摩根證券投資信託股份有限公司

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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主要商品 / 服務項目

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

廠商排序
5/21
台北市信義區8年以上大學待遇面議
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.
應徵
5/21
台北市信義區8年以上大學待遇面議
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
應徵
5/21
台北市信義區5年以上大學待遇面議
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
應徵
5/21
台北市信義區8年以上大學待遇面議
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
應徵
5/21
台北市信義區6年以上大學待遇面議
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
應徵
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