Investment Principal, Hong Kong
Role Description
Partners Capital are looking for a Principal to join their Hong Kong office and strengthen the Client CIO Team focused on managing existing client portfolios as well as supporting business development efforts to grow the current institutional-, family office-, and high net worth individual client base. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment.
Client Portfolio Management (Primary Focus): The Investment Principal will work closely with Client Heads to serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include:
- Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm’s Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs.
- Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning.
- Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy.
- Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities.
Business Development (Primary Focus): The Investment Principal will work closely with the Asia Leadership Team to drive and implement the firm’s business development strategy for Hong Kong. Key responsibilities include:
- Ownership of pipeline management assuring a structured process that enables the team to effectively track prospects and progress made towards client conversion.
- Active involvement in inter alia the planning of events, writing of newsletters, preparing of keynotes for the participation in conferences, podcasts other media appearances.
- Preparation of comprehensive marketing materials and investment proposals (incl. presentations, memos, responses to request for proposals) that demonstrate Partners Capital differentiated solutions offering.
- Actively support senior leadership in deepening and expanding the firm’s network as well as understanding of the market opportunity in Hong Kong (and beyond); building client development strategies and exploring also partnership opportunities.
Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, investment research on specific investment topics or support manager due diligence projects, working with our internal DEI council and business associates, or assisting with investment and office operations.
Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Additional responsibilities include:
- Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
- Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
Key Requirements
- Deep understanding and active passion for investing and markets
- Approximately 6+ years’ experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus
- Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Strong quantitative skills and detail-orientation
- Excellent analytical and problem-solving skills
- Excellent communication and interpersonal skills
- High degree of professionalism
- Ability to thrive in a collaborative working environment
- High intellectual curiosity and willingness to contribute to the overall success of the business
- Experience mentoring, training and leading junior team members
Benefits
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, strong benefits, and a flexible “results-focused” working model. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.
Contact Details
Please send your CV and cover letter to recruiting@partners-cap.com with the subject “Investment Principal, Hong Kong”. Further information about Partners Capital is available on our website www.partners-cap.com