Taiwan Equity Portfolio Manager

Company Overview

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients' needs. That's why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Our corporate purpose is to invest actively and responsibly to create better futures for our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £731.6 billion (€871.3 billion/$990.9 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,700 people across 37 locations across Europe, the Americas, Asia and the Middle East who focus on doing just this. We are a global business which is managed locally. This allows us to always keep our clients' needs at the heart of everything we do. For over 200 years and more than seven generations we've grown and developed our expertise in tandem with our clients' needs and interests

Overview of role

Portfolio Manager (Mid-Level) - The investment management of Taiwan Equity portfolios

Key Responsibilities:

• Meet or exceed the investment performance objectives for fund/mandate portfolios assigned to manage.
• Co-work and support with senior Taiwan equity portfolio managers on research and portfolio management.
• Ensure that the portfolios are managed in accordance with the stated investment process/ client requirement/ risk profile.
• Provides market outlook and portfolios updates to clients in Taiwan. 
• Provide investment research and investment ideas to Taiwan Equity, Asian Equity, Emerging Market Equity and Related Parties.
• Co-work with institutional sales team to expand the business by win the mandates continuously.
• Ensure that personal training is sufficiently undertaken each year to satisfy threshold competency requirements
• Always in compliance with internal compliance and laws applied to the industry.
• Maintain internal stock pool coverage/ ESG status reports for the coverages.

Qualifications

• Degree graduate in Economics, Finance or Business
• CFA or advanced degree (or equivalent) is a plus
• 5~10 years of relevant working experience in Taiwan Equity research/ portfolio management
• Strong Taiwan equity fund/ mandate management performance track record
• Excellent written and verbal communication skill in Mandarin and English.
• Desire to work in a team-oriented environment
• With Senior Securities Broker Certificate or Securities Investment Trust and Consulting Broker

Essential Skills

Must possess good interpersonal / communication skills and/or written skills. Ability to explain relatively involved concepts in a clear and concise manner to others internally / externally

Desirable Skills

• Good English Proficiency
• Prudent Manner
• Teamwork spirit
• Rigid Integrity