The Proposal Writer will manage firm and fund DDQs, maintain consultant database profiles, ensure data accuracy, and interact with internal stakeholders for client support.

The Private Wealth Associate will collaborate with Financial Advisors to provide client service, portfolio analysis, and wealth planning for high-net-worth individuals. Associates will participate in a training program and can advance in various roles within the company.

The Audit Associate aids in planning and executing audits, assessing internal controls, preparing reports, and conducting administrative tasks while collaborating with the audit management team.

The Training Associate coordinates and delivers training programs, manages trainee experiences, incorporates feedback for continuous improvement, and administers learning platforms.

The Fund Administration Senior Analyst oversees pooled investment vehicles, ensuring timely deliverables, managing audits, and improving processes while supporting compliance with financial regulations.

Private Wealth Associates support Financial Advisors by providing client service, portfolio analysis, and wealth planning for high-net-worth clients, focusing on relationship building and exceptional service.

The role involves collaborating on data quality for quantitative research, implementing data cleansing methods, developing frameworks, and optimizing SQL queries. It requires strong analytical skills and proficiency in Python and SQL, along with a solid finance background.

The Private Wealth Associate will support Financial Advisors by providing portfolio analytics, client relations, and ensuring exceptional customer service for high-net-worth clients.

The Private Wealth Support Associate will assist Wealth Advisors by managing client services, operational functions, and providing portfolios analysis, ensuring excellent and timely support for clients.

The Senior Workday Financials Analyst will support post-implementation processes, enhance Workday Financials functionalities, and collaborate with cross-functional teams to resolve issues and improve processes.

The Technical Business Analyst will bridge technical and business aspects, collaborating with teams to improve portfolio management practices and providing documentation and training for system enhancements.

Conduct research on publicly listed companies, make investment recommendations, engage in analysis discussions, and collaborate on client communications. Fluency in Mandarin required.

The role involves supporting product development and strategy for investment products in Taiwan and the APAC region, managing projects, engaging stakeholders, and analyzing market trends to enhance product offerings.

Develop and support the SPSR system for portfolio implementation and trading, collaborating with business users and enhancing system capabilities.

The Proposal Specialist writes and customizes due diligence questionnaires (DDQs) for client service and retention, focusing on multi-asset strategies and investment platforms.

Analysts assist in wealth planning by conducting analytics, interpreting data, and supporting advisors in investment recommendations, while also presenting findings to clients.

The Sales Associate promotes investment services through third-party channels, supports Regional Managers, develops sales strategies, and conducts client analysis while enhancing industry knowledge.

The Quant Portfolio Analyst will manage tax-aware portfolios, design tax-overlay strategies, analyze risk and performance, and conduct research.

The Portfolio Manager is responsible for managing and constructing a long/short equity portfolio, conducting research, and providing updates to the CIO on investment strategies.

The Training Coordinator manages training activities, including scheduling, logistics, grading assignments, and improving technology for internal employee development programs.