Client Portfolio Manager Cover Letter

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

In the previous role, I was responsible for comprehensive risk analysis and analytics services to both the local CIO and global CIO office and the local investment function for all investment strategies managed in the local office, with a specific emphasise on Fixed Income & Multi-Asset strategies.

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

• Strong teamwork values requiring proactive participation with portfolio managers and client teams and within the international and global CPM teams
• Influencing skills - as a specialist adviser to the partnership, the post holder will need to be able to put their views across clearly and have the confidence to challenge senior people
• Demonstrate a strong level of emotional intelligence, experience of managing complex situations successfully
• Good commercial awareness of relevant issues
• Strategic thinker who can identify themes/issues for the regional firm
• Extensive marketing and business development experience ideally within a regional setting
• Business development/sales coaching with senior leaders
• Consulting with senior stakeholders

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

In the previous role, I was responsible for compliance support to fixed income and equity trading desks, including responding to real-time inquiries from traders and providing of compliance training.

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

• Experience in financial statements analysis
• Significant experience in engaging with Institutional clients, preferably at Senior levels
• Previous CPM experience, ideally with exposure to Insurance/Pension Funds
• Strong technical skills and understanding of financial concepts
• Client-focused/fiduciary mindset
• Working with Client Advisers across the Funds and Institutional channel to support their relationships with clients and prospects alike
• Assist in the day to day business of and communication from the MAS desk based in HK and London, comprising of shorter term requests from CAs and the wider business in addition to longer term projects
• Highly articulate (English and Mandarin) and numerate

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

In my previous role, I was responsible for updates on the municipal bond as well as overall fixed income market to internal partners and external clients.

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:

• Articulating a clear vision and direction
• Implementation of integrated C&M plans
• Experience working with subadvisory clients or institutional relationships
• Experience in retail, broker/dealer, and mutual fund/ETF industry preferable
• This opportunity is available in either Toronto or Montreal *
• Strong knowledge of equity investing, including experience as an equity analyst or portfolio manager
• Well organised with an keen eye for detail and self-review
• Takes ownership of deliverables, seeks challenges and self-development through increased responsibility

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

In the previous role, I was responsible for business management support to the leaders of FIPM in the day-to-day management of the group, lead group-wide projects, and represent fixed income at firm-wide initiatives and cross functional meetings.

Please consider my experience and qualifications for this position:

• Proficient in SAP usage
• Proficient in Microsoft Office suite to include Outlook, PowerPoint, Word and (ideally advanced) Excel
• Applies a reasonable perspective on the impact and risk of decisions
• Actively participates in the idea generation and decision making process
• Demonstrates a working knowledge of the appropriate resources available within the Firm tools, personnel, access requests
• Solid experience building, reviewing, understanding and analyzing financial models in detail
• Strong knowledge of conducting complex financial analysis, capital structuring and sensitivity testing
• Experience in cash flow lending and traditional commercial lending structures

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

In the previous role, I was responsible for high level of expertise across multiple asset classes (e.g., ETF, factors, fixed income, active equity).

Please consider my experience and qualifications for this position:

• Would suit an organised, numerate individual with developing public speaking skills
• Client experience will be beneficial although not a pre-requisite
• An understanding of the wider Asset Management business would be beneficial
• Solid knowledge of mutual fund products, financial services industry, and investment strategies and concepts, including familiarity with SEC and FINRA regulatory requirements
• Demonstrated success working with wholesalers, financial advisors and clients
• Familiarity with technology tools including Morningstar Direct, FactSet, Bloomberg, and the Microsoft Office suite
• Deep understanding of asset allocation and portfolio construction methods and how they are used to fulfill investor goals
• Strong client service and sales orientation