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Timothy Jones
Senior Client Portfolio Analyst at Income Research & Management
About
Timothy Jones, CFA, is a Senior Client Portfolio Analyst at Income Research + Management (IR+M) in Boston, MA, where he specializes in fixed income portfolio management and delivering client-focused investment solutions to institutional investors. In his current capacity, Jones is responsible for analyzing client portfolios, supporting investment strategies, and ensuring that tailored fixed income solutions align with client objectives.
Jones’s expertise centers on the fixed income sector, with a focus on investment grade strategies, including corporate and government bonds, securitized products, and liability-driven investment solutions, as typical for IR+M's client base and firm mandate. He has advanced from roles as Senior Associate and Client Portfolio Analyst, gaining experience in portfolio construction, risk management, and performance analysis over several years at IR+M.
A graduate of Providence College with a bachelor’s degree in Finance and Mathematics, Jones holds the Chartered Financial Analyst (CFA) designation. His background in both finance and quantitative analysis underpins his proficiency in fixed income analytics, making him a valuable contributor to institutional portfolio management and client service at IR+M.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Senior Client Portfolio Analyst | Jan 2023 to Present | — |
| Income Research + Management | Client Portfolio Analyst | Jan 2020 to Present | — |
| Income Research + Management | Senior Associate | Jan 2019 to Dec 2019 | — |
| Income Research + Management | Client Service Associate | Jan 2018 to Dec 2018 | — |
| State Street | AIS Fund Administrator | Jul 2015 to Jan 2018 | — |
| State Street | Intern | Dec 2012 to Jan 2015 | Institutional Investor Services, Funds Trading |
| State Street | Securities Finance Intern | Jun 2014 to Aug 2014 | — |
| State Street Global Advisors | Intern | Jun 2013 to Aug 2013 | State Street Global Advisors, Business Continuity |
| State Street | Intern | Jun 2012 to Aug 2012 | Institutional Investor Services, Daily Defined Contributions |
Education
Providence College
Bachelor's degree, Finance and Mathematics
2011 — 2015
Hingham High School
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 |