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Investment Analyst, Nairobi

Building disciplined financial models across real assets, listed markets, and sustainable finance.

01

About

I'm Lonnie, a final-year Bachelor of Business Science in Financial Engineering at Strathmore University, awaiting conferment in August 2026. Currently an Investment Analyst at Bankers without Boundaries (Ireland), running research, performance monitoring, and feasibility work across sectors, including Net Zero Cities investments. Previously interned with Acorn Investment Management, building complex models and reports for REIT performance, budgets, and valuations presented to the Investments Committee, AIML Board, and REIT Trustees. Trained in advanced financial modelling through the Financial Modelling Institute, with active progression through the CISI Securities and Investments curriculum. Specialises in financial modelling, valuation, and analysis across REITs, real assets, listed equities, and sustainable finance.

02

Education

  1. 01

    Strathmore University, Nairobi

    Bachelor of Business Science in Financial Engineering

    • Relevant coursework: Advanced Excel Modelling, Financial Analysis, Securities and Investments, Macroeconomics.
    • Coursework concluded.
  2. 02

    Moi High School Kabarak, Nakuru

    Kenya Certificate of Secondary Education

    • Attained an A minus mean grade.

03

Work Experience

  1. 01

    Investment Analyst

    Bankers without Boundaries, Ireland

    • Conducting high-level research and data analysis to support investment decisions across sectors.
    • Developing high-level reports for Net Zero Cities (NZC) investments.
    • Running performance monitoring, feasibility assessments, and Pipedrive workstreams in parallel, holding the line on reporting deadlines.
  2. 02

    Investment Intern

    Acorn Holdings Africa, Investment Management Limited

    • Performance monitoring through a monthly review of property and project financials, working from complex financial models.
    • Built annual budget and plan models for the REIT businesses, including rental escalations, occupancy rates, and operating expenses.
    • Prepared monthly management reports and quarterly briefs for the Investments Committee, the AIML Board, and the REIT Trustees.
    • Assisted in internal property and project valuations, surfacing the key risks that move price for senior stakeholders.
  3. 03

    Volunteer Trainer and Library Assistant

    Kenya National Library Services

    • Designed and implemented an efficient stock management and distribution system for the library's collection.
    • Offered front-desk services and customer relations.
    • Organised educational workshops and coordinated stakeholder engagement around a collaborative learning environment.
Financial Modelling Valuation Discounted Cash Flow Comparable Valuation Sensitivity Analysis Scenario Analysis Revenue and Cost Modelling Performance Monitoring Feasibility Assessment Analysis and Reporting Sustainable Finance Impact Investment Excel R Stata Power BI

04

Capabilities

  1. 01

    Financial Modelling

    Discounted cash flow, comparable valuations, sensitivity and scenario analysis. Models built to be read, audited, and trusted by committees.

  2. 02

    Valuation and Feasibility

    Internal property and project valuations across REITs and real assets, and feasibility work across investment sectors. Surfacing the risks that move price.

  3. 03

    Analysis and Reporting

    Monthly management reports, quarterly briefs, and investment reports for committees, boards, and trustees. Numbers translated into decisions.

05

Certifications

Foundations of Financial Modelling

Financial Modelling Institute

Certification in advanced DCF, relative valuation, and sensitivity analysis. Issued by the Financial Modelling Institute.

International Introduction to Securities and Investments

CISI Candidate

Currently a CISI candidate working through the Securities and Investments curriculum, Kenya.

06

Achievements

  1. 02

    Strathmore Service-Based Learning Focus Group

    Recognised for outstanding service-based learning experience by Strathmore University.

    2024
  2. 03

    Microsoft Excel Collegiate Challenge

    Participated in the MECC open training grounds at the Junior Varsity level.

    2023

07

Focus

  • /01REITs and Real Assets
  • /02Listed Equities and Portfolio Strategy
  • /03Securities, Investments and Corporate Finance
  • /04Sustainable Finance and Impact Investment
  • /05Macroeconomic Strategy

08

Have a model that needs building, or a thesis that needs testing?

Lonniejoshua4l@gmail.com