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Carlos Martinez

Carlos Martinez

Senior Associate at Income Research & Management

Boston, MA , United States

About

Carlos Martinez is a Senior Associate at Income Research + Management (IR+M) in Boston, MA, where he plays a key role in supporting the firm’s investment management activities. In his current role, he leverages his expertise to conduct in-depth analysis, contribute to portfolio construction, and assist with client reporting across various fixed income strategies.

Carlos focuses primarily on fixed income asset classes, including investment-grade corporate bonds, government securities, and structured credit products. His responsibilities span credit research, portfolio monitoring, and facilitating efficient investment processes within the institutional asset management sector.

Before joining IR+M, Carlos built a foundation in investment operations as an Associate at eSecLending, specializing in securities lending and collateral management. He holds a Bachelor of Business Administration in Entrepreneurial and Small Business Operations from Mount Ida College, bringing analytical rigor and a client-centric approach to the investment industry.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementSenior AssociateDec 2024 to Present
Income Research + ManagementAssociateDec 2021 to Dec 2024
eSecLendingAssociateJan 2018 to Dec 2021
State StreetPricing AssociateMay 2016 to Jan 2018
Mount Ida CollegeAthletic Center Weight Room ManagerJun 2013 to May 2016
Intern at Eastern BankFloating TellerMay 2015 to Aug 2015
Temporary floater teller for the North Shore area. Interact with customers and make transactions with accounts. As well translating for non Spanish speakers. A little customer service when needed.
EXPRESSSales AssoicateNov 2013 to Jan 2014
Madelyn Garcia Real EstateIntern and AssistantDec 2012 to Aug 2013

Education

Mount Ida College

Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations

2012 2016

Skills & Expertise

Public Speaking
Social Media
PowerPoint
Microsoft Office
Microsoft Word
Leadership
Teamwork
Customer Service
Social Networking
Event Planning
English

Others at Income Research & Management (49)

NameRoleLocation
Alessandra Santone
Alessandra Santone
Client Portfolio AnalystBoston, MA , United States
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
Showing 1-10 of 49 team members