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第 1 頁
4/28
公司介紹: 身為全球規模最大的資產管理集團、風險管理及顧問服務公司之一。為機構及零售客戶提供服務,致力於取得長期的投資報酬,並且幫助客戶達成財務目標,實現一個更美好的財富未來。 職稱: 基金行政Fund Administration Responsibilities • Supervise outsourced functions, including performance of the service provider, due diligence visits, leading all aspects of risk and control environments, investigation of NAV related queries. • Daily NAV oversight checking AUM , Custodian Reports , pricing and trade instruction with Outsourcing service provider • Assist in the preparation of distribution pay out process and financial statements; managing local audits, working closely with Fund auditor and service provider. • Work with Taiwan Business Operations around trades, corporate actions and transfer agent services for Subscription and Redemptions for day-to-day operations • Manage shareholder taxation relationships and tax aspects relating to the funds in conjunction with Product Tax and ensuring a robust procedural and oversight environment. • Monthly Regulatory Reporting preparation, including regular and ad hoc reporting externally and internally • Expertise in fund valuation as well as associated reporting and requirements. Ensure compliance with all relevant our policies and regulatory requirements across all Products. • Represent Fund Admin in product launch and change management in the senior member’s absence in the team • Represent our around Fund Admin related issues in the Taiwan marketplace and where applicable and possible, participate in relevant industry working groups Requirements: • Professional Licenses: SITCA licensing (Securities Investment Trust & Consulting Professionals) is required • Understanding of the fund valuation and associated transaction lifecycle and key control frameworks. • Have the experience in handling Taiwan government mandate tasks is better. • Can work effectively within a small team and also across several larger teams. • Understanding of financial markets and related instruments. • Working knowledge and understanding of trade processing, settlement processes and systems, e.g. Bloomberg. • Teammate with excellent attention to detail, problem solving / analytical abilities, research skills and willingness to learn • Excellent communication skills. • PC proficient with experience in Excel, Word, PowerPoint and various Investment Management and trading platforms,
5 天內處理過履歷
應徵
4/28
1. 監測媒體報導,與媒體維繫關係,爭取曝光 2. 擅長SEO等內容行銷,能撰寫具專業性並有吸引力的行銷文宣 3. 公司重大專案(如參獎報名)規劃提案與執行 4. 觀察社群聲量,包含指標KOL及PTT,DCARD等話題風向 5. 協助執行ESG專案與線下活動 6. 部門行政事務"
應徵
4/28
1. 負責股票型基金之市埸研究及投組管理 2. 負責管理二個以上股票型基金及投資組合 3. 與海外母公司投資團隊互動及合作 4. 協助基金業務推廣及行銷活動 5. 其他專案及主管交辧事項
2 天內處理過履歷
應徵
4/28
• Supervise outsourced functions, including performance of the service provider, due diligence visits, leading all aspects of risk and control environments, investigation of NAV related queries. • Daily NAV oversight checking AUM, Custodian Reports, pricing and trade instruction with Outsourcing service provider • Assist in the preparation of distribution pay out process and financial statements; managing local audits, working closely with Fund auditor and service provider. • Work with Taiwan Business Operations around trades, corporate actions and transfer agent services for Subscription and Redemptions for day-to-day operations • Manage shareholder taxation relationships and tax aspects relating to the funds in conjunction with Product Tax and ensuring a robust procedural and oversight environment. • Monthly Regulatory Reporting preparation, including regular and ad hoc reporting externally and internally • Expertise in fund valuation as well as associated reporting and requirements. Ensure compliance with all relevant company's policies and regulatory requirements across all Products. • Represent Fund Admin in product launch and change management in the senior member’s absence in the team • Represent company around Fund Admin related issues in the Taiwan marketplace and where applicable and possible, participate in relevant industry working groups
積極徵才中
2 小時前聯絡過求職者
應徵
4/28
★PD 1.協助設計、開發及管理產品範圍。 2.準備、審閱和管理證投信基金(包含ETF)和在台灣註冊境外基金相關文件。 3.處理新基金註冊/發行/上市和產品管理事宜。 4.了解市場監管,同業和產業發展情況。 5.作為新產品和現有產品變更的
5 小時前處理過履歷
應徵
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訂閱
4/28
市場快訊及產品評論 5.協助支援業務單位及教育訓練 Required: 1.5年以上工作經驗。 2.具投信投顧相關證照 3.熟悉Bloomberg及Lipper操作 市場策略部-產品發展專業人員PD Responsibilities: 1.
9 小時前聯絡過求職者
應徵
4/17
As the Head of Product Marketing in Taiwan, you'll lead innovative strategies to position the company's products uniquely in the market. You'll work closely with sales and investment teams to create compelling marketing propositions, ensuring alignment across all marketing efforts. Your role will shape how products are perceived and drive growth in Taiwan. Responsibilities: - Lead the Taiwan Product Marketing team, integrating closely with broader marketing, product, and investment teams. - Foster strategic client communications to highlight the company’s strengths and product positioning. - Conduct in-depth analyses of products, focusing on investment strategies, performance, and market positioning, to develop unique marketing propositions. - Create and deliver compelling investment insights and high-quality marketing materials for digital platforms, events, and public relations. - Manage, mentor, and develop a team of marketing professionals, setting clear objectives, promoting skill enhancement, and instilling a culture of excellence and accountability. - Work in partnership with sales and ID teams to ensure responsive and insightful client engagement.
