Portfolio Manager Equities

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.