Specialist Fund Cover Letter

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

Previously, I was responsible for other support and management as requested by the Secretary General, in all relevant areas of communications and fund-raising.

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:

• Proven track record on design and establishment of biodiversity Trust Funds
• Experience in dealing with international and national experts and institutions in both developed and developing nations
• Strong knowledge on development issues, national policies and the SDGs is mandatory
• Exposure to and/or strong knowledge on environmental conservation and natural resources management is desirable
• Good understanding and knowledge of environment sector financing in Central and East Asian countries is an additional asset
• Detailed oriented and critical thinker
• CPA, CIA, or MBA beneficial
• Sound understanding of the UCITS and AIF operations and regulations

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

In the previous role, I was responsible for leadership in the development and maintenance of databases and impact measurements that are required for these programs, and primary and secondary market research and benchmarking that will further these initiatives.

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

• IFIC Operations Course is/will be a mandatory requirement
• Experience participating in business and systems improvement projects
• Knowledge of healthcare and insurance claim processing is beneficial
• Experience with various types of assets, stocks, bonds, mutual funds
• Experience with cost basis, tax lot adjustment, reconciliation process
• Good knowledge and analysis skills about financial instruments – including derivatives, and general knowledge of the Fund industry
• Computer skills (In particular with MS Excel
• Intermediate knowledge of mutual fund industry and fund accounting

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

In the previous role, I was responsible for analysis of recommendations as needed leveraging interest and aptitude for analyzing financial data, mining data, and/or using advanced Excel/Access/VBA/Macro writing ability.

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:

• Excellent English both written and orally
• Computer skills (in particular knowledge of MS Excel, MS Access and integrated production/data management databases
• Working knowledge of the Microsoft Office Suite of products such as Word, Excel, and Outlook
• Excels in a team atmosphere that is rooted in cross training and support of each other's desks
• Corporate Trust Bond or Trust System experience
• Knowledge of SEC - Transfer Agent regulations
• Managing investment disclosure documents process for our proprietary VantageTrust Funds which includes the set up and maintenance of fund data in our investments database
• Collaborating with the Marketing and Legal divisions on communications projects related to investment information

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

Previously, I was responsible for technical assistance to districts and other offices within the department in areas of accounting, budgeting, and financial reporting.

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

• Coordinating ad hoc mailings with Fund Lineup and Conversion Services project managers support authorized ad hoc mailings originating from Client Services
• Reviewing disclosure documents and investment related communications for the plan sponsor and participant audiences to ensure accuracy and consistency across presentations
• Supporting management reporting on communications from fund lineup change and conversion projects
• Conscientiousness, accuracy („eye for details”)
• Communication skills, proactive attitude
• Computer literacy, ease to learn new applications
• Excellent knowledge of mutual funds, investment products, and the investment industry
• Advanced proficiency with Microsoft Excel and other Microsoft office applications

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

In my previous role, I was responsible for information needed to prepare financial statements and reports for client, shareholder, director and management reports, in an accurate and timely manner.

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:

• Proficient in Microsoft Outlook and Microsoft Office Suite including especially Word and Excel
• Knowledge of administrative processes, managing files and records, and other standard office procedures and terminology
• The fund range currently covers the Close Discretionary Funds and the Specialist Funds
• Utilize multiple bank and vendor systems concurrently
• Intermediate knowledge of mutual fund industry and fund accounting preferred
• Ensure completeness of DD documents files and retention of evidence of performed DD, ODD and findings
• Assist line management in the preparation of appropriate reports to be submitted to the conducting officers of the Management Company with complete and correct documentation to support the approval or rejection of a proposed intermediary
• Assist line management in the preparation of management reporting on new distribution channels and on medium and higher risk intermediaries (monthly reporting to the Risk Committee on new distribution channels and quarterly reporting to the company board of directors)