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About
Sarah Wu is a Senior Client Portfolio Analyst at Income Research + Management, where she is responsible for client portfolio analysis, investment product expertise, and supporting client relationships. In her current role, she contributes to portfolio strategy, focusing on fixed income asset management and delivering tailored investment solutions for institutional clients.
Her investment focus centers on fixed income securities and portfolio analytics, reflecting Income Research + Management’s specialization in high-quality bond markets and institutional portfolios. She previously held the role of Senior Investment Analyst at the firm, and earlier was an Investment Strategy Research Associate in the Early Career Investor Program at Wellington Management, gaining hands-on experience in multi-sector portfolio research and investment strategy development.
Sarah holds a Bachelor of Business Administration in Accounting and Finance from Boston University’s School of Management and is a graduate of The Hockaday School. Across her career, she has demonstrated strong analytical expertise and client engagement skills in fixed income strategy and multi-sector bond analysis, supporting the investment objectives of institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Senior Client Portfolio Analyst | May 2025 to Present | — |
| Income Research + Management | Senior Investment Analyst | Nov 2024 to Jul 2025 | — |
| Wellington Management | Investment Strategy Research Associate, Early Career Investor Program, AVP | Jan 2023 to Oct 2024 | Perform daily portfolio monitoring and management for LDI (Liability-Driven Investing) portfolios, focusing on funded status and hedge ratios for each plan Manage daily portfolio monitoring and report... |
| Wellington Management | Client Lead, AVP | Apr 2022 to Jan 2023 | Act as daily contact for over 25 institutional insurance and bank clients, including large strategic clients, representing over $25 billion in AUM for fixed income, equity, alternatives, and multi-ass... |
| Wellington Management | Client Analyst, AVP | Nov 2017 to Apr 2022 | Produce customized reports and presentations for Financial Reserves Management clients Coordinate client portfolio needs between compliance, product management, and portfolio management departments |
| FactSet | Fixed Income Consultant | Sep 2014 to Oct 2017 | Supported clients that represented $4.5 million of Annual Subscription Value specializing in insurance Aided and trained clients in navigating software, reporting, and interpreting portfolio and risk ... |
| Preston Todd Advisors | M and A Research Analyst Intern | Jan 2014 to May 2014 | Generated leads through research of companies similar to current clients' acquisition history based on industry type, historic transactions and funding, and growth potential. Evaluated M&A targets in ... |
| WebPort Global | International Trade Intern | May 2013 to Aug 2013 | Restructured WebPort Global’s Twitter marketing campaign Managed Events, News, and Knowledge Resource pages on webportglobal.com Researched international trade trends, particularly regarding trends in... |
| The Henry Jackson Society | General Intern | Mar 2013 to Apr 2013 | Researched and constructed al-Qaeda profiles for publication in supplementary reports used by the UK home office for policies regarding counterterrorism Coordinated weekly panels with key political an... |
| LawProse, Inc. | Research Intern | Sep 2009 to Aug 2010 | Assisted in event planning and marketing of the company Analyzed geographical and business demographics in comparison with legal business trends Researched target markets for potential growth areas in... |
Education
Boston University - School of Management
Bachelor of Business Administration (B.B.A.), Accounting and Finance
2010 — 2014
The Hockaday School
High School Diploma
2003 — 2010
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 |