Multi Asset Portfolio Manager – Senior Investment Director level

Website Lote and Partners

Lote & Partners is a boutique executive search firm based in Hong Kong. We were formed with the intention of offering exceptional client focus underpinned by unrivalled professional integrity.


  • Continuously improve a robust fund and security research process that is transparent and well-documented, primarily in relation to equity and bond mutual funds and ETFs
  • Manage a global fund portfolio of equities, bonds, private equity, precious metals, and cash
  • Propose initial investments, with discretion to re-size existing positions
  • Execute all fund subscriptions and security trades
  • Develop relationships with banks and fund managers
  • Mentor and train one or two analysts
  • Write frequently in logical, fluent English, covering:
  • Meeting agendas, materials and notes
  • Research proposals, executive summaries, and company results
  • Macro, industry and thematic research
  • Presentations in relation to specific projects
  • Correspondence with banks, fund managers and other third parties
  • Regular analysis of execution and portfolio and investment performance

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