Jake Lowery | Voya Investment Management

Jake Lowery

Jake Lowery

Jake
 
Lowery
CFA

Senior Portfolio Manager, Mortgage Derivatives

About

Jake Lowery is a senior portfolio manager for the mortgage derivatives group at Voya Investment Management, responsible for managing investments in the credit risk transfer, private-label, and mortgage servicing sectors. Previously at Voya, Jake was a portfolio manager on the global rates team, where he managed interest rate risk and contributed to Voya’s fixed income asset allocation process. Prior to that at Voya, Jake was a portfolio manager for non-agency RMBS and ABS, engaging in daily trading activity and idea generation within that sector through the housing crisis and subsequent recovery. He earned a BA in economics with honors from Vanderbilt University. He is a CFA® Charterholder.

Insights by this Expert

Article: Mortgage Derivatives Case Study: State Housing Finance Authorities
Investment Insights

While major prepayment models produce reasonable forecasts for broad segments of the mortgage market, they often have shortcomings.

May 7, 2026
Article: A Guide to Mortgage-Related Assets
Education

Here’s what you need to know about the sector that may be key to agency mortgage-backed securities outperformance.

December 11, 2025
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