工作內容：底薪45000+獎金另計 1.協助交易員的日常操作和指令執行 2.執行交易前的準備工作與交易後帳務、績效報表(需熟悉Excel) 3.了解運用金融法規、各券商作業規章 4.辦公室內行政事務處理、主管交辦事宜

1.大學以上會計系所或相關科系畢業 2.二年以上會計師事務所查帳經驗，具公司帳務工作經歷。 3.熟悉IFRS準則，轉投資公司帳務處理，母子公司合併報表編制及年度預算規劃。 4.稅務相關處理 5.上班地點：新竹科學園區。

1.台幣固定收益商品投資與資金調度管理 2.台幣債券、基金及ETF商品研究、投資交易及部位管理 3.總體經濟研究分析及金融市場觀察 4.內部控制、法令檢視及交易與投資部位管理 5.投資相關業務及跨部門溝通事宜 6.專案支援及處理主管交辦事 7.積

1.台幣固定收益商品投資與資金調理 2.台幣債券、基金及ETF商品研究、投資交易及部位管理 3.總體經濟研究分析及金融市場觀察 4.內部控制、法令檢視及交易與投資部位管理 5.投資相關業務及跨部門溝通事宜 6.專案支援及處理主管交辦事 7.積極主

1.資金調度、貨幣市場交易及定存投資 2.國內債券相關固定收益商品投資及交易 3.相關投資之信用評估及監控 4.相關投資之管理、作業辦法訂定及法遵 5.其他固定收益商品及新金融商品之研究、分析及投資

1. 上市投資業務： 工作職掌：以Asset Allocation資產配置為主要職能，辦理上市權益、固定收益投資。 經驗或能力：上市權益投資以具半導體、電子上下游經驗或能力者為佳。 2. 未上市投資業務： 工作職掌：辦理未上市創業投資。

三大能力要求： [精通英文：協助全球客戶，溝通、閱讀迅速無礙] [強大學習力：不怕夥伴不會，只怕被動消極學習] [無經驗或背景需求，但具金融/軟體背景佳：產品知識將會有完整培訓] 【職務介紹】 • 具備流利的中英語溝通能力，能清晰解說軟體操作與使用方法 • 通過電話或電子郵件即時回應客戶需求與查詢，提供專業支持 • 協助客戶解決金融/軟體問題，提供準確且有效率的解決方案 • 與全球客戶、團隊成員及施作顧問合作，確保達成預期目標 • 具備強烈的學習意願及良好的應變能力，能適應不同挑戰 • 定期參與公司培訓課程，不斷提升自身技術與知識 【其他】 • 完整職位升遷標準，共6個階級可持續精進 • 薪資依照工作經驗及相關證照詳談，每年會有一次考核調薪機會 • 提供完整教育訓練 和 全面的資料庫進行職內學習與增長 ★就算很多技能沒經驗也沒關係，我們更加看重「學習力」★ 若您無相關學經歷，但對自己的學習熱忱很有信心，請參考下列資訊，確保自己對下列項目有興趣，並且經準備後可在脫稿的狀態下以英文進行1.5小時介紹，歡迎投遞履歷。 1.SQL Server 2.Unix/Linux 3.Windows 4.Network 5.The Life of a Trade • Investment vehicles • Security Trading 6.Financial Knowledge • Corporate Action • Fund • Basic Financial Terms 【Full Job Description】 • Provide high-level and in-depth technical support by answering phone, e-mail and web inquiries for end-users. • Work collaboratively with clients, team members, implementation consultants, and resources across Advent global office locations to achieve desired results. • Own and address client needs and product issues from inception to resolution. • Interpret and validate technical issues, test solutions, follow up and escalate when necessary. • Maintain and create detailed documentation by logging support cases, e-mail, and knowledge base articles for client and internal use. 【Your Skills and Experience】 • Strong background in IT or have previously worked for any IT-related accounts • Excellent written and oral English communication skills with strong attention to detail • Proven aptitude to learn knowledge and information promptly • Solid troubleshooting and analysis/resolution skills • Ability to understand and convey client business requirements to escalation with development teams • Works well under pressure. Can be resourceful, even with limited tools & resources.

