John Lu

John Lu is a Portfolio Analyst at Income Research + Management (IR+M) in Boston, Massachusetts. In his current role, he is responsible for supporting senior portfolio managers in the management, analysis, and execution of fixed income investment strategies, focusing particularly on portfolio construction, risk monitoring, and trade recommendations.

Since joining IR+M in 2020, John has progressed through multiple positions, beginning as a Junior Portfolio Associate, then serving as a Portfolio Associate, and now as a Portfolio Analyst. His expertise centers on investment-grade fixed income securities, with an emphasis on sectors such as corporate bonds, securitized products, and government-related fixed income instruments, in line with IR+M’s core asset class focus.

John holds a Bachelor of Arts in Economics from the University of Connecticut. He is recognized for his strong analytical skills and contributions to enhancing portfolio management processes, consistent with IR+M’s reputation for rigorous, research-driven investment management. His work supports the firm’s broader efforts to deliver stable income-oriented solutions to institutional and retail clients.