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Oak Stone Limited is an independent wealth management company, based in Taipei, Taiwan

Research Analyst

$80k – $90k • No equity
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The role of Research Analyst is to deliver insights to our wealth management team with a focus on financial markets and products. This position would suit someone seeking an upward career trajectory who is looking for new challenges and professional growth. An entrepreneurial approach, the ability to deliver, and attention to detail are critical skills for this role. You’ll need to be comfortable with technology, have a good strategic mind, ideally be competent in both qualitative and quantitative research and solving problems.

Key Accountabilities:

  • Manage research projects end to end – both ad hoc and tracking projects
  • Conduct research analysis and reporting
  • Develop and maintain stakeholder relationships
  • Once you have developed a track record in our business you could work with a high degree of independence, at a location of your choice
  • This role could offer fast progression to a partner role or alternatively could offer great flexibility for the right candidate

Skills, Knowledge Required:

  • You are smart, entrepreneurial, career-minded, enjoy working autonomously, and can deliver
  • Ideally at least 5 years of experience as a research analyst
  • Very strong quantitative skills
  • Strong understanding of marketing principles
  • Experienced with data analysis across financial markets
  • Ability to write a research report autonomously including identifying and presenting strategic recommendations
  • Advanced Qualtrics, Excel, Publisher and PowerPoint skills
  • Project Management skills, tracking tasks, prioritising, keeping to deadlines

Should you possess the requisite skills and are seeking an opportunity to join a leading wealth management team in a career-defining role, please apply with your cover letter and resume immediately.

Oak Stone at a glance

Oak Stone Limited is an independent wealth management company, based in Taipei, Taiwan

Oak Stone focuses on Financial Services. Their company has offices in Taiwan and Taipei. They have a mid-size team that's between 51-200 employees.

You can view their website at https://www.oakstonemanagement.com or find them on Twitter and LinkedIn.

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Oak Stone Limited is an independent wealth management company, based in Taipei, Taiwan