HDFC Life - Senior Manager/Chief Manager - Investments

Job description :

About Us:

HDFC International Life & Re, IFSC Branch (HDFC Life International) is a life and health insurer based in GIFT City, Gujarat, India, is the overseas branch of HDFC International Life and Re Co. Ltd, a life and health reinsurer based in DIFC, Dubai, UAE. HDFC Life International is a fast-growing life and health insurance company operating from GIFT City, India. The product suite includes Investment-Linked Plans, Term Plans, Whole of Life Plans, Health Insurance Plans and Group Insurance Plans, among others. HDFC Life International follow a long-term, passive investment strategy aligned with policyholder commitments and longterm value creation.As HDFC Life International scales business, it is seeking a highly motivated and strategically minded individual to lead the Investments Function as an individual contributor and work closely with cross-functional teams including Product, Actuarial, Strategy, Risk and Finance.

Key Responsibilities:

Investment Strategy & Research:

- Develop and maintain a robust framework for evaluating passive investment instruments (ETFs, Funds, government securities, index funds, debt instruments, etc.).

- Research macroeconomic trends, regulatory landscape, and market indicators to provide actionable insights aligned with long-term product and investment strategies.

- Prepare quarterly whitepapers and insights for internal use on emerging themes (e.g., passive investing trends, long-duration bonds, inflation-linked instruments). Monitor peer insurance fund structures and provide comparative insights.

- Design model portfolios that align with product objectives, liability profiles, and regulatory constraints.

Benchmark asset performance and provide monthly/quarterly insights and review dashboards.

- Build ground-up investment tools for both lead and lag monitoring

- Conduct internal training sessions for sales/product teams to explain the investment philosophy behind offerings.

- Help create investment marketing narratives and product brochures.

- Help define SOPs, investment policies and ensure investment-related documentation is best-in-class.

Product Development Support:

- Collaborate with Product, Actuarial, and Strategy teams in the design and enhancement of investment-linked and endowment-based insurance products.

- Recommend fund options and asset allocations that balance return objectives with risk and regulatory requirements with close consultation with Risk and Compliance teams.

- Play a key role in Fund Strategy Notes and Product Filing documentation. Stakeholder & Governance Engagement

- Act as the primary investment representative in internal committees such as Investment Sub-Committee, Investment Committee and ALCO (Asset-Liability Committee).

- Coordinate with external asset managers, bankers and custodians where applicable.

- Work closely with Finance on reporting, NAV validation support, and audit inputs.

Candidate Profile:

Qualifications:

- CA / MBA (Finance) / CFA Charter holder (or Level 3 cleared)

Experience:

- 7 to 12 years in investment research, insurance investing, mutual fund analysis, or financial markets.

- Exposure to passive strategies and fixed income instruments is highly desirable.

- Prior experience in an insurance company, pension fund, or AMC is preferred.

Skills:

- Strong analytical and presentation skills

- Understanding of insurance products and liability-driven investing

- High ownership and ability to operate in a start-up-style flat structure

- Excellent collaboration and communication abilities What We Offer

- Competitive compensation and performance-based incentives

- Chance to shape the investment philosophy of a growing insurer