Analyst – Mutual Fund Investment

Allianz

. Conduct fundamental research on Taiwan’s domestic equity market .

Posted 11/12/2026full-timeTaipei • TaiwanSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in equity research and portfolio management with a strong focus on Taiwan's domestic equity market. Proficient in financial modeling, risk management, and effective communication of investment insights to stakeholders.

Highest-signal resume keywords

Qualified Portfolio Manager License10 Years Of Relevant ExperienceStrong Exposure To Taiwan Equities MarketFinancial Modeling ProficiencyExcellent Communication Skills In English And Chinese

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation FrameworksInvestment DatabasesEquity ResearchPortfolio ManagementRisk ManagementAnalytical SkillsSQLPythonAI/ML Experience

Soft Skills

Excellent Communication SkillsIndependent JudgmentAbility To Perform Under PressureCollaboration With Cross-Functional TeamsMentoring Junior Analysts

Tools & Technologies

Microsoft CoPilot

Certifications & Qualifications

Qualified Portfolio Manager License

Industry Keywords

Taiwan Domestic Equity MarketMarket OutlooksSector ReportsInvestment IdeasPortfolio ConstructionRisk-Aware Investment DecisionsInvestment InsightsFundamentalsValuationClient Mandate Execution

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Conduct fundamental research on Taiwan’s domestic equity market
Generate market outlooks, sector reports, and actionable investment ideas
Build and maintain financial models, valuation frameworks, and internal databases
Monitor existing holdings and potential investments
Provide timely updates on fundamentals, valuation, and risk factors
Communicate investment views to internal stakeholders and, when required, clients through reports and presentations
Collaborate with global and regional investment teams to align with broader investment strategies
Support portfolio management, active portfolio construction, risk management, and client mandate execution

Requirements

What you’ll need

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
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
Ability to translate investment insights into portfolio actions
Ability to integrate bottom-up research into portfolio construction and risk-aware investment decisions
Strong analytical skills and independent judgment
Proficiency in financial modeling and investment databases
Demonstrated ability to work effectively with analysts, portfolio managers, and cross-functional teams
Ability to perform under pressure in a dynamic market environment
Microsoft CoPilot skills
Programming skills such as SQL and Python and AI/ML experience are a plus
Experience mentoring or guiding junior analysts is a plus
People management experience is advantageous but not required

Benefits

Comp & perks

Access to pension, retirement, and/or savings plans as applicable to the work location
Company share purchasing plan
Mental health and wellbeing programs
Career opportunities within the entire Allianz Group
Comprehensive learning and development offerings, including certifications and professional qualifications
Flexible and collaborative office culture