【TW Life 】Investment Portfolio Management Manager, Investment Dept.

About the Role
We are looking for an investment professional to join our General Account (GA) Investment team. This role will support investment portfolio monitoring, financial market research, investment analysis, and regulatory reporting to ensure effective portfolio management and compliance with applicable requirements.

Key Responsibilities

• Market Research & Investment Analysis: Conduct financial market research, monitor market trends, and provide investment insights to support portfolio management activities.
• Portfolio Monitoring & Reporting: Analyze investment portfolio performance and prepare regular investment reports, management reports, and portfolio-related disclosures.
• Regulatory Reporting & Compliance: Prepare and support investment-related regulatory filings and disclosures, ensuring accuracy, timeliness, and compliance with applicable insurance regulations.
• Investment Documentation & Data Management: Maintain investment records, internal documentation, and relevant data to ensure accuracy and effective information management.
• Cross-functional Collaboration: Coordinate with internal stakeholders to support investment reporting, data requirements, and operational processes.
• Other Responsibilities: Support ad hoc investment analysis, projects, and assignments as required.

• Minimum 3 years of experience in General Account investment management within the life insurance industry.
• Good understanding of insurance investment regulations and related reporting requirements.
• Bachelor’s degree or above in Finance, Economics, Business Administration, or a related field.
• Good English reading and writing skills.
• Proficiency in Microsoft Office, particularly Excel; VBA skills are a plus.
• Strong analytical skills, numerical aptitude, and attention to detail.
• Good communication and interpersonal skills, with the ability to collaborate effectively across teams.
• Proactive, responsible, and well-organized, with the ability to manage multiple priorities and meet deadlines.

★ Recruitment Process Notice

• 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.

• As phone contact is not available at this stage, kindly check your email regularly (including spam or junk folders) to avoid missing important updates.

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