University of Kentucky · Markey Cancer Center · Remote
Built interactive financial dashboards with automated refreshes and Power Query transformations.
Designed driver-based cost-allocation model distributing administrative expenses across programs.
Built multi-period, driver-based forecasts for annual budgeting and planning.
Portfolio Manager & Investment Analyst
Aug 2024 – Dec 2025
University of Kentucky · Student Managed Investment Fund · Lexington, KY
Delivered 23% annual return on a $6M co-managed equity portfolio via integrated 3-year DCF and scenario models.
Ran monthly Brinson-Hood-Beebower attribution decomposing alpha into sector allocation and stock selection.
Designed NAV reconciliation controls with daily tolerance checks; automated Bloomberg/Capital IQ → SQL → Python → Tableau pipeline.
Mentored junior analysts, reviewing models and guiding research quality.
Senior Account Executive
Feb 2023 – Jul 2024
Minet Kenya Insurance Brokers Ltd · Nairobi, Kenya
Sustained 100% client retention across a ~130-account portfolio.
Led renewal negotiations with underwriters; structured risk placements aligned to client needs.
Conducted portfolio GAP analysis and built underwriter-performance scorecards.
Underwriting Officer
Dec 2018 – Jan 2023
Madison General Insurance · Nairobi, Kenya
Underwrote and authorized new business and renewals within delegated approval limits.
Developed pricing recommendations using renewal-cohort survival curves and sensitivity testing.
Led premium recognition and reconciliation, ensuring credit-policy compliance and timely collection.
Finance & Administration Assistant
Jan 2018 – Dec 2018
Tax Justice Network Africa · Nairobi, Kenya
Bank reconciliations, expenditure tracking, and statutory/donor reporting (PASTEL).
Education
Master of Science in Finance (MSF)
2024 – 2025
University of Kentucky · Gatton College of Business & Economics
Bachelor of Commerce, Actuarial Science
2013 – 2018
Kenyatta University, Nairobi
Certifications & Credentials
CFA Program · Level I CandidateFMVA® · Corporate Finance InstituteModel Validation Expert (Credly)Bloomberg Market ConceptsGoogle Data Analytics CertificateCertified Credit Professional (CCP I & II), KASNEBBusiness Intelligence & Data Analyst (BIDA), CFIDiploma in Insurance (Module III)CAMS Candidate
Core Skills & Tools
DCF & Scenario ModelingProject Finance / IRR / MOIC / DSCRFP&A / Driver-Based BudgetingPortfolio & Risk AnalysisSQLPythonExcel (Advanced) / Power QueryTableau / Power BIBloomberg / Capital IQ