公司介紹

產業類別

聯絡人

陳小姐

產業描述

金融證券產險相關業

電話

暫不提供

資本額

傳真

暫不提供

員工人數

260人

地址

台北市信義區松智路1號20樓


摩根資產管理(JPMorgan Asset Management,在台灣以摩根投信及摩根證券,共同為本地投資人提供國際級的理財諮詢及資產管理服務 。 摩根投信(前身為「怡富投信」),這是國內首家由國際專業投資機構主導,並負責經營管理的投信公司。1994年募集成立旗下第一支股票基金至今,一向是國內受益人數最多、股票基金資產規模最大的投信公司。 摩根資產管理 深耕台灣超過35年。2001年,「摩根資產管理」正式納入全球第二大金融控股集團--「摩根大通集團」(J.P. Morgan Chase & Co.)旗下,並由「摩根資產管理(JPMorgan Asset Management)」事業體,提供全球投資大眾更多元化的資產管理服務。 2004年7月,集團納入全美第六大銀行控股公司Bank One之後,成為總資產高達1.1兆美元、全美第二大之金融控股集團,目前營業據點已遍及歐、美、亞洲超過50個國家,全球164,100位員工,包括3,400位服務於全球「摩根資產管理集團」之投資專才,為全球投資人提供完整之理財服務。 「摩根資產管理」在台灣員工共計260多人。其中(摩根證券投資信託股份有限公司 JPMorgan Asset Management(Taiwan) Ltd.成立於1992年8月,是國內投信業中首家由國際專業投資機構主導,並負責經營管理的投信公司。兼具國外投資管理專業的支援、經驗豐富的基金經理人才,以及堅強的研究陣容與綿密的國際資訊網路等優勢,專業背景與能力備受各方肯定。本公司為中華民國證券投資信託暨顧問商業同業公會會員,遵守自律公約,保障客戶權益。 國內投信中基金產品最多元化的資產管理公司 1994年成立旗下第一支開放型股票基金至今,已擁有國內投信最多樣化的基金產品:股票型基金、固定收益型基金、貨幣市場型基金、平衡型基金及組合型基金。 國內投信中擁有最多客戶人數 摩根投信成立以來,廣受客戶信賴,累積至今客戶人數超過30萬。1999年7月起推出投信基金網路交易服務至今。 以客為尊、量身定做的投資服務 為國內第一家發展一對一個人化(B to C)之投資理財平台,根據客戶不同的投資需求,不同的投資屬性及不同的風險承擔能力,提供不同的資產配置,設定個人化的投資目標與投資策略,協助投資人選擇適當的投資工具。

