Senior Associate, Solutions & Index Investing, APAC

OppenheimerFunds Distributor, Inc • Taiwan, Taipei City • Posted June 24, 2026

About the Role

Description

Key Responsibilities

  • Execute and monitor portfolio rebalances, cash flows, and index/model updates across Solutions and Index accounts.
  • Perform daily oversight of positions, exposures, cash, and tracking error, escalating issues as needed.
  • Monitor and resolve guideline breaches, exceptions, and data discrepancies, ensuring proper documentation.
  • Coordinate with Trading on implementation timing, liquidity constraints, and execution sequencing.
  • Support new account onboarding and mandate changes.
  • Perform quality checks to ensure pricing, cash, and model inputs are applied consistently across account groups.
  • Contribute to process improvements and automation initiatives; help reduce manual touchpoints.
  • Coach junior team members and support knowledge sharing and training.

  • Experience & Knowledge

  • In line with Article 6-1 (acting as an as...