Senior Associate Portfolio Manager - Taiwan DIM

About the role

abglobal is looking for a Taiwan-based Senior Associate Portfolio Manager (Senior APM) specializing in multi-asset strategies, with a primary focus on Taiwan Discretionary Investment Management (DIM) portfolios. The Senior APM leads the DIM Portfolio Management Group (PMG) team and works closely with the DIM Portfolio Manager, Senior Portfolio Managers and global investment teams. The role combines portfolio implementation and team oversight with investment analysis, including fund research, portfolio simulations and market analysis.

Key responsibilities

• Lead the DIM PMG team and oversee day-to-day portfolio management and implementation activities.
• Partner with the DIM Portfolio Manager on fund and market analysis, portfolio simulations, risk analysis and portfolio construction.
• Implement investment strategies across DIM accounts and funds in line with portfolio objectives, client guidelines and regulatory requirements.
• Manage account-level activities, including portfolio monitoring, investment restrictions, client cash flows and client requests.
• Prepare and review investment and regulatory reports for Taiwan DIM portfolios.
• Work with Senior Portfolio Managers and global investment teams to turn investment views into portfolio implementation.
• Coordinate with Legal/Compliance, Trading, Sales/Marketing, Investment Operations, Accounting and other internal stakeholders.
• Lead or support initiatives on new strategies, investment instruments and portfolio management processes.
• Identify and prioritize opportunities to expand the team's data capabilities by sourcing, evaluating and integrating alternative and third-party datasets.

Required profile

• 10+ years of relevant investment management experience, including 5+ years of Taiwan DIM experience, with strong knowledge of Taiwan DIM regulations, investment guidelines and restrictions.
• Bachelor's or Master's degree in Finance, Economics, Business or a related field.
• Senior Securities Specialist or Securities Investment Trust and Consulting Professional certification is required.
• Demonstrated ability to lead a team and collaborate with Portfolio Managers and cross-functional stakeholders.
• Strong problem-solving, communication and organizational skills, with attention to detail and the ability to manage multiple priorities.

Required skills

• Strong investment and quantitative analytical skills, including fund analysis, market analysis and portfolio simulations.
• Good understanding of multi-asset investments, including equities, fixed income, fund of funds and derivatives.
• Ability to work effectively with regional and global investment teams.