南山人壽希望透過實習機會讓學生了解實務運作及職涯發展,實習生表現優異者於畢業後優先聘用 ● 實習內容: 製作市場變動行情表並實際參與部門早會，了解主要市場脈動與經理人看法，並由經理人指導完成專題報告，協助行政事務及文件查核等任務 ● 實習期間: 錄取報到日起2025/7/2~至2025/8/31，週休二日 ● 實習對象: 碩二及大四在校生

Synpulse 正在尋找優秀的人選加入我們在台灣的團隊，歡迎具有優秀的學術背景、對金融服務諮詢有著濃厚興趣，並具有出色的人際能力和積極的工作態度的夥伴加入我們團隊。職位詳細資訊如下： 銀行科技 - 業務分析顧問 作為銀行科技團隊的顧問，您將獲得金融服務行業的一線諮詢經驗，在不同的客戶專案團隊和解決方案中累積知識，並在快節奏和充滿挑戰的工作環境中，找尋專案管理的最佳實踐方法。當我們協助客戶開展專案時，諮詢顧問需要扮演關鍵角色，透過高品質的交付成果和我們的領域知識，實現一站式的服務與解決方案，並建立緊密的客戶關係。我們也將會透過內部的專案培訓和管理團隊的指導，幫助你成為經驗豐富的諮詢顧問。 職責： • 透過與業務相關部門（RTB）的合作，彙整端到端測試環境的資訊與數據，涵蓋系統建置、整合流程和用戶驗收測試。 • 開發並執行詳細的用戶驗收測試計劃和腳本。 • 規劃客戶的技術和商業需求，並提供相對應的解決方案。 • 確保測試案例和缺陷偵測符合客戶專案流程規範。 • 透過定期的專案交付並進行良好的客戶經營與互動。 • System integration and user acceptance testing: 1. Prepares end-to-end cases & data by respective Products & Process lines (across value chain) in collaboration with Business Capabilities 2. Development/Execution exhaustive set UAT of Test Plans and Scripts 3. Executes end-to-end testing for Products & Process lines 4. Executes end-to-end Regression testing to mitigate impact to existing process/products 5. Ensures compliance for Test Case & Defect capturing guidelines in workflow tools. 6. Supports Business Testers (RTB) in test management tools maintenance and defects reporting. 7. Support UAT testing and assist with question clarification Role & Responsibility: • Business Requirements analysis • Document the project into systems and processes for management review • Follow up project and ensuring that the development process is being demonstrably followed, and project deliverables meet business requirements • Supporting the training of end users, provided training material and execution reports • Assist in reviews, obtain, and maintain issues list, and ensure prompt follow up and clearance of issues. Identify, escalate existing and potential risks, and take corrective actions as appropriate • Close interaction with clients through regular project updates and networking • Support team members with other project activities

1.台外幣固定收益商品投資 2.債券ETF投資研究及交易 3.國內外金融市場及全球總經數據分析研究 4.法令遵循相關作業及洗錢防制審查及管理 5.協助投資相關檢核事務 6.其他主管交辦事項等 《若有相關工作經驗者薪資另議》

1.協助個人或法人客戶，從財務規劃或資產配置之角度，檢視客戶現況並確認其中、長期的財務需求；並以股權、債券(或固定收益商品)、美、港、日股、基金、保險與結構型商品等投資工具，以全方位之專業服務平台，提供客戶最適切的理財服務及金融商品架構，以滿足客

Group 正在尋找一位資深投資經理加入本公司的投資團隊。Integral為台灣領先的私募基金，主要投資位於大中華及亞太地區的高成長潛力企業。我們鎖定的投資領域包含: 醫療大健康、科技、消費品及ESG相關的產業。 【主要職責】： 1.投資專案執行

工作內容 1. 投資後管理：協助資深同仁進行投資組合的監控與績效評估、追蹤投資部位業務發展、提出改善建議。 2. 分析財務報表，評估公司績效，並為投資決策提供專業的財務分析報告。 3. 進行市場研究和行業分析，評估潛在投資標的的財務健康狀況和市場

1. 開發通路客戶及企業法人客戶，瞭解客戶需求，提供適合之固定收益商品。 2. 維護通路客戶關係，推動結構型商品上架銷售及售後服務。 3. 與產品開發同仁合作，提供市場訊息以設計符合市場趨勢及客戶需求之結構型商品。 4. 提供市場資訊、投資建議及

