Investment Specialist

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platform, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

Working at Moomoo, you will get

• Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
• Enjoy a competitive total compensation package that truly values your skills and contributions.
• Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
• Fun loving and diverse work environment that hosts various team-bonding programs and company events
• Business casual work attire everyday
• And Much More!: Discover even more perks and benefits as we take you through the hiring process!

Investment Specialist

Your goal is to design, build and offer a structured, financial literacy ecosystem, with the aim of implementing this regionally. You will be the bridge between complex market data and the retail investor, delivering impact through offline coaching, in-app learning, while integrating app features and familiarisation. We are looking for a candidate who thrives in a dynamic working environment, is passionate about trading, the financial markets and elevating the financial literacy of our community.

1. Financial Expertise and Strong Market Acumen: Have the passion and deep understanding of the basics of investment, trading, different asset classes and financial products (e.g. Options, ETFs, Funds) and personal finance.
2. Educational Mindset and Strong Communication Skills: Proven ability to simplify complex financial concepts and jargon into a digestible and easy to understand content for beginners and mass retail
3. Content Creation: Skilled in developing structured learning paths, training scripts and reusable templates
4. Team Player with strong stakeholder management: Ability to collaborate within Investment research and education team and also with the greater company as whole.

Responsibilities

1. Deliver Regional Financial Literacy Workshops & Seminars
1. Providing financial literacy training to elevate financial and investment knowledge across SG & MY.
2. Conduct workshops at both our physical stores and at industry related events on money-mindset, risk assessment, key investment frameworks (diversification, factor investing, etc.) and personal / lifestyle finance.
3. Develop a comprehensive "Investing 101" curriculum, by means of modular content, including decks, scripts, and worksheets, and maintaining this internal database of reusable templates for different segments of clients
4. Promote US and Homemarket (SG/MY) as growth engines for investment opportunities
2. Translating Investment Research into Actionable Insights
1. Bridge insights between institutional grade research into clear, practical investing actions for different client segments.
2. Convert macro insights into trading and investing guides and investor-friendly summaries.
3. Support regional campaigns tied to economic data, earnings seasons, and thematic cycles with easy-to-follow learning points.
3. Internal Enablement & Content Standardization
1. Be the internal education content partner for Marketing, Partnerships, PR, Community, and Content teams.
2. Standardize beginner education assets across SG/MY to ensure brand and educational consistency.
3. Ensure accuracy, regulatory compliance, and user-centric clarity of content across all educational outputs
4. Contribute to the overall objectives of the investment research and education team
1. Conduct and host webinars for industry partners and locally registered listcos (SG focus)
2. Required to attend and support relevant industry and media events
3. Ensure timeliness and follow up on tasks as assigned (e.g. Earning season)
4. Represent moomoo to engage the media (Mandarin and English speaking) through interviews

Our Values

Integrity Story: Say No to Super High Leverage

• We hold fast to our value of integrity and attach great importance to user experience and risk management. Unlike some other brokerages, we don’t try to attract users’ attention by claiming to enable super high-leverage financing for IPO subscriptions, which quickly reaches the limit.

• Efficiency Story: Promise Made to a User on New Year's Eve
• On February 11, 2021, Chinese New Year's Eve, a user wrote a post in the Community at around 8 AM and received Leaf's reply just 8 minutes later. According to the user's suggestion, we issued a letter to shareholders after releasing our annual report.

• Service Story: Providing Excellent Services and Undertaking Our Responsibilities
• After Ant Group’s IPO was suspended, we refunded all subscribers’ subscription fees and margin interest, bearing all the costs ourselves.

• Excellence Story: Leaf Opens Our App Over 30 Times a Day
• According to statistics, Leaf opens our app over 30 times a day on average. He repeatedly checks every detail. While normal users might just enter a trading page and stop there, Leaf taps some seemingly boring or repetitive elements on the page. He continually assesses the app’s loading speed and visual effects.

Please note that only short-listed candidates will be contacted.

Requirements

• At least 3-5 years of relevant working experience in the financial markets and/or securities industries.

• Minimum a bachelor’s degree (or higher) in Finance and/or Economics, or a related field is essential. Professional accreditations such as CFA, CMT or equivalent would be desired.
• Sound knowledge of different financial products and asset classes and possess CMFAS certification (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI)
• English speaking and Fluency in Mandarin is an added advantage
• Have experience with trading and investing platforms such as Moomoo’s app, TradingView and Bloomberg Terminal is a must

Working at Moomoo, you will get

• Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
• Enjoy a competitive total compensation package that truly values your skills and contributions.
• Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
• Fun loving and diverse work environment that hosts various team-bonding programs and company events
• Business casual work attire everyday
• And Much More!: Discover even more perks and benefits as we take you through the hiring process!