About the Role
Position We are looking for a Taiwan-based Associate Portfolio Manager (APM), specializing in Multi-Asset strategies. The APM is responsible for the implementation of investment strategies for Multi-Asset portfolios and will work closely with counterparts around the globe. The role has both local Taiwan fund responsibilities and regional/global responsibilities across multi-asset products, supporting globally managed strategies and mandates. Associate Portfolio Managers are responsible for ensuring that portfolio strategy is applied to individual accounts by demonstrating a deep understanding of investment products and operational policies and procedures spanning Equity, Fixed Income, Fund of Fund and derivative investments. Job Description The Associate Portfolio Manager will support the Senior Portfolio Management Team. Specific responsibilities may include: Responsible for portfolio implementation in compliance with Taiwan regulatory requirements and established Multi-Asset investment processes, with a primary focus on Taiwan-domiciled mutual funds (SITE funds). ETF experience is a plus. Experience with derivatives instruments such as futures and options is a plus. Responsibilities include preparing investment reports required by local regulators, executing investment decisions, managing portfolio cash flows, conducting post-trade reviews, and ensuring adherence to fund guidelines and internal controls. Liaising with other departments internally, Senior Portfolio Managers, global analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting to ensure operational integrity and regulatory compliance in Taiwan. Participating in project-based initiatives related to implementing new strategies and instrument types across markets. Supporting system enhancements, workflow optimization, and cross-regional coordination efforts within the Multi-Asset platform. Regional responsibilities include supporting implementation and oversight of global multi-asset strategies across regional vehicles and mandates, partnering with global Portfolio Managers to ensure consistent execution of asset allocation and risk management decisions, and monitoring portfolio exposures in alignment with global investment guidelines and firm-wide risk frameworks. Job Qualifications Bachelor/Master’s degree in finance related field Strong analytical ability with solid quantitative skills. Proven problem-solving skills are essential. Strong attention to detail with the ability to multitask and prioritize in a deadline driven environment is required. Strong communication skills (both written and verbal) and interpersonal skills At least 2-year experience in DIM (or SITE) investment related products and/or familiarity with Taiwan regulations as well as DIM (or SITE) investment related restrictions are preferred. Certifications of the Senior Securities Specialist or Securities Investment Trust and Consulting Professionals is a must. Taipei City, Taiwan We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.