Investment Research Manager

Mega Global Securities Limited; Hong Kong; On-site; HKD 800,000 - 1,000,000; Full time

Job summary

Mega Global Securities Limited seeks an experienced investment researcher to cover HK/US equities, bonds and funds, building valuation models and producing detailed notes to support portfolio decisions.

You will participate in investment committee meetings, monitor portfolios, and prepare monthly strategy papers and risk alerts. Strong English and Chinese, Wind/Bloomberg fluency, and CFA credentials are preferred.

Qualifications

• Bachelor’s degree or above in Finance / Economics / Accounting.
• 3–5 years buy‑side / sell‑side investment research experience.
• Hands‑on experience with Wind / Bloomberg; capable of financial modelling and independent research report writing.
• Basic understanding of SFC regulatory compliance; SFC Type 4/9 license preferred but not mandatory.

Responsibilities

• Conduct investment research on HK/US equities, bonds and funds.
• Build financial valuation models, screen investment targets, conduct fundamental analysis and risk assessment.
• Monitor portfolio holdings, conduct periodic portfolio review and performance attribution analysis.
• Collect market data, broker reports and public information; attend company roadshows & investor meetings.

Skills

Analytical skills

Financial modelling

Bilingual English/Chinese

Attention to detail

Able to work under pressure

Education

Bachelor’s degree in Finance/Economics/Accounting

CFA charter holder

Tools

Wind

Bloomberg

Job description

Conduct investment research on HK/US equities, bonds and funds. Track macro‑economy, industries and listed companies, produce thematic reports, company notes and monthly strategy papers to support internal portfolio decisions.

Build financial valuation models, screen investment targets, conduct fundamental analysis and risk assessment, provide objective investment recommendations and risk alerts. Participate in investment committee meetings.

Monitor portfolio holdings, conduct periodic portfolio review and performance attribution analysis, prepare review reports and suggest adjustment ideas.

Collect market data, broker reports and public information; attend company roadshows & investor meetings, compile meeting minutes.

Maintain proper research documentation and filing in compliance with SFC requirements. Collaborate with trading and middle‑office teams for research implementation.

Perform other ad‑hoc research and data tasks assigned by investment lead.

Requirements

Bachelor’s degree or above in Finance / Economics / Accounting; CFA charter holder is a plus.

3‑5 years solid buy‑side / sell‑side investment research experience, background in securities house, asset management or family‑office is preferred. Solid experience in HK & US public market research.

Hands‑on experience with financial terminals (Wind / Bloomberg); capable of financial modelling and independent research report writing.

Basic understanding of SFC regulatory compliance framework; SFC Type 4/9 license is preferred but not mandatory.

Good written & spoken English and Chinese. Strong analytical skills, attention to detail and able to work under pressure.

Valid Hong Kong working visa (IANG / Talent / PR etc.) for full‑time employment in Hong Kong.