Investment Analytics - Associate
On-site · Taipei, Taiwan, Taiwan
Job Summary
Investment Analytics Associate within the Data Solutions Fusion Analytics team in Taiwan, delivering world-class analytics, compliance, performance, and risk solutions for institutional clients. Represent the Data Solutions team as the operational contact for performance measurement, compliance monitoring, risk reporting, and ESG analytics to clients in Taiwan; provide cross-coverage for fund services products including fund accounting and financial reporting; own end-to-end service delivery ensuring quality and timeliness of client deliverables; manage client change requests and support new business onboarding. Build effective relationships with clients, vendors, and third-party fund managers; drive continuous service and operational improvements with thought leadership on market developments; oversee production, validation, and delivery of services in accordance with SLAs; analyze exceptions in client reporting and escalate issues for timely resolution; identify and implement process improvements to enhance quality, efficiency, and risk management; coordinate with Global teams to support production and service outside of Taiwan; maintain active interaction with internal stakeholders to support service delivery and client change agendas.\n\nPreferred qualifications include Chartered Financial Analyst (CFA), Financial Risk Manager, or ESG-related certifications; Taiwan-specific qualifications or regulatory licenses are advantageous; prior experience in Fund Services products is beneficial.
Required Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field
- At least 7 years of experience in investment analytics for performance, compliance, ESG, and/or risk management, focused on Taiwan market
- In-depth knowledge of Taiwan’s financial market, regulations, and institutional client landscape
- Proven client engagement and stakeholder management experience in financial services or asset management
- Expertise in investment analytics, including performance, compliance, ESG, and market risk
- Deep understanding of investment mandates, industry standards, and fund services framework
- Strong interpersonal and communication skills in Mandarin and English
- Ability to independently drive client change agendas and collaborate with cross-regional teams
- Analytical and critical mindset with ability to influence decision makers
- Team player able to support a broader fund services footprint in Taiwan
- Experience in interpreting investment guidelines and regulatory requirements
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