Associate Portfolio Manager

We are looking for a Taiwan based Associate Portfolio Manager (APM), specializing in Multi-Asset strategies. The APM is responsible for implementation of Investment strategies for Multi-Asset portfolios and will work closely with counterparts around the globe. Associate Portfolio Managers are responsible for ensuring that portfolio strategy is applied to individual accounts by demonstrating a deep understanding of investment products and operational policies and procedures spanning Equity, Fixed Income, Fund of Fund and derivative investments.

The Associate Portfolio Manager will support the Senior Portfolio Management Team. Specific responsibilities may include:

Supporting administration tasks within Multi-Asset team with a focus on Taiwan SITE funds.

Writing of various investment reports as required by regulators

Implementing investment decisions for individual accounts and funds

Day to Day reviewing and applying account guidelines, addressing client requests, and managing client cashflows.

Liaising with other departments internally, Senior Portfolio Managers, global analysts,

Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting.

Project based initiatives related to implementing new strategies and instrument types.

Job Qualifications

Bachelor/Master’s degree in finance related field

Strong analytical ability with solid quantitative skills.

Proven problem-solving skills are essential.

Strong attention to detail with the ability to multitask and prioritize in a deadline driven environment is required.

Strong communication skills (both written and verbal) and interpersonal skills

At least 2-year experience in SITE (or DIM) investment related products and/or familiarity with Taiwan regulations as well as SITE (or DIM) investment related restrictions are preferred.

Certifications of the Senior Securities Specialist or Securities Investment Trust and Consulting Professionals is a must.

歡迎身心障礙人士應徵

Taipei City, Taiwan

R0012808