DEREK K. DONKOH

P: 203-***-**** E: acyidq@r.postjobfree.com url: www.linkedin.com/in/derekdonkoh

SENIOR BUSINESS ANALYST / LEAD SYSTEMS ANALYST

TECHNICAL & ADDITIONAL SKILLS

Extensive Capital Market Knowledge and Experience within Commodities, Currencies, Foreign & Domestic Bond, Derivative and Structured Product markets, Compliance, FCA / MiFiD II, Wall Street Systems, GFX, Bloomberg, CQG, MS Excel, MS Power Point, MS Word, MS Visio, SQL proficient, Macros, Pivot Tables, Oracle and Sybase exposure, Business Management, Agile and Waterfall methodologies, Financial Reporting, Client Relationship, Target Marketing/Penetration, Sales, Presentations/Closing, Client Cultivation/Acquisition, Strategy Development, Account Acquisition/Retention, Budget Management, Sales Team Training/Supervision, Tactical Planning, Vendor Relations, Corporate Actions, Policy Formulation, Negotiations, NFA Series 3 & 30, FINRA Series 7 & 66, CT Life licensed, Willing to relocate.

CAREER HISTORY & PERFORMANCE

SR. BUSINESS ANALYST MAY 2016 - SEPT 2016

UNITED FINANCIAL BANCORP

Documented current state processes within the Retail Mortgage space with intent to identify gaps for driving technological efficiency.

Evaluated and performed due diligence on current and multiple Loan Origination Software systems to present findings to committee. Systems included: Kabbage, Encompass, Temenos, CRIF, MortgageFlex (Loan Quest)

Provided Business Analyst education and training.

REVU HOLDINGS

Assisted in crafting strategic initiatives in determining locations and acquisition targets for Search Fund.

Received and gauged investor sentiment and requests to determine long term alignment with strategic plan.

SENIOR BUSINESS ANALYST, SUNTRUST ROBINSON HUMPHREY ATLANTA, GA APRIL 2015 - APRIL 2016

Manage the administration and requirements for end to end business applications utilized within the FICC (Fixed Income, Commodity and FX) space under the bank's waterfall methodology.

Interact with internal line of business (LOB) which includes senior stakeholders, desk managers and supervisors to support fixed income platforms and data feeds ensuring adherence and alignment of business and technology strategies.

Collaborate with multiple LOBs (Front, Middle and Back office) within the Fixed Income space to elicit, identify alternatives, make recommendations and get stakeholder buy-in while taking personal ownership of managing the process to completion.

Responsible for eliciting, analyzing and documenting business requirements as well as creating data diagrams using MS Visio.

Develop subject matter expertise on TradeWeb and other fixed income ECN platforms.

Evaluate processes, information, and automation needs and coordinate the fulfillment of post trade execution reporting (TRACE reporting, Impact) with appropriate business and technology partners within the organization.

Assisted QA and LOB in defining test cases and acceptance criteria, including but not limited to writing test cases and plans.

Develop, implement, and maintain a business capability roadmap that links and aligns technology strategy to business strategy.

Lead and coordinated risk assessments for potential acquisition of third party vendor platforms / data feeds for LOB.

SENIOR BUSINESS SYSTEMS ANALYST, MFS INVESTMENT MANAGEMENT BOSTON, MA May 2014 - April 2015

Gather and document business requirements, working to understand internal LOB's strategies above and beyond the immediate requirements.

Converted requirements into functional specifications writing SQL scripts utilizing Oracle and Sybase databases.

Act as a liaison between the LOB groups and the development staff to ensure proper implementation of requirements within the expected timetable. Also communicated any material modifications of the business requirements to the LOB.

Took personal ownership ensuring a positive end product for client groups by overseeing the implementation of software enhancements and new functionality.

Authored test plans and utilized those documents to test applications in addition to working with QA and writing test cases within ALM system.

Effectively communicated credit risk methodology enhancements to IT partners that assisted in overall portfolio analysis of commodity hedges.

Participated within an agile and waterfall methodology environment

BUSINESS ANALYST, KOMEN ASSET MANAGERS, Norwalk, CT May 2009 – April 2014

Manage assets of high-net worth individuals and institutional investors, handling primarily commodities. Provided research and reports on Capital Markets to investor base with the aim to consistently deliver positive risk-adjusted returns throughout market cycles and despite the economic downturn. Strategically manage risk and preserve the clients’ capital, utilizing quantitative and qualitative methods.

Responsible for performing business analysis on internal workflow

Held presentations to educate clients on various Fixed Income instruments from bond funds to securitized solutions, their characteristics, how they are traded to the psychology of a bond buyer.

