DIM APM

Posted 9 Days Ago
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Taipei City
Mid level
Fintech
The Role
The Associate Portfolio Manager will assist the Senior Portfolio Management Team with administration tasks, report writing, investment implementation, and managing client interactions.
Summary Generated by Built In

The Associate Portfolio Manager will support the Senior Portfolio Management Team. Specific responsibilities may include:

  • Supporting administration tasks within Multi-Asset team with a focus on Taiwan DIMs
  • Writing of various investment reports as required by regulators
  • Implementing investment decisions for individual accounts and funds
  • Day to Day reviewing and applying account guidelines, addressing client requests, and managing client cashflows.
  • Liaising with other departments internally, Senior Portfolio Managers, global analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting.
  • Project based initiatives related to implementing new strategies and instrument types.
     

Job Qualifications

  • Bachelor/Master’s degree in finance related field
  • Strong analytical ability with solid quantitative skills. Proven problem-solving skills are essential. Strong attention to detail with the ability to multitask and prioritize in a deadline driven environment is required. Strong communication skills (both written and verbal) and interpersonal skills
  • At least 4-year experience in DIM (or SITE) investment related products and/or familiarity with Taiwan regulations as well as DIM (or SITE) investment related restrictions are preferred. 
  • Certifications of the Senior Securities Specialist or Securities Investment Trust and Consulting Professionals is a must.
     
Taipei City, Taiwan

Top Skills

Financial Reporting
Investment Management
Regulatory Compliance
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The Company
Nashville, TN
4,847 Employees
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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