Isaac Sum

I’m an Investment Analyst and Financial Analyst who combines “due diligence,” financial verification, and structured analysis to support investment readiness and decision-making. I’m motivated by building bankable plans and strengthening “enterprise sustainability, profitability, and access to their financial management systems.”

I’m currently pursuing a “Master of Science - Financial Engineering” (WorldQuant University, 2024-2026) and I also hold “MSc - Finance and Accounting (Corporate Finance option)” from JKUAT. My professional credentials include KASNEB “Certified Investment and Financial Analyst (CIFA),” and “Certified Business Intelligence & Data Analyst (BIDA)” plus “Certified Financial Valuation & Modelling Analyst (FMVA).”

In my current role at Private Equity Support (2025–To date), I focus on analytical support tied to real-world financing constraints—supporting assessments, “financial projections,” and business planning for stakeholders. Previously, at Morning Star Eldoret (2020–2024), I strengthened financial analysis through work such as “commercial/impact due diligence,” “creditworthiness” reviews, and capacity-focused support.

I’ve delivered tangible analysis across projects: Kenya Livestock Market Operational Due Diligence (KLMP) with Heifer International; Access to Finance support for “Strengthening the Entrepreneurial Ecosystem for Clean Cooking”; and Water.org’s WSS enterprises lending study using KII, FGDs, and household surveys. I also published research using “Auto-Regressive Distributed Lag (ARDL)” to examine “Macroeconomic Variables and Performance of Corporate Bonds.”