Who You'll Work With
We are looking for a Taiwan-based Senior Associate Portfolio Manager (Senior APM) specializing in Multi-Asset strategies, with a primary focus on Taiwan Discretionary Investment Management (DIM) portfolios.
The Senior APM will lead the DIM Portfolio Management Group (PMG) team and work closely with the DIM Portfolio Manager, Senior Portfolio Managers and global investment teams. The role combines portfolio implementation and team oversight with investment analysis, including fund research, portfolio simulations and market analysis.
The successful candidate will have strong knowledge of multi-asset investments, portfolio management and Taiwan DIM regulatory requirements.
What You'll Do
The Senior Associate Portfolio Manager will work closely with the DIM Portfolio Manager and Senior Portfolio Management Team. Specific responsibilities may include:
- Lead the DIM PMG team and oversee day-to-day portfolio management and implementation activities.
- Partner with the DIM Portfolio Manager on fund and market analysis, portfolio simulations, risk analysis and portfolio construction.
- Implement investment strategies across DIM accounts and funds in accordance with portfolio objectives, client guidelines and regulatory requirements.
- Manage account-level activities, including portfolio monitoring, investment restrictions, client cash flows and client requests.
- Prepare and review investment and regulatory reports for Taiwan DIM portfolios.
- Work with Senior Portfolio Managers and global investment teams to translate investment views into portfolio implementation.
- Coordinate with Legal/Compliance, Trading, Sales/Marketing, Investment Operations, Accounting and other internal stakeholders.
- Lead or support initiatives involving new strategies, investment instruments and portfolio management processes.
- Identify and prioritize opportunities to expand the team’s data capabilities by sourcing, evaluating, and integrating relevant alternative and third‑party datasets.
What We're Looking For
Required Qualifications
- 10+ years of relevant investment management industry experience, including 5+ years of Taiwan DIM experience, with strong knowledge of Taiwan DIM regulations, investment guidelines and restrictions.
- Bachelor’s or Master’s degree in Finance, Economics, Business or a related field.
- Strong investment and quantitative analytical skills, including fund analysis, market analysis and portfolio simulations with good understanding of Multi-Asset investments, including Equities, Fixed Income, Fund of Funds and Derivatives.
- Demonstrated ability to lead a team and collaborate effectively with Portfolio Managers and cross-functional stakeholders.
- Strong problem-solving, communication and organizational skills, with attention to detail and the ability to manage multiple priorities.
- Ability to work effectively with regional and global investment teams.
Senior Securities Specialist or Securities Investment Trust and Consulting Professional certification is required
Taipei City, TaiwanSkills Required
- 10+ years of relevant investment management industry experience
- 5+ years of Taiwan discretionary investment management experience
- Strong knowledge of Taiwan DIM regulations, investment guidelines, and restrictions
- Bachelor's or Master's degree in Finance, Economics, Business, or a related field
- Strong investment and quantitative analytical skills, including fund analysis, market analysis, and portfolio simulations
- Understanding of multi-asset investments, including equities, fixed income, fund of funds, and derivatives
- Demonstrated ability to lead a team and collaborate with portfolio managers and cross-functional stakeholders
- Strong problem-solving, communication, and organizational skills
- Attention to detail and ability to manage multiple priorities
- Ability to work effectively with regional and global investment teams
- Senior Securities Specialist or Securities Investment Trust and Consulting Professional certification
AllianceBernstein Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.
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Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
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Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
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Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.
AllianceBernstein Insights
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.
