JM- 知名外商投信 - Analyst

Responsibilities/工作內容: ◥ Produced and reviewed scheduled and ad-hoc client reports (institutional reports, presentations, standard and bespoke reports) with accuracy and timeliness. ◥ Compiled investment data on Taiwan equities, onshore/offshore funds, and ETFs (including performance, attribution, key figures, and sector allocations) using Excel VBA, internal FA systems, and external sources (e.g., CMoney, Bloomberg). ◥ Supported onboarding of reporting requirements for existing and new clients, while responding to ad-hoc queries in a timely and accurate manner. ◥ Coordinated client information requests and collaborated with investment, distribution, operations, legal, compliance, and risk teams, ensuring effective communication with clients, account managers, and vendors. ◥ Actively participated in regional and global projects, assuming basic project management responsibilities (e.g., specifications, timelines, structure) when required. ◥ Assessed and enhanced existing processes to ensure scalability and efficiency. ◥ Drafted and maintained process documentation and service procedures. ◥ Managed change requests and issue escalations to maintain ongoing reporting quality and accuracy.