「儲備基金經理(組合型/海外債券型)」的相似工作

1. 歐美市場/產業研究 2. 歐美市場/產業個股研究分析 3. 協助交辦之專案事項

1.國內市場/產業研究 2.國內市場/產業個股研究分析 3.其他主管交辦事項

1. 大中華地區市場/產業研究 2. 大中華地區市場/產業個股研究分析 3. 協助交辦之專案事項

我們正在尋找對【期貨衍生性商品】交易策略開發／市場研究有熱誠的資深研究人員(理級) 若您也符合以下條件，歡迎加入我們！ 必備條件： 1.5年以上期貨交易策略開發經驗，熟稔國內期貨及海外期貨市場 2.合計至少10隻以上(內期／外期／選擇權)可上線交易策略 3.具備良好口條，能進行專業金融法人與VIP自然人研究陪訪 主要任務： 1. 專業金融法人期貨／選擇權交易策略開發 2. 自然人期貨／選擇權交易策略開發，作為投顧產品販售 3. 交易策略開發、維護、管理、上／下架評估 4. 法人／VIP客戶研究陪訪，客說會講師 5. 其他主管交辦事項 工作技能： 期權交易策略開發、期貨市場研究、簡報技巧 加分條件： 1.具證券期貨分析師佳 2.具證券期貨業3年以上經驗 我們是具有良好溝通的活力型團隊，只要具有積極的態度、願配合公司規劃方向，都可以得到肯定，擁有展現專業的舞台 【加入我們的團隊你可以得到甚麼？】 1.團隊合作、相互討論的氛圍，充分尊重個人專業意見，不由上而下獨斷研究方向。 2.若特質合適、個人也有意願，可協助於專業媒體/自媒體曝光，成為鎂光燈下的明星分析師。 3.良好、愉快的工作環境，重視員工職涯發展與技能學習。

1. 債券每日報價與聯繫 2. 新券上架與教育訓練 3. 債券市場分析與各項經濟指標報告

Job Summary: Covers operations and related activities. Provides operational support to the asset management business and/or products. Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring. Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts. Key Responsibilities / Duties: Perform daily TA operational tasks accurately and efficiently. Support the implementation of TA team objectives, policies, and procedures. Deliver high-quality service to clients and respond to inquiries in a timely manner. Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence. Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance. Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries. Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements. Work Experience / Knowledge: Bachelor’s degree in Finance or Business area of concentration 3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices. Strong communication and interpersonal skills, especially in client-facing environments. Solid understanding of AML regulations and TA operational workflows Good organizational skills and problem-solving abilities Good command of written and spoken English Detail-oriented with a proactive and collaborative mindset SITE/SICE licenses required Our benefit policy includes but not limited to: 21 days of Annual Leave Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

1.投資後台及投資流程管理 2.投研團隊ESG與盡職治理 3.交易決策及投資研究報告檢視覆核

1.提供法人客戶(產壽險業、銀行證券業)綜合資產管理、投資理財商品的諮詢服務。 2.自家基金商品（Ex：共同基金、ETF、全權委託業務）諮詢、行銷及轉介。 3.具銀行櫃員相關經驗者尤佳 **此職缺另享有團體獎金**

1.基金銷售通路開發與經營(包括：銀行/人壽/證券通路為主) 2.負責基金銷售業務 3.負責行員訓練及說明會舉行

【Responsibilities】 • Achieve individual and trading desk revenue targets while contributing to the broader Global Markets performance in Taipei. • Build and maintain strong relationships with internal and external stakeholders to support business development and effective market execution. • Collaborate across regions to share best practices, deliver seamless client solutions, and strengthen cross-border business opportunities. • Partner with Technology teams to enhance trading systems by providing subject matter expertise and user requirements. • Coordinate with senior management and local regulators on trading-related inquiries and reporting matters. • Align closely with the sales desk to ensure effective delivery of FX, interest rate, and derivatives products and services. • Develop and implement business strategies to strengthen the trading desk’s market position in Taiwan. • Execute trades and manage risk positions efficiently, ensuring alignment with revenue objectives and desk budgets. • Monitor and control risk exposure by reviewing traders’ activities and ensuring adherence to approved trading limits. • Proactively manage risk limits and maintain strict compliance with both internal policies and external regulations. • Ensure all trading activities meet the highest standards of governance, compliance, and operational discipline. 【Requirements】 • A strong multi product knowledge of financial market products, especially in Local Rates. • A good knowledge of the legal structures and regulations in Asian local markets . • A good team player with the ability to work independently with limited guidance. • Proficient in English. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

