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Megan Romeo Email & Phone Number

Head of Individually Managed Accounts - Fixed Income at MST Financial
Location: Sydney, New South Wales, Australia 9 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
MST Financial
Role
Head of Individually Managed Accounts - Fixed Income
Location
Sydney, New South Wales, Australia
Company size
55 employees

Who is Megan Romeo? Overview

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Quick answer

Megan Romeo is listed as Head of Individually Managed Accounts - Fixed Income at MST Financial, a with 55 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Megan Romeo.

Megan Romeo previously worked as Head of Managed Income Portfolio Services at Fiig Securities and Portfolio Manager at Fiig Securities. Megan Romeo holds Licensing Examination For Securities & Futures Intermediaries from Hong Kong Securities & Investments Institute.

Company email context

Email format at MST Financial

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MST Financial

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Profile bio

About Megan Romeo

Experienced Portfolio Manager with a demonstrated history of working in the financial services industry. Skilled in Australian Fixed Income Securities, Trading, Asset Management, Market and Reference Data, Microsoft Excel and Visual Basic for Applications (VBA).

Listed skills include Bonds, Financial Markets, Fixed Income, Market Data, and 22 others.

Current workplace

Megan Romeo's current company

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MST Financial
Mst Financial
Head of Individually Managed Accounts - Fixed Income
Sydney, NSW, AU
Website
mstfinancial.com.au
Employees
55
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9 roles

Megan Romeo work experience

A career timeline built from the work history available for this profile.

Head Of Individually Managed Accounts - Fixed Income

Mst Financial

Sydney, Nsw, Au

Head Of Managed Income Portfolio Services

Fiig Securities

Brisbane, Qld, Au

Portfolio Manager

Fiig Securities

Brisbane, Qld, Au

FIIG Australian Bond Fund

Fixed Income Portfolio Manager

Fiig Securities

Brisbane, Qld, Au

Responsible for implementing the Investment Strategy and for the on-going Portfolio Management of AUD Fixed Income individually managed portfolios:+$420 million funds under management+180 individually managed portfolios+15 investment mandates with corresponding model portfolios• Maximises asset and sector diversity, bonds offered in $10,000 parcels• Trade execution of AUD fixed income assets in line with investment strategy: Australian Government Bonds through to High Yield • Establish and maintain relationships with external counterparties for best trade execution• Ongoing contribution to the investment strategy and investment mandate design Designed and built custom Portfolio Management system in Excel VBA, to provide:• Model portfolio optimisation• Trade suggestions• Trade simulations, with mandate compliance overlay• Aggregation of demand across portfolios (in $10,000 increments) to reach wholesale parcel size• New issue bookbuild, comprising of cash and switch funded dependencies and risk mitigates in the case of under allocation• Asset, sector and market performance analysis Designed and produce marketing collateral for prospective and existing clients.

Fixed Income Assistant Portfolio Manager

Fiig Securities

Brisbane, Qld, Au

Responsible for the initial deployment, trade execution, daily maintenance and management of Australian fixed income individually managed portfolios on behalf of investors.

Jun 2015 - Sep 2019

Product Manager - Fixed Income Valuations, Apac

S&P Capital Iq

New York, Ny, Us

Sep 2012 - Jun 2015

New Issue Manager

S&P Capital Iq

New York, Ny, Us

Coordinate and execute the procurement of documentation relating to Australian and New Zealand dollar Fixed Income securities.

Apr 2011 - Nov 2012

Application Consultant

S&P Capital Iq

New York, Ny, Us

Supporting our Australian and New Zealand On-Demand Solutions Excel Plug-In users

Apr 2012 - Sep 2012

Senior Fixed Income Analyst

Interactive Data

Produce daily evaluations of Australian dollar Fixed Income securities including Bonds, Floating Rate Notes, Asset Backed Securities, Swaps, Indexed Securities, Hybrids and Convertibles.

Sep 2007 - Apr 2011
Team & coworkers

Colleagues at MST Financial

Other employees you can reach at mstfinancial.com.au. View company contacts for 55 employees →

MF Matthew Frydman Matthew Frydman Colleague at Mst FinancialSydney, New South Wales, Australia View → JM John Meagher John Meagher Colleague at Mst FinancialGreater Sydney Area, Australia View → JM Jess Meagher Jess Meagher Colleague at Mst FinancialAustralia View → AJ Andrew Johnston Andrew Johnston Colleague at Mst FinancialGreater Sydney Area, Australia View → BB Ben Brownie Ben Brownie Colleague at Mst FinancialSydney, New South Wales, Australia View → DF David Fraser David Fraser Colleague at Mst FinancialGreater Sydney Area, Australia View → JL John Lockton John Lockton Colleague at Mst FinancialSydney, New South Wales, Australia View → GF Greg Fraser Greg Fraser Colleague at Mst FinancialAbernethy, New South Wales, Australia View → SG Spencer Goodsall Spencer Goodsall Colleague at Mst FinancialGreater Sydney Area, Australia View → BK Ben Kairaitis Ben Kairaitis Colleague at Mst FinancialSydney, New South Wales, Australia View →
3 education records

Megan Romeo education

Licensing Examination For Securities & Futures Intermediaries

Hong Kong Securities & Investments Institute

Education record

Australian Securitisation Forum

B.Sc.(Hons), Physics

Swinburne University Of Technology
FAQ

Frequently asked questions about Megan Romeo

Quick answers generated from the profile data available on this page.

What company does Megan Romeo work for?

Megan Romeo works for MST Financial.

What is Megan Romeo's role at MST Financial?

Megan Romeo is listed as Head of Individually Managed Accounts - Fixed Income at MST Financial.

Where is Megan Romeo based?

Megan Romeo is based in Sydney, New South Wales, Australia while working with MST Financial.

What companies has Megan Romeo worked for?

Megan Romeo has worked for Mst Financial, Fiig Securities, S&P Capital Iq, and Interactive Data.

Who are Megan Romeo's colleagues at MST Financial?

Megan Romeo's colleagues at MST Financial include Matthew Frydman, John Meagher, Jess Meagher, Andrew Johnston, and Ben Brownie.

How can I contact Megan Romeo?

You can use AeroLeads to view verified contact signals for Megan Romeo at MST Financial, including work email, phone, and LinkedIn data when available.

What schools did Megan Romeo attend?

Megan Romeo holds Licensing Examination For Securities & Futures Intermediaries from Hong Kong Securities & Investments Institute.

What skills is Megan Romeo known for?

Megan Romeo is listed with skills including Bonds, Financial Markets, Fixed Income, Market Data, Reference Data, Abs, Fixed Income Analysis, and Capital Markets.

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