Trigger Alert: Income Research + Management COO Hire

🚀 Battle Card: Income Research + Management

• Mark D’Alfonso, Chief Operating Officer · 🔗 LinkedIn

• This Income Research + Management sales trigger underscores an overhaul in tech and operations to support $125 B asset scale. → Source

• Legacy tech stack limiting operational scale

• Manual workflows hindering risk management efficiency

• Primary: Advanced portfolio management platform → Enables scalable, real-time risk oversight

• Expansion: Workflow automation suite → Reduces manual errors and speeds processing

• HQ: Boston, MA

• Employees: ≈ 200

• Rev: ≈ $150 M

• Website: incomeresearch.com

🤼 Competitive Intel

• BlackRock Aladdin — Portfolio & Risk Platform
• Unique edge: End-to-end integration across asset classes
• Evaluated by COO & Head of Technology for comprehensive risk tools

• Bloomberg AIM — Order Management System
• Unique edge: Real-time market data integration
• Evaluated by Portfolio Managers & Ops for data accuracy

• SimCorp Dimension — Investment Management System
• Unique edge: Modular adaptability for fixed income focus
• Evaluated by COO & IT for customization capability

• Charles River Development — Investment Lifecycle Management
• Unique edge: Broad compliance modules
• Evaluated by Head of Ops & Legal for regulatory coverage

• FactSet — Risk & Analytics
• Unique edge: Robust analytics with extensive data feeds
• Evaluated by COO & Risk team for analytics depth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Mark
COMPANY     = Income Research + Management
DEPT        = Technology & Operations
SIZE        = ≈50
BOTTLENECK  = legacy tech stack limiting scale
EVENT       = Hires Chief Operating Officer
DETAIL      = support the firm’s technology and operations evolution
PAIN        = manual workflows hindering risk management efficiency
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915990928&div=41152219
SIM_CO      = State Street Investment Management
WIN_METRIC  = 30% faster processing
NEXT_SIZE   = ≈100
EMP_EST     = ≈200
REV_EST     = ≈$150M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈50-person Technology & Operations

Mark—noticed your Technology & Operations team is ≈50.

That’s when legacy tech stack limiting scale slows growth.

We helped State Street Investment Management fix this with ≈ TBD.

Result: 30% faster processing.  
Quick call?

PS—next bottleneck hits ≈100.

DM ≤45 words, TONE:
Saw your post about support the firm’s technology and operations evolution — manual workflows hindering risk management efficiency.  
≈ TBD. ≈ TBD.  
Quick chat?