Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Timeline
Generic

BEUTAH MONYONCHO

Lebanon,USA

Summary

I am investment professional with strong background in financial markets, financial products, risk management and Data Analytics.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Risk Business Analyst

Mascoma Bank
10.2023 - 03.2024
  • Lead in monitoring bank wide risk indicators, assessment and reporting.
  • Lead in supporting Review of Vendor contracts and agreements to identify potential risks and ideal mitigation strategies.
  • Developed a comprehensive risk management framework at Mascoma Bank that reduced non-compliant correction time by 40%.
  • Lead in monitoring Bank’s Risk Appetite against emerging risks.
  • Coordinating internal Audit processes with external auditors

RELATIONSHIP BANKER II

Mascoma Bank
10.2022 - 05.2023
  • Create continuous client relationships by providing knowledgeable information on banking products and services
  • Meet with customers to discover financial needs and provide product recommendations
  • Increase personal revenue contribution to branch by cross-selling products to clients via lobby and outbound calls
  • Process customer requests for statements, ordering additional checks, and updating customer personal information in database
  • Resolve customer complaints and disputes to maintain satisfaction and loyalty

CUSTOMER SERVICE REPRESENTATIVE II

BarHabbor Bank
04.2022 - 09.2022


  • Comply with corporate and regulatory policies regarding information confidentiality and privacy
  • Offer advice and assistance to customers, paying attention to special needs or wants
  • Provide primary customer support to internal and external customers
  • Analyze customer service trends to discover areas of opportunity and provide feedback to management
  • Respond to customer requests for products, services, and company information

HEAD, FIXED INCOME & MONEY MARKETS

Equity Bank Limited
11.2017 - 11.2021
  • Lead as a secretary to ALCO (Bank’s assets & Liabilities committee) in advising bank senior leadership on interest rates risk.
  • Lead in the bank's Treasury Bonds trading and investment book USD 1 Billion
  • Represent the bank in meetings with the bank's regulators (Central Bank of Kenya and Kenya's Capital Markets Authority).

Education

MSc - Data Analytics & Intelligence

Merrimack College
05.2025

EMBA - BUSINESS ADMINISTRATION

Saïd Business School, Oxford University
Oxford, UK
06.2024

BBA - BUSINESS ADMINISTRATION

United States International University (Africa)
Nairobi, Kenya
08.2007

Skills

  • Data Visualization with Tableau & Advanced MS Excel
  • Data Analytics & Business Intelligence
  • Financial Modeling & Investment Analysis
  • Proficiency in Python, R & MS Excel

Certification

  • Certified Financial Analyst (CFA Level 1)
  • R Certifications: Introduction to Statistics in R, Data Manipulation with DPLYR, Introduction and Intermediate R, Data Visualization with ggplot2, Introduction to Tidyverse, Exploratory Data Analysis in R
  • Advanced Data Analysis with Excel with Visualization & Tableau

Hobbies and Interests

  • Playing Golf
  • Photography
  • Fitness
  • Swimming

Timeline

Risk Business Analyst

Mascoma Bank
10.2023 - 03.2024

RELATIONSHIP BANKER II

Mascoma Bank
10.2022 - 05.2023

CUSTOMER SERVICE REPRESENTATIVE II

BarHabbor Bank
04.2022 - 09.2022

HEAD, FIXED INCOME & MONEY MARKETS

Equity Bank Limited
11.2017 - 11.2021

MSc - Data Analytics & Intelligence

Merrimack College

EMBA - BUSINESS ADMINISTRATION

Saïd Business School, Oxford University

BBA - BUSINESS ADMINISTRATION

United States International University (Africa)
BEUTAH MONYONCHO