Description
We are seeking a dynamic Chief Investment Officer to develop and execute the company's investment strategy, manage the investment portfolio, and ensure optimal returns on surplus funds.
Key Responsibilities
- Develop and implement the company's investment strategy aligned with business objectives and regulatory requirements
- Manage the investment portfolio across asset classes including debt, equity, and alternative instruments
- Ensure compliance with IRDAI investment norms and internal investment policies
- Monitor market trends, macroeconomic indicators, and risk factors to guide investment decisions
- Evaluate and recommend investment opportunities to the Board and Investment Committee
- Oversee treasury operations including cash flow forecasting, liquidity management, and banking relationships
- Prepare and present investment performance reports to senior management and regulators
- Lead the development of investment risk frameworks and ensure adherence to risk appetite
- Collaborate with finance, actuarial, and product teams to align investment planning with business needs
- Manage relationships with external fund managers, advisors, and financial institutions
- Drive automation and analytics in investment reporting and decision-making processes
- Build and lead a high-performing investment and treasury team.
Qualification & Experience
- CFA, CA, or MBA (Finance) from a reputed institution
- Deep understanding of investment regulations, portfolio management, and financial markets
- Strong knowledge of IRDAI investment guidelines and insurance sector dynamics
- 12+ years of experience in investment management, treasury, or asset management roles
- Prior experience in insurance, reinsurance, or regulated financial institutions is highly preferred
- Proven track record of managing large portfolios and delivering consistent returns
Skills
- Strategic thinker with strong analytical and decision-making skills
- Excellent leadership, communication, and stakeholder management abilities
- High integrity, risk awareness, and regulatory orientation
- Ability to thrive in a fast-paced, entrepreneurial environment
What we offer
- Competitive compensation and long-term incentive plans (including ESOPs)
- Opportunity to shape the investment strategy of a high-growth healthtech startup
- Collaborative, purpose-driven work culture
- Exposure to cutting-edge innovation in insurance and financial services
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting:
https://prudential.wd3.myworkdayjobs.com/en-US/prudential/job/Mumbai/PHI---Lead--Investments_25070498