Senior Manager/Chief Manager - Investment Strategy & Research

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.

Candidate Profile

Qualifications:

- CA / MBA (Finance) / CFA Charterholder (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 startup-style flat structure

- Excellent collaboration and communication abilities