Research Analyst Third-Party

Danon A. Johnson

Red Bank, New Jersey +1-917-***-**** ************@*****.*** www.linkedin.com/in/danonajohnson

SUMMARY

Results-driven portfolio manager and OCIO research analyst with 34 years of experience in the public and private equity markets. Strong investment acumen – particularly macro, asset allocation, and portfolio construction. Comprehensive knowledge of various investment strategies across equities, fixed income, and alternative investment asset classes. Entrepreneurial mindset and proven expertise in managing client relationships through private ownership, analyzing investment strategies, and customizing - presenting investment solutions aligned with the clients’ goals. Tremendous presentation abilities, oral and written in all forms of communication.

SKILLS

Third-Party Manager Selection & Analysis Portfolio Management Investment Analysis Risk Assessment Asset & Capital Allocation Investment Client Presentation Due Diligence ESG Initiatives Capital Markets Client Relationship Management EEO Software Platform eVestment MPI Caissa Microsoft Office Suite Reconciliation Morningstar FactSet Bloomberg

PROFESSIONAL EXPERIENCE

Research Analyst & Client Portfolio Manager January 2021 – January 2024

Crewcial Partners, LLC New York, New York

Research Analyst – Manager Selection (Jan 2021 – Jan 2024)

●Sourced, researched, and conducted over 600+ comprehensive due-diligence interviews with third-party established and emerging investment managers across all market capitalizations and diverse asset classes including public and private equities, credit, and fixed income.

●Utilized private ownership expertise to drive informed investment analysis, assessing third-party public equity strategies and management viability for institutional clients, including endowments and foundations, pension funds, and family offices.

●Sourced and integrated small-cap, long-only manager into firm's approved investment universe, resulting in allocation of $2M in client capital leading to the approval of additional long-only, small, SMID, large-cap, and hedge fund strategies.

●Contributed to advancing ESG initiatives by beta testing, and promoting firms ESG screening processes through ESG scoring platform.

Investment consulting firm with $36 billion in assets comprising both discretionary (OCIO) and non-discretionary assets serving a client base of 100+ endowments and foundations. Specializing in third party manager selection-diligence and consulting / PM services.

Client Portfolio Manager (June 2022 - Jan 2024)

●Managed and maintained strong relationships with endowment and foundation client base, overseeing $740 million in public, private, and alternative assets under management. Provided recommendations for new capital commitments and completed comprehensive manager searches / comparisons leading to the replacement of underperforming managers.

●Prepared investment memos and recommendations for investment committees. Presented and led quarterly investment team / client committee meetings to provide expert guidance, drive strategic investment decisions, and consistently deliver enhanced outcomes across client base. Developed expertise in tailoring communication to suit varying levels of expertise among committee members.

●Monitored existing fund commitment through regular ongoing interactions with GPs and prepared periodic investor updates keeping clients informed of market conditions and macro events affecting quarterly performance.

●Partnered with business development and marketing teams as SME for public, and alternative assets, to draft responses to Request for Proposals (RFPs), driving new business, and positioning the firm for competitive bids and new client acquisitions. Participated in finals presentations eloquently describing firms’ investment and research process contributing to firms’ AUM growth.

Co-Founder & Managing Director /CIO January 2008 - January 2019

Emperium Security LLC (Dba KPSS Investigations & Security) New York

Drove daily operations to attain firm-wide objectives and sustain business growth. Oversaw the training and development initiatives certifying over 350 NYS Licensed Security personnel. Constructed, and managed, firms first alpha generating investment portfolio.

●Established, co-founded, and co-owned a fully licensed, bonded, and insured security and investigations company, building, scaling, and restructuring a reputable and well-known brand.

●Leveraged financial acumen to launch, monitor, and manage firms first conservative investment program of approximately $100k in AUM across equity and alternative investment asset classes. Increased firms overall financial stability, operational and free cash flow, improving payroll functionality, while decreasing overall firm-wide debt.

●Fostered and maintained lasting client relationships by administering and maintaining a diverse client portfolio, including numerous celebrities, high-end restaurants, event spaces, financial institutions, NYC-based startups such as Snap-Chat, and major hotels across the Tri-State area.

Domestic Equity Trader Assistant May 2008 - October 2008

Deutsche Bank Securities, Inc. New York, New York

Supervised daily trade flow, allocations, and bookings for six institutional equity listed traders. Monitored and solved daily trade fails and issues related to all equity accounts. Point of contact for managing director, head-traders, and fails department.

●Managed all aspects of the trade lifecycle, including trade capture, settlement, and reporting across various asset classes

●Supervised daily trade execution process, position and cash reconciliation, and break resolution for three major global clients ensuring accurate and timely bookings.

●Leveraged ADP expertise, trade screens, and client portals to provide precise account and position updates.

Global Equity Settlements Analyst January 2005 - January 2008

Morgan Stanley & Co New York, New York

Assisted in guiding day-to-day operations within the Morgan Stanley Prime Brokerage group that provided financing and clearing solutions for hedge funds. equity portfolios, including trade execution, reconciliation, and performance reporting.

●Identified, and resolved trade fails by mitigating operational risks associated with multi-billion-dollar hedge funds across several strategies including fixed income arbitrage, equity long-short, and convertible arbitrage.

●Coordinated with custodians, brokers, and internal teams to facilitate the exchange of securities and cash on settlement dates. Analyzed and controlled the firm’s risk exposure reducing trade discrepancies and fails by over 20% while communicating with a diverse network of 40+ contra brokers.

●Boosted liquidity through strategic initiatives and addressing firm short positions resulting in a 15% increase in available funds.

Equity Portfolio Administrator September 2003 - January 2005

Neuberger Berman -Lehman Bros. Co. New York, New York

Equity Trade Support August 2001 - April 2003

Instinet Corporation New York, New York

Order Entry & Listed Trade Execution December 1995 - August 2001

Prime Charter Ltd New York, New York

Portfolio Administrator / Buy-side Equity Trader July 1992 - October 1995

First Boston Investment Mgmt. Corp. New York, New York

Institutional Sales & Equity Trader Assistant October 1990 - July 1992

Goldman, Sachs & Co. New York, New York

EDUCATION

Bachelor of Arts July 1990

Long Island University at C.W. Post Greenvale, New York

Major: Business and Arts Management

Cumulative GPA: 3.50

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