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1.子公司固定資產新增、處分報廢等交易入帳2.子公司資產處分董事會提案追認3.請款件審核及傳票切製4.主管機關普及服務報告及政府補助款入帳事宜5.月結作業及差異分析、財務報表附註揭露6.各類所得、營業稅、印花稅等稅務申報及調節7.各項主管交辦事項【薪資待遇】月薪依能力與經歷核敘；若績效達平均水準者，年薪約81~108萬，績效優者年薪將更高。

負責台股基金、專戶及全權委託帳戶投資決策建立完整台股投資框架與產業研究流程帶領研究團隊進行產業配置與個股研究管理大型資金部位與流動性風險建立中長期 alpha 策略與風險控制機制

- 專注於通路策略性業務拓展、關鍵客戶經營及 FoF 業務成長 - 與主要通路夥伴建立並深化高互動的客戶關係 - 服務 FoF 客戶及建立高強度的合作關係 - 積極支援通路對基金資訊的需求成長，包括產品更新、投資組合說明及產品定位溝通 - 即時且專業地回應各通路提案請求、盡職調查及各項後續銷售與服務需求

1.Product Development◆ Work with Taiwan Head of Product to ensure an effective and efficient Product Governance Approval process (locally and regionally). ◆ Monitor competitor launch activity in local markets and through cross border platforms to maintain an awareness of product trends. ◆ Keep abreast of key regulatory changes, understanding whether the changes provide an opportunity or a threat. ◆ Prepare product filing documents and submit application for onshore fund, offshore fund, and ILP mandate, and engage with SITCA and SFB. 2. Product Implementation ◆ Coordinate with stake-holder cross functions in Taiwan, Asia and US region to ensure the successful planning and execution of product launches and or product changes (mergers, closures etc.) ◆ Manage and lead the product launch project from product perspective. Work closely with the respective investment team, legal, marketing, tax, compliance and distribution. 3. Product Management ◆ Post launch reviews to understand the success factors or areas to be improved. ◆ Evaluation of existing products from product pricing, investment objectives, and product features perspective seeking ways to enhance product in a way that they remain current. ◆ Identify subscale and or poor performing funds / fund platforms / share classes and work with the respective senior stakeholders, to make a recommendation to merge or bring to closure. ◆ Work closely with offshore fund management companies and external legal counsel to ensure kept updated of offshore fund changes and perform regulatory reporting and publications as per Taiwan regulatory requirements.

This role is responsible for developing and executing equity investment strategies in the Taiwan stock market, ensuring compliance with regulations and risk management standards. It involves market analysis, client advisory, and timely response to market changes, while supporting team collaboration and performance goals. 1.Develop and execute equity investment strategies based on market trends, economic environment, and fund objectives, ensuring the portfolio meets risk management requirements and return targets. 2.Continuously monitor the dynamics of the Taiwan stock market, conducting macroeconomic, industry trends, and stock analysis. 3.Maintain close communication with clients, providing investment advice and reports. Address client inquiries and meet their needs to enhance client satisfaction and trust. 4.Ensure all investment activities comply with relevant laws and company policies. 5.Quickly respond to market emergencies, adjusting investment strategies to reduce risks and losses. 6.Support tasks assigned by the department head and assist team members in research and analysis to ensure efficient team operations and achievement of performance goals.

●費用相關月結作業 ●日常預算申請審核及費用效益評估 ●年度預算編制及控管作業 ●財務分析等各項績效管理作業

• 督導處內稅務帳務作業及各項稅務申報作業(國內及國外) • 建議及完成對公司有利之稅務規劃 • 完成各項專案及主管交付任務 • 訓練並帶領團隊成員提昇專業能力

● 資本適足率之編製/分析與控管 ● 資本控管、籌資規劃與執行 ● 信用評等及相關資本模型之控管 ● 投資人關係之維持 ● 特定專案工作之執行及財務分析 ● 所得稅之編製/分析作業

協助公司於帳務處理及財務報告編製作業遵循「保險業財務報告編製準則」及國際財務報導準則(IFRS) ● 協助規劃或執行財務功能專案項目(如:IFRS17…等) ● 協助規劃或制訂財會相關作業準則(如:會計政策、會計制度等) ● 研究分析會計準則之實務議題 ● 協助彙總、溝通與整合功能內跨單位相關專案或會計準則適用事宜

帳務及報表相關作業及特定專案工作之執行及主管交付之任務 ●財務會計、稅務作業及相關文件處理 ●財務報表之編製與分析 ●內部管理報表與主管機關監理報表編製 ●資本適足率之分析與控管 ●特定專案工作之執行及交付之任務 ●配合會計師事務所查核作業