Associate Investment Cover Letter

I submit this application to express my sincere interest in the associate investment position.

In the previous role, I was responsible for idea generation and team support for portfolio construction, security analysis, relative value, “what-if” scenario analysis, performance tracking and attribution analysis.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Propensity to offer fast and efficient service to customers
• Eager to excel and receive performance based incentives
• Successful completion of the Canadian Securities Course and Conduct and Practices Handbook or willing to complete within 6 month
• Practice a strong work ethic
• Basic understanding of CTC’s systems and methodology (performance, asset allocation, research)
• Understand and follow CTC compliance rules
• This includes working independently and on a team
• Work closely within the portfolio management and client service teams to deliver a consistently high level of proactive client service and partner support

I am excited to be applying for the position of associate investment. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for day to day support to current and prospective clients for the core plus and value add funds;.

My experience is an excellent fit for the list of requirements in this job:

• Monitor and take ownership of all compliance related duties and follow-up procedures, including consulting with Portfolio Managers on deficiencies and communicating with clients to eliminate exceptions
• Duties range from insuring records are complete for compliance purposes to providing equity and fixed income research needed for discussion with clients to inform them of investment decisions and transactions in their accounts
• Daily monitoring of all current and outstanding capital structure offers, and ensure that capital structure decision deadlines are met
• Providing telephone coverage for Portfolio Managers
• A broad understanding of financial markets
• Thorough understanding and working knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940
• Track record of professional success with supporting references and recommendations
• Strong computer skills, particularly with Microsoft Excel, Word and PowerPoint

In response to your job posting for associate investment, I am including this letter and my resume for your review.

In my previous role, I was responsible for accounting related information related to CDO portfolio, including excess subordination calculation, risk weighted assets calculations, discount spreads, unobservable inputs, defaults/deferrals trend, and impairment analysis.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Learning how to use proprietary software and systems and providing local support to clients and partners
• Responding to client inquiries for account information and initiating transactions requested by clients and partners
• Proactively communicating with portfolio managers about bond maturities, cash balances, and other account details
• Personal computer and system application skills
• Knowledge of investment products, services, and terminology
• Strong technology (content management systems), operations and data management skills
• Sound understanding of valuation fundamentals and Real Estate performance benchmarks
• Good understanding of asset management and value creation

In response to your job posting for associate investment, I am including this letter and my resume for your review.

In my previous role, I was responsible for portfolio construction and practice management support to bank clients to help them strengthen their client relationships and grow their business.

Please consider my qualifications and experience:

• Proven skills in interpreting financial information
• Excellent interpersonal skill and teamwork
• Flexibility to adapt to new situations and rapid changes
• Initiative and judgment to seek solutions and make decisions within delegated responsibility
• Dexterity to handle multiple tasks simultaneously
• Excelled oral and written communication skills in English and Spanish
• CFA (or working towards completion) preferred
• Build and maintain strong relationships across all investment disciplines within the organization

I am excited to be applying for the position of associate investment. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for advice on overall portfolio/products from a credit perspective • Analyze various security alternatives to determine the most appropriate instruments to use.

My experience is an excellent fit for the list of requirements in this job:

• Inquisitive, curious, analytical and employs independent thinking
• Highly entrepreneurial character with interest in networking and developing relationships
• Technical proficiency in Microsoft Office Suite with heavy focus on Excel
• Prior experience with cash management for a mid to large sized investment firm
• Command of investment operations
• Retirement accounts including contribution, distributions and RMD calculations
• Be excited about working within an environment of ambiguity
• Be data driven, analytical and enjoy working with numbers