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About
Emily O'Toole is a Trader at Income Research + Management (IR+M) in Boston, MA, where she focuses on US-dollar denominated fixed income securities. In her role, she is responsible for executing trades and contributing to portfolio management strategies within the firm’s actively managed fixed income mandates.
Her career at IR+M began as a Research Associate and progressed through Research Analyst roles, where she gained experience in credit research and sector analysis. During her tenure as a research professional, Emily analyzed corporate credit and contributed to research efforts supporting investment decisions across both investment-grade and high-yield fixed income asset classes.
Emily holds a degree in Finance with an Accounting minor from Villanova University, building a strong foundation in quantitative analysis and portfolio management. Her expertise centers on the US corporate bond market, and she has been involved in producing research for institutional clients, including public pension plans.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Trader | Jun 2025 to Present | — |
| Income Research + Management | Research Analyst | Jan 2024 to Jul 2025 | — |
| Income Research + Management | Research Associate | Jan 2021 to Jan 2024 | — |
| Income Research + Management | Junior Research Associate | Apr 2019 to Jan 2021 | — |
| Fidelity Investments | Fidelity Capital Markets Rotational Associate | Jul 2017 to Apr 2019 | — |
| Fidelity Investments | Intern | Sep 2016 to May 2017 | — |
| Fidelity Investments | Intern | May 2016 to Aug 2016 | — |
Education
Villanova University
Finance, Accounting
2013 — 2017
Villanova University
Finance, Accounting Minor
2013 — 2017
Hingham High School
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 |