Introduction： At KPMG Taiwan’s foreign investment team of Tax and Investment Department, you will help high-profile foreign multinational companies understand and address investment opportunities in Taiwan – being at the frontlines of Taiwan’s business prosperity. You will get a chance to work with KPMG’s worldwide network of specialists at one of world’s leading consultancy firms in large-scale multi-disciplinary projects such as global M&A and restructuring. Develop extensive industry knowledge through a range of multifaceted client engagements and internal trainings. Main Responsibilities： Inbound Investment 1. Serve as foreign multinational companies’ first-stop contact for Taiwan investment matters and provide investment-related advisory, coordinate with KPMG member firms and KPMG tax teams to provide comprehensive advisory and services. 2. Participate in large-scale inbound and outbound investment projects (such as M&A and global restructuring) by providing solutions for Taiwan entity related investment issues and coordinating across multiple KPMG member firms across the globe. 3. Facilitate and manage foreign multinational companies’ Taiwan entities, in the establishment of Taiwan subsidiaries and/or branches, transfer of Taiwan companies’ shares and/or maintain investment registration affairs. 4. Assist foreign multinational companies in obtaining Foreign Investment Approval to set foot into Taiwan according to Statute for Investment by Foreign Nationals. Global Mobility 1. Facilitate the movement of human capital by assisting foreign multinational companies in their international mobility programs by providing Taiwan immigration solutions for foreign expatriates such as Taiwan Employment Gold Card, various types of work permits, Taiwan visa issues and ARC. 2. Coordinate with foreign multinational companies, multiple KPMG member firms to provide Global Mobility and related advisory services. 3. Coordinate with KPMG tax team to provide tax related services (such as income tax and payroll) to ensure smooth transitions for multinational companies’ global transfer program.

1.主要內容(1-1或1-2擇一具備即可) 1-1.應付或應收流程作業：會計帳務處理；採購交易憑證審查；營業稅申報作業 1-2.總帳流程作業：依查核準則審查各類費用憑證；固定(無形)資產取得、折舊(攤銷)、處分之會計處理；各類所得

1. 安排與追蹤工廠出貨排程 2. Amazon電商平台網站基本管理 3. 部門行政事務 4. 主管交辦事項

1. Develop personal sales and action taken plan, which should be deliberated in client list & predicted figures, to achieve revenue and net sales goals. 2. Demonstrates professional knowledge of financial market situation, products and asset allocation as well as invest timing management ability to provide excellent services to clients, including investment suggestions and allocation advisory in order to make the most of core client's profitability. 3. Maintain good relations with core clients to gain on-going business opportunities and derive additional sources of clients from the existing ones. 4. Responds quickly to customer needs, including profit/ loss alerts, information notices and complaint handling.

Achi Advisory is a boutique M&A advisory firm specializing in cross-border transactions, serving prestigious corporate clients, family offices, business owners, and financial sponsors across Greater China. With a dual model of financial advisory and direct investment in the global technology and semiconductor sectors, we provide strategic insights and hands-on execution support to help clients identify proprietary investment opportunities, navigate complex transactions, and achieve their long-term strategic objectives. Our team is led by senior bankers from top-tier global investment banks, bringing deep industry expertise and execution experience. As we continue to expand with a strong pipeline of exciting deals, we are looking for talented professionals to join our growing team. Key Responsibilities • Support M&A transaction execution, including financial analysis, valuation, and deal structuring • Conduct industry and company research to generate actionable insights for clients • Prepare presentations, investment memos, and other transaction-related materials • Coordinate with professional advisors and counterparties on due diligence and transaction documentation • Develop and maintain strong relationships with institutional and corporate clients to drive new business opportunities • Stay informed on capital markets trends and industry developments Qualifications • Undergraduate or higher degree in finance, economics, or a related field • 2+ years of relevant experience in investment banking (M&A or related fields) • Strong financial modeling, valuation, and transaction execution skills • Fluency in both Mandarin and English (spoken and written) • Excellent interpersonal, analytical, and presentation skills • Highly detail-oriented, self-motivated, and able to thrive in a fast-paced environment •Experience in the technology and/or industrial sectors is a plus but not required Location Flexible – Hong Kong, Shanghai, Shenzhen, or Taipei

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.

• 開發與評估投資案源。 • 針對潛在投資案進行盡職調查，評估其投資價值及潛在風險。 • 撰寫投資評估報告，並進行提案。 • 協助投資標的公司達成營運目標，執行投資後管理工作。 • 制訂與執行投資組合的處分計畫 • 執行與國際投資夥伴

About Your Next Opportunity HTC is seeking a Strategic Investment Specialist to join our growing team. In this role, you will manage our investment portfolios, including private and public assets, across various sectors and markets. You will work closely with tier 1 finance partners globally, gaining exposure to top-tier investments and strategies. We are looking for someone with a passion for investments and markets, eager to make an impact in a dynamic and fast-paced environment. Additional job responsibilities include, but are not limited to: • Conducting market research and providing financial insights for prospective investment opportunities. • Articulating opportunities to the management team, clearly framing the technology, range of outcomes, risks, and investment recommendations. • Monitoring investment performance, conducting valuation analysis, and actively managing the existing portfolio. • Managing the diligence process by focusing on key drivers, investment criteria, and deal structuring. • Ensuring investment decisions comply with laws, regulations, and company policy. • Taking responsibility for post-investment management, minimizing investment risk, creating value post-investment, helping implement exit strategies, and maximizing return on investment.