Harun Kipkirui
Financial Analyst
Nairobi
Summary
Analytical and adaptable Finance and Agricultural Economics professional with a BSc in Agricultural Economics and CFA Level I certification, with practical experience in financial analysis, compliance support, and client services gained at the Capital Markets Authority and Jubilee Insurance. Skilled in financial modelling, portfolio management, reporting, equities and fixed income, and stakeholder engagement, with a passion for financial markets. Known for accuracy, integrity, and the ability to adapt quickly while supporting data-driven decision-making.
Overview
7
7
years of professional experience
3
3
Certifications
1
1
Language
Work History
Product Development and Uptake Assistant
Capital Markets Authority (CMA)
04.2023 - 04.2024
- Conducted market research and benchmarking on capital markets products, investor trends, and global best practices to support market development initiatives.
- Assisted in the analysis and development of new and existing capital markets products including equities, debt instruments, CIS, REITs, ETFs, green finance, and fintech-driven solutions.
- Supported financial inclusion, crowdfunding, regulatory sandbox, and digital innovation programs aimed at increasing market participation.
- Participated in stakeholder engagement sessions with market intermediaries, issuers, fund managers, development partners, and government agencies.
- Helped plan and coordinate industry workshops, sensitization forums, and consultation meetings to enhance product uptake and regulatory awareness.
- Assisted in drafting concept notes, discussion papers, presentations, and policy briefs for internal and external use.
- Contributed to the review of regulations by identifying gaps, compiling feedback, and preparing documentation for policy enhancement.
- Collected and analyzed data on market performance, product uptake, liquidity indicators, and investor behavior to support departmental reporting.
- Prepared monthly and quarterly reports, dashboards, and summaries for management and decision-making.
- Provided administrative and operational support including documentation management, meeting coordination, follow-ups, and stakeholder communication.
Financial Advisor
Jubilee Insurance Limited
11.2021 - 03.2023
- Assisted clients in financial planning by assessing needs and recommending suitable insurance and investment products.
- Managed client onboarding, documentation, and compliance checks (KYC/AML) in line with company and regulatory requirements.
- Prepared reports for clients on product features, policy performance, and renewal requirements.
- Built and maintained client relationships, ensuring long-term engagement and satisfaction.
Intern (Field Coordination)
KTDA - Toror Tea Factory
06.2017 - 08.2017
- Analyzed agronomic cost data (fertilizer usage, labor inputs, field operations) to support budgeting, cost allocation, and validation of expenditure against planned activities.
- Monitored resource utilization during field operations—land preparation, planting, fertilizer application, pruning—to ensure efficiency and adherence to budget controls.
- Conducted cost–benefit analyses and gross margin evaluations during farmer field trainings, supporting financial decision-making.
- Verified green leaf collection records, ensuring accuracy in weighing, quality grading, and reconciliation with factory financial documentation.
- Reviewed operational processes within tea production (CTC/CFU lines, drying, sorting, packing) to understand cost drivers and workflow efficiencies.
- Supported basic accounting tasks including reviewing internal controls and assisting in budget analysis.
- Participated in soil and leaf sampling and analyzed results to support input budgeting and productivity reporting.
- Prepared weekly field and operational reports used by agricultural and finance teams for planning and expenditure monitoring.
Education
CFA Level I -
CFA Institute
06-2025
Bachelor of Science - Agricultural Economics
Kisii University
12-2018
Skills
Financial Analysis (basic ratio analysis, financial statements modelling)
Budgeting & Reporting (support role, documentation, report preparation)
Sustainable Finance Fundamentals (green finance, ESG awareness)
Regulatory Research (market development, compliance, policy review)
Portfolio management
Compliance & Documentation (KYC/AML, regulatory processes)
Audit Support & Documentation Management
Capital Markets Product Knowledge (CIS, REITs, debt & equity instruments)
Field Data Collection & Agricultural Sustainability Practices
Stakeholder Engagement & Communication
Teamwork, Integrity & Adaptability
References
- Justus, Agoti, Senior Manager, Market Deepening Department, jagoti@cma.or.ke, +254 721 259 335, Capital Markets Authority
- Evans, Njagi, Manager, Sales department, evans.njagi@jubileeinsurance.com, +254 722746772, Jubilee Life Insurance
- Christopher, Kipkirui, Assistant Financial Accountant, ckipkirui@toror.ktdateas.com, +254729 729 394, Toror Tea Factory
Accomplishments
- Passed CFA Level I, reinforcing knowledge in financial analysis, reporting, and ethics.
- Contributed to regulatory and market reports at CMA, improving service delivery and compliance reviews.
- Teamwork, adaptability, and attention to detail in supporting finance-related tasks.
- Conducted farm-level financial trainings reaching over 200+ farmers during KTDA internship.
Certification
CFA Level 1 (CFA Institute)
Timeline
CFA Level 1 (CFA Institute)
06-2025
Certificate in Report Writing Kenya School of Government)
02-2024
Product Development and Uptake Assistant
Capital Markets Authority (CMA)
04.2023 - 04.2024
Certificate of Proficiency in Insurance (college of Insurance)
02-2022
Financial Advisor
Jubilee Insurance Limited
11.2021 - 03.2023
Intern (Field Coordination)
KTDA - Toror Tea Factory
06.2017 - 08.2017
CFA Level I -
CFA Institute
Bachelor of Science - Agricultural Economics
Kisii University