投資經理人

薪資範圍:待遇面議

公司名稱: 台北富邦商業銀行股份有限公司

重要職責/工作內容 1.市場數據監控、投資研究分析。 2.投資組合管理，投資流程執行，投組風險及績效控管。 3.投資策略制定及投資商品研發。 4.國內、外投資顧問管理。 5.投資人溝通、路演及投資相關影音、報告製作。 Portfolio Manager Responsibilities: 1.Conduct analysis and research on macro-economic trends, economic factors, and industry developments. 2.Manage portfolios/mandates comprised of ETFs, mutual fund, and hedge funds. Ensure all portfolios/mandates conform to performance expectations, investment guidelines, risk limits and regulatory requirements. 3.Participate in formulation of investment strategies and development of investment products. 4.Liaise with foreign/domestic investment advisors to support investment decision making process. 5.Provide professional investment advice to customers through roadshows, online video recording, or customer visits.

公司地址:

台北市大安區

其他:

1.需具信託業務員執照，具CFA、證券分析師、投信投顧業務人員或證券高級業務員執照尤佳。 2.具VBA、Bloomberg能力。 3.金融投資研究經驗3年以上。-2024-09-17