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About
Sarah Spencer is a Client Portfolio Manager at Income Research + Management (IR+M), where she collaborates closely with clients and consultants to develop tailored investment solutions and manage portfolio mandates. She plays a central role in portfolio construction, communication of investment strategies, and client servicing, ensuring alignment with institutional objectives and market dynamics. Her primary focus is on fixed income asset classes, particularly US investment grade and securitized credit sectors, reflecting IR+M’s core expertise in core bond, corporate, and securitized strategies.
Sarah has been with IR+M since 2016, advancing from Senior Portfolio Analyst to Investment Team Business Manager, before being named Client Portfolio Manager in 2022. Her background includes managing investment team workflow, new issue processes for corporate and securitized bonds, and facilitating cross-team collaboration within the firm. These roles have honed her expertise in investment analysis, portfolio risk, and client communication in the institutional fixed income space.
She holds a Bachelor of Arts in English Language and Literature with a focus on Business Administration from the University of New Hampshire. Based in Marblehead, MA, Sarah is recognized for fostering strong internal and external relationships and contributing to IR+M’s client-centric philosophy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Client Portfolio Manager | Oct 2022 to Present | — |
| Income Research + Management | Investment Team Business Manager | Oct 2020 to Oct 2022 | — |
| Income Research + Management | Senior Portfolio Analyst | Jun 2016 to Oct 2020 | — |
| LMCG Investments | Fixed Income Trading and Analysis | May 2013 to May 2016 | — |
| Corby Capital Markets | Vice President | Jan 2010 to Jan 2013 | Managed retail portfolios shared with the CEO of firm to provide customized portfolio solutions for each client. Portfolio structure included: building a ladder or barbell strategy while targeting sp... |
| Corby Capital Markets | Assistant Vice President | Jan 2006 to Jan 2010 | Sales Assistant to Chief Executive Officer of firm. Managed and maintained municipal institutional and retail accounts with the CEO of firm. Actively bid, sold, and bought bonds for institutional and ... |
| Kaplan and Jass | Recruiter | Dec 2005 to Sep 2006 | Recruiter specializing in intellectual property law |
Education
University of New Hampshire
Bachelor of Arts (B.A.), English Language and Literature, General and Business Administration
2000 — 2004
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 |