Portfolio Operations Specialist

2 weeks ago

Taipei, Taiwan beBeeCompliance Full time

Job Title: Portfolio Operations Specialist

Job Description:

This role is part of the Investment Services Organization, working closely with Country Head, relationship managers and Master Custody division. It requires strong coordination and organizational skills to support the team in achieving its goals.

Key Responsibilities:
  • Serve as a liaison between internal teams and external clients to ensure seamless communication and data exchange.
  • Support on client reporting and investment compliance monitoring of portfolios by analyzing data and identifying trends.
  • Prepare and consolidate daily, weekly, and monthly reports from internal and external sources using advanced data analysis tools.
  • Coordinate with team members to ensure timely delivery of projects and deadlines.
  • Collect, consolidate, and produce management or business reporting, including business-related materials, market data analysis, and other key reports or presentations.
  • Provide administrative support to senior management.
  • Take on ad-hoc assignments as needed to support the team's objectives.
Requirements:
  • Experience: Minimum two years in compliance or corporate secretarial supports, preferably eight years in administration.
  • Skills: Strong people skills for cross-department communication, proficiency in MS PowerPoint and Excel, with strong attention to details. Language proficiency in Mandarin and English.
  • Certification: Trust Operations Personnel Qualification (Taiwan).

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