Alessandra Santone
Client Portfolio Analyst at Income Research & Management
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Client Portfolio Analyst | Jan 2024 to Present | — |
| Income Research + Management | Client Services Associate | Oct 2021 to Jan 2024 | — |
| Manulife Investment Management | Client Service Associate | Jan 2019 to Oct 2021 | — |
| Manulife | Distribution Support Administrator | Nov 2017 to Jan 2019 | — |
| Saint Michael's College Early Learning Center | Assistant Supervisor | Sep 2013 to May 2017 | I care for children from ages 6 months to 5 years old. |
| Unidesk | Channel Intern | Jun 2016 to Aug 2016 | — |
| Aria Marketing | Assistant Account Executive | Jun 2015 to Aug 2015 | — |
| Sugar Heaven | Sales Associate | May 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 Walpole | Certified Instructor | Jan 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)
| Name | Role | Location |
|---|---|---|
| Chief Executive Officer, Co-Chief Investment Officer | Boston, MA , United States | |
| Principal, Senior Portfolio Manager | Boston, MA , United States | |
C Carrie Mermelstein | Senior Portfolio Manager | Boston, MA , United States |
C Claudia Segal | Associate | Boston, MA , United States |
| Senior Portfolio Analyst | Boston, MA , United States | |
E Eric Mueller | Senior Vice President - Senior Client Portfolio Manager | Boston, MA , United States |
H Harrison Ameen | Senior Research Analyst | Boston, MA , United States |
H Hope Dubuque | Client Portfolio Manager | Boston, MA , United States |
| Portfolio Manager | Boston, MA , United States | |
| Senior Client Portfolio Analyst | Boston, MA , United States |