HM

Helen Mbugua-Kahuki

Director Of Research at Calvert Research and Management

Helen Mbugua-Kahuki has a diverse work experience spanning several companies and positions. Helen most recently served as the Director of Research at Calvert Research and Management, where they played a key role in overseeing research efforts. Prior to that, they held the position of Acting Co-Director of Research at the same company. Helen also served as the VP and Senior ESG Analyst at Calvert Research and Management from September 2018 to December 2020.

Before joining Calvert Research and Management, Helen worked at IFG Development Group as a VP, focusing on private investments in Africa and the Middle East. Helen analyzed various investment opportunities, including building an apparel industry in an African country and financing renewable energy projects using hydroponics.

Helen's expertise extends to portfolio management, as they worked as an Associate Director at PAAMCO Prisma. In this role, they managed a portfolio of hedge funds, sourced investment opportunities, and developed co-investment ideas. Helen also managed relationships with institutional clients and covered markets in the US, the Middle East, and Africa.

During their tenure at State Street, Helen worked as a Senior Associate, specializing in investment analytics and risk. Helen conducted risk, quantitative, and performance analysis for multi-asset strategies of US public and private pension plans.

Helen began their career as an Actuarial Analyst at Segal Consulting, where they focused on assessing risk probabilities and asset liability modeling for public pension plans in California. Helen also provided guidance on retirement plan design, funding, implementation, and governance.

Overall, Helen Mbugua-Kahuki possesses a strong background in research, private investments, portfolio management, risk analysis, and actuarial work.

Helen Mbugua-Kahuki earned their Bachelor of Science degree in Statistics with a concentration in Actuarial Science from UC Santa Barbara in 2004. Helen went on to pursue a Master of Business Administration (MBA) at The Tuck School of Business at Dartmouth, completing their studies from 2011 to 2013.

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Timeline

  • Director Of Research

    January, 2022 - present

  • Acting Co Director Of Research

    January, 2021

  • VP Senior ESG Analyst

    September, 2018