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otieno kevin

@otienokevin

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Collaborative finance professional skilled in investment analysis and risk management.

United States

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What I'm looking for

I seek a role that fosters innovation and allows me to leverage data analytics for impactful decision-making.

I am a finance professional with a strong foundation in investment analysis, risk management, and mergers & acquisitions. My academic journey includes a Master of Science in Finance from the University of Kentucky, where I have honed my analytical skills and developed a passion for data-driven decision-making. I thrive in dynamic environments and enjoy collaborating with teams to solve complex problems.

Currently, I work as a Data Analyst at the Markey Cancer Center, utilizing Python, SQL, and R to create interactive dashboards and support strategic insights. My experience as an Entrepreneurial Lead at UK Innovate has further enhanced my ability to apply data analytics in business design and market strategies. I am also an active member of the Student Managed Investment Fund, where I conduct detailed financial analyses to optimize investment portfolios.

Experience

Work history, roles, and key accomplishments

Current

Entrepreneurial Lead

Current

UK Innovate – Social Innovation

Jan 2025 - Present (4 months)

Undertook specialized training in innovation, commercialization, and entrepreneurship. Applied data analytics and visualization techniques to strategically guide business design and market entry strategies. Engaged in mentorship, coaching, and networking to expand entrepreneurial capabilities.

Data Analytics Data Visualization Market Entry Strategy entrepreneurship Innovation Mentorship

Current

Data Analyst/ Researcher

Current

University of Kentucky – Markey Cancer Center

Nov 2024 - Present (6 months)

Utilized Python, SQL, and R for comprehensive data analysis and created interactive dashboards using Tableau and Excel. Supported people and culture initiatives through detailed literature reviews, metric development, and reporting.

Python SQL R Tableau Excel Data Analysis Dashboard Development Reporting

Current

Analyst / Investment Committee Member

Current

University of Kentucky – SMIF

Aug 2024 - Present (9 months)

Conducted detailed DCF analysis, asset allocation modeling, and risk assessments to support robust portfolio optimization. Collaborated effectively with peers on market research and the development of investment strategies.

DCF Analysis Asset Allocation Risk Assessment Portfolio Strategy Market Research Financial Modeling

Current

Founding Chairman & Investment Manager

Current

Goal Quest 2022 Group

Dec 2021 - Present (3 years 5 months)

Manages the group's diverse investments across real estate, agriculture, and transport industries. Oversees investment strategies, asset allocation, risk management, and portfolio performance to ensure sustainable growth.

Investment Management Real Estate Investment Transport Investment Asset Allocation Risk Management Investment Performance

Senior Account Executive

Minet Kenya Insurance Brokers Ltd

Feb 2023 - Jul 2024 (1 year 5 months)

Achieved 100% client retention through effective engagement strategies and diligent oversight of policy compliance. Led comprehensive GAP analysis initiatives and ensured timely premium settlements and effective risk mitigation.

Compliance Gap Analysis Premium Settlements Risk Mitigation Account Management Customer Service

Underwriting Officer

Madison General Insurance

Dec 2018 - Jan 2023 (4 years 1 month)

Managed all aspects of underwriting and compliance, directly contributing to a 16.5% annual business growth. Processed COMESA Yellow Cards efficiently and optimized pricing strategies through thorough risk analysis.

Underwriting Compliance Business Growth Risk Analysis

Finance & Administration Assistant

Tax Justice Network Africa

Jan 2018 - Dec 2018 (11 months)

Supported critical budget monitoring, audits, and financial reporting to ensure full regulatory compliance. Streamlined payment processes and ensured highly efficient financial operations.

Auditing Financial Reporting Regulatory Compliance Payment Processing Financial Operations Administration