Manager - Investments
Date: Jun 9, 2025
Location: Mumbai, MH, IN
Company: maxlifeins
Job Title: Dealer (Dy. Manager / Manager)
JOB SUMMARY:
Part of Investment Team of Max Life Insurance. Fixed income AUM of over 1 lac crore that includes G-Sec, Corp bonds, Money market, fixed income derivatives.
KEY RESPONSIBILITIES:
- Fixed Income Dealing: Dealing in variety of fixed income instruments like Govt. Securities (incl. SDLs & T-Bills), Fixed-income derivatives (OIS, IRF and FRA), Corporate Bonds (incl. Commercial Papers, Certificate of Deposits) both in primary and secondary market, Cash management (through TREPS, Repo, mutual funds).
- Market Intelligence: Keeping track & informing FMs and CIO about various developments and news in market – upcoming primary issues, regulatory developments, and any relevant news item from markets perspective. Explore new opportunities & generate ideas to maximize yield of the funds.
- Compliance: Ensure adherence to all regulatory guidelines, investment policy and internal limits.
- Preparation of daily reports and MIS for CIO and FMs to aid portfolio decision making.
MEASURES OF SUCCESS:
- Performance of fixed income funds
- Trading efficiency: - quality and quantity of deal sourcing
- Internal and external audit ratings
MINIMUM EDUCATION:
MBA (Finance) from reputed B-School / CA / CFA
MINIMUM/SPECIFIC EXPERIENCE:
4 to 6 year of relevant experience in management of fixed income assets in a fund house / Insurance co. / Banks / Brokerages. Prefer candidates with knowledge and experience in fixed income derivatives trading.
KNOWLEDGE/SKILLS/ABILITIES:
- Good understanding of fixed income market
- Proficient in Excel and PowerPoint presentations
- Good communication, interpersonal skills
- Highly motivated and high energy personality