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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Senior Associate | Dec 2024 to Present | — |
| Income Research + Management | Associate | Dec 2021 to Dec 2024 | — |
| eSecLending | Associate | Jan 2018 to Dec 2021 | — |
| State Street | Pricing Associate | May 2016 to Jan 2018 | — |
| Mount Ida College | Athletic Center Weight Room Manager | Jun 2013 to May 2016 | — |
| Intern at Eastern Bank | Floating Teller | May 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. |
| EXPRESS | Sales Assoicate | Nov 2013 to Jan 2014 | — |
| Madelyn Garcia Real Estate | Intern and Assistant | Dec 2012 to Aug 2013 | — |
Education
Mount Ida College
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
2012 — 2016
Skills & Expertise
Others at Income Research & Management (49)
| Name | Role | Location |
|---|---|---|
| Client Portfolio Analyst | Boston, MA , United States | |
| 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 |