Investment Operations Cover Letter

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

Previously, I was responsible for operational support for the investment function within the Treasury team, including working with the Operations Manager and Senior Investment Analyst to manage invoice payments and cash flows as well as manage the monthly accounting close process.

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

• Work with the Project Manager to set up and facilitate workshops with relevant stakeholder
• Overview of - Document the project and business owner requirements to be used in the project definition, design and build
• Refer to internal and external parties to ensure the best solution is considered and identified for the project
• Interest in supporting the mission of the organization
• Achievement-orientation demonstrated by a track record of leadership, solid judgment, high performance, and achievement of targeted results
• Demonstrated knowledge of Bloomberg and other investment management systems the MS Office suite
• Prior responsibility for supporting fixed income, equity and derivative trade execution on a trade desk, for example, including transaction processing, settlements and reporting
• Full understanding of the trade lifecycle for securities instruments from trade execution, allocation, processing, settlement, pricing and accounting, for example

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

In the previous role, I was responsible for support to the Head of Investments Business Management, Associate and Senior Performance Analyst - Investment Business Operations in respect of collating and producing accurate MI for the governance of the investment business.

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:

• Extensive experience in a midsize corporation including strong and demonstrable experience leading people and/or projects
• Work on matters with high scope and complexity
• Experience in Excel Macro/ VBA
• Comfortable communicating across business divisions and different levels of seniority
• Retirement and investment account processing experience preferred
• Familiarity with custodian, broker, and money manager operation
• Detailed technical knowledge of fund structures and service providers
• Knowledge of relevant regulatory environment and taxation

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

In my previous role, I was responsible for operational support for the investment function within the Treasury team, including working with the Operations Manager and Investment Analyst to manage invoice payments and cash flows as well as manage the monthly accounting close process.

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:

• Working toward CFA credential
• Good judgment to make financial decisions
• Securities Industry
• MBA viewed favorably
• Excellent human relations and supervisory skills
• Superior analysis skills
• Strong understanding of the financial markets and market data services
• Excellent knowledge of automated productivity products (MS-Word, MS-Excel, MS-Project, MS-PowerPoint, Visio)

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

In the previous role, I was responsible for direction and leadership to a team of managers with investment operations and product and services experiences.

Please consider my qualifications and experience:

• Demonstrated knowledge of financial markets and various security types
• A working knowledge of personal computers and productivity tools such as word processing and spreadsheet applications
• Working knowledge of GAAP and fund industry regulatory requirements
• Knowledge of DTCC, ICE Link and MarkitWire
• Experience with third-party service providers such as Bloomberg and SimCorp Dimension preferred
• Thorough understanding of the issues relevant to a multi-asset class portfolio management business, such as the use of derivatives, trade settlement (globally, including emerging markets), securities lending, implementation of new products and strategies, and their related operational management requirements
• Fluent with MS Office, Excel, Bloomberg Order Management Systems and an understanding of database management concepts
• Experience with Murex and SimCorp Dimension, or other trade capture & settlement system is an asset

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

In the previous role, I was responsible for first line support for all investment operations related queries received internally (AIA front office) and / or externally (clients) for trade related queries.

Please consider my qualifications and experience:

• End to end project/change management and delivery experience
• Audit interaction and experience preferred
• Knowledge of MRI General Ledger system preferred
• Knowledge of Oracle General Ledger system preferred
• Knowledge of GAAP and Statutory accounting preferred
• Financial industry knowledge and/or experience
• Able to develop effective relationships throughout the organization and with external business partners from Executives to Investment Managers to Service Teams at Custodians & Solution Vendors
• Deep understanding of fixed income & derivatives trade processing & cash management.Knowledge of private equities, real estate & bank loans will also be helpful