Investment Compliance and Analytics Associate

Are you ready to shape the future of investment analytics in Taiwan Join a team where your expertise drives client success and industry innovation. Youll collaborate with talented colleagues engage with leading institutional clients and grow your career in a supportive inclusive environment. We value your passion for analytics and offer opportunities for advancement and skill development. Be part of a team that celebrates partnership learning and excellence.

As an Investment Compliance and Analytics Associate within the Data Solutions - Fusion Analytics team you will serve institutional clients delivering world-class analytics compliance performance and risk solutions. You will partner with cross-regional teams to drive client change agendas and support seamless service delivery. You will analyze investment data interpret guidelines and collaborate with clients on best practices in compliance and ESG Your work helps us set new standards of excellence and empowers clients to navigate Taiwans evolving financial landscape.

Job responsibilities

• Represent Data Solutions team as the operational contact for performance measurement compliance monitoring risk reporting and ESG analytics to clients in Taiwan
• Provide cross-coverage for fund services products including fund accounting and financial reporting
• Own end-to-end service delivery ensuring quality and timeliness of client deliverables
• Manage client change requests and support new business onboarding
• Build effective relationships with clients vendors and third-party fund managers
• Drive continuous service and operational improvements providing thought leadership on market developments
• Oversee production validation and delivery of services in accordance with service level agreements
• Analyze exceptions in client reporting and escalate issues for timely resolution
• Identify and implement process improvements to enhance quality efficiency and risk management
• Coordinate with Global teams to support production and service outside of Taiwan
• Maintain active interaction with internal stakeholders (i.e. Client Service Sales Technology Product etc.)to support service delivery and client change agendas

Required qualifications capabilities and skills

• Bachelors degree in Finance Economics Business or related field
• At least 7 years of experience in investment analytics for performance compliance ESG and/or risk management focused on Taiwan market
• In-depth knowledge of Taiwans financial market regulations and institutional client landscape
• Proven client engagement and stakeholder management experience in financial services or asset management
• Expertise in investment analytics including performance compliance ESG and market risk
• Deep understanding of investment mandates industry standards and fund services framework
• Strong interpersonal and communication skills in Mandarin and English
• Ability to independently drive client change agendas and collaborate with cross-regional teams
• Analytical and critical mindset with ability to influence decision makers
• Team player able to support a broader fund services footprint in Taiwan
• Experience in interpreting investment guidelines and regulatory requirements

Preferred qualifications capabilities and skills

• Chartered Financial Analyst (CFA) Financial Risk Manager or ESG-related certifications will be a plus
• Taiwan-specific qualifications or regulatory licenses is considered an advantage
• Prior experience in Fund Services products will be beneficial