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Timothy Jones

Timothy Jones

Senior Client Portfolio Analyst at Income Research & Management

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Income Research + ManagementSenior Client Portfolio AnalystJan 2023 to Present
Income Research + ManagementClient Portfolio AnalystJan 2020 to Present
Income Research + ManagementSenior AssociateJan 2019 to Dec 2019
Income Research + ManagementClient Service AssociateJan 2018 to Dec 2018
State StreetAIS Fund AdministratorJul 2015 to Jan 2018
State StreetInternDec 2012 to Jan 2015
Institutional Investor Services, Funds Trading
State StreetSecurities Finance InternJun 2014 to Aug 2014
State Street Global AdvisorsInternJun 2013 to Aug 2013
State Street Global Advisors, Business Continuity
State StreetInternJun 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)

NameRoleLocation
Alessandra Santone
Alessandra Santone
Client Portfolio AnalystBoston, MA , United States
Bill O'Malley
Bill O'Malley
Chief Executive Officer, Co-Chief Investment OfficerBoston, MA , United States
Bill O'Neill
Bill O'Neill
Principal, Senior Portfolio ManagerBoston, MA , United States
C
Carrie Mermelstein
Senior Portfolio ManagerBoston, MA , United States
C
Claudia Segal
AssociateBoston, MA , United States
Elektra Savilonis
Elektra Savilonis
Senior Portfolio AnalystBoston, MA , United States
E
Eric Mueller
Senior Vice President - Senior Client Portfolio ManagerBoston, MA , United States
H
Harrison Ameen
Senior Research AnalystBoston, MA , United States
H
Hope Dubuque
Client Portfolio ManagerBoston, MA , United States
Isha Chanana
Isha Chanana
Portfolio ManagerBoston, MA , United States
Showing 1-10 of 49 team members