【職務說明 / KEY RESPONSIBILITIES】 • Provides administrative support in a complex team environment to a group of senior covering analysts and their teams. • Coordinates complex, senior-level internal/ external meetings and conference calls. • Handles a high volume of phones calls and interacts with high level business leaders in a professional and effective manner. • Supports internal and external managers or clients. • Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics. • Coordinates a high volume of domestic and international travel arrangements and processes expense reports. • Prepares and distributes correspondence, memos, letters, reports or other documents as requested. • Maintains understanding of firm policies and handles certain issues independently. • Manages invoices and arranges for payment. • On-boards new hires, processes new employees, transfers, termination, etc. • Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events. 【需求條件 / KEY REQUIREMENTS】 • Requires excellent interpersonal and communication skills. • Excellent in Mandarin and English verbal and written communication skills for the engagement with local internal clients • Ability to maintain high standards despite pressing deadlines. • Strong knowledge of general business, corporate and government cultures. • Ability to handle highly sensitive, confidential and non-routine information. 【其他細節 / OTHER DETAILS】 • 工作地點：台北市大安區 (六張犁站) • 工作時間：9:00-18:00 (週一至週五) • 薪資範圍：60,000-90,000/月 (依經驗核薪, 可議) • 福利條件：勞保、健保、勞退、團保、特休假 • 名額需求：1位 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

1. 複委託(美/港/日股為主)投資標的研究分析與篩選 2. 向客戶提供研究產品及簡報 3. 行有餘力可執行台股研究 4. 長官交辦事項

1.開發、優化量化交易策略（目前以國內股票為主/履歷請註明是否有台股量化交易經驗及年資） 2.撰寫策略模型 3.建構與維護回測與模擬系統 4.分析市場數據與財務指標，發掘異常與 超額收益的機會 5.遵循各項交易風險控管與相關行政規範。 6.其他主管交辦事項。

1.研究產業趨勢及推薦股票 2.撰寫產業研究報告，提供投資建議予基金經理人 3.大中華及國際市場需出差拜訪公司 ※依能力及專業安排負責研究之市場及產業

職務概述： 您喜歡幫助他人的感覺嗎？您對於學習浩瀚的金融知識感到興奮嗎？您對於分享金融知識與產品知識是否具備熱忱？熱情是學習與建立能力的重要基礎，並學習如何善用這些知識幫助人們實現願景，無論他們是初次客戶還是長期忠實客戶。 我們正在尋找那些每天通過幫助人們與美好金融建立終生關係而感到滿足的夥伴。美好金融是一家與眾不同的金融機構與環境，專注於提供令人驚嘆的客戶體驗。 您首先會透過聆聽發現客戶的需求，在分公司團隊的支持下，您可以將這些需求與適當的金融產品，解決方案，與顧問服務相匹配。與您一起工作的人都是知識淵博的團隊成員，他們同樣渴望分享自己的技能，並更渴望學習更多知識。沒有什麼比賦能客戶幫助客戶創造出美好的生活，更令您激動不已了。透過有意義的互動，提供定制的解決方案，憑藉對金融知識，美好金融的產品，與對服務的深刻理解，指導客戶與社區，當有更多人能成就美好的生活，自然也成就美好的社區。 職務內容： 身為一位財務顧問，您具備有足夠的專業知識，在客戶未滿足的需求裡，為他們提供有意義的解決方案，您是客戶進入美好金融時，熱烈歡迎的夥伴，更是帶領他們的人，聆聽，了解客戶的理想、財務情況、投資經驗、風險承擔能力，提供建議、銷售，甚至是跟進後續的投資成果與持續的調整。 您還在分公司內擔任其他角色，一起是創造客戶美好的體驗，還是協助與支持團隊成員團隊的成長，您是分公司團隊創造成功的經營成果重要的一份子。 持續保持高度的好奇心，讓您隨時關注經濟世界，全球金融市場，金融產品和各種新聞，並將這些準備學習應用於與客戶互動中。您將接受培訓以取得成功。您的成功將通過團隊和個人生產力以及整體分公司的績效評估。 您將會以身為美好金融的代表感到驕傲，幫助客戶取得美好的生活，並幫助客戶與美好金融建立終生夥伴關係中獲得成就感與滿足感。 任職要求： 您有學習經濟發展進程，商業發展，金融市場，金融產品，並對金融與科技，特別是美好金融的產品感興趣。 能夠在任何環境中提供出色的客戶體驗，並且通過不斷的與人互動的過程中激發自己。 強大的溝通技巧使您能夠與個別客戶交流，或是一個小團隊，都能一樣地自在和輕鬆。 職務關鍵能力： 1. Customers Focus. 以客戶為中心 2. Action oriented 行動導向 3. Communicate Effectively 有效溝通 4. Collaborates 團隊合作 5. Ensure accountability 確保當責 6. Instill Trust 逐步培養信任

