Investment Associate Cover Letter

Investment Associate Cover Letter

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15 Investment Associate cover letter templates

What to include in a Cover Letter
1
Company Address
2
Salutation
3
Compelling Details
4
Respectful Closing

How to Write the Investment Associate Cover Letter

36950 Rick Orchard
Lake Debbystad, TX 66507-4623
Dear Royal Bergstrom,

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

Previously, I was responsible for an investment advice to existing clients, guiding them through the investment and financial planning solutions available through Barclays.

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:

  • Adapt to a fast-paced and dynamic work environment
  • Undergraduate education in Accounting and/or Finance
  • Working knowledge of fixed income investment products is preferred
  • Ownership and responsibility for meeting conflicting deadlines and accomplishing goals
  • An interest investment matters and markets
  • FIA / FFA / CFA qualified
  • Confident and highly presentable
  • Familiarization with financial concepts, investment products, portfolio analysis, goal setting and cash flow

Thank you for your time and consideration.

Sincerely,

Avery Mills

Responsibilities for Investment Associate Cover Letter

Investment associate responsible for challenge and oversight of Brewin Dolphin’s Investment Services and Product Offerings including Financial Planning and Investment Management.

Proficient user of Microsoft Office suite with advanced knowledge of Excel
Experience with all phases of private investment, including venture capital, real estate
opportunity funds, private equity, buy out and restructuring/distressed funds
Knowledge of Corporate, securities, and/or tax law preferred
Duties range from insuring our 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
Assist in the preparation and analysis of materials for client meetings to insure the information is accurately and logically presented
Investment Associates work with multiple family relationships
IAs require a broad understanding of financial markets

Investment Associate Examples

Example #1

Example of Investment Associate Cover Letter

2401 Jess Turnpike
Jeffreyhaven, IA 53519
Dear River Wehner,

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

In my previous role, I was responsible for significant support in the design, development, enhancement and management of portfolio solutions and products for TD Wealth US' investment platforms.

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:

  • Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable, with completion a requirement for further advancement
  • Strong interest in digital, technology developments and internet services, including mobile
  • Familiarity with the Telco/ICT sector
  • Working knowledge of fixed income products, operations and data management skills
  • Proficiency in MS Word and MS Excel, Powerpoint
  • Top-quality written and verbal communication, interpersonal, organizational, and customer service/sales abilities
  • A grasp of the impact of positive, hands-on customer service on brand loyalty and customer retention
  • Intellectually inquisitive, original, and collaborative

I really appreciate you taking the time to review my application for the position of investment associate.

Sincerely,

Armani Reinger

Example #2

Example of Investment Associate Cover Letter

393 Julia Stream
Terryborough, WV 45144
Dear Drew Hackett,

I would like to submit my application for the investment associate opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for efficient secretarial and administrative support to the Head of Regional Investment Products & Advisory and Chief Investment Officer.

Please consider my qualifications and experience:

  • Previous experience in investment asset management, trade order management, report-writing software and data extraction software
  • Experience with Factset and/or Bloomberg
  • Preferred experience in or passion for technology and digital media
  • Comfortable engaging with C-level executives and senior leadership
  • Prepare, proof, and coordinate presentation materials for existing and prospective clients
  • Investment Associates require a broad understanding of financial markets
  • Analytical and organizational skills are needed to meet deadlines and solve client or administrative projects
  • We strive to be an inclusive organization where all employees are valued

I really appreciate you taking the time to review my application for the position of investment associate.

Sincerely,

Sutton Carter

Example #3

Example of Investment Associate Cover Letter

18246 Okuneva Mountain
South Sophiaview, NE 76581
Dear Story Heaney,

I would like to submit my application for the investment associate opening. Please accept this letter and the attached resume.

Previously, I was responsible for support for competitive intelligence on managed investment platforms, products and solutions for U.S.

Please consider my qualifications and experience:

  • Understand and support PMs’ monthly workflow, and provide investment-related assistance to other partners (e.g., administrators, wealth strategists)
  • Track trade activity from entry, through execution to settlement
  • Provide proactive communication to PMs around bond maturities, cash balances
  • Monitor PMs’ desks in their absence, and distribute investment research and portfolio construction information when and where appropriate
  • Provide backup to other PMs, Account Managers
  • Security/investment industry knowledge
  • Understanding and supporting portfolio managers’ workflow, and providing investment-related assistance to other partners (e.g., trust advisors, wealth strategists)
  • Interacting with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio

Thank you in advance for taking the time to read my cover letter and to review my resume.

Sincerely,

Oakley Kovacek

Example #4

Example of Investment Associate Cover Letter

4612 Saran Branch
Port Haroldville, OH 17257-6919
Dear Briar Schroeder,

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

Previously, I was responsible for research, analysis and recommendations to the investment committee on prospective investments, including the authoring of investment approval memos.

Please consider my qualifications and experience:

  • Fluent in English and another European languages is an advantage
  • Demonstrate a deep interest in technical subject matter related to all asset classes and global capital markets
  • Experience with IDC, Bloomberg, Excel, Access
  • Support negotiation, initiate deal discussions, generate new relationships
  • Experience with investments systems such as BondEdge, PAM, CAMRA, Maximis
  • Strong micro-computer application, spreadsheet and database system skills highly recommended
  • General knowledge of the financial industry, competitors, customers and business lines
  • High analytical and quantitative capacity

I really appreciate you taking the time to review my application for the position of investment associate.

Sincerely,

Story Anderson

Example #5

Example of Investment Associate Cover Letter

6665 Cleotilde Viaduct
New Dino, SC 93938
Dear Dallas Reilly,

I would like to submit my application for the investment associate opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for goals-based investment advice and portfolio construction based on product & solutions designed for UHNW investors, including: alternative investments.

Please consider my experience and qualifications for this position:

  • Experience and high proficiency with ARGUS and financial modeling is strongly preferred
  • Highly proactive, ambitious, self-starter who enjoys taking ownership of their work and being held accountable for their results
  • High character and highly professional individual comfortable working both as part of a team in a flat organizational structure independently without direct supervision
  • Comfortable “cold calling”, networking, and traveling in pursuit of new acquisition opportunities
  • MBA graduates are welcome to apply
  • Able to analyze new data, make observations and draw conclusions
  • Strong financial modeling skills, specifically in sensitivity analyses, operating models and LBO models
  • Genuine interest in digital media and technology

Thank you for your time and consideration.

Sincerely,

Phoenix Torphy

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