Portfolio Manager Equities

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.