景順證券投資信託股份有限公司

Company Introduction

80 Employees
台北市信義區松智路1號22樓
Contact Person
謝小姐
Phone
暫不提供
景順為亞太區最具經驗的投資經理之一。時至今日,景順在區內擁有強大網絡,於澳洲、中國、香港、印度、日本、新加坡、南韓及台灣均設有辦事處;亦透過合資公司駐足中國大陸。 景順台灣已在地耕耘26年,為當地投資人提供52檔境內外基金商品,其中13檔為境內基金,39檔為總代理之景順集團境外基金,涵括國內股票型、跨國組合平衡型、固定收益型、海外股票型、低波動策略、目標到期策略等基金。景順台灣以景順集團全球資源及投資經驗為發展基礎,努力專注於基金管理業務,持續發行或引薦優質之境內外基金商品,致力提供世界級投資產品及服務以滿足不同客戶之需求。 景順台灣之基金資產總值合計725.5億台幣,境內基金為376.7億台幣,境外基金為348.8億台幣。

Industry Sector
證券及期貨業
Related Links
Company Website

Main Products

我們的營業項目: 一、發行受益憑證募集證券投資信託基金 二、運用證券投資信託基金從事證券及其相關商品之投資 三、接受客戶全權委託投資業務 四、其他經財政部證券暨期貨管理委員會核准之有關業務

