TONY LEMON
*** ********* ***** **** * Town & Country, MO 63017 * C: (210) 882 - 6083 * **********@*****.*** PROFESSIONAL EXPERIENCE
Vaquero Global Investment LP - San Antonio, TX 2012 - April, 2016 Director, Trading & Research
Lead trader and senior research analyst for 2 emerging market corporate fixed income total return mandates with $65 million in AUM.
Analyzed investment fundamentals, using proprietary credit-scoring models, to identify actionable long/short investment ideas.
Responsible for trade booking, processing and settlement for core fixed income positions, and equities and options for hedge book, across multiple systems and platforms via trading with 47 (open) sell-side counterparties.
Generated approximately $320,000 in secondary market fixed income arbitrage trades, equating to a 26.15% cash-on-cash return. J.A. Glynn & Co./JAG Advisors - St. Louis, MO 2009 - 2012 Assistant Portfolio Manager & Senior Credit Analyst
Assistant portfolio manager for 2 separate account fixed income product strategies (Core & Corporate) with $480 million in AUM.
Lead alternative investment consultant for a $14.2 million private equity portfolio held by a large healthcare organization. BluePoint Asset Management LLC - Miami, FL 2007 - 2008 Senior Analyst
Portfolio analyst for the BluePoint EMAR Fund, a start-up hedge fund with approximately $12 million in AUM focused on emerging markets sovereign, corporate and local currency debt.
Primary credit research analyst covering high yield fixed income (U.S. & emerging markets) on behalf of private banking group consisting of 8 private bankers with approximately $700 million in fixed income AUM. Compass Group LLC - New York, NY 2005 - 2007
Portfolio Manager & Senior Investment Analyst
Senior analyst (and sole buy-side trader) for the Compass Income Fund, a Cayman-registered offshore fixed income hedge fund with approximately $42 million in AUM (Bloomberg ticker: COMINCF KY).
Maintained fixed income investment research coverage effort (cash, derivatives, local currency, foreign exchange and interest rates) for global emerging markets total return hedge fund strategies with approximately $295 million in AUM. Citigroup Global Markets Inc. - New York, NY 2003 - 2005 Senior Client Services Associate, Citigroup Private Bank (“CPB”)
Responsible for analysis, origination, and marketing of structured investment products for the Smith Barney Private Branch ($3.8 billion AUM), the CPB’s investment sales trading desk.
Analyzed and recommended actionable, longer-term investment and shorter-term, tactical trading ideas as Smith Barney research coordinator for the CPB.
Stern Stewart & Co. - New York, NY 1999 - 2001
Senior Analyst, Latin American Group
Implemented Economic Value Added (EVA©) corporate financial management systems with specialization in corporate valuations, project finance and cost of capital analysis. Conducted credit analysis, volatility & regression analysis and constructed financial models in support of client project implementation engagements. Goldman Sachs & Co. - New York, NY 1998 - 1999
Analyst, Municipal Bond Sales & Trading Operations
Assisted in proprietary trading, position management and market-making of fixed income municipal auction-rate securities [Periodic Auction Reset Securities (PARS) and Variable Rate Demand Notes (VRDN)] underwritten by Goldman Sachs. EDUCATION
William E. Simon Graduate School of Business Administration June, 2003 University of Rochester - Rochester, New York
Master of Business Administration
Concentration: Finance
University of Richmond - Richmond, Virginia May, 1998 Bachelor of Science degree in Business Administration
Concentrations: International Business and Finance with a minor in Spanish Universidad Torcuato Di Tella - Buenos Aires, Argentina 1996
Semester abroad. Elective coursework in International Economics and International Finance ADDITIONAL
Fluent in Spanish. Bloomberg expert. FINRA Series 66 Licensed.