面議(經常性薪資達4萬元或以上) 台北市信義區 10年工作經驗 6天前更新
Key Responsibilities
1. Compliance & Risk Management
a. Monitor investment limits and ensure strict adherence to investment compliance
frameworks.
b. Manage internal controls and risk management processes regarding investment
activities.
c. Regularly review, update, and maintain investment procedures, policies, and all
related governance documentation.
d. Support the audit process for Asset Management Company (AMC) mandate
management.
2. Operations & Trading
a. Execute trades across multiple instruments, including Term Deposits (TD), FX Spot,
ETFs, and Mutual Funds (MF).
b. Facilitate and support the account opening process for both self-managed accounts
and mandates.
c. Coordinate and participate in Local Investment Agency (LIA) meetings.
3. Reporting & Project Management
a. Prepare and deliver comprehensive reports for the Investment Committee, LIA, Head
b. Office (HO), and other key stakeholders.
c. Act as a key contributor to strategic company projects.
4. Tactical asset allocation process
a. Contribute to the design and the enhancement of the tactical asset allocation
process.
b. Support the elaboration of Cardif view and associated justification regarding tactical asset allocation orientation, portfolio optimization or portfolio construction
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