Income Research
Margaret Schneider is a seasoned finance professional currently serving as a Client Portfolio Analyst at Income Research + Management since October 2022. Prior experience includes roles as a Private Bank Analyst at J.P. Morgan from August 2019 to October 2022 and a Math Fellow at Amherst College from September 2016 to May 2019. Margaret has also completed internships with J.P. Morgan as a Wealth Management Summer Analyst, Loomis, Sayles & Company as a Full Discretion Intern, and participated in programs with Goldman Sachs and Barclays that focused on investment banking and marketing strategies. Early career roles include a BBA Summer Intern at Sherin and Lodgen LLP and a Youth-Peer Leader at Tobin Community Center, showcasing leadership and community engagement skills. Margaret holds a degree from Amherst College and completed the HBX CORe program at Harvard Business School.
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Income Research
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Income Research + Management is a privately owned U.S. fixed income firm with approximately $75 billion in assets under management. The Firm manages a broad range of fixed income strategies across the maturity spectrum for institutional investors and private clients. Its investment solutions include short duration cash, core, and credit-only mandates for yield-seeking investors, long-term LDI custom portfolios for DB pension plans looking to de-risk, as well as tax-efficient municipal bond and crossover strategies for taxable or private clients. Income Research + Management was founded in 1987 by John and Jack Sommers, and today is predominantly employee-owned. It is headquartered in Boston, MA.