Lee Rodon
Vice President at BSN Capital LLP- Claim this Profile
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Bio
Experience
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BSN Capital LLP
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United Kingdom
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Investment Management
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1 - 100 Employee
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Vice President
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Dec 2022 - Present
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DWS Group
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Germany
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Financial Services
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700 & Above Employee
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Senior Portfolio Manager
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Jan 2002 - Dec 2022
* Currently senior PM - DWS US Liquidity Mngt group * Responsible for managing Money Market mutual funds (Offshore UCITs and Domestic US Prime money funds, Onshore ESG prime money fund and US Gov’t money funds), Securities Lending reinvestment vehicles, and separately managed Corporate cash vehicles with various enhanced cash and short duration style total return mandates. * In managing Institutional cash mandates; work with Corporate Treasurers to help determine cash segmentation and create bespoke guidelines to appropriately align strategy, portfolio risk factors and potential returns with company specific liquidity needs * In managing an ESG prime money fund (the 1st ESG money fund in the industry); responsible for security and credit selection and trade execution while utilizing the DWS ESG Engine reporting platform to analyze all credit ESG attributes and criteria * A significant contributor to determining the DWS US Liquidity group's investment strategy and execution, asset allocation, credit/ security selection, and duration positioning.* Other PM responsibilities include; assessing macroeconomic conditions, gauging interest rate expectations, evaluating relative value of spreads, credits, and sectors in front-end fixed income markets and monitoring portfolio risk, ESG attributes, portfolio attribution, and interest rate exposure.* Partner with sales and marketing teams for new business and product development* Communicate on regular basis with clients, fund boards, and DWS management on fund strategy, performance, and industry trends
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Analyst/ Associate - Operations/ Trade Support
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Jul 1999 - Jan 2002
* Provided high level operational support to the Money Market/ Fixed Income group * Responsibility of ensuring the efficiency and successful completion of all reports and desk processes including trade confirmation, daily risk reports, and performance and P&L reports. * Provided high level operational support to the Money Market/ Fixed Income group * Responsibility of ensuring the efficiency and successful completion of all reports and desk processes including trade confirmation, daily risk reports, and performance and P&L reports.
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Education
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Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Economics and Investment Management -
Radford University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services