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投信業

福利制度

1.三節禮金 2.員工協助方案 3.教育訓練 4.彈性工時 5.員工体檢

工作機會列表

4/24
台北市信義區8年以上大學
As an Internal Audit Manager in the APAC Asset Management Audit team, you will take on the role of and registered as the Internal Audit Head for the Taiwan Asset Management (Taiwan AM) legal entity while supporting global audit engagements and initiatives. You will be responsible for developing and executing risk-based audit plans, managing audit engagements, and ensuring compliance with local regulatory requirements. Your work will be vital in maintaining the integrity and effectiveness of our internal controls and governance processes. Job responsibilities: • Develop and execute an annual audit plan (including the local regulatory required reviews) for TW AM legal entity to evaluate its internal control system. • Lead and participate on global/regional/ local audit engagements, from planning to reporting, and produce quality deliverables that meet department and regulatory standards. • Finalize audit findings and apply sound judgment to provide an overall opinion on the control environment by developing recommendations to strengthen internal controls. • Communicate the annual audit plan and audit results to the TW AM Board of Directors, management, and identify opportunities for improvement in the design and effectiveness of key controls. • Implement and execute an effective program of continuous monitoring for assigned areas, including monitoring of key metrics to identify control issues and adverse trends. • Represent Internal Audit to participate in location governance and control forums. • Build strong working relationships with internal & external stakeholders while maintaining independence, including business management, other control groups (i.e. risk management, compliance, fraud prevention), external auditors, and regulators etc. • Manage teams effectively where required, performing timely review of work performed and providing honest and constructive feedback. • Stay up-to-date with evolving industry/regulatory changes impacting the business and participate in appropriate control forums. • Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies.
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4/25
台北市信義區8年以上大學
As a Project Manager in the Asset Management APAC Strategic Programs team, you will be responsible for supporting overall planning, requirement gathering, test, and overall implementation of a key business strategy for Transfer Agency (TA) outsourcing in Taiwan (TW). You will help drive this multi-year migration program with business and technology stakeholders to implement the TA model and platform migrations to an external service provider. Job Responsibilities 1. Work with project manager to drive the migration program with accountability in overall planning and execution of requirement analysis, design, test and implementation phases. Lead and provide guidance to multiple workgroups involved in this program. 2. Partner closely with local TA operations to understand current BAU models, design end-to-end target models with vendor lead the resolution of gaps identified. 3. Follow through user requirements against all client segments, conduct analysis on pros/cons, challenge status quo to optimize target processes with stakeholders: including sales, client service, operations, technology, AML/KYC, finance, CAO, legal, compliance, controls, risks and external service providers, etc. 4. Ensure timely communication and escalation to program executives to manage risk, issues, and priorities effectively 5. Engage in various cross-functional product cabinet forums at both regional and global levels to align on implementation priorities and dependencies. 6. Ensure complete traceability from requirements through to test results and defect resolution. Maintain a comprehensive project audit trail and secure key decision sign-offs to ensure full compliance with JPM's audit and compliance standards throughout the entire project execution. 7. Participate in other APAC AM initiatives as determined by business priorities. Share best practices and expertise in project management methodologies and standards with fellow AM Operations team members. pls also apply the role via below link: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210614047/?utm_medium=jobshare&utm_source=External+Job+Share
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4/22
台北市信義區6年以上大學
As a Product Implementation Associate in Asset Management, you will partner with cross-functional teams to promote the design and implementation of investment solutions for new business opportunities. You will play a key role in managing complex change events impacting existing operating models, ensuring effective communication with stakeholders and senior management. This role provides an opportunity to enhance operational controls, mitigate business risk, and improve scalability of our service models. Your role will also involve liaising with external parties and managing vendor relationships to ensure successful delivery of initiatives. Job Responsibilities: • Partner with cross-functional teams locally and globally, including Investment Services, Business Management, Operations, Product Development, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models. • Execute on plan and communicate regularly to senior stakeholders across the business. • Implement against established project plans, gantt charts, on-boarding checklists, and account set up requirements to ensure timely execution of key deliverables. • Ensure effective and timely communication of initiative status with stakeholders and senior management to keep them abreast of key developments. • Resolve Issues - undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate. • Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk. • Liaise with external parties in the execution of change requests, and manage vendor relationship to ensure the successful delivery of initiatives. Key contact points may include custodians, registrar and IBOR/ABOR service providers. • Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively supported by the business in a controlled and scalable manner. pls apply the role via below link: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210613681/?utm_medium=jobshare&utm_source=External+Job+Share
