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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Securitized Research Analyst | Sep 2024 to Present | — |
| Wellington Management | Senior Fixed Income Portfolio Analyst | Jul 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 Management | Fixed Income Portfolio Analyst | Dec 2021 to Jul 2023 | — |
| Loomis, Sayles & Company | Mortgage and Structured Finance Portfolio Analyst | Feb 2020 to Nov 2021 | — |
| Loomis, Sayles & Company | Compliance Specialist | Mar 2017 to Feb 2020 | — |
| J.P. Morgan | Investment Trade Compliance Analyst | Sep 2013 to Feb 2017 | — |
Education
Brandeis International Business School
Master of Arts (M.A.), International Economics and Finance
2011 — 2013
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 |