Benefits

一、員工與眷屬團保計劃 二、三節禮金、生日禮金 三、教育訓練 四、年度健康檢查 五、年度旅遊 六、員工認股 七、員工協助計劃

Jobs

Assistant Manager, Transfer Agency, Taiwan 景順證券投資信託股份有限公司
Salary negotiable
台北市信義區
經歷不拘
Who we are: With over $1.7 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Your Role: Oversight TA functions are handled timely and accurately by Outsourcing Service Provider Coordinate and support in delivering service to investors and clients Handle investors or clients’ inquiries Perform AML monitoring tasks Handle reporting for regulators, internal or external parties Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators Take up tasks and projects as assigned from time to time The Experience You Bring: Minimum 2 years transfer agency, fund services or related work experience in SITE industry Knowledge in Offshore Fund, Master Agent and TDCC platform operations is preferred A bachelor’s degree in Finance or Business area of concentration SITE license Active team player and can motivate others Strong responsibility, self-motivated and independent problem-solving skills Good organization and time-management skills with multi tasks and work under pressure with tight deadline Familiar with excel and word Fluent verbal and written communication skills in English and Chinese Why Invesco: In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. What's in it for you: As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
Full-time
Entry-level
10/09 Updated
Associate, Global Distribution Services, Taipei 景順證券投資信託股份有限公司
Salary negotiable
台北市信義區
經歷不拘
Job Description Who we are: With over $1.7 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Department Description: Global Distribution Services (“GDS”) provides well-rounded services through offering standard/ad-hoc reporting pack, product/fund data, and onboarding activities coverage across investments, sales, marketing and back office operation to Invesco’s clients, e.g. Support sales team to identify clients’ needs and determine strategy fit by providing RFP/RFI/Presentation support Co-create relationship through onboarding activities when take-on clients Provide product reporting/client reporting for relationship management Maintain existing / prospecting clients’ enquiries Provide product factsheet information and relevant solutions. Bespoke reporting to clients, consultants, and external data vendors Key global distribution services business project management, controls, and systems enhancement Your Role: Support APAC institutional client reporting & product reporting tasks, which include, review month-end portfolio validations, prepare customized client/product reports and address ad-hoc client requests. Ensure all production support work flow is smooth and production requests are handled timely. Participate in issue investigation and research. Escalate reporting issues to ensure issues are resolved accurately and efficiently. Proactively contribute ideas, research and recommend continuous improvement opportunities (e.g. automate production). Participate in approved continuous improvement initiatives. The Experience You Bring : Require a University degree in Accounting, Finance or business area of concentration. Fresh graduate or less than 2 years of experience is welcome. Basic knowledge of fund/segregated mandate operations is plus. Good written and verbal communication in English is preferred; with Japanese communication is plus. Client focus and with a keen interest in providing superb services to clients. Good organization skills, detail oriented and work under pressure with tight deadline. Self-managing and proactively prioritize work. Securities Investment Trust and Consulting Professionals is required Why Invesco: In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. What’s in it for you: As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan
Full-time
Entry-level
10/01 Updated
Assistant Manager/Manager, Retail Sales, Taiwan 景順證券投資信託股份有限公司
Salary negotiable
台北市信義區
經歷不拘
Who we are: With over $1.7 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Your Role: Proactively understand client’s demand for investment and provide product solution to grow AUM through intermediary channel including bank, Insurance company and brokerage house. Drive asset inflow from covered accounts. Maintain strong relationship with distributors. Push opportunities of asset growth. Actively provide comprehensive service to client. Continue to build Invesco’s relationships with key stakeholders of intermediaries to expand the book of business Adequately present asset class and capabilities of investment teams at the early stages of engagement Lead Distribution Agreement discussions Achieve sales and revenue target as assigned Achieve agreed level of client engagement activities Actively market existing products include having regular conversations with various teams in the intermediaries to highlight attractiveness and strength of Invesco products versus peers Support clients when they conduct peer comparison analysis Coordinate and lead in the organization of roadshows / RM briefings Address issues/challenges that clients may face with respect to selling our products to their end investors Work closely with other departments (E.g. Investment, Compliance, etc.) in delivering timely response and solving issues faced by clients The Experience You Bring: Bachelor’s Degree in Finance, Business or other related area of concentration 3+ years experience in the asset manager or financial industry. Team player. Always be curiosity . Excellent verbal and written communication skills. Good for English writing and speaking Ability to conduct complex analysis and present data in a meaningful way. detail orientation. Working well under pressure. Open minded, flexible, and willing to listen for other people’s opinions. Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required. License/Registration/Certification: (minimum requirement to perform job duties) SITCA Senior broker. Why Invesco: In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. What’s in it for you: As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
Full-time
Entry-level
10/01 Updated
Assistant Manager/Manager, Investment & Distribution Services (Trade Operation) 景順證券投資信託股份有限公司
Salary negotiable
台北市信義區
經歷不拘
Job Description Trade Processing: The candidate is required to work independently with minimal supervision to settle and confirm trades in an accurate and timely manner; escalate issues appropriately and resolve issues effectively and efficiently; communicate frequently with colleagues and counterparties in other global locations. The candidate should also provide recommendation and participate in automation and improvement of daily operational processes. Corporate Actions: The candidate is required to liaise and work jointly with team members to perform corporate action activities including research and analysis of corporate events, notification of voluntary corporate events and processing corporate actions in various systems in an accurate and timely manner. The candidate should also provide recommendation and participate in automation and improvement of daily operational processes. Pricing Operations: The candidate is required to review vendor and third-party administrator supplied prices; research and resolve pricing exceptions in a timely manner under the general supervision of the Pricing Manager. Your Role: Exception processing for equity, fixed income and FX trades (unmatched trades due to various