Equity Bank Limited (The "Bank”) is incorporated, registered under the Kenyan Companies Act Cap 486 and domiciled in Kenya. The address of the Bank’s registered office is 9th Floor, Equity Centre, P.O. Box 75104 - 00200 Nairobi. The Bank is licensed under the Kenya Banking Act (Chapter 488), and continues to offer retail banking, microfinance and related services. The Bank has subsidiaries in Kenya, Uganda, South Sudan, Rwanda and Tanzania. Its shares are listed on the Nairobi Securities Exchange and Uganda Securities Exchange. Equity Bank was founded as Equity Building Society (EBS) in October 1984 and was originally a provider of mortgage financing for the majority of customers who fell into the low income population. The society’s logo, a modest house with a brown roof, resonates with its target market and their determination to make small but steady gains toward a better life, seeking security and advancement of their dreams. The vast majority of Africans have historically been excluded from access to financial resources. Having been declared technically insolvent in 1993, Equity’s transformation into a rapidly growing microfinance and then a commercial bank is widely considered to be an inspirational success story. Currently, Equity Bank has more than 9 million customers making it the largest bank in terms of customer base in Africa and having nearly half of bank accounts in Kenya. The company’s vision is "to be the champion of the socio-economic prosperity of the people of Africa”. Equity Bank retains a passionate commitment to empowering its clients to transform their lives and livelihoods. Through a business model that is anchored in access, convenience and flexibility, the Bank has evolved to become an all-inclusive financial services provider with a growing pan-African footprint. Equity Bank’s business model and its visionary leadership has continued to earn local, regional and global accolades and recognition. The model is also studied in some of the leading business schools in the world, as other developing countries in Africa and Asia seek to learn from Equity’s low margin, high-volume model. Equity Bank in 2010 established the Equity Group Foundation. This innovation and creative vehicle has fully transformed the concept of philanthropy and corporate social responsibility. While Equity Group Foundation champions the socio-economic transformation of the people of Africa and seeks partnerships along six cluster thematic areas, Equity Bank provides the infrastructure of delivery, hence reducing the operational costs for the Foundation and increasing the rate of return on any social investment. The six social thematic areas of focus are: education and leadership development; financial literacy and access; entrepreneurship; agriculture; health; innovations and environment. Make an enquiry todayRole 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.