Portfolio Manager – ETFs and Indexed Investments , Equity & Fixed Income (Taiwan Based)
Share
Job Location:
Taipei City - Taiwan
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
About Invesco
As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.
Whats in it for you
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Generous annual leave plus flexible paid time off
Hybrid work schedule
Learning and development programs
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan (if applicable in your region)
Job Description
Your Team
You will join a global team of 27 experienced portfolio managers from diverse backgrounds managing a large number of Equity and Fixed Income ETFs. The newly established Taiwan ETF PM team will play an integral part in managing and growing the local ETF business.
About the Role:
- Manage passive ETFs index funds and feeder ETFs in equity fixed income or balanced/multi-asset categories.
- Ensure compliance with Taiwan regulatory requirements and internal investment processes.
- Oversee index reconstitution portfolio trading cash management and corporate action decisions.
- Monitor tracking error and implement strategies to optimize portfolio performance.
- Collaborate with equity and fixed income analysts and traders to implement portfolio decisions.
- Lead or contribute to investment process improvements to enhance efficiency and scalability.
- Engage with internal stakeholders (capital markets product development) and external clients (institutional due diligence conferences).
- Utilize advanced portfolio analytics and modeling tools (e.g. Aladdin Bloomberg FactSet Barra/Axioma) for portfolio optimization.
- Maintain thorough documentation of policies procedures and investment decisions.
Requirement for the Role :
- Masters degree in Business Finance Economics or related field preferred.
- CFA designation or progress towards CFA is preferred but not mandatory.
- 5 to 15 years of asset management experience specifically managing passive ETFs or mutual funds in both equity and fixed income.
- Minimum 5 years of direct experience managing or co-managing passive funds/ETFs.
- Strong knowledge of global equity and fixed income markets index construction and passive investment strategies.
- Experience with portfolio optimization tracking error management and corporate action analysis.
- Excellent communication skills for client engagement and cross-team collaboration.
- Experience with portfolio management systems such as Aladdin Bloomberg or Charles River is preferred.
- Proficiency in programming languages such as Python SQL/Oracle and VBA is a significant advantage.
On-site presence in Taipei office is mandatory.
Ability to work under regulatory requirements personally implementing investment processes.
Strong analytical and problem-solving skills.
Ability to work effectively in a team environment with portfolio managers analysts traders compliance and operations.
Speak fluent English to communicate with the global team
Taiwan Licensing and Certification Requirements
The candidate must meet one of the following certification and experience criteria:
- Certified Securities Investment Analyst (CSIA) License
- Passed a Senior Securities Specialist Examination
- Passed examination for Securities Investment Trust and Consulting Professionals
How to Apply:
- Apply for the role directly here or at Invesco Careers: Careers at Invesco APAC.
To know more about us:
- About Invesco: our Culture: our CR program: Time / Part TimeFull time
Worker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace Model
At Invesco our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week with one day working outside an Invesco office.Invescos culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race creed color religion sex gender gender identity sexual orientation marital status national origin citizenship status disability age or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance job applicants have a right to request access to and to request correction of Personal Data in relation to the application. If job applicants wish to exercise these rights they should contact the Human Resources department.
Required Experience:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more
