Fixed-Term Contract

Portfolio Manager M/F

Modified on 24/05/2024

  • Taipei - Taiwan
  • Asset Management
  • 2024-89822

Job description

1)      To manage and execute strategy and rebalance portfolios

2)      Client visit and communication

3)      Provide analysis report in investment system to fulfil the regulatory requirement

4)      Cooperate with advisors and other investment hubs globally, and deliver local client demand to advisors.

5)      Cooperate with other function teams, such as sales, product, marketing, risk and compliance team

6)      To comply with the local regulation, internal policies and guidelines, and fulfills the required training hours by internal guideline and SITCA

    • Starting date
    • 01/07/2024
    • Duration
    • 12 months
    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • Degree in Business Administration, Economics, Finance or related field preferred.Securities Investment Trust and Consulting Professionals license (投信投顧業務員) is mandatory
      Greater than or around 1 year experience of portfolio management (Equity, Equity-tilted multi asset and/or Fund of Fund) in Taiwan is mandatory
      • Over 2 years experiences on SITE/SICE industry
      • Qualification of Portfolio manager Taiwan (Equity, Multi-asset and/or Fund of Fund) with around 1year or more experience is mandatory
      • Knowledge of economic, equity and bond analysis
      • Strong understanding of investment strategies, portfolio management and risk management
      • 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
      • Strong and effective project management focus and with the ability to multi-task and render solid back up support to all internal parties
      • Analytical and presentable for effective and professional communication towards internal and external parties
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
    • FA, FRM or other investment related qualification is highly preferred
    • IT tools
    • MS office, Bloomberg (or EIKON), is a must
    • Languages
    • Mandarin, English
  • Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3]. Amundi, a trusted partner, working every day in the interest of its clients and society [1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 [2] Boston, Dublin, London, Milan, Paris and Tokyo [3] Amundi data including Lyxor as at 31/03/2022 By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Amundi
Amundi
Amundi

Amundi

Portfolio Manager M/F

Published the 24/05/2024

Fixed-Term Contract
  • Taipei - Taiwan
  • Asset Management
  • 2024-89822

These offers may interest you!