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