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Portfolio Manager Equities

Equity Bank Kenya Nairobi , Kenya Type not specified Posted 2026-08-22
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CountyNairobiCityNairobiContractType not specifiedPosted2026-08-22Close date2026-10-21Experience5 yearsSourceOpened Career Kenya
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AI summary

Equity Bank Kenya is hiring a Portfolio Manager Equities in Nairobi to manage investment portfolios in line with the Investment Policy Statement, regulatory requirements, and ALM objectives. The role covers portfolio construction, security selection, trade execution, risk management, and performance reporting across approved asset classes. Applications close on October 21, 2026.

  • Senior portfolio management role covering equities, fixed income, and multi-asset strategies
  • Requires 5–8 years’ experience in portfolio management, treasury, or asset management
  • Bachelor’s degree in Finance, Economics, Actuarial Science, Accounting, or related field required
  • CFA Level II/III or progress is an added advantage
  • Deadline to apply is October 21, 2026

AI job guide

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AI salary guide

Not enough public data

Not enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.

Can you qualify for this role?

  • Required5+ years of relevant experienceThe job post includes a minimum experience signal.
  • RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
  • PreferredPractical evidence in driver, security, internshipThe tags and summary point to skills connected with this role.
  • RequiredAvailability to work in NairobiThe vacancy is associated with this location.

Documents to prepare

  • Likely requiredUpdated CV
  • Role specificCover letter or short employer message
  • OptionalProfessional references
  • Role specificAcademic or professional certificates
  • VerifyID or passport only after verifying the employer

Application tips for this job

  • Place your strongest Portfolio Manager Equities evidence in the first half of your CV.
  • In your cover letter or employer message, connect your experience to Equity Bank Kenya and the role in Nairobi.
  • Add concrete examples related to driver, security, internship, ideally with measurable outcomes or clear responsibilities.
  • Follow the instructions from Opened Career Kenya; avoid sending documents to unofficial contacts or copied links.
  • Confirm the deadline, interview location and employer contact before sharing personal documents.
  • Plan to submit before the listed deadline: 2026-10-21.

Source and safety check

  • Opened Career Kenya
  • Original source link available
  • Application method is clear
  • Deadline is available: 2026-10-21
  • No major risk signal was detected in the captured text.

Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.

Interview preparation

  • What experience makes you a strong fit for this Portfolio Manager Equities role in driver, security?
  • How have you handled responsibilities similar to those in this job post?
  • Are you available to work in Nairobi under the listed contract or schedule?
  • Prepare examples with clear responsibilities, tools used and measurable outcomes.
  • Review the source and research Equity Bank Kenya before the interview.

Ask what the first priorities will be in the role and how success will be measured.

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Original source description

August 22, 2026

Nairobi

,

Kenya

Expiration date

October 21, 2026

5+ Years

Gender

Both

Qualification

Bachelor Degree

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

  • in portfolio management, treasury, investments research, or asset management (financial services environment).
  • Demonstrated
  • managing fixed income and/or multi-asset portfolios, with clear understanding of benchmarks and performance attribution.
  • 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.

Requirements

5–8 years’

Source and provenanceSource: Opened Career Kenya. Last checked: 2026-08-25.Kazi Connect is a job discovery service, not the employer. Always confirm the vacancy at the original source.Summaries may be AI-assisted. Report inaccurate content.
Never pay to apply. Always confirm the original source and watch for payment requests, sensitive document requests, or unrealistic promises.