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Jeffrey Lynch

Jeffrey Lynch

Senior Client Portfolio Analyst at Income Research & Management

Boston, MA , United States

About

Jeffrey Lynch is a Senior Client Portfolio Analyst at Income Research + Management (IR+M), based in Boston, MA. In this role, he supports the management of institutional client portfolios, focusing on fixed income solutions and helping develop strategies tailored to client risk profiles and investment objectives. His responsibilities include detailed portfolio analysis, reporting, and collaborating with portfolio managers to address specific client needs.

Throughout his career at IR+M, Jeffrey has progressed from Senior Client Service Associate to Client Portfolio Analyst, and now to Senior Client Portfolio Analyst. He specializes in investment-grade fixed income, with emphasis on core bond, government, and corporate credit sectors—a focus area typical for IR+M's client portfolio services. His work centers on multi-sector fixed income portfolios for institutional investors, including pension plans, endowments, and insurance accounts.

Jeffrey Lynch holds a degree in Economics and Financial Management from Clemson University and has further academic credentials from Bond University. His expertise in fixed income analytics and client service has contributed to the successful stewardship and customization of large-scale portfolios for IR+M’s diverse institutional client base. He is recognized for his analytical precision and dedicated client management within the investment management field.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementSenior Client Portfolio AnalystJan 2024 to Present
Income Research + ManagementClient Portfolio AnalystJan 2022 to Jan 2024
Income Research + ManagementSenior Client Service AssociateJan 2021 to Jan 2022
Income Research + ManagementClient Service AssociateAug 2018 to Jan 2021
State StreetETF Operations AssociateJun 2017 to Jul 2018
Future Focus Program
Concord Wealth ManagementFinancial Planning InternMay 2016 to Aug 2016
New Seabury Country ClubGolf Course MaintenanceMay 2012 to Aug 2015
Massachusetts State Referee CommitteeYouth Soccer RefereeJan 2009 to Dec 2013

Education

Clemson University - College of Business and Behavioral Science

Economics, Financial Management

2013 2017

Bond University

2015 2015

Skills & Expertise

Microsoft Office
Customer Service
Management
Microsoft Excel
Leadership
PowerPoint
Public Speaking
Social Media
Microsoft Word
Teamwork
Time Management

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