Portfolio Strategist Cover Letter

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

In the previous role, I was responsible for forecast and pipeline analytics that improves the leadership team’s ability to guide the business and surpass targets.

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:

• Highly proficient in software applications, including MS Word, Excel, PowerPoint
• Experience with Morningstar Direct, FactSet, E-vestment Alliance, Zephyr, PSN, Wilshire Compass or other similar programs
• Strong knowledge of mutual funds, ETFs, separately managed accounts and other investment products sales force distribution systems
• Experience with FactSet Morningstar Direct, E-vestment Alliance, Zephyr, PSN, Wilshire Compass or other similar programs
• CFA, CAIA or CIMA preferred
• Experience with financial and budgetary principles, processes and tools
• PhD in Economics or Finance or Masters with equivalent research experience
• Familiarity with the fixed income market

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

In the previous role, I was responsible for guidance and leadership on CIM project to transition Total Return to Factset and improve quality of partnership calculations including accuracy and ability to measure total return by strategy class.

Please consider my experience and qualifications for this position:

• Mid to Senior level experience level testing experience within complex, multi-workstream programmes in global financial institutions
• Mid to Senior level experience and proven track record in partnership (enabling a ‘one team’ culture and positive working environment) and complex test execution across multiple locations and workstreams
• Mid to Senior level experience in test strategy, automation and execution
• Highly articulate, exceptional in both oral and written communications, with the interpretive/analytical skills to convert charts, graphs and research findings into a story appropriate for Directors, VPs and other executive audiences
• Familiarity with current financial theory and related empirical research including portfolio theory, optimization, capital structure, asset pricing models, behavioral finance, risk models, and alpha strategies
• Experience in clearly formulating and conducting empirical studies
• Knowledge of Matlab, SAS and Excel VBA
• Technical skills also preferred including excel and PowerPoint, with Bloomberg, Morningstar and other industry database knowledge helpful

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

Previously, I was responsible for thought leadership in developing TAM adoption and value realization strategies, aligned with TAM ability to deliver.

Please consider my experience and qualifications for this position:

• Experience designing and executing complex process maps
• Strong project management skills, organization, and attention to detail
• Basic understanding of how core systems work and are dependent of one another
• Strong knowledge of the credit card landscape and business operating model
• Lean certification(s)
• Previous experience working in marketing operations environment
• Experience performing portfolio analytics, familiarity with related tools
• Experience interfacing with data/technology teams

I submit this application to express my sincere interest in the portfolio strategist position.

In my previous role, I was responsible for a leadership role in the acquisition process including the ability to lead, project manage and actively contribute to the technical writing process in all phases of Government RFX.

Please consider my experience and qualifications for this position:

• Development and maintenance of financial models, using various programming and other tools
• Working on new investment strategies and frameworks
• Doing customized research to address investment policy issues for clients
• Deep experience with mathematical and analytical skills
• Experience with scientific computing, algorithm development, data science, or finance
• Experience developing high-performance, multi-threaded applications using object oriented programming languages such as Java
• Knowledge of scientific languages such as Python, R, or Matlab
• Practical experience on portfolio analysis and/or portfolio management

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

In my previous role, I was responsible for expertise and advice in all Army resourcing processes that effect the ability of the IWfF to have a sustained training capability set.

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

• CFA, CIMA or CAIA preferred or in the process of getting one of these designations
• Strong presentation skills which can help drive clients and prospects to action and strengthen and build relationships with PFI
• Genuine team player with a collaborative style
• Strong understanding of the asset management industry and retail distribution
• Highly responsive, flexible and oriented toward meeting and exceeding the needs of clients and prospects
• Prior portfolio management is preferred, but not necessary
• Focus likely to be on small and mid-cap equities, but will depend on experience
• Will participate in writing monthly and quarterly reports, and updating internal databases