Margaret MedinaPeña

Margaret MedinaPeña is a Client Portfolio Analyst at Income Research + Management (IR+M) in Dedham, MA, where she supports the management of client portfolios with a focus on US dollar-denominated fixed income investments. Her role involves client servicing, portfolio analysis, and collaborating with senior team members to deliver customized investment solutions for institutional and private clients in the fixed income sector.

Previously, Margaret was a Private Bank Analyst at J.P. Morgan, where she contributed to portfolio construction, asset allocation, and servicing high-net-worth individuals, furthering her expertise in the investment management industry. Before that, she built her analytical foundation as a Math Fellow at Amherst College, where she supported quantitative research and student learning.

Margaret holds a Mathematics degree from Amherst College and completed the Credential of Readiness (HBX CORe) program at Harvard Business School, reflecting strong quantitative and business acumen. Her work centers on fixed income asset classes, leveraging her analytical expertise to address client needs in sectors such as government, corporate, and securitized bonds.