Joshua Oteno Shem
PhD candidate, Economics; Certified Public Finance Management Specialist. 10+ years in sovereign debt and fiscal policy. One of the founding minds behind Quantec Insight, now supporting the partners in an individual, voluntary advisory capacity.
Experience
-
Sovereign Debt Management Policy Lead
Led policy advocacy on Africa's debt crisis and sustainable debt management, coordinating 12+ high-level dialogues and representing AFRODAD at 8 global forums, including UN assemblies and IMF/World Bank meetings. Produced and coordinated 25+ policy documents (10 policy briefs, 6 discussion papers, 4 working papers and 5 position papers) on debt sustainability and Africa's role in reshaping the global financial system. Managed up to 10 external consultants a year, built partnerships with 40+ civil society organisations across 25 African countries, and co-led the “Africa Speaks as One” campaign, endorsed by 50+ organisations.
-
Public Finance Management (PFM) Research Fellow
Advocated for transparency, accountability and participation in Kenya's public finance management systems, and helped prepare flagship analytical products including the Shadow Budget and Macro-Fiscal Analytic Briefs, informing policy decisions on a national budget above KSh 3 trillion. Authored and secured funding for five research proposals, and designed simplified budget documents that improved citizen comprehension by 40%, based on surveys of 2,000+ participants across 10 counties.
-
Research and Policy Analyst
Advised senior management on research outreach and policy development, led research initiatives that brought global best practice into adoption of the Qualifications Framework, and helped secure five strategic partnerships with regional and international bodies. Coordinated annual departmental planning and monitoring, achieving a 90%+ implementation rate.
-
Graduate Research & Teaching Assistant
Taught and assisted in delivering nine core economics courses, including microeconomics, macroeconomics, econometrics, development, health and environmental economics, to 500+ undergraduates. Contributed to curriculum updates, and mentored 100+ students on thesis development and career guidance.
-
Economic Research Consultant
Formulated three policy briefs on economic inclusivity in rural Kenya, led stakeholder consultations in four counties, and presented findings to ministries and donor working groups. Delivered capacity-building on SMART economic frameworks to 120+ county and national government officials, wrote five successful funding proposals contributing to £300,000+ mobilised, and mapped 450+ youth-led enterprises.
-
Monitoring, Evaluation & Learning Officer
Coordinated three county-wide baseline surveys using ODK, CAPI and CATI, processing 5,000+ data points to set benchmarks for UK Aid-funded initiatives. Ran quarterly data quality assessments with four implementing partners, improving data accuracy by 30%, and designed 15+ performance indicators reported against UK Aid logframe targets.
-
Research Fellow
Supervised day-to-day county-level delivery of a UK Aid and EU-funded project supporting 500+ youth and micro-entrepreneurs, training 300+ on accessing and using donor grant funds. Coordinated 20+ stakeholder meetings, workshops and forums, and authored 5+ partnership and grant proposals.
-
Economic Research Assistant Intern
Contributed to county strategic plans aligned with Vision 2030 and the SDGs, formulated public-private partnership frameworks and three PPP pilots in renewable energy and clean water, and advised on fiscal policy, identifying KES 25 million in potential savings through reallocation and fiscal consolidation.
Education & certifications
- PhD candidate, Economics — Egerton University (2024–2027, in progress)
- MSc, Economics — Egerton University (2021)
- BSc, Economics and Statistics — Egerton University (2011–2015)
- CPA, Accounting and Finance — KCA University (2010–2013)
- Certified Public Finance Management Specialist
- Climate Change Financing; Innovative Financing Expert; Gender Equality & Social Inclusion (GESI) Expert; CSR Researcher
- SAS Certified Statistical Business Analyst Using SAS 9: Regression and Modeling
Selected publications
Some publications appear under the name Shem Otieno.
-
Determinants of Income Inequality in East Africa: The Role of Gendered Foreign Aid
-
Why Developing Economies MUST Adopt “Green Public Finance Management” in tackling Climate Change Predicaments in Post-COP27 pledges
-
Household Energy Choice in Kenya: An Empirical Analysis of the Energy Ladder Hypothesis
-
Exchange Rate and Capital Flight: An Empirical Analysis
-
External Debt and Capital Flight in East Africa
This profile covers professional expertise and qualifications only, at this person's request, and is kept independent of their current institutional affiliations.