MoneyWorks4U Financial Advisors
Website:
moneyworks4u.in
Job details:
Company Description Aksha Moneyworks4u Pvt Ltd. operates under the brand Moneyworks4u, an AMFI-Registered Mutual Fund & SIF Distributor (ARN-287729) with over 19 years of experience in goal-based investing. The firm specializes in helping investors select mutual fund schemes aligned with life goals such as retirement, children’s education, and travel. Its team emphasizes disciplined investing, guiding clients through market volatility and discouraging impulsive decisions. By combining thorough research with clear communication on risk and return expectations, Moneyworks4u supports informed, long-term investment decisions. The organization focuses on enabling clients to pursue their personal and professional priorities while working toward key financial milestones.
Role Description The Manager – Investment Strategy and Products is a full-time, on-site role based in Pune City. The role involves designing and refining investment strategies, evaluating mutual fund products, and aligning offerings with client goals and risk profiles. The manager will conduct market and fund research, analyze performance data, and prepare reports and recommendations for both internal stakeholders and clients. Responsibilities include collaborating with advisors to structure suitable portfolios, monitoring product performance, and updating strategy based on regulatory changes and market developments. The position also requires contributing to client communication materials, supporting investor education initiatives, and ensuring compliance with relevant industry guidelines.
Qualifications
- Strong analytical skills with the ability to interpret market data, portfolio performance, and risk metrics.
- Expertise in investment strategies, including goal-based planning and asset allocation.
- Knowledge of investments and investment management, particularly mutual funds and related products.
- Solid foundation in finance, including understanding of capital markets, risk-return trade-offs, and regulatory aspects.
- Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field.
- Relevant certifications (e.g., NISM, CFA, CFP) are preferred.
- Experience in investment advisory, wealth management, or mutual fund distribution is an advantage.
- Ability to communicate complex financial concepts clearly to diverse stakeholders.
- Detail-oriented, organized, and capable of working independently and within a team.
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