
Effie Ochieng
@effieochieng
I support investment analysis, portfolio monitoring, and capital allocation across financial markets.
What I'm looking for
At Britam Group Holdings, I supported investment security evaluation, market analysis, due diligence, and management investment recommendations within Treasury and Capital Management.
I've contributed to cash-flow forecasting, liquidity management, short-term investment reviews, fund-manager monitoring, portfolio records, bank reconciliations, and investment reporting. My finance training includes securities valuation, portfolio construction, asset allocation, financial modelling, and risk assessment.
I'm pursuing CFA Level I and am drawn to capital markets and transaction-oriented finance. I also bring leadership and clear communication from delivering first-aid training, community outreach, and public-event support.
Experience
Work history, roles, and key accomplishments
Finance Intern
Britam Group Holdings
Feb 2023 - Apr 2023 (2 months)
Supported evaluation and monitoring of investment securities through due diligence, market analysis, and preparation of investment recommendations. Assisted with cash-flow forecasting, liquidity management, and monitoring of external fund managers and custodians.
First Aid Volunteer
St. John Ambulance
Jan 2022 - Apr 2022 (3 months)
Designed and facilitated first-aid training programmes covering CPR, basic life support, and emergency response. Provided first-aid support at public events and led community outreach initiatives.
Education
Degrees, certifications, and relevant coursework
CFA Institute
CFA Level I Candidate, Investment Analysis
Currently pursuing CFA Level I, demonstrating continued development across investment analysis, ethics, and portfolio management.
Strathmore University
Bachelor of Financial Services, Financial Services
Activities and societies: St. John Ambulance Member | Strathmore Chorale | Art Club
Bachelor of Financial Services awarded in June 2025, with key areas including investment analysis, portfolio management, and corporate finance.
SGH Warsaw School of Economics
International Study Programme, Business Leadership
2023 - 2023
International Study Programme on New Business Leaders for a New World, exploring global business leadership and sustainable development.
Frankfurt School of Finance & Management
International Study Module, Finance & Financial Management
2022 - 2022
International Study Module in Finance & Financial Management, gaining exposure to European financial systems and global capital markets.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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