Sign in
Alessandra Santone

Alessandra Santone

Client Portfolio Analyst at Income Research & Management

Boston, MA , United States

About

Alessandra Santone is currently a Client Portfolio Analyst at Income Research + Management (IR+M) in Boston, MA, where she supports institutional client relationships and aids in portfolio analysis and reporting. Her responsibilities include collaborating with portfolio managers to address client inquiries, preparing portfolio analytics, and contributing to ongoing client communications. IR+M is known for its expertise in fixed income investing, suggesting her work is primarily focused on fixed income sectors, including investment-grade and high-yield bonds, structured products, and other credit instruments.

Prior to taking on her current analyst role in January 2024, Alessandra was a Client Services Associate at IR+M, and before that, a Client Service Associate at Manulife Investment Management. Throughout her career, she has built a strong foundation in client relationship management and operational support within the asset management sector, with a particular emphasis on institutional fixed income clients.

Alessandra holds a degree in Business, Management, Marketing, and Related Support Services from Saint Michael's College and is an alumna of Ursuline Academy. Her expertise centers on delivering tailored investment support to clients in the institutional fixed income space, with a growing track record of advancing client service initiatives at major Boston-based investment firms.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementClient Portfolio AnalystJan 2024 to Present
Income Research + ManagementClient Services AssociateOct 2021 to Jan 2024
Manulife Investment ManagementClient Service AssociateJan 2019 to Oct 2021
ManulifeDistribution Support AdministratorNov 2017 to Jan 2019
Saint Michael's College Early Learning CenterAssistant SupervisorSep 2013 to May 2017
I care for children from ages 6 months to 5 years old.
UnideskChannel InternJun 2016 to Aug 2016
Aria MarketingAssistant Account ExecutiveJun 2015 to Aug 2015
Sugar HeavenSales AssociateMay 2014 to Aug 2014
I was able to assist in opening and closing the store. I had the ability to use the register by myself. I had tasks that consisted of cleaning the store and fluffing the candy. I am very outgoing whic...
Villari's Martial Arts Center of WalpoleCertified InstructorJan 2009 to Aug 2013
• Taught self-defense • Assisted with advertisement by creating fliers and by using social media to recruit new members • Entrusted with opening and closing the studio • Oversaw the training of assist...

Education

Saint Michael's College

Business, Management, Marketing, and Related Support Services

2013 2017

Ursuline Academy

High School

2007 2013

Others at Income Research & Management (49)

NameRoleLocation
Bill O'Malley
Bill O'Malley
Chief Executive Officer, Co-Chief Investment OfficerBoston, MA , United States
Bill O'Neill
Bill O'Neill
Principal, Senior Portfolio ManagerBoston, MA , United States
C
Carrie Mermelstein
Senior Portfolio ManagerBoston, MA , United States
C
Claudia Segal
AssociateBoston, MA , United States
Elektra Savilonis
Elektra Savilonis
Senior Portfolio AnalystBoston, MA , United States
E
Eric Mueller
Senior Vice President - Senior Client Portfolio ManagerBoston, MA , United States
H
Harrison Ameen
Senior Research AnalystBoston, MA , United States
H
Hope Dubuque
Client Portfolio ManagerBoston, MA , United States
Isha Chanana
Isha Chanana
Portfolio ManagerBoston, MA , United States
Jeffrey Lynch
Jeffrey Lynch
Senior Client Portfolio AnalystBoston, MA , United States
Showing 1-10 of 49 team members