1. Identify potential investment targets via rigorous industry study, company research, and actionability assessment, based on company corporate strategy。
2. Execute M&A transactions, including formulating investment thesis, conducting due diligence, valuation, preparing investment proposals, negotiating with targets, and concluding transactions.
3. Manage M&A process with all stakeholders, including both internal related business and corporate functions, and external advisors, and sell-side parties.
4. Support post-merger integration, monitor investment performance, and follow-up with any issues to ensure realization of expected synergies and return.
5. Work with business or function leaders to formulate BU-level or Corporate-level M&A strategy
6. Build relationships with both domestic and international investment communities
Responsible for analyzing and managing the company’s equity portfolio, primarily focused on Taiwan equities, and also international equity and fixed-income opportunities to improve diversification and long-term returns.
主要負責公司股權投資組合的研究與管理,投資標的以台股為主, 並研究海外股票與債券投資機會,以提升資產配置與報酬穩定性。
1. Conduct research and valuation of listed equities股票研究
2. Provide investment recommendations and portfolio rebalancing suggestions估值分析與投資建議
3. Monitor performance and prepare regular investment reports定期追蹤績效並撰寫投資報告
4. Explore new opportunities in domestic and overseas markets探索國內外市場的新投資機會