Head of Client Reporting Taiwan / Client Reporting Manager

Taipei City
Permanent
Full-time

29 days ago

Join us. Let’s care for tomorrow.At Allianz Global Investors we foster a culture of professionalism, fulfilment, and an inclusive working environment. Do you want to be part of a leading active asset management company? Then join us now as Head of Client Reporting Taiwan / Client Reporting Manager in Taiwan in within the Investment Operations teamWhat you will do

Responsible for producing and reviewing of local mandate client reports in a timely and accurate manner (institutional client investment reports, presentations, other bespoke regular& ad-hoc reports).
Onboarding of reporting requirements for new & existing client accounts and responding to ad hoc requests and queries on an accurate and timely basis.
Co-ordinate with investment, distribution, operations, and external vendors to fulfil client / regulatory data requests, communicating with clients, client account managers and vendors as appropriate.
Active participation in various global projects for the region. Undertake basic project management responsibilities (i.e., specifications, timelines and structure) where required.
Fulfil regular management reporting / KPI tracking / other business value-adding requirements as needed.
Day to day management of Client Reporting team members in Taiwan. Ensure workload is managed and staff are motivated. Responsible for annual appraisal and ongoing feedback processes.
Assess and develop existing processes ensuring scale and efficiency
Write and maintain process and procedure documentation on services provided.

What you bring

University degree in Business, Finance, or a related field with a focus on investments
6-10 relevant years of experience, preferably in asset management companies / service providers in the financial services industry.
Strong analytical mindset with solid problem-solving skills, and ability to analyse complex data, identify core issues, investigate, evaluate and reach appropriate conclusions/solutions.
Sound knowledge of the Asset Management business with the full picture from front to back office.
Good understanding of portfolio analysis including performance calculation methodologies (GIPS standards), risk analytics and attribution is an advantage.
Accuracy and attention to detail.
Ability to work with tight deadlines.
Self-motivated and responsive to a changing environment.
Excellent communicator with strong interpersonal skills and a consultative approach to problem-solving.
Experience with local FA systems (Jepun/Systemweb) and market data sources (CMoney, BBG) is a plus
Experience in VBA, SQL, process automation or data visualization tools is a plus.
Fluency in English and Mandarin

What we offer

We empower our employees by ensuring flexible work arrangements that maintain a balance between performance, productivity, career development and personal priorities (e.g., hybrid model/ flexible working hours)
Securing your future: Access to company pension/savings plans
Shared success: Company share purchasing plan
Support for what matters: Mental health and wellbeing programs
Investments in your career: Career opportunities within the entire Allianz Group
Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
… and so much more!

About Allianz Global InvestorsAllianz Global Investors is a leading global active asset manager.We invest for the long term and want to create value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their needs, and build solutions based on capabilities across public and private markets. Our focus on enhancing our clients’ assets leads naturally to a commitment to sustainability for positive change. Our goal is to enhance the investment experience for clients, whatever their location or goals.Putting our clients' needs first, behaving in a transparent way and treating people fairly means acting with integrity. We encourage a collegial culture, that supports individual responsibility. We invest in the development of our employees to maximize the power of innovation.We at Allianz believe in a diverse and inclusive workforce, we are committed to the principles of Equal Employment Opportunity and to helping applicants with any disabilities. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation. Great to have you on board.If you feel inspired to promote the active asset management experience, this is the place for you. Join our diverse, international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position! If you need support to navigate our websites or at any stage during your application, please send an email with your request toTo Recruitment Agencies:Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place.Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.Finally, please do not contact hiring managers directly.79414 | Operations | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent

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