Since 2017, Jonathon E Fitzgerald has been working in Icma-Rc. This expert is a high-skilled Senior Fund Manager, Asset Allocation at Icma-Rc with over 12 years of work experience. According to Jonathon's CV and work profile, this person has worked at more than six companies with diverse backgrounds and got different skills. Jonathon attended school at the Loyola University Maryland from 2007 to 2009. This person has professional certification as Chartered Financial Analyst (Cfa) and Chartered Alternative Investment Analyst (Caia) and this professional has studied Portuguese and English. Jonathon can be found in Rockville, Maryland – where this person is currently located. You can search for this expert's phone and email. We can also provide you exhaustive contact information upon request.
Name variants:
Jonathon Fitzgerald
Last updated May 27, 2024
Contact Information
Last Update
Jul 4, 2022
Email
jf**@icmarc.org, jo**@gmail.com, jo**@troweprice.com
Location
Rockville, MD
Company
Workplace
Senior Fund Manager, Asset Allocation at Icma-Rc
Washington, DC
Industry
Financial Services, Marketing Consulting Svcs
Colleagues
Work History
Senior Equity Portfolio Analyst and Assistant Vice President
100 east Pratt St, Baltimore, MD 21202
Responsible for the development of institutional-level portfolio, performance, and quantitative analysis in the Equity investment division, covering our Global Natural Resources, Global Meta...
Feb 2015 — Feb 2017
Associate Equity Portfolio Analyst
100 east Pratt St, Baltimore, MD 21202
Responsible for the development of institutional-level portfolio, performance, and quantitative analysis in the Equity investment division, covering Small-cap and Mid-cap strategies, Natural...
Nov 2013 — Jan 2015
Senior Data and Reporting Analyst
100 east Pratt St, Baltimore, MD 21202
Developed BusinessObjects reports to present to senior management regarding our regional business units from North America, Asia Pacific, and EMEA, including new business opportunities, acco...
Jan 2013 — Oct 2013
Financial Analyst
100 east Pratt St, Baltimore, MD 21202
Assisted in preparation of our approximately $30 million annual business unit budget, accounting for expected market conditions, projected sales figures, new significant projects, and large ...
Nov 2006 — Sep 2010
Global Client and Investment Reporting Specialist
100 east Pratt St, Baltimore, MD 21202
Prepared external client reporting on a monthly, quarterly, and ad hoc basis for our third party distribution clients. Reviewed client reports to ensure accuracy of portfolio holdings, perfo...
Dec 2004 — Oct 2006
Education
2007 — 2009
2000 — 2004
2003 — 2003
Occupations
Executive
Manager
Assistant Vice President
Analyst
Real Estate Broker
Licensed Real Estate Broker
Financial Broker
Portfolio Manager
Subject Matter Expert
Counselor
Advisor
Operations Manager
Vice President
Chief Executive
Analysts
Property Manager
Real Estate Manager
Investment Analyst
Financial Analyst
Skilled Professional
Skills
Investments
Mutual Funds
Fixed Income
Portfolio Management
Equities
Bloomberg
Analysis
Investment Strategies
Management
Asset Managment
Bonds
Asset Management
Securities
Building Relationships
Lipper
Financial Services
Financial Analysis
Investment Banking
Morningstar Direct
Haver
Performance Attribution
Asset Allocation
Portfolio Optimization
Axioma
Factset
Zephyr Style Advisor
Tactical Asset Allocation
Portuguese
Morningstar
Bloomberg Terminal
Alternative Investments
Trading
Zephyr
Caia
Natural Resources
Manager Selection
Python