UG Investment Advisers
Operations Associate, COO Office
Skills
1 month ago
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Important information
Contract type:
Permanent
Location:
Taipei, Taiwan
Work mode:
Onsite
Published on:
14 September 2026
What they need
We are seeking a proactive and highly organized professional to join our operations team. This role is ideal for candidates who are interested in the asset management industry, enjoy working across functions, and want to develop practical experience in financial operations and AI-enabled process improvement within an international environment.
Responsibilities
Support the COO team in daily operational matters, including meeting documentation and file management
Coordinate communications and information exchange with banks, securities firms, and other external business partners
Use AI tools such as ChatGPT, Claude, and Copilot to improve daily workflows, including report automation, data consolidation, document summarization, and email drafting
Assist in preparing supporting materials for regulatory compliance and filings with supervisory authorities
Participate in internal process improvement initiatives to enhance operational efficiency and accuracy
Provide support for cross-functional projects and other operational matters handled by the COO team
What You Will Gain
Direct exposure to senior management and real-world operational decision-making from the beginning
A comprehensive understanding of the operational structure and day-to-day functions of an investment advisory firm
Practical experience applying AI tools to financial and operational workflows
Opportunities to develop into an AI-native finance professional
Hands-on experience participating in cross-functional projects with company-wide impact
Professional growth within a fast-paced and international asset management team
Qualifications
Bachelor’s degree or above in Finance, Business Administration, Economics, or a related field
One to two years of professional experience; experience in financial institutions, accounting firms, or securities companies is preferred
Familiarity with AI tools or a strong willingness to learn and apply them to reporting automation, data analysis, and process improvement
Basic knowledge of financial products such as equities, futures, options, and foreign exchange is a plus
Highly organized and detail-oriented, with the ability to manage multiple tasks simultaneously
Fluent in both English and Mandarin, with strong written communication skills
Strong interest in the asset management industry and willingness to learn and grow in a fast-paced, international environment
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