Investment Analytics - Associate

Are you ready to shape the future of investment analytics in Taiwan? Join a team where your expertise drives client success and industry innovation. You’ll collaborate with talented colleagues, engage with leading institutional clients, and grow your career in a supportive, inclusive environment. We value your passion for analytics and offer opportunities for advancement and skill development. Be part of a team that celebrates partnership, learning, and excellence.

As an Investment Analytics Associate within the Data Solutions Fusion Analytics team, you will serve institutional clients, delivering world-class analytics, compliance, performance, and risk solutions. You will partner with cross-regional teams to drive client change agendas and support seamless service delivery. You will analyze investment data, interpret guidelines, and collaborate with clients on best practices in compliance and ESG. Your work helps us set new standards of excellence and empowers clients to navigate Taiwan’s evolving financial landscape.

Job responsibilities

• Represent 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, providing thought leadership on market developments
• Oversee production, validation, and delivery of services in accordance with service level agreements
• 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 (i.e. Client Service, Sales, Technology, Product etc.) to support service delivery and client change agendas

Required qualifications, capabilities, and skills

• 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

Preferred qualifications, capabilities, and skills

• Chartered Financial Analyst (CFA), Financial Risk Manager, or ESG-related certifications will be a plus
• Taiwan-specific qualifications or regulatory licenses is considered an advantage
• Prior experience in Fund Services products will be beneficial