cfa, Cipm based?
Jeffrey Mortimer, Cfa, Cipm is based in New York, United States while working with Lazard Asset Management.
What companies has Jeffrey Mortimer, Cfa, Cipm worked for?
Jeffrey Mortimer, Cfa, Cipm has worked for Lazard Asset Management, Invesco, Oppenheimerfunds, J.P. Morgan Asset Management, and J.P. Morgan.
How can I contact Jeffrey Mortimer, Cfa, Cipm?
You can use AeroLeads to view verified contact signals for Jeffrey Mortimer, Cfa, Cipm at Lazard Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Mortimer, Cfa, Cipm attend?
Jeffrey Mortimer, Cfa, Cipm holds Mba, Finance And Investments from Adelphi University.
What skills is Jeffrey Mortimer, Cfa, Cipm known for?
Jeffrey Mortimer, Cfa, Cipm is listed with skills including Portfolio Management, Investments, Fixed Income, Asset Allocation, Alternative Investments, Derivatives, Hedge Funds, and Securities.
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