摩根證券投資信託股份有限公司

As a Software Engineer III, you will be a vital member of the APAC Cross Asset Management Technology team. This role offers the opportunity to acquire the skills and experience necessary to grow in your role and advance your career. You will be responsible for enhancing, designing, and delivering tailored technology solutions, with a particular emphasis on business acceleration projects in the APAC region, as well as technology governance and program management. You will ensure the comprehensive readiness of technology systems within the ecosystems, supporting regional delivery and addressing country-specific needs while crafting innovative technical solutions that effectively tackle business challenges and drive innovation. Additionally, you will develop and implement scalable, resilient, and high-performance applications for deployment in both internal and external environments. Job responsibilities: • Spearhead business acceleration projects in the APAC region, focusing on ensuring the comprehensive readiness of technology systems within the ecosystems. This includes developing and executing effective rollout strategies. • Provide support for Cross Asset Management technology delivery, governance, addressing specific needs within the APAC region to ensure seamless operations and compliance with regulation and audit. • Analyze and deconstruct business requirements to design technical and innovative solutions, including AI/ML applications, that effectively address problem statements. • Champion the architecture agenda in the APAC region by collaborating with global architects to ensure alignment and drive technology modernization. • Demonstrate proficiency in software engineering, including familiarity with relevant tools, methodologies, life cycle management, and best practices. Possess a strong understanding of delivering high-quality, sustainable, and maintainable solutions. • Partner with other functional technology teams to drive Cross Asset Management initiatives, fostering collaboration and innovation. • Engage in ongoing learning and upskilling in the latest technologies to enhance job performance and innovation. Pls apply the role via below link: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210658695/?utm_medium=jobshare&utm_source=External+Job+Share

Join J.P. Morgan Asset Management's Emerging Markets and Asia Pacific (EMAP) Equity team in Taipei as a Portfolio Implementation Specialist / Fund Manager. This role offers a unique opportunity to engage with diverse teams and drive impactful portfolio strategies. Enhance your career with us and be part of a dynamic environment where your skills can thrive. As a Vice President in the Emerging Markets and Asia Pacific (EMAP) Equity Team, you will have significant interaction with groups including the Equity Dealing team, Investment Directors, Guideline Management teams, Cash Management, Margining/Operations team, and other implementation/execution professionals. You will either mirror existing portfolio in other regions based on own cash position or work closely with the portfolio managers to effectively execute trades and manage exposures across the book of business. You will become familiar with the fund strategies and an expert in the portfolio implementation system. Your role requires following trade ideas through from the point a portfolio manager selects a stock to the conclusion of the trade and dealing with subsequent cash and operational requirements. Additionally, you could be expected to play an important role in the operational set-up and launch of any new products on the desk. Job Responsibilities: • Manage multi-portfolios/accounts. • Implement overseas funds advisory model/instruction to onshore portfolios. • Develop and communicate within the Emerging Markets and Asia Pacific (EMAP) team. • Prepare documentation related to portfolio investment decisions. • Handle cash management, including FX hedging policies. • Monitor portfolios for compliance with guidelines and restrictions. • Conduct pre-trade compliance checks and input trades onto Spectrum PI. • Produce ad hoc/daily/weekly/monthly reports for TW local PM. • Provide input/suggestions for projects to improve desk operations efficiency, and manage ad-hoc projects to streamline and improve the accuracy and efficiency of the implementation process. • Build relationships with departments to resolve problems/queries efficiently. • Assist in setting up new accounts/funds with dummy cash injection, new securities/IPOs/Placings in Spectrum PI for trading.

Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities. As an Associate / Analyst Client Advisor in the Taiwan Direct Business, you will actively provide investment solutions to established clients and look for new and innovative ways to build our client base. Using our market-leading technology and client database, you will identify new business opportunities and bring cutting-edge solutions to our clients. Our Taiwan Direct Business sells investment products through e-trading platform, a channel that allows individual investors to interact with us directly, as well as through online distributors such as online fund platforms and virtual banks. Most importantly, we believe in doing ‘first class business in a first class way’, therefore you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities: • Take ownership of business results, achieve business target and KPIs, and develop and implement strategies that drive business growth and success • Propose and discuss strategies with internal teams, prepare online promotional materials, and execute online sales activities • Perform competitor analysis and user feedback session to keep abreast with latest market invest-tech knowledge and continuous improvement on e-trading platform • Work effectively with different internal parties, consolidate and coordinate internal opinions, and drive the implementation of business projects • Build and deepen strong business partnerships with assigned online distributors, such as online fund platforms and virtual banks, and construct a long term business plan • Monitor and evaluate e-trading platform business deliverables and benefit by management report preparation • Maintain the highest standards in business ethics and comply with internal guidelines

Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities. As a Vice President in the Product Manager Team, you will actively engage in maintaining and developing relationships between the investment desks and distribution teams. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities • Be equipped with solid capability to communicate financial markets and fund products in terms of the investment philosophy, investment strategy, portfolio construction, performance contribution and other matters relevant to the product. • Communicate professional information in different client & channel languages. Clients refer to internal sales, direct clients, channel financial advisors and institution clients. The candidate should be able to present necessary information in both written and spoken context, and therefore promote products to generate sales and grow AUM. • Possess great communication and team working for coordination • Work effectively and proactively with the team and all internal parties • Act as a team player to achieve overall business objectives

The Taiwan Client Onboarding Management team is responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team also facilitate various types of product account opening and set-up, e.g. segregate mandate account, fund account, alternative product account. The team work cross-functionally with Clients, Senior Representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter experts in Investment Operations, Technology and Third-Party vendors. As an Onboarding Specialist in Asset Management, you will manage the end-to-end implementation of Institutional Client mandates. You will collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client Service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity and design/implement new operating models, this may be the role for you. Job Responsibilities • Take part in project managing new account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes. • Act as the point of contact with and for the Client during the end-to-end onboarding timeline. At the point of new business win, you will be introduced as the onboarding specialist lead and you will be responsible for end-to-end Client engagement, coordination and management until funding. • Lead internal stakeholders and external Client meetings to ensure events are effectively scoped, managed and delivered within agreed timeframes providing an excellent level of Client service. • Complete and maintain event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents. Additionally, perform control checkpoints and authorization of Client mandates prior to launch. • Collaborate effectively across internal teams to leverage expertise, products and service delivery. Lead on business support initiatives including representation at Control Committee Meetings or through the New Instrument Approval process. • Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks. • Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experience. • Manage the onboarding process including Investment Management Agreements, account opening and set-up, communication with client and other third parties. • Coordinate Know Your Customer (KYC) (onboarding) in partnership with Client Advisors, Client Service teams and Compliance teams. • Support various type of product account opening and onboarding, e.g. segregate mandate account, fund account, alternative product account. Pls also apply the role via below link, Tks! https://jpmc.fa.oraclecloud.com:443/hcmUI/CandidateExperience/en/job/210661581/share/300075031332174?utm_medium=jobshare&utm_source=Internal%20Job%20Share

Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities. As a Vice President Client Advisor in the Taiwan Direct Business, you will actively provide investment solutions to established clients and look for new and innovative ways to build our client base. Using our market-leading technology and client database, you will identify new business opportunities and bring cutting-edge solutions to our clients. Our Taiwan Direct Business sells investment products through e-trading platform, a channel that allows individual investors to interact with us directly, as well as through online distributors such as online fund platforms and virtual banks. Most importantly, we believe in doing ‘first class business in a first class way’, therefore you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities: • Take ownership of business results, achieve business target and KPIs, and develop and implement strategies that drive business growth and success • Propose and discuss strategies with internal teams, prepare online promotional materials, and execute online sales activities • Perform competitor analysis and user feedback session to keep abreast with latest market invest-tech knowledge and continuous improvement on e-trading platform • Work effectively with different internal parties, consolidate and coordinate internal opinions, and drive the implementation of business projects • Build and deepen strong business partnerships with assigned online distributors, such as online fund platforms and virtual banks, and construct a long term business plan • Monitor and evaluate e-trading platform business deliverables and benefit by management report preparation • Maintain the highest standards in business ethics and comply with internal guidelines