Portfolio Manager – Senior Analyst
Minor Hotels Europe and Americas
full-time
Posted on:
Location Type: Office
Location: Taipei • Taiwan
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Job Level
About the role
- 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
Requirements
- 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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementrisk managementperformance monitoringfinancial modelingvaluation frameworksequity researchinvestment decision-makingbottom-up researchSQLPython
Soft Skills
communication skillsanalytical skillsindependent judgmentpeople managementcollaborationmotivationaccountabilityresilienceattention to detaildecision-making
Certifications
Qualified Portfolio Manager licenseBachelor's degreeMaster's degree