About this role
工作內容
- 負責投資組合法規遵循、投資額度監控及投後管理作業。
- 編製主管機關、壽險公會及中央銀行等監理申報與定期管理報告。
- 協助董事會、投資委員會及管理階層相關報告與簡報製作。
- 協助執行資產配置策略，進行投資組合監控、績效分析及投資報告製作。
- 協助辦理投資收益（ NII ）預估、財務規劃分析及相關管理報表編製。
- 協助交易人員準備投資交易相關文件及資料，並執行交易後投資限額檢核（ After-trade Limit Check ）。
- 支援內外部稽核、風險管理、盡職調查及跨部門專案推動。
- 協助 ALM 、 SAA 、年度計畫及投資相關專案執行。
- Responsible for investment portfolio compliance, investment limit monitoring, and post-investment management.
- Prepare regulatory filings and periodic management reports for competent authorities, the Life Insurance Association, and the Central Bank.
- Support the preparation of reports and presentations for the Board of Directors, Investment Committee, and management team.
- Assist in implementing asset allocation strategies, including portfolio monitoring, performance analysis, and investment report preparation.
- Assist with net investment income (NII) forecasting, financial planning analysis, and related management report preparation.
- Support investment transaction documentation and data preparation for traders, and perform after-trade limit checks.
- Support internal and external audits, risk management, due diligence, and cross-functional projects.
- Support ALM, SAA, annual planning, and investment-related projects.
核心職責
- 投資交易支援及交易後限額檢核
- 投資法規遵循、額度管理及投後監控
- 主管機關申報及董事會／投資委員會報告準備
- 協助 ALM 、 SAA 、年度計畫及投資相關專案執行
- 支援稽核、風險管理及盡職調查作業
- Investment transaction support and after-trade limit checks
- Investment compliance, limit management, and post-investment monitoring
- Regulatory filings and preparation of Board / Investment Committee reports
- Support for ALM, SAA, annual planning, and investment-related projects
- Support for audits, risk management, and due diligence activities
- 大學以上學歷，財務、會計、金融、經濟、法律或相關科系尤佳。
- 具投資、法令遵循、風險管理、財務分析或資產管理相關經驗者佳。
- 熟悉投資相關法規、監理申報及內部控制流程者尤佳。
- 具備良好的數據分析、報表製作及簡報能力。
- 具備跨部門溝通協調能力，能獨立作業並配合團隊合作。
- 細心、負責，具備良好的邏輯思考與問題分析能力。
- 熟悉 Excel 、 PowerPoint 及相關辦公軟體。
- 具英文讀寫能力者佳。
- 具 AI 工具應用能力者佳，能運用 AI 協助資料整理、文件撰寫、報表分析或提升工作效率。
- Bachelor’s degree or above; major in Finance, Accounting, Economics, Law, or related fields is preferred.
- Experience in investment, compliance, risk management, financial analysis, or asset management is preferred.
- Familiarity with investment regulations, regulatory reporting, and internal control processes is preferred.
- Strong data analysis, report preparation, and presentation skills.
- Good cross-functional communication and coordination skills; able to work independently and as part of a team.
- Detail-oriented, responsible, and strong in logical thinking and problem-solving.
- Proficient in Excel, PowerPoint, and other office software.
- Good reading and writing skills in English are preferred.
- Ability to use AI tools to support data organization, document drafting, report analysis, and productivity improvement is preferred.
★ 招募流程提醒 Recruitment Process Notice
• 後續面試安排將由本公司海外 Service Hub 透過 Email 進行聯繫，包含面試時間確認與面試邀約寄送。 Please note that interview coordination for the next stage will be handled by our offshore Service Hub. All interview-related communications — including availability confirmation and interview invitations — will be conducted via email only.
• 此階段恕無法以電話方式聯繫，敬請留意電子郵件（含垃圾郵件匣），以免錯過重要通知。 As phone contact is not available at this stage, kindly check your email regularly (including spam or junk folders) to avoid missing important updates.
★ 了解更多關於 Chubb Life Taiwan 的企業文化與工作環境 Learn more about Chubb Life Taiwan's culture and workplace
• [ 開箱影片 ] 走進我們的辦公室，認識工作環境、福利與文化
• [Podcast] 探索我們如何打造支持成長與創新的職場