Lead portfolio management responsibilities, including portfolio construction, risk management, and performance monitoring
Manage mutual funds or client portfolios and contribute to investment decision-making at team level
Ability to manage portfolios according to pre-defined product specifications and deliver superior performance relative to benchmarks or client’s target
Participate actively in portfolio review meetings, sharing views on market trends, stock drivers, and portfolio adjustment rationales
Stay current on market, industry, and company developments through meetings, conferences, and expert networks
Conduct fundamental research on Taiwan’s domestic equity market, generating market outlooks, sector reports and actionable investment ideas
Build and maintain financial models, valuation frameworks, and internal databases to support stock selection and portfolio decisions
Monitor existing holdings and potential investments, providing timely updates on fundamentals, valuation, and risk factors
Communicate investment views clearly to internal stakeholders and, when required, to clients through reports and presentations
Collaborate with global and regional investment teams to ensure alignment with broader investment strategies
Experience in mentoring or guiding junior analysts is a plus; people management experience is advantageous but not required

Qualified Portfolio Manager license accredited by the Securities and Futures Institute (SFI)
Bachelor’s or master’s degree; minimum 10 years of relevant experience in equity research and/or portfolio management, with strong exposure to Taiwan equities market
Excellent communication skills in English and Chinese, both written and verbal
Solid understanding of macro, sector, and company fundamentals, with the ability to translate insights into portfolio actions
Proven ability to integrate bottom-up research into portfolio construction and risk-aware investment decisions
Strong analytical skills and independent judgment, with a disciplined and pragmatic investment approach
Proficiency in financial modeling and investment databases; programming skills (SQL, Python, etc.) and AI/ML experience are a plus
Demonstrated ability to work effectively with analysts, portfolio managers, and cross-functional teams
Highly motivated, accountable, and resilient, with the ability to perform under pressure in a dynamic market environment
Curious, detail-oriented, and disciplined, with sound decision-making and strong sense of ownership

Balanced work environment: A dynamic office culture that supports flexibility and collaboration
Secure your future: Access to pension, retirement, and/or savings plans as applicable to the work location
Shared success: Company share purchasing plan
Support for what matters: Mental health and wellbeing programs
Investments in your career: Career opportunities within the entire Allianz Group
Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications

Portfolio Manager – Senior Analyst

Key skills