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Effie Ochieng

@effieochieng

I support investment analysis, portfolio monitoring, and capital allocation across financial markets.

Kenya
Message

What I'm looking for

I'm seeking opportunities in investment banking, corporate finance, capital markets, financial analysis, investment research, or asset management where I can apply investment analysis, valuation, and portfolio-management training.

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

SA

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 logoCI

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 logoSU

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 logoSE

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 logoFM

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

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