應徵
4/28
FP&A Assistant Manager/Manager/Controller - FMCG/Retail/pharma industry, logistics / high-tech or Semi-conductor financial analysis experience 6-15 years exp. preferred. - Business commercial sales/marketing financial analysis, budgeting/forecasting and financial reporting(60%) (as a business partner) • Work with Sales and other internal teams to develop business strategies and deliver targets; provide pricing and product P&L analysis / strategy • Provide goal-setting, budgets, profit forecasting, and gap analysis for business units. CPA firm experience is a plus. CPA license a plus. - SAP a plus. Good Excel ability / presentation /communication skills a must. 上班時間-:9點0分∼18點0分 Sr. Sales Controller/Financial Analyst / Asia Project Business Planning FP&A Analyst - conduct sales analysis, target setting, monitoring, analyzing and evaluation of sales and marketing budgets, product controlling, regional strategies and currency management. - responsible for control of sales and marketing activities in terms of sales volumes amount, revenues, discount, etc, according to company standard - Prepare planning and forecast information and periodical reporting to business and related parties. - Prepare pricing decisions together with marketing and sales to monitor pricing or discount impact, and contract management and invoicing.
積極徵才中
9 小時前處理過履歷
應徵
4/23
【我們的團隊介紹】 我們是隸屬在國泰金控策略溝通行銷處下的公關發展部,為公司對外溝通與媒體關係維護之主要單位,承金控品牌策略銜接子公司(國泰人壽、國泰世華銀行、國泰產險、國泰投信、國泰證券、國泰投顧等)業務,共同梳理價值型議題,透過各式媒體溝通模
1 小時前處理過履歷
應徵
4/10
。 D、主管交辦事項。 三、交易單位為國內最大的本土法人造市商,主要從事國內各種商品的高頻程式交易,目前有國內現貨、期貨、選擇權、個股期貨、ETF及國外商品多種合約的交易。 四、有完善的教育訓練制度與和樂的工作氛圍,正在尋找對金融有興趣的程式
積極徵才中
7 小時前處理過履歷
應徵
4/23
應徵
4/23
【歡迎過往有HR、獵頭相關經驗者看過來,或是新鮮人、無經驗,想轉職的也可以】 我們正在為多家知名企業與外商品牌尋找優秀的人資夥伴,無論你是專注在招募、教育訓練、行政或是 BP,只要你熱愛與人互動、熟悉 HR 流程,歡迎你來聊聊✨ 台北職缺地點
應徵
4/24
此專區為協助外商及本土銀行主管職獵才,錄取身分為銀行正式員工,獵才職位包含:分行經理/理財業務主管/Sales Head,我們會協助您帶薪帶假談,全台灣分行都可討論,也會針對您的專才與優勢,提供品牌與分行地點的建議,誠摯歡迎具備相關經驗人才應徵。
應徵
4/24
此專區為協助外商及本土銀行【理財業務主管】獵才,錄取身分為銀行正式員工,我們會協助您帶薪帶假談,也會針對您的專才與優勢,提供品牌與分行地點的建議,誠摯歡迎具備相關經驗人才應徵。 【理財業務主管】 - 協助及輔導理財業務人員業績與團隊激勵,執行
應徵
4/09
投信投顧業務員資格測驗」或「投信投顧相關法規(含自律規範)乙科測驗」或「證券投資分析人員資格測驗」 (3)「人身保險業務員資格測驗」 (4)「投資型保險商品業務員資格測驗」 (5)「人身保險業務員銷售外幣收付非投資型保險商品測驗」 (6)「金
6 天內處理過履歷
應徵
4/09
投信投顧業務員資格測驗」或「投信投顧相關法規(含自律規範)乙科測驗」或「證券投資分析人員資格測驗」 (3)「人身保險業務員資格測驗」 (4)「投資型保險商品業務員資格測驗」 (5)「人身保險業務員銷售外幣收付非投資型保險商品測驗」 (6)「金
積極徵才中
4 天內處理過履歷
應徵
4/09
業務專業測驗(信託法規乙科)」。 (5) 「證券商高級業務人員資格測驗」或「投信投顧業務員資格測驗」或「投信投顧相關法規(含自律規範)乙科測驗」或「證券投資分析人員資格測驗」。 (6) 「人身保險業務員資格測驗」。 (7) 「財產保險業務員資格測驗
應徵
4/09
投信投顧業務員資格測驗」或「投信投顧相關法規(含自律規範)乙科測驗」或「證券投資分析人員資格測驗」 (3)「人身保險業務員資格測驗」 (4)「投資型保險商品業務員資格測驗」 (5)「人身保險業務員銷售外幣收付非投資型保險商品測驗」 (6)「金
6 天內處理過履歷
應徵
4/09
)」 (2)「證券商高級業務人員資格測驗」或「投信投顧業務員資格測驗」或「投信投顧相關法規(含自律規範)乙科測驗」或「證券投資分析人員資格測驗」 (3)「人身保險業務員資格測驗」 (4)「投資型保險商品業務員資格測驗」 (5)「人身保險業務
應徵
儲存清單
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