Develop investment strategy and action plans to maximize investment effectiveness
Evaluate and review asset allocation, risk budget, investment strategy, and other investment decisions on an ongoing basis to ensure optimal performance.
Lead or Manage the outside counterparties - asset managers and custodian
Oversee investment manager performance and compliance including taking any corrective actions in instances of investment managers under performance.
Oversee the investment process and liquidity management
Research capital market and investment industry
Communicate with HK regional office and US headquarters on investment related issues
Lead, develop, evaluate and implement internal controls and regulation compliance over investment management
Manage NII for planning and forecast process
Develop detailed annual budget for the Investments team and all investment-related activities, track expenditures vs. budgeted amounts throughout fiscal year, reduce or request increases to budget mid-fiscal year as needed
Review and finalize regulatory reporting and disclosures
Regularly provide investment performance summaries to CFO and ALCO
Manage investment reporting, regulatory reporting and disclosures
Co-work with Product Development team on variable funds in separate account
Product sign-off member for IB filings, involves product development and review committees
Work with finance team on cash flow arrangement
Implement hedging strategies including FX hedge manager selections, ISDA negotiation and procedures etc.
Regulation filing preparation
Carry out any others tasks assigned by management
Arrange Ad-hoc meeting for investment opportunities or others
10+ years of experience in investment
Experience in investment of proprietary assets in multi-national companies or life insurance companies is a big plus
In-depth knowledge of Taiwan capital markets
Knowledge of investments operation processes and market structure
Familiar with the Taiwan regulatory requirements on local and oversea investments, and capable of communicating or supporting in meeting these requirements
Strong communication skill in both English and Chinese to manage the relationship with 3rd parties
Strong skill-sets to analyse issues and diagnose risks accurately required
Effective use in MS software especially in excel and power point preferred
Strategic thinker with strong business and financial acumen
Strong drive for results and excellence
Analytical ability and logical thinking
Good written and verbal communication skills in both Chinese and English (must)
Related professional degree / license such as CFA, CPA (preferred)
Description. Develop investment strategy and action plans to maximize investment effectiveness. Evaluate... Lead or Manage the outside counterparties. asset managers and custodian. Oversee investmentmanager...
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