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4/21
台北市信義區5年以上大學
As an Associate in Client Platform & Controls team, you'll collaborate with a diverse network of stakeholders to deliver cutting-edge solutions and maintain a robust control framework that sets industry standards. Job responsibilities: • Identify and bridge control gaps in client onboarding and servicing activities. Collaborate with stakeholders to craft and execute effective remediation plans. • Serve as the ambassador for client experience during incident resolution and business changes. Coordinate impactful client communication strategies with CS. • Gather and analyze client servicing data to create insightful dashboards that inform management decisions. • Collaborate with local and global stakeholders to support agile projects, including digitalization, business process revamps, and control framework reviews. • Work closely with Legal and Compliance to assess client impacts from regulatory changes, ensuring seamless adaptation. • Conduct periodic control testing on CS processes, procedures, and documentation to uphold our high standards. • Act as the primary contact for audit requests and compliance testing, representing APAC CS with confidence and expertise. Pls apply the role via below link: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210615105/?utm_medium=jobshare&utm_source=External+Job+Share
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4/21
台北市信義區3年以上大學
As an Product Owner Associate in the Client Support Spectrum Delivery Team, you will be a highly skilled and motivated Product Owner for the Asset Management Spectrum Delivery team. You must have excellent analytical and problem solving skills. You will be responsible for completing analysis on new application development, performing root cause analysis, increasing engagement with our internal clients, improving data quality and controls on the platform. The role requires a collaborative approach with our internal clients, and other stakeholders (Sales, Client Service, Finance, MIS/Business Intelligence, Business Management, Technology Marketing, and Product). Job Responsibilities 1.Undertake business process engineering initiatives - Apply critical thinking to troubleshoot issues, proactively identify and develop new ideas / innovations that will add value to the business and team 2.Provide deep knowledge of application / data servicing flows and requirements to facilitate planning and execution 3.Track user adoption and able to visualize user behavior patterns for business dashboard presentation 4.Interact proactively with internal stakeholders to understand business needs and draw up requirements 5.Prioritize and drive enhancements effectively that are meaningful to users 6.Initiate / support various global projects - develop and manage projects, ensure timely quality deliverables and report project progress 7.Execute ongoing release management to continuously enhance the solution; act as a link between the business stakeholders and Technology / vendor during the design, build, test and implementation phases
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4/21
台北市信義區經歷不拘大學
As an Analyst in the Client Reporting Team, you will be part of the team to focus on establishing and producing consistent client communication reports and documents. You will ensure a high and consistent standard of quality deliverables to our clients. You will help drive our client satisfaction and a consistent client experience, in close partnership with all of our internal stakeholders. Job responsibilities 1.Consolidate the book of work from various internal partners including: Marketing, Investment Specialists, Operations, and Client Services into a centralized Center of Excellence for Reporting and Publishing 2.Participate in automation project 3.Drive efficiencies wherever possible 4.Structure proper documentation on an ongoing basis 5.Partner with key regional stakeholders, including Investment Desks, Technology, PAG, Marketing and Operations
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4/25
台北市信義區5年以上大學以上
As a Software Engineer III at JPMorgan Chase within the Asset Management Client Technology team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm’s business objectives. Job responsibilities • Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems • Partner with APAC Client Reporting and global technology teams, and engage in full software life cycle to produce solutions for sophisticated business problems • Analyze and break down business requirements, design technical solutions, develop, test, and deploy sustainable code to production • Produce architecture and design artifacts, comprehensive documentation for newly developed functionality, and share accountability within the team for post-live continuous improvements to serve evolving business needs • Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture • Contributes to software engineering communities of practice and events that explore new and emerging technologies • Engage in continuous learning and upskilling on the latest technologies to apply on the job Pls apply the role via below link: https://jpmc.fa.oraclecloud.com:443/hcmUI/CandidateExperience/en/job/210613640/share/300067949322744?utm_medium=jobshare&utm_source=Internal%20Job%20Share
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4/21
台北市信義區6年以上大學
