Portfolio Manager (Taipei, TW, 10476)

Allianz
Taipei
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 10+ yearsEducation: mastersSkills: ["Communication","Analytical skills","Independent judgment","Collaboration","Accountability"]

Lead portfolio management for mutual funds and client mandates in the Mutual Fund Investment – Taiwan Equity team. Own portfolio construction, risk management, and performance monitoring while translating bottom-up fundamental research on Taiwan equities into investment decisions. Participate in portfolio review meetings, share market and stock insights, and execute against predefined product specifications and benchmarks/targets. Stay current via meetings, conferences, and expert networks, partnering with internal and external stakeholders.

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Allianz
Allianz
12 hours ago

Portfolio Manager (Taipei, TW, 10476)

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Last checked: 12 hours agoStatus: Live

Job Summary

Lead portfolio management for mutual funds and client mandates in the Mutual Fund Investment – Taiwan Equity team. Own portfolio construction, risk management, and performance monitoring while translating bottom-up fundamental research on Taiwan equities into investment decisions. Participate in portfolio review meetings, share market and stock insights, and execute against predefined product specifications and benchmarks/targets. Stay current via meetings, conferences, and expert networks, partnering with internal and external stakeholders.
Location: Taipei
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Capital Markets, Trading & Quant
Seniority: Director level

Key Responsibilities

  • •Lead portfolio construction, risk management, and performance monitoring for mutual funds or client portfolios.
  • •Manage mutual funds or client portfolios and contribute to team-level investment decision-making.
  • •Execute portfolios according to product specifications, aiming for superior performance versus benchmarks or client targets.
  • •Participate in portfolio review meetings, sharing views on market trends, stock drivers, and portfolio adjustment rationales.
  • •Stay current on market, industry, and company developments through meetings, conferences, and expert networks.

Pay and Benefits

Perks:PensionRetirementEquityLearning BudgetHealth Insurance

Key Requirements

  • •Qualified Portfolio Manager license accredited by the Securities and Futures Institute (SFI).
  • •Bachelor’s or master’s degree, with a minimum 10 years of relevant experience in equity research and/or portfolio management focused on Taiwan equities.
  • •Excellent communication skills in English and Chinese, both written and verbal.
  • •Strong macro, sector, and company fundamental understanding with the ability to translate insights into portfolio actions.
  • •Proven ability to integrate bottom-up research into portfolio construction and risk-aware investment decisions.
Experience:10+ years
Education:Master's
Skills:CommunicationAnalytical skillsIndependent judgmentCollaborationAccountability
Licenses:Portfolio Manager license (SFI)
Certifications:Qualified Portfolio Manager license (SFI)
Languages:EnglishChinese
Tech Stack:SQLPythonMicrosoft CoPilotAI/ML

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn