【外商投信】 Discretionary Investment Services Portfolio Manager
▌ Responsibilities
1) The candidate should manage the discretionary investment-oriented policy (“DIOP”) portfolios via onshore structures.
2) The candidate should conduct 4-step investment process / reports and other administrative affairs in compliance with external regulation and internal rules and instructions.
3) As a team member, the candidate should work closely with Head of Fixed Income and Discretionary Investment Services and other investment/trading colleagues, to provide the professional advice from discretionary investment services (“DIS”) aspects. The candidate should also back up other discretionary investment services from time to time.
4) Act as the speaker of presenting market view, portfolio allocation, product feature from DIS profession and the related portfolios being managed, towards clients, distributors, internal colleagues.
5) Work with other functional team, e.g. Retail Sales, Institutional Business, Marketing, Product Development and Management, Legal, Compliance, Risk, Internal Audit, Business Operations and Client Servicing, IT and Finance, for the projects of developing and onboarding new onshore DIOP accounts.
6) Participate in periodic meetings with advisors from various in-house investment hubs to discuss on the market views/outlooks and evaluate the portfolio performance.
7) Working with Product Development and Management, as well as other sales teams, to initiate new product idea and investment strategy which support investment-linked policies (“ILPs”) and is responsible for the back-testing exercise.
8) Deal with SITCA and FSC/SFB to provide investment and risk management information upon the inquiry towards DIS is received.
9) Liaise to investment hubs globally for arranging overseas portfolio managers relating to DIS to travel to Taiwan for the roadshow, client seminars, distributor meetings, to update the market views, investment strategies, portfolio allocations and risk management on regular basis.
▌ Qualifications
1) Degree in Business Administration, Economics or Finance with over 3 years of portfolio management for DIS in a sizable investment/asset management firm in Taiwan.
2) Must demonstrate a proven track record, strong understanding and experience of managing the DIS portfolio locally, and/or with overseas investment advisors. Thorougly understand and process the required regulatory reports for investment and trading related documents.
3) A good team player capable of building strong and trusted internal working relationships across businesses and other supporting functions in order to achieve the results for investment management projects.
4) Strong and effective project management focus and with the ability to multi-task and render solid back up support to all internal parties.
5) Analytical and presentable for effective and professional communication towards internal and external parties.
6) Fluency in Mandarin; Fluent English speaking and writing ability is mandatory.
7) CFA, FRM, CAIA or other investment related qualification is highly preferred.
8) PC skills – MS office, Lipper, Bloomberg, is a must. Proficient in programming/quantitative skill, such as VBA, MATLAB or Python, is preferable.
▌ 福利制度
- 法定制度:勞保、健保、勞退提撥退休金、特別休假
- 其他福利:團體保險、定期健檢、進修補助、職工福利(旅遊、生日禮金等等)
聯絡人:Gary Cheng
聯絡電話:+886 2 6623 6788
E-mail:gary.cheng@ucatch.com.tw
職務概要
Portfolio Manager
類似職務
【外商投信】 海外債券ETF經理人
[知名上市公司]永續課課長
[知名上市公司]資產管理主管
優仕得就業服務顧問團隊
服務電話| (02) 6623-6789
聯絡信箱| service@ucatch.com.tw
公司地址|330012桃園市桃園區同德七街12之1號
統一編號|69547568
私立就業服務機構許可證號 桃市就服字 第0014號