Our team puts clients first, so we are looking for candidates that share our fiduciary mindset.  We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and motivation. 

As an Associate / Analyst in the Multi Asset Solutions Portfolio Manager Team, your role focuses in portfolio management of the multi-asset portfolios in Taiwan.  You will help oversee the day-to-day management of multi-asset class portfolios and the implementation of trades for Taiwan onshore portfolios. In the future, you may contribute to investment analysis. 

Job responsibilities

Create regulatory-driven research reports and cash management, in order to meet the Four Investment Process and the specific responsibility of cash management.  Engage in cross-team communication with internal stakeholders for client reporting, data updating, back testing etc.  Ensure application consistency of investment insights across portfolios; successful and smooth implementation of the investment content in portfolios. 

Required qualifications, capabilities, and skills:

At least 2 years of Financial Industry experience Strong analytical skills Bachelor’s Degree in Finance or Economics or CFA designation

Preferred qualifications, capabilities, and skills

Experience working for an Asset Manager Qualifications of being the portfolio manager of a Taiwan onshore mutual fund