reasons) to ensure all trades are matched against brokers' confirmations via Omgeo CTM, settlement instructions are released before various deadlines to the custodians and/or the interested parties via Omgeo SN's SWIFT messaging gateway and confirmed at FMC. Ensure foreign exchange trades are matched for APAC clients with counterparties and sent to custodians via GTSS before various deadlines. Produce manual settlement instructions and fax the signed instructions to custodians, e.g., Unit Trust orders, time deposit trade instruction, Indian bonds trades, IPO free of payment trades, etc. Ensure the daily trade reports are sent to relevant parties accurately and timely. Validate End-of-Day reports for control and audit requirements. (e.g. Confirmed and Unconfirmed Trade Reports from FMC, Omgeo SN Trade Blotter, CTM Forced Matched Blotter). Monitor the unmatched trades and research any queries in relations to potential failed trades with custodians or brokers to avoid failed settlement and liaise with custodians/brokers to solve out the failed trades settlement. Provide various reports of responsible markets on a monthly basis. Ensure the clients' security settlement details are updated on Omgeo ALERT and notify brokers should there be any changes. Consolidate and liaise with different teams and vendors for the new counterparties setup in various systems. Liaise with counterparties for new accounts setup process for APAC equities market and Fixed Income market and FX market. Proactively contribute ideas and participate in continuous improvement initiatives. Perform analysis, User Acceptance Testing and rollout support on new business requirements/projects (e.g. new instruments or new market). Provide support to Trading teams on day-to-day operations when called upon. Liaise with various internal departments (such as Trading, Data Management, IT teams) to resolve issues arises from various systems failure (e.g., CRD. ITR, Aladdin and FMC). The Experience You Bring : Degree in Accounting, Economics, Finance or Business Administration (or an equivalent combination of education, training and experience that would provide the knowledge, skills and ability required). 3 - 10 years proven experience in an Investment Management Company, Brokerage Operations, Custodian or third-party administration provider in trade processing or related functions mentioned above. Sound knowledge of international investment products is required. Experience supporting a global operating model and experience working in a matrix organization are desired. Knowledge of market data services such as Bloomberg or Reuters is a plus. Fluent in speaking and writing English, Chinese. SITE/SICE License
Full-time
Entry-level
10/01 Updated
Deputy Manager, Investment, Taiwan 景順證券投資信託股份有限公司
Salary negotiable
台北市信義區
經歷不拘
Who we are: With over $1.7 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Your Role: This role is responsible for assisting investment team members with regular administrative tasks as well as non-regular projects. He / she will be responsible for supporting the fundamental research of companies and will also act as deputy fund manager of multi-asset retail funds. Facilitate team coordination with internal stakeholders to ensure smooth team operations in Investment Dept Assist in preparing materials for investment meetings and client reports. Coordinate broker visits and arrange forums with good record tracking. Prepare and maintain documents according to regulatory or internal control requirements. Act as deputy fund manager of multi-asset retail funds. Compile research data per team’s request such as economic data, company financial data. Attend regular team meetings and discussions. The Experience You Bring: University graduate in finance, economics or other business-related field Passed senior securities specialist exam + 3 years of securities investment analysis work experience. Or passed SICE/SITE exam + 2 years of securities investment analysis work experience. Good command of English and Mandarin (Chinese) Good communication skills Good knowledge in computer application A team player and able to work under pressure. Why Invesco: In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. What’s in it for you: As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
Full-time
Entry-level
10/01 Updated
Assistant Manager, Internal Audit (6 months Contract) 景順證券投資信託股份有限公司
Salary negotiable
台北市信義區
經歷不拘
Job Description Who we are: With over $1.7 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Summary Description: The Internal Auditor will report to a Head of Internal Audit, Taiwan and is responsible for conducting internal audits, special reviews, investigations, and projects with a specific focus on the Taiwan local audit portfolio/outsourcing activities/information security. The audit work will require obtaining an understanding of the areas under review, performing the audit work, and documenting the results. Your Role: Effectively planning and executing comprehensive internal audits of applicable business areas under the direction of Internal Audit Department management. Obtaining an understanding of the business areas under review. Evaluating and documenting the design of key controls. Developing audit programs to guide test work with a focus on the applicable Taiwan local regulatory requirements. Executing audit testing and completing work papers of high quality in accordance with Internal Audit Department standards. Documenting internal control weaknesses or inefficiencies. Conducting entry/exit meetings with business area management. Drafting and finalizing internal audit reports to senior management. Perform follow-up on previously identified audit findings and management’s action plans. Deliver work within the allotted time frames. Executing special analysis as requested. Continually focuses on agility, innovation, and continuous improvement within the internal audit function. The Experience You Bring: Bachelor’s Degree in accounting, finance, or IT related field or Professional accounting or auditing designation (e.g., CA, CPA, CFA, CIA, CISA) or to have substantially completed the requirements for such a designation while actively pursuing the completion of such designation preferred. Work Experience: Minimum 3-5 years of experience with strong knowledge of general controls; IT audit background is preferred. Previous experience or knowledge in audit-related, risk management and/or compliance roles would be preferred. Previous exposure to asset management, securities and/or banking industries preferred. Regulatory compliance knowledge of Taiwan preferred. Skills: Excellent written and verbal communication skills. Result-oriented and comfortable as an individual contributor Ability to handle confidential information and communicate clearly with individuals at a wide range of levels on sensitive matters. Pro-active problem solver with the ability to thoroughly identify and investigate issues and determine the appropriate course of action. Project Management and administrative skills. Ability to work in a diverse, cross-functional, and international environment. Strong relationship management and team building skills. Adaptable and comfortable with changing environment. Self-starter and motivated must be able to work without frequent direct supervision. Demonstrates high professional ethics. Proficiency in Microsoft Office (MS Word, Excel, Power point, Access etc.)
Full-time
Entry-level
10/01 Updated