Portfolio Manager

Join us now as Portfolio Manager in Taiwan within the Discretionary Investment team. In this role, you will be responsible for conducting in-depth research with a strong focus on Taiwan’s domestic market and contributing to portfolio management activities. Research will be the core of this role, complemented by active participation in client account management and investment decision-making within the team structure.

This position (ideally Vice President or Director level) requires substantial industry experience, analytical rigor, and strong teamwork, with frequent engagement across internal and external stakeholders.

What you will do

• Conduct fundamental research on Taiwan’s domestic market. Ideally, with experience on technology hardware of semiconductor sectors.
• Build and maintain financial models, valuation frameworks, and propriet...