JPMorgan Asset Management ("JPMAM") is a global leader in investment management, offering world-class products and services to institutional and individual investors. Our diverse portfolio includes Fixed Income, Equity, Alternatives, Passive Investments, Multi Asset Solutions, and Currency. We are committed to delivering exceptional results and innovative solutions to our clients. As a Vice President/Senior Associate within the Investment Compliance team, you will play a pivotal role in ensuring the integrity, compliance, and accuracy of our investment guidelines in the APAC regions covering Hong Kong, Japan, and Taiwan. You will collaborate closely with portfolio managers, traders, compliance and risk team and client advisors, driving strategic programs and overseeing the end-to-end guideline process. This is an exciting opportunity to make a significant impact on our investment operations and contribute to our global success. Job Responsibilities: • Lead, mentor, and develop a high-performing team responsible for investment guideline monitoring coding. • Provide expert guidance on guidelines interpretation and control frameworks across various investment product types. • Perform daily pre trade and post trade compliance and control checks to ensure guideline accuracy, regulatory adherence, and risk mitigation across Taiwan, Hong Kong, and Japan. • Communicate effectively, record potential compliance and control issues, and swiftly identify resolutions. • Conduct root cause analysis and develop action plans to mitigate compliance risks, control deficiencies, and business impacts/errors. • Stay updated on financial regulations, compliance standards, and control best practices, suggesting appropriate actions to ensure adherence. • Manage and drive project initiatives, fostering a culture of continuous improvement, risk awareness, and robust controls. • Assist with audit-related activities, ensuring compliance with internal and external standards, and analyse/report compliance and control trends. • Identify opportunities for process efficiency in compliance and control practices and present findings to the team. • Collaborate with regional teams in Hong Kong, Japan, and global counterparts to ensure alignment and consistency • People management by fostering a positive team environment, providing regular feedback, and supporting professional development pls apply the role via below link: https://jpmc.fa.oraclecloud.com:443/hcmUI/CandidateExperience/en/job/210603472/share/300065934886158?utm_medium=jobshare&utm_source=Internal Job Share
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4/21
台北市信義區5年以上大學
As a Core Operations - Associate in our Asset Management Operations team, you will be responsible for managing daily tasks, including regulatory reporting for onshore funds and account maintenance for diverse market investments. You will play a vital role in managing daily operations and ensuring efficient financial processes. You will collaborate with us to drive operational success and contribute to our achievements in the financial services industry. In this role, you will also engage in distribution activities, maintain communication with external parties (e.g. local and global custodians, Fund Accounting vendor, Auditors), and assist in preparing essential financial documents. Job responsibilities • Handle daily mutual fund / segregated mandate / ETF operations and adhere to deadlines. • Collaborate with fund accountants for regulatory reporting. • Engage with portfolio managers in Distribution activities and maintain external communications. • Assist in preparing audit schedules, compliance reports, tax returns, financial statements, or other reports. • Coordinate with internal parties / external vendors to resolve operational challenges. • Open and maintain investment accounts for new or renewed funds. • Review client agreements for accurate fee calculations and invoicing. • Ensure robust controls are in place for operational processes. • Support the team in achieving strategic objectives. • Foster cross-functional relationships to enhance collaboration. • Adapt to changes and embrace cross-functional rotations. pls also apply the role via below link: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210605423/?utm_medium=jobshare&utm_source=External+Job+Share
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4/21
台北市信義區5年以上大學
As an Associate in the APAC Process Improvement and Change Management team, you will be responsible for streamlining current processes within JPMorgan Asset Management, as well as managing vendor’s change management book of work. Your responsibilities will include solutioning requests, prioritizing, budgeting, and overseeing the end-to-end implementation. You will partner with cross-functional stakeholders to understand how the change request supports our business priorities and product roadmaps, interacting with internal global partners like Product, Operations, Client Service, and Technology, as well as external vendors. Additionally, you will ensure a consistent approach is taken throughout the region and support our evolution into a product-centric organization. Job responsibilities: 1. Lead vendor’s change management specialists across APAC 2. Partner with cross-functional teams including Product teams, Operations, Client Services, Business Management, Technology, Legal, Compliance, Risk, and Controls to consider, solution, influence, prioritize, implement, and deliver on internal requests on external vendors change 3. Use the existing governance framework to harmonize the APAC regional approach to change management 4. Resolve issues and undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate 5. Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk 6.Liaise with external parties for successful delivery of the initiative 7.Ensure effective and timely communication of initiative status with stakeholders and senior management to keep them abreast of key developments
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4/21
台北市信義區8年以上大學
As a Vice President of Operational Risk Management in the Compliance, Conduct, and Operational Risk group, you will be a key player in securing our Asset Management business in Taiwan and potentially across the Asia Pacific. Your role will involve the creation and implementation of a comprehensive Risk and Control framework to shield the firm from operational mishaps. Your contributions will directly impact the firm's success and reputation as you collaborate with a diverse team dedicated to excellence and innovation. Job Responsibilities: 1.Support the Operational Risk function for Asset Management in Taiwan and across Asia Pacific. 2.Provide oversight and challenge risks, processes, and controls identified by the first Line of Defense. 3.Engage with the business to enhance operational risk processes and support safe business growth. 4.Independently assess operational risks and control environments, raising issues for remediation. 5.Provide operational risk oversight in key governance forums and liaise with regulators as needed. 6.Stay informed on industry news and regulatory developments to identify and mitigate risks. 7.Determine and define the Operational Risk Monitoring and Testing program for the region. 8.Liaise with stakeholders across all Lines of Defense on monitoring and testing activities. 9.Assess Operational Risks for new business initiatives and determine pre-go live requirements. 10.Provide timely and relevant information through reporting mechanisms like scorecards and dashboards. Pls apply the role via below link: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210595273/?utm_medium=jobshare&utm_source=External+Job+Share
