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 proprietary databases to support investment decisions.
• Develop market outlooks, sector reports, and actionable investment ideas.
• Monitor investment team’s existing holdings and identify new investment opportunities with timely updates and valuations.
• Support portfolio management by managing client accounts as assigned within the team, and by contributing to asset allocation, position sizing, risk assessment, and performance monitoring.
• Stay current on industry developments through conferences, forums, and expert consultations.
• Communicate research findings and portfolio rationales clearly in reports, presentations, and discussions.
• Collaborate with global and regional research teams to align local insights with broader strategies.
• Ability to manage investment portfolios according to pre-determined product specification and deliver performances that exceed pre-determined benchmark.
• Participate in portfolio review meetings, sharing views on sector trends, stock drivers, and portfolio adjustments.
• Sound people management skills and experience in managing a high-performance equity research team are a significant plus.

What you bring

• Bachelor’s or Master’s degree; minimum 5 years of relevant research experience in Taiwan’s technology industry or leading equity research team.
• Qualified Portfolio Manager license accredited by the Securities Investment Trust and Consulting Association (SITCA).
• Strong ability to conduct independent research and generate forward looking opinions and actionable insights.
• Solid understanding of industrial and market trends, with the ability to connect company analysis to portfolio strategy.
• Excellent communication skills in English and Chinese, both written and verbal.
• Proven collaboration with portfolio managers and analysts, contributing to strong investment outcomes.
• Proficiency in financial databases, modelling, and programming (SQL, Python, etc.); experience with AI/ML applications is a plus.
• Highly motivated, results-driven, and capable of working independently as well as within a team environment.
• Curious, eager to learn, diligent, resilient under pressure, with strong logical thinking and sound decision-making abilities
• AI skills: SQL, CoPilot

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)
• Secure 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 Investors:

Allianz Global Investors is a leading active asset manager, managing assets for individuals, families, and institutions worldwide. Our goal is to actively shape the future of investing for all our clients, wherever their location and whatever their objectives.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

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 to recruiting@allianzgi.com

To 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.

84817 | Asset & Investment Management | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent