【About this role】
• Deliver timely and accurate client reports, presentations, and customized analyses.
• Consolidate and analyze data across equities, funds, and ETFs using advanced tools (Excel VBA, SQL, Bloomberg, Python).
• Partner with cross-functional teams (investment, operations, compliance, etc.) to ensure seamless client servicing.
• Contribute to global and regional projects, driving improvements and innovation.
• Enhance reporting processes with automation and efficiency initiatives.
【What we’re looking for】
• Degree in Finance, Business, or related field.
3–5 years’ experience in asset management, financial services, or professional services.
• Strong analytical and problem-solving skills, with attention to detail.
• Excellent communicator – able to explain technical insights to diverse audiences.
• Proficiency in Microsoft Office (Excel VBA, PowerPoint, Word); SQL, Python, or data visualization tools are a strong plus.
• Knowledge of fund accounting and portfolio performance measurement (GIPS standards) is an advantage.
【Others Details】
• Working Hours:Mon-Fri, 9:00am-6:00pm.
• Location:Taipei City.
• A collaborative, flexible work culture.
• Career growth with comprehensive training and certifications.
• Wellbeing and mental health support.
• Opportunities to innovate and contribute to global projects.
• Competitive benefits, retirement & savings programs.
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▲【歡迎寄送履歷至信箱】:
[email protected]
▲【歡迎私訊|Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/