Managed iterative model method within managed account platform construction to address ever changing commodity conditions using SQL to data map.

Responsible for developing project plans including tracking timelines, milestones, resources, and budgets for all projects utilizing MS Project.

Revamped and Constructed Investment Policy Statements for numerous Foundations to support their mission to promote the sharing of best practices among their long term donors.

Defined a diversified global investment strategy including commodities, foreign/domestic bonds and foreign exchange markets.

Responsible for budget projections and project scope for multiple projects simultaneously.

Instrumentally contributing to 3 commodity trading programs, involving currencies, derivatives on commodities, and a full discretionary trading platform that encompass sourcing data from multiple databases.

Created and reviewed P&L and cash flow models while incorporating NPV, IRR, MIRR and sensitivity analysis for the weekly, monthly, and quarterly basis.

SENIOR BUSINESS ANALYST, SPARK FX, New York, NY Nov 2007 – May 2009

Provided research and reports for the institutional investor client base.

Managed a System Development Life Cycle model to facilitate a commodity trading platform for the organization.

Develop comprehensive company financial/management breakdowns, historical data and operational information for reports utilizing a combination of databases, to facilitate investment decisions.

Provided production support for proprietary FX platform, Orion

Utilized CQG FX trading platform for delivering market data and other information to create highly customized models for specific needs and requirements of the business.

Updated, maintained and presented driver variance files for actual vs. forecast, plan and prior year

Advised foreign trading companies on trading platforms on fixed income, commodity and derivative criteria, and issued recommendations regarding the optimal projected performance of these vehicles.

Provided detailed research and formal presentation to a hedge funds’ key stakeholders, who subsequently opened a multi-million dollar account with the firm.

Developed and compiled research report on the euro-dollar pair, sent to high net worth individual and institutional clients, which generated $200K in annual funds for the firm.

PRODUCT DEVELOPER – FIXED INCOME, FACTSET RESEARCH SYSTEMS, Norwalk, CT Sept 2006 - Nov 2007

Spearheaded the complete SDLC of one of the company’s fixed income product. With extensive capital market experience, acted as a liaison between the business and technical team by collaborating closely with database engineers, information researchers, application developers, sales specialists and consultants. Managed the programming of the new system into a highly usable end product. Developed and implemented best practice procedures, created a performance evaluation process and facilitated the coordination with client-facing consultant and product/database engineers.

Acquired an S&P ratings feed, and spearheaded the development of a database which enabled clients to receive ratings data for foreign and domestic bonds.

Led the team developing a municipal bond platform; acquired information from specialized vendors, created new data formulas and a user friendly end product.

Created codes and streamlined new formulas to ensure accurate information was delivered from the fixed income database to end user.

CORPORATE RELATIONSHIP MANAGER - FIXED INCOME, FIRST COMMAND FINANCIAL, Atlanta, GA (2005 - 2006)

Spearheaded the Atlanta branch’s expansion into the civilian market, managed assets for High Net Worth (HNW) individuals and families in the military; specialized in estate planning and tax reduction strategies thru Fixed Income assets. Promoted from Financial Advisor to Corporate Relationship Manager.

Advised a client and facilitated a $1.3B structured product transaction; collaborated closely with three major European investment banks to receive financing to build hospitals overseas.

Strategically structured a client’s financial plan valued at $500K; projected market fluctuations and diversified the customer’s portfolio; increased the net worth to $2.5M.

Structured a $500K variable annuity account for a client that delivered a minimum guaranteed interest rate of 6.5%.

FIXED INCOME MANAGER, THE MALACHI GROUP, Atlanta, GA (2002 - 2005)

Identified business opportunities, led a team of 7 and managed corporate/municipal bond accounts for the Fixed Income Division. Provided comprehensive training to the staff on business, market and sales processes, research techniques, managing client relationships and how to develop compelling presentations.

Increased the company’s production rate by 35% by strategically targeting the non-profit sector, and providing the team with comprehensive training and development to the team about this sector.

Integral part of the $100 million USD Secondary Offering of Georgia Power 6% Senior Notes (GPJ); developed the pitch book, delivered key presentations to top management, spearheaded the team that conducted the analysis and placed one- third of the offering with client base.

Cultivated relationships with senior Asset and Hedge Fund Mangers including senior members of the Bear Stearns team, to gain access to their entire municipal portfolio.

Developed client-tracking models to monitor essential customer information on the MuniDirect proprietary platform.

EDUCATION & CERTIFICATIONS

MASTER OF BUSINESS ADMINISTRATION IN FINANCE, CAPELLA UNIVERSITY

BACHELORS OF ARTS IN HISTORY, MOREHOUSE COLLEGE

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