Mid-level Accounting, finance, banking, insurance jobs in Kiserian, Kenya

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Profession (Mid-level)

Seniority (Accounting, finance, banking, insurance)

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Equity Bank Kenya

Banking + 2 more

Portfolio Manager Equities

Closed for applications

Posted: Sep 3, 2026

Apply by: Sep 5, 2026

Expired

Job details

Contract Type

Description

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.


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