Investment Strategist Cover Letter

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

Previously, I was responsible for updates on overall financial markets performance, economic trends and the overall investment outlook as articulated by SSGA’s investment teams.

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:

• Preference for experience in at least one of the disciplines of the cross asset classes (listed above) although other relevant financial market experience would be considered
• Advanced leadership skills, which include excellent time management and decision-making skills, strong diplomacy and negotiation skills
• Media investment or strategy background is preferred
• Significant actuarial, investment, and risk management acumen gained in a Senior / Director level role
• Proven track record in managing client assignments, generating and progressing prospect opportunities within DB Investment
• Work closely with product developers and project management to oversee the implementation of new products and product enhancements
• Interfaces with investment performance consultants, internal partners, and clients to determine servicing requirements and problem solving strategies
• Proficient with Bloomberg, Excel, Haver Analytics, FactSet Good power point skills

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

In the previous role, I was responsible for clients with a financial plan and periodically review the plan to ensure goals and objectives are aligned with investment solutions.

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

• Maintain and secure client files and update the CRM as necessary
• Support the investment consulting team as needed including marketing and client service
• Detailed knowledge of market risk and return assumptions to be applied to updating and development of asset allocation models
• Proficient use of technology including MS Office and Morningstar Direct
• Advanced principles, practices, concepts and procedures of investment management, marketing and product management
• Effective oral and written communications sufficient to convey details on SBL product and processes with all organizational levels, including retail lending, bank and PCG management
• Good working knowledge and awareness of IT systems such as Excel, PowerPoint
• Broad knowledge of global macro, investment and market-related concepts

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

Previously, I was responsible for analytics and advice on risk budgeting, risk decomposition and performance attribution analytics to ensure that a robust investment risk framework is consistently applied in developing and managing investment products.

Please consider my qualifications and experience:

• Demonstrated actuarial, investment, and risk management acumen
• We are seeking an Investment Strategist dedicated to our mutual fund business who will partner with our active and quantitative Portfolio Management teams, along with our mutual fund product development and sales teams
• Print – Target 2 hits per week to targeted publications
• Able to communicate complex advice, solutions, and in-depth knowledge of technical aspects of investments in a
• Comprehensive and practical manner
• Research and analysis of investment managers and strategies
• Work closely with Rogerscasey, Fortigent and other third party research providers to understand recommended managers and utilization
• Review implementation of investment strategies and allocation, proactively communicating completion and/or any issues with team members

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

Previously, I was responsible for tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions.

Please consider my qualifications and experience:

• Assist in the development of market assumptions and updates to Asset Allocations
• Performance report review, preparation and delivery
• Proactively monitor portfolios for opportunities to rebalance, re-allocate and improve risk/return characteristics
• Develop strategic asset allocation and prudent investment portfolios in coordination with the overall financial plan
• Produce Investment Policy Statements appropriate for the client’s goals and objectives
• Assist in review, preparation and delivery of portfolio proposals
• Maintain investment manager research and analysis
• Assist in the set up of new clients and additional client accounts

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

Previously, I was responsible for investment support and guidance to relationship management and sales teams; is regularly called upon to participate in meetings with clients (financial advisor, institutional, intermediary, and UHNW investors).

Please consider my qualifications and experience:

• CFA Charterholder or other relevant designations
• Deep knowledge of international markets and understanding of key economic, policy, and market drivers
• Successful track record of translating macro trends into investment ideas
• Prior positive media exposure &/or track record of publishing global economic/market research for recognized global wealth provider
• Experience with investment research tools such as Factset, Bloomberg, Thompson One, and Haver Analytics
• Highly skilled in MS Office PowerPoint and Excel
• BA/BS with strong academic performance
• Strong investment background in managing global multi-asset class strategies