# Portfolio Manager Equities Job Equity Bank, Nairobi, Kenya Canonical URL: https://primejobalerts.com/jobs/portfolio-manager-equities-job-equity-bank-nairobi-kenya Company: Equity Bank, Nairobi, Kenya Category: Banking & Financial Services Location: Kenya Work type: Full-time Work arrangement: On-site Published: 2026-08-03 Expires: 2026-09-17 ## Job Description ### Role purpose Responsible for managing the portfolio to achieve risk-adjusted returns consistent with the Investment Policy Statement (IPS), regulatory requirements, and Asset–Liability Management (ALM) objectives; This will cover portfolio construction, security selection, execution, monitoring, reporting, and ongoing optimisation across approved asset class. ### Key responsibilities Portfolio Construction & Strategy - Develop and implement portfolio strategies aligned to the IPS, ALM position, liquidity needs, capital constraints, and target returns. - Construct and rebalance portfolios across approved asset classes (e.g., government securities, corporate bonds, money market, listed equities, collective investment schemes, alternatives where permitted). - Optimise duration, credit exposure, sector allocation and currency (if applicable) to meet liability profile and risk appetite. - Identify market opportunities and implement tactical positioning within approved limits. Research, Security Selection & Due Diligence - Perform fundamental and quantitative analysis to support investment decisions (macro, rates, credit, equity valuation, issuer analysis, et.c. - Conduct due diligence on issuers, funds, brokers and counterparties; maintain approved list and monitor exposures. - Prepare investment notes and recommendations for the Board and Management Investment Committee as required. Trade Execution & Market Engagement - Execute trades in line with mandates, best execution principles, dealing policies and delegated authorities. - Build and maintain relationships with market counterparties (banks, brokers, fund managers, custodians, rating agencies) to access liquidity and market intelligence. - Ensure accurate trade capture, confirmations, and settlement instructions in collaboration with Operations/Custody. Risk Management, Compliance & Controls - Monitor portfolio risks (market, credit, liquidity, concentration, duration, counterparty) and ensure adherence to limits and regulatory investment guidelines. - Ensure compliance with internal policies (IPS, dealing, conflicts of interest, related party rules) and relevant regulatory authorities, i.e, IRA, CMA. - Support stress testing, scenario analysis and ALM reviews; implement corrective actions where required. Performance Measurement & Reporting - Track performance versus benchmarks and objectives; attribute returns and explain drivers (allocation, selection, carry, duration, credit spread moves). - Produce periodic investment reports for management, the Investment Committee and Board (performance, risk, compliance, ESG where applicable). - Ensure accurate valuation inputs and collaborate with Finance on month-end processes, IFRS 9 classifications (where applicable), and investment income forecasting. Stakeholder Management - Partner with Actuarial, Risk, Finance and Business Units to align investment strategy to product guarantees, reserving assumptions and liquidity needs. - Support audits, regulatory engagements and internal assurance reviews by providing timely data, documentation and responses. Qualifications ### Experience Requirements - 5–8 years’ experience in portfolio management, treasury, investments research, or asset management (financial services environment). - Demonstrated experience managing fixed income and/or multi-asset portfolios, with clear understanding of benchmarks and performance attribution. - Experience in an insurance investment environment (ALM, liquidity management, regulatory investment limits) is an added advantage. ### Academic Qualifications and Certifications Must- Haves - Bachelor’s degree in Finance, Economics, Actuarial Science, Accounting, Mathematics/Statistics, or related field. - Strong understanding of financial markets, fixed income instruments, and investment risk management.  Nice to Haves (as added advantage) - CFA (Level II/III) or progress toward CFA is an added advantage. - FRM or other recognised risk qualification is an added advantage. - Postgraduate qualification (MBA/MSc Finance) is an added advantage. ### Key Technical Skills and Leadership Competencies Investment regulatory framework - Knowledge of investment regulations, admissible assets, concentration limits, and governance requirements. - Strong understanding of ALM concepts (duration matching, liquidity, stress testing, solvency/capital impacts). - Familiarity with capital markets regulations and dealing/market conduct standards.  Technical Skills - Portfolio construction, asset allocation and rebalancing techniques. - Fixed income analytics (duration/convexity, yield curves, spread risk) and credit analysis. - Equity research and valuation; macro and market analysis. - Performance measurement, attribution, and benchmark management. - Strong Excel/financial modelling; proficiency with portfolio/dealing systems and data tools (e.g., Bloomberg/Refinitiv or equivalents where available).  Leadership & Behavioural Competencies - High integrity and strong risk and controls mindset. - Sound judgement under uncertainty; disciplined decision-making. - Strong stakeholder management and communication (ability to explain performance, risk and strategy to non-technical audiences). - Analytical, detail-oriented, and accountable for outcomes. ### How to Apply Click here to apply ## Apply Use the canonical Prime Job Alerts page for full application instructions and source verification.