Steve Lutz
About Steve Lutz
Steve Lutz is a Senior Project/Product Manager, SVP at Jefferies & Company with extensive experience in the financial and technology sectors.
Title
Steve Lutz is the Senior Project/Product Manager and Senior Vice President (SVP) at Jefferies & Company.
Current Role at Jefferies & Company
Steve Lutz has been with Jefferies & Company since 2007, serving as a Senior Project/Product Manager and Senior Vice President. Based in the Greater New York City Area, he has played a significant role in managing and implementing various financial and technical solutions for the company. His responsibilities include designing and implementing revenue projection models, developing complex reporting systems, and creating banker scorecards. He also manages two teams of support personnel, both on-shore and off-shore.
Prior Experience at UBS Investment Bank
From 1998 to 2007, Steve Lutz served as a Product Development Manager at UBS Investment Bank in the Greater New York City Area. During his nine-year tenure, he contributed to various product development projects and supported the investment banking division with his expertise in financial technologies and product management.
Background in Technology and Financial Services
Before joining UBS, Steve Lutz worked at several prominent financial and technology institutions. From 1995 to 1998, he was the Division Manager and Assistant to the CIO at Olympus America Inc. Prior to that, he managed divisions at Viacom and Chase Manhattan Bank NA, where he served as Head of Financial Services Development from 1992 to 1994. His career began at Bankers Trust, where he was the US Head of Technology from 1983 to 1991.
Education and Technical Expertise
Steve Lutz holds a Bachelor of Science (BS) degree in Computers and Mathematics from the City University of New York-Brooklyn College. He graduated in 1970. His educational background has provided a strong foundation for his career in financial services and technology, enabling him to implement complex workflow and CRM solutions that align with business policies and regulatory requirements.
Notable Projects and Implementations
Throughout his career, Steve Lutz has been involved in several high-impact projects. He implemented a Workflow/CRM solution for investment banking globally that adheres to business policies and regulations, including FINRA. He also designed revenue projection models to analyze banking revenue by various criteria and developed complex reporting systems integrated with CapIQ and Dealogic for performance review and promotions. Additionally, he created banker scorecards to assist Group Heads in assessing sector performance and individual banker revenue projections.