Investment Associate Cover Letter

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

In my previous role, I was responsible for significant support in the design, development, enhancement and management of portfolio solutions and products for TD Wealth US' investment platforms.

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:

• Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable, with completion a requirement for further advancement
• Strong interest in digital, technology developments and internet services, including mobile
• Familiarity with the Telco/ICT sector
• Working knowledge of fixed income products, operations and data management skills
• Proficiency in MS Word and MS Excel, Powerpoint
• Top-quality written and verbal communication, interpersonal, organizational, and customer service/sales abilities
• A grasp of the impact of positive, hands-on customer service on brand loyalty and customer retention
• Intellectually inquisitive, original, and collaborative

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

In the previous role, I was responsible for efficient secretarial and administrative support to the Head of Regional Investment Products & Advisory and Chief Investment Officer.

Please consider my qualifications and experience:

• Previous experience in investment asset management, trade order management, report-writing software and data extraction software
• Experience with Factset and/or Bloomberg
• Preferred experience in or passion for technology and digital media
• Comfortable engaging with C-level executives and senior leadership
• Prepare, proof, and coordinate presentation materials for existing and prospective clients
• Investment Associates require a broad understanding of financial markets
• Analytical and organizational skills are needed to meet deadlines and solve client or administrative projects
• We strive to be an inclusive organization where all employees are valued

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

Previously, I was responsible for support for competitive intelligence on managed investment platforms, products and solutions for U.S.

Please consider my qualifications and experience:

• Understand and support PMs’ monthly workflow, and provide investment-related assistance to other partners (e.g., administrators, wealth strategists)
• Track trade activity from entry, through execution to settlement
• Provide proactive communication to PMs around bond maturities, cash balances
• Monitor PMs’ desks in their absence, and distribute investment research and portfolio construction information when and where appropriate
• Provide backup to other PMs, Account Managers
• Security/investment industry knowledge
• Understanding and supporting portfolio managers’ workflow, and providing investment-related assistance to other partners (e.g., trust advisors, wealth strategists)
• Interacting with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio

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

Previously, I was responsible for research, analysis and recommendations to the investment committee on prospective investments, including the authoring of investment approval memos.

Please consider my qualifications and experience:

• Fluent in English and another European languages is an advantage
• Demonstrate a deep interest in technical subject matter related to all asset classes and global capital markets
• Experience with IDC, Bloomberg, Excel, Access
• Support negotiation, initiate deal discussions, generate new relationships
• Experience with investments systems such as BondEdge, PAM, CAMRA, Maximis
• Strong micro-computer application, spreadsheet and database system skills highly recommended
• General knowledge of the financial industry, competitors, customers and business lines
• High analytical and quantitative capacity

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

In my previous role, I was responsible for goals-based investment advice and portfolio construction based on product & solutions designed for UHNW investors, including: alternative investments.

Please consider my experience and qualifications for this position:

• Experience and high proficiency with ARGUS and financial modeling is strongly preferred
• Highly proactive, ambitious, self-starter who enjoys taking ownership of their work and being held accountable for their results
• High character and highly professional individual comfortable working both as part of a team in a flat organizational structure independently without direct supervision
• Comfortable “cold calling”, networking, and traveling in pursuit of new acquisition opportunities
• MBA graduates are welcome to apply
• Able to analyze new data, make observations and draw conclusions
• Strong financial modeling skills, specifically in sensitivity analyses, operating models and LBO models
• Genuine interest in digital media and technology