• be responsible for all aspects of portfolio management for the onshore Fixed-Income funds, working in collaboration with the offshore portfolio managers to ensure that investment decisions comply with Taiwan regulatory requirements
• prepare regulatory reports for onshore funds and cooperate with Taiwan Operations team to monitor local regulatory requirements, including monitoring of local investment restrictions
• carry out daily monitoring of financial markets and industry trends to be able to share market intelligence with Client Relationship Managers / Marketing teams and be able to recommend products to our clients
• work closely with local and regional teams to support the launch of new onshore funds and registration of offshore funds, including supporting Client Relationship Managers with sales training
• support the sales team in the preparation of marketing materials and market commentaries with respect to the onshore and offshore funds
• conduct research, data / performance analytics, and competitor / product analysis of onshore and offshore products
• support Client Relationship Managers and represents us as an Investment Specialist for both onshore and offshore products in client interactions and conferences