Jeffrey Lynch
Senior Client Portfolio Analyst at Income Research & Management
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Senior Client Portfolio Analyst | Jan 2024 to Present | — |
| Income Research + Management | Client Portfolio Analyst | Jan 2022 to Jan 2024 | — |
| Income Research + Management | Senior Client Service Associate | Jan 2021 to Jan 2022 | — |
| Income Research + Management | Client Service Associate | Aug 2018 to Jan 2021 | — |
| State Street | ETF Operations Associate | Jun 2017 to Jul 2018 | Future Focus Program |
| Concord Wealth Management | Financial Planning Intern | May 2016 to Aug 2016 | — |
| New Seabury Country Club | Golf Course Maintenance | May 2012 to Aug 2015 | — |
| Massachusetts State Referee Committee | Youth Soccer Referee | Jan 2009 to Dec 2013 | — |
Education
Clemson University - College of Business and Behavioral Science
Economics, Financial Management
2013 — 2017
Bond University
2015 — 2015
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 |