1. 協助IPO/SPO案件辦理法人說明會及媒體曝光 2. 統計IPO/SPO案件之發行條件及掛牌表現 3. 開發新客戶參與本公司IPO/SPO案件競價拍賣

打造金融界的清流新勢力— 拒絕官僚內耗、專注財經專業價值 【我們是誰】 浦惠是少數受邀與警界合作打詐的合法投顧之一， 秉持正念善行、誠實透明，用內容與信任走出市場獨有路線。 為所有支持我們的會員，給予真正值得信賴的專業內容， 也是浦惠持續努力的初衷與責任。 【風氣文化】 ・工作氣氛融洽，沒有勾心鬥角 ・團隊講求效率，無不合理加班 ・重視專業誠信，不浮誇不作秀 【浦惠節目】 ・YouTube《浦男搜股》 週一至週五 13:35 線上直播 提供深入產業分析，獲得眾多粉絲支持 傳送門：https://reurl.cc/8DElv4 【尋人啟事】 我們想找的不只是人才，而是願意一同改變財經圈風氣的夥伴。 如果你也相信專業可以有溫度，誠實能帶來長期價值， 我們誠摯邀請你的加入，一起打造正向影響力。 【職位概述】 想來浦惠挑戰數百萬甚至更高的年薪嗎? 擁有同樣專業的你，是否也還在尋找能夠發揮的舞台? 身為合法金融機構，我們除了擁有最前衛的影音團隊，也提供豐富多元的行銷資源， 為分析師量身打造個人IP，選好最佳拍檔，才能發揮無限潛能! 【必要條件】 具備證券投資分析人員(CSIA)證照 【面試流程】 1. 應徵請附上一支5分鐘的自我介紹+解盤影片(可提供雲端連結) 2. 審核通過，HR將邀約進一步的實體面談

課程研發與迭代： •⁠ ⁠基於對交易市場（差價合約、期權、互換等）的深刻理解，能對業內業務形態及相關交易策略進行分析並制作相關培訓課程。 •⁠ ⁠持續跟蹤全球金融市場動態、監管政策變化及前沿交易技術（如量化、算法），並與最新實踐融入課程體系，確保內容的時效性與領先性。 •⁠ ⁠設計符合不同客戶（機構/團隊/個人）需求的定制化培訓方案。 專業授課與價值傳遞： •⁠ ⁠面向交易員、業務團隊及資深投資者，進行交易相關授課。 •⁠ ⁠為學員剖析交易行為背後的市場邏輯、業務策略，提升學員的行業認知與實戰決策能力。 •⁠ ⁠解答學員在實際交易中遇到的復雜問題，提供建設性指導。 業務理解與協同： •⁠ ⁠理解行業內商業邏輯與銷售流程，能夠從業務需求出發，協助團隊進行業務策略制定、方案演示與對潛在客戶的技術答疑。 行業影響力建設： •⁠ ⁠代表工作室參與行業會議、研討會，發表演講，提升公司形象。 •⁠ ⁠撰寫文章、市場評論或錄制短視頻等，在專業領域持續發聲，擴大影響力。

Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. Job Summary: The Head of Fund Services is responsible for leading and managing the fund administration function, ensuring the accurate and timely delivery of fund accounting, investor reporting, regulatory compliance, and operational support. This role plays a critical part in maintaining strong client relationships, driving operational excellence, and adhering to industry best practices and regulatory standards. You Role: Provide strategic leadership and oversight of all Fund Services operations, ensuring alignment with organizational goals and regulatory requirements. Set and drive the execution of departmental goals, policies, and procedures to enhance operational efficiency. Lead and mentor the team to foster a high-performance culture. Ensure the delivery of exceptional client service standards, overseeing the resolution of complex inquiries and escalations. Maintain strong internal controls for risk management and regulatory compliance. Ensure compliance with AML policies and procedures. Oversee vendor performance and manage relationships. Collaborate with internal stakeholders and external service providers to optimize workflows. Monitor key performance indicators (KPIs) and enhance process for better service delivery. Lead and contribute to strategic initiatives and transformation projects, including system upgrades, regulatory changes, and business expansion efforts. The Experience You Bring: : 10+ years of experience in fund administration, client services in STIE, SICE, securities or bank industry, with at least 5 years in a senior leadership role. Deep understanding of fund structures, accounting principles, regulatory frameworks and AML controls. Proven track record of managing large teams and complex operations. Strong client-facing and communication skills. Skills / Other Personal Attributes Required: Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Strategic thinking and leadership capabilities Excellent people management and mentoring skills Strong communication and coordination abilities Proficient in written and spoken English. Analytical & Problem-Solving Skills SITE/SICE licenses required CPA/CFA preferred Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

• Global Banking Group • Department: Investment Product & Advisory (IP&A) • Job Title: Wealth Management Product Support 【Responsibilities】 • Assist in the management of corporate actions related to wealth products, ensuring timely and accurate execution. • Support the User Acceptance Testing (UAT) of systems by preparing and executing testing cases to validate functionalities and report any discrepancies. • Assist in the periodic review and renewal of contracts with fund houses, ensuring compliance and accuracy. • Maintain and organize documentation relevant to wealth management products, ensuring all records are up-to-date and accessible. • Utilize advanced Excel skills to analyze data, create reports, and support various administrative tasks. • Communicate effectively in English, both written and verbal, to collaborate with team members and external partners. . 【Requirements】 • Bachelor’s degree in Business Administration, Finance, or a related field (preferred). • Strong proficiency in Microsoft Excel, with the ability to analyze data and create complex spreadsheets. • Advanced English language skills, both written and spoken, to facilitate effective communication. • Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously. • Knowledge of wealth management products or financial services is a plus, but not required. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/