Investment Office Cover Letter

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

In my previous role, I was responsible for oversight and support to Fixed income currencies and commodities and Securities Services senior management covering governance, controls guidance, and risk metrics reporting.

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:

• Support the team in the daily management of relevant investment portfolios
• Thorough knowledge of custodian and settlement processes both in North America and internationally
• General knowledge of middle office functions and services (trade validation and enrichment, confirmation, settlements, asset servicing, trading asset records, reconciliations) provided to clients across asset classes
• Assist with monthly performance analysis and reporting
• Support data input and maintenance of portfolio systems
• General support for operational aspects of the endowment portfolio
• Strong academic background with BA/BS
• Experience related to securities regulation or account documentation preferred

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

Previously, I was responsible for thought-leadership on fixed income markets, with a particular emphasis on credit.

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

• Strong MS Office skills, word, excel
• Knowledge of Financial Markets, portfolio Accounting would be an advantage
• Task focussed, outcome driven
• Strong team behaviours
• Overall post-qualification experience of 12 -18 months with a financial institution, preferably working in a Trade Support team for a Global Custodian or Asset Manager
• Knowledge of the Financial/Banking Services industry & Shared Services operating models
• Product knowledge (Equities, Futures, FX, Fixed Income, Options, OTCs, Swaps)
• Knowledge of clearing and regulatory requirements for OTC products

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

In the previous role, I was responsible for credit approval recommendation for fixed income, equity and lending transactions; Be able to work independently on complex credit proposals to reach a solution under the mentorship of seniors;.

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

• Previous accounting or operational-oriented experience in asset management preferred
• Previous employment in a top-tier investment management or other financial services firm
• An analytical mindset with creative problem-solving capabilities
• Java, Python, SQL, Hadoop prior experience
• Prior experience working with trading systems
• Knowledge of OTC Derivatives and Listed products
• Automated testing in Junit and Mockito
• Knowledge of web protocols, application servers and web servers

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

In the previous role, I was responsible for clients with a stronger bias for guidance with more frequent portfolio consultations, goal planning recommendations and introduction to specialized income teams dealing with I annuities and fixed income solutions.

Please consider my experience and qualifications for this position:

• Experience in Spring MVC, RESTful services, Oracle PL/SQL
• Subject-matter knowledge of MiFID II, FATCA, AIFMD, and other global-specific regulatory requirements
• Excellent interpersonal skills - responsive, polite, clear, and succinct
• Works well under pressure, and takes initiative to communicate project status to manager
• Advanced Excel, PowerPoint, and Word skills preferred
• Proficient in MS Excel, PowerPoint, Word and Hyperion Planning System
• Overall post-qualification experience of 12 - 18 months with a financial institution, preferably working in a Corporate actions team for a Global Custodian or Asset Manager
• Previous experience working with tight deadlines in a high paced environment

Please consider me for the investment office opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for data analytics for Trust Portfolio Managers as well as the Fixed Income and Manager Selection Committees.

Please consider my experience and qualifications for this position:

• Omgeo CTM, Omgeo Alert
• Markitwire, DMS Portal
• DS Match
• ICE Link
• DTCC Global Trade Repository
• Reconciliation platforms TLM
• Overall post-qualification experience of 12- 18 months with a Financial institution, preferably working in a Reference Data or Pricing team for a Global Custodian or Asset Manager
• Strong product knowledge (Equities, Futures, FX, Fixed Income, Options, OTCs, Swaps)