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About
Joe Merrow is a Portfolio Manager at LMR Partners in New York, NY, where he is responsible for managing the firm's convertible securities strategies. His role involves overseeing portfolio construction, risk management, and investment decision-making for the firm's convertible bond offerings, focusing on both fundamental analysis and market dynamics to generate alpha for clients.
Merrow specializes in the convertible securities asset class, with a particular emphasis on US and global convertible bonds across a range of sectors including technology, healthcare, financials, and industrials. His expertise lies in identifying mispricings and relative value opportunities within the convertible market, leveraging both quantitative and qualitative analysis to optimize portfolio performance.
Prior to joining LMR Partners in August 2021, Merrow served as Head of US Convertibles Trading at Barclays, where he led the US convertible bond trading desk from June 2019 to July 2021. He spent nearly a decade at Barclays, starting in July 2013, building a strong track record in convertible trading and market-making. Merrow holds a B.S. in Management with concentrations in Finance, Economics, and Information Systems from Boston College's Wallace E. Carroll School of Management. His career has been marked by a deep commitment to the convertible securities space, contributing to the development of innovative trading strategies and risk management frameworks within the industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LMR Partners | Portfolio Manager | Aug 2021 to Present | — |
| Barclays | Head of US Convertibles Trading | Jun 2019 to Jul 2021 | — |
| Barclays | Convertibles Trading | Jul 2013 to Jul 2021 | — |
| Boston College Recreation Department | Intramural Supervisor | Sep 2012 to May 2013 | — |
| Barclays | Sales and Trading Summer Analyst | Jun 2012 to Aug 2012 | — |
| Meltwater Group | Marketing Intern, Meltwater Buzz | May 2011 to Aug 2011 | — |
| JitterJam | Marketing Intern | May 2010 to Aug 2010 | — |
| Boston College Recreation Department | Intramural Supervisor | Sep 2012 to May 2013 | — |
| Boston College Recreation Department | Intramural Referee | Feb 2011 to Jun 2012 | — |
Education
Boston College - Wallace E. Carroll School of Management
B.S. in Management, Concentrations in Finance, Economics, and Information Systems
2009 — 2013
Skills & Expertise
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