Sarah Spencer

Sarah Spencer Email and Phone Number

Client Portfolio Manager at Income Research and Management @ Income Research + Management
boston, massachusetts, united states
Sarah Spencer's Location
Marblehead, Massachusetts, United States, United States
Sarah Spencer's Contact Details

Sarah Spencer personal email

n/a
About Sarah Spencer

Fixed income professional with strong market knowledge, the ability to recognize and act on relative value opportunities, and strong oral and written communication skills.

Sarah Spencer's Current Company Details
Income Research + Management

Income Research + Management

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Client Portfolio Manager at Income Research and Management
boston, massachusetts, united states
Employees:
188
Sarah Spencer Work Experience Details
  • Income Research + Management
    Client Portfolio Manager
    Income Research + Management Oct 2022 - Present
    Boston, Massachusetts, United States
  • Income Research + Management
    Investment Team Business Manager
    Income Research + Management Oct 2020 - Oct 2022
    Boston, Massachusetts, United States
  • Income Research + Management
    Senior Portfolio Analyst
    Income Research + Management Jun 2016 - Oct 2020
  • Lmcg Investments
    Fixed Income Trading And Analysis
    Lmcg Investments May 2013 - May 2016
    Boston, Ma
  • Corby Capital Markets
    Vice President
    Corby Capital Markets 2010 - 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 specific credit profiles, duration risk, and geographic exposure.Executed institutional sales to trust departments, banks, investment firms, insurance companies, and other larger institutional buyers which requires broad market knowledge, deep understanding of the relative value of individual securities and sectors, and awareness of product supply in both the primary and the secondary markets.Provided tax guidance to high net worth individuals by comparing after tax returns and analyzing amortization or accretion for reporting purposes.Covered first, second, and third tier institutional account, accomplishing 80% risk-less business. Penetrated first tier accounts by providing accounts with organized access to the competitive bid process, access to securities for existing portfolios (matchers) and providing portfolio block trades in the secondary markets.Maintained client account documentation and facilitated necessary reports for both client investment reviews, and adherence to regulatory requirements.Acted as primary backup to senior trader providing management of the firm's inventory and requiring effective communication with the street and internal sales force.Acted as primary backup to senior underwriter participating in syndicate conference calls, providing pricing and guidance to the syndicate manager and managing the firm's financial liability.
  • Corby Capital Markets
    Assistant Vice President
    Corby Capital Markets 2006 - 2010
    Greater Boston Area
    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 retail accounts with the direction of the CEO. Initiated sales and marketing calls to designated accounts and individuals to provide market insight, filled inquiries and municipal bond needs, and discussed new issuance and existing credits. Provided accounts with daily pricings, trade price swaps, and commentary on specific credits and insurers. Provided operations assistance by executing trades, resolving trade problems, cash P&L, and all cashiering functions.
  • Kaplan And Jass
    Recruiter
    Kaplan And Jass Dec 2005 - Sep 2006
    Boston, Ma
    Recruiter specializing in intellectual property law

Sarah Spencer Skills

Portfolio Management Trading Municipal Bonds Corporate Support Fixed Income Sales Underwriting

Sarah Spencer Education Details

Frequently Asked Questions about Sarah Spencer

What company does Sarah Spencer work for?

Sarah Spencer works for Income Research + Management

What is Sarah Spencer's role at the current company?

Sarah Spencer's current role is Client Portfolio Manager at Income Research and Management.

What is Sarah Spencer's email address?

Sarah Spencer's email address is ss****@****mcg.com

What schools did Sarah Spencer attend?

Sarah Spencer attended University Of New Hampshire.

What skills is Sarah Spencer known for?

Sarah Spencer has skills like Portfolio Management, Trading, Municipal Bonds, Corporate Support, Fixed Income, Sales, Underwriting.

Who are Sarah Spencer's colleagues?

Sarah Spencer's colleagues are Harrison Ameen, Jaroslav Jedlan, Philip Mccarthy, Ed Storey, Kaysonne Anderson, Matthew O'connell, Cfa, Tamara Dick.

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