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 DIMs
- 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 4-year experience in DIM (or SITE) investment related products and/or familiarity with Taiwan regulations as well as DIM (or SITE) investment related restrictions are preferred.
- Certifications of the Senior Securities Specialist or Securities Investment Trust and Consulting Professionals is a must.
Taipei City, Taiwan