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Lu Yang

Lu Yang

Securitized Research Analyst at Income Research & Management

Boston, MA , United States

About

Lu Yang is a Securitized Research Analyst at Income Research + Management based in Boston, MA, where he specializes in the analysis of securitized fixed income securities, including asset-backed securities, mortgage-backed securities, and other structured products. He is responsible for conducting market and fundamental research, supporting portfolio management decisions, and identifying relative value opportunities within securitized assets.

Prior to joining IR+M, Lu Yang served as a Senior Fixed Income Portfolio Analyst and earlier as a Fixed Income Portfolio Analyst at Wellington Management, where he gained experience across a broad spectrum of fixed income strategies and supported investment teams in monitoring sector exposures and optimizing risk-adjusted returns. His professional focus has consistently emphasized fixed income sectors, with particular expertise in securitized assets and portfolio analytics.

Lu holds a Master of Arts in International Economics and Finance from Brandeis International Business School, equipping him with strong quantitative and analytical skills relevant to global capital markets. His career is marked by a deep understanding of structured finance and fixed income, contributing to investment research and portfolio construction that enhances risk management and performance within the securitized space.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementSecuritized Research AnalystSep 2024 to Present
Wellington ManagementSenior Fixed Income Portfolio AnalystJul 2023 to Sep 2024
Work with Securitized team portfolio managers and traders to ensure timely and accurate execution of investment decisions across portfolios. This involves cash and duration management, security select...
Wellington ManagementFixed Income Portfolio AnalystDec 2021 to Jul 2023
Loomis, Sayles & CompanyMortgage and Structured Finance Portfolio AnalystFeb 2020 to Nov 2021
Loomis, Sayles & CompanyCompliance SpecialistMar 2017 to Feb 2020
J.P. MorganInvestment Trade Compliance AnalystSep 2013 to Feb 2017

Education

Brandeis International Business School

Master of Arts (M.A.), International Economics and Finance

2011 2013

Skills & Expertise

Microsoft Office
Financial Modeling
Data Analysis
Stata
Research
Microsoft Excel
Bloomberg
Economics
Corporate Finance
Financial Analysis

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