Carrie Mermelstein

Carrie Mermelstein is a Senior Portfolio Manager at Income Research + Management (IR+M) in Boston, Massachusetts, where she leads portfolio construction, sector analysis, and contributes to the firm's collaborative investment decision-making process. Her investment responsibilities specifically include conducting sector analysis and managing the composition of client portfolios within IR+M’s fixed income strategies, with a particular focus on credit sectors and risk management.

Prior to her current role, Carrie served in several key positions at IR+M, including Portfolio Manager and Senior Research Analyst. Earlier in her career, she was a Senior Credit Analyst at Cambridge Place Investment Management, gaining substantial expertise in fundamental and quantitative analysis of credit instruments within the fixed income universe.

Carrie holds a Bachelor of Arts in Mathematics from Yale University and an MBA in Financial Engineering from the MIT Sloan School of Management. Her quantitative background and rigorous analytic skills have supported significant contributions to IR+M’s portfolio management capabilities, especially in the areas of credit research, risk monitoring, and sector allocation across investment-grade fixed income asset classes.