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4/21
台北市信義區5年以上大學
As an Associate in the Control Management team, you will be part of an agile, future focused, and collaborative team. On any day of the week, you might assess the operational strengths and vulnerabilities involved in a recent acquisition, design enhancements to our business platform to support new and existing products, develop an advanced technology solution built with machine learning to drive process improvement, or proactively identify and respond to high profile issues or emerging risks of utmost importance to C-suite level executives. You are empowered to add value and make an impact from day one. In Control Management you are exposed to a stimulating and rewarding environment, where a wide range of assets management activities require engagement with cross-disciplinary teams to build creative solutions. Job responsibilities • Monitor and assess operational risk and control environment. Assess risk to determine whether to heighten. • Design control-related activities in partnership with the Business Executive, including measuring effectiveness, providing implementation support, validating controls, and evaluating based on defined triggers. • Provide control-related subject matter expertise for relevant projects driven outside the organization. • Administer issue/action plan end-to-end. Identify root causes and key themes/trends to address issues broadly. Develop action plans and validate their execution. • Identify meaningful metrics to inform on the health of the operational risk and control environment. • Escalate breaches/issues based on key reporting indicators. • Facilitate control committees and forums. pls apply the job via below link: https://jpmc.fa.oraclecloud.com:443/hcmUI/CandidateExperience/en/job/210573100/share/300061810104742?utm_medium=jobshare&utm_source=Internal Job Share
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3/31
台北市信義區7年以上大學
As a Product Development Vice President / Associate within J.P. Morgan Asset Management in Taiwan, you will be responsible for designing, developing, and managing our product range. You will work closely with internal and external stakeholders to ensure our products meet market needs and regulatory requirements. Your role will be pivotal in expanding our market share and maintaining our reputation for excellence in investment management. You will collaborate with regional and global teams to identify product gaps and opportunities, ensuring our offerings remain competitive and compliant. Your expertise will support sales and marketing efforts, and you will be instrumental in driving product development initiatives that align with our commercial objectives. Job Responsibilities: • Draft local fund documents for Taiwan Onshore funds including ETF, Hong Kong Unit Trusts, and Luxembourg SICAVs registered in Taiwan. • Liaise with internal parties, external legal counsel and regulatory authorities for new fund registrations/launch/listing and product management matters. Respond to regulator’s questions in a timely and professional manner to closely track the registration progress • Stay informed about regulatory and industry developments in covered markets and upcoming changes to global product ranges that may impact the fund ranges distributed in Asia region • Serve as a subject matter expert on new products and changes existing products or newly introduced product features, to support local and regional sales and marketing efforts • Develop strong and effective partnership with internal stakeholders (including sales, portfolio management, operations, controls, marketing, etc.). Understand market needs and meeting commercial objectives in a timely manner • Drive and manage local and regional product development initiatives. Liaise with key stakeholders, regional and global internal parties, and external legal counsel • Adopt firm-wide best practices and adhere to governance processes. • Support the regional and global Product Development team in identifying product gaps and opportunities. Capitalize on market and regulatory developments and trends and review the commercial viability of the local product range • Prepare and present new product initiatives at local, regional, and global product committees. • Participate actively and provide feedback in the implementation of product related systems or other technology projects
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應徵
4/21
台北市信義區2年以上大學
Great exposure in the JPMorgan Asset Management business. We provide investment management products and services to institutional and individual investors worldwide. We offer the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds. As an Analyst in the Sales Support Team, you will support the Sales Team to cover the Taiwan Funds Business and enhance the sales support function. Job responsibilities: • Manage the overall administrative affairs of sales team and work closely with sales to provide high quality of client service. • Possess of business sense and coordinate the resources to fulfill sales needs. • Provide standard reporting and ad hoc support responsibilities across the business channels and management. • Assist in marketing events / sales training / seminars and coordinate with internal parties to preparing all related materials. • Gain an understanding of the sales process to better align requirements to the changing business scenarios.
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