Analyst, Investments Cover Letter

Please consider me for the analyst, investments opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for subject matter expertise with respect to quantitative investment/risk management analytics to positively influence key internal stakeholders investment/financial system vision, architecture, and strategies.

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

• Knowledge of Investments industry
• Reporting Location for this role is North York
• This role requires disclosure of certain Investments Accounts
• Occasionally write by hand, occasionally lift/carry/push/pull objects that are up to 10 pounds, grasp lightly/fine manipulations
• Economic Theories
• Chartered Financial Analyst (CFA) designation or MBA preferred
• Back up team members on the trade processing team
• Proactively investigate and resolve any exceptions for their assigned accounts

I submit this application to express my sincere interest in the analyst, investments position.

In my previous role, I was responsible for appropriate quotes to the investment clients on interest rates for the various investment products and optimise client liability pricing, margins, volumes and mix thereof.

Please consider my experience and qualifications for this position:

• Knowledge of IFRS, USGAAP,NAIC and Tax accounting for Private Equities
• Strong computer skills including intermediate to advanced Excel proficiency (pivot tables & macro knowledge)
• Superior analytical and corporate finance skills, including the use of spreadsheet and database software for quantitative analysis, LBO modeling, valuation of private companies
• Strong understanding of financial product environments
• Experience analyzing and interpreting materials related to direct investment and understanding of fund investing
• Project support on various initiatives across the Asset Management organization is also needed, including writing of business requirements, UAT testing project work to ensure requirements are met, and continue monitoring once a project moves to the production phase
• Strong analytical, documentation, and writing skills
• Assist in developing, modifying and implementing effective internal control procedures provide training support to other team members

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

In the previous role, I was responsible for key staff support for the Investment Committee in setting and maintaining corporate policies, procedures, and controls around investment portfolio management activities.

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

• Collaborate with Operations teams to deliver monthly consolidated EBU reporting on adjustments credits
• Develop actionable insights through review of monthly adjustment results, gain leadership alignment and cross-functional collaboration to deploy actions
• Develop and maintain investment reporting and analytics including trends and insights by segment, region and product
• Develop and maintain KPIs and investment metrics to support Sales decisions and behaviour
• Maintain investment management tools and evolve functionality into ongoing deal approval revision process
• Develop program recommendations and support implementation to optimize customer investment with value
• Excel and/or other programming languages
• Familiarity and interest in learning about investment management operations (cash management, debits/credits, account ledgers, ) and key actuarial concepts

I submit this application to express my sincere interest in the analyst, investments position.

In the previous role, I was responsible for ongoing reporting & analytics support for Westpac & in particular the Platforms and Investment Business Unit.

Please consider my qualifications and experience:

• Working knowledge of model risk management regulatory guidance (SR 11-7), preferred
• Working knowledge of and exposure to the investment industry and investment concepts
• Working knowledge of model risk management regulatory guidance (SR 11-7)
• Advanced understanding of investment statistical calculation methodologies
• Advanced understanding of quantitative techniques used in the investment selection process
• Experienced knowledge of Factset Alphatesting, preferred
• Enhancing processes around routine Management Team and Board deliverables
• Strong research, financial modeling, problem solving, analytical and valuation skills

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

In the previous role, I was responsible for analytics for investment management functions, including: property-level strategic planning, budgeting, forecasting, tenant analysis, and leasing decision analysis.

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 with quality assurance methodology and hands-on experience developing functional specifications, business requirements, test strategies, plans and executing test cases
• Strong interpersonal skills to work effectively with internal and possible external user community, understand their customer’s perspective, but be able to influence decisions
• Strong knowledge of and hands-on experience in analysis approach and methodology
• Experience with Project, Agile and SDLC methodologies
• Experience with Client Server and Configuration Management
• Knowledge and hands-on query development with Oracle/SQL would be an asset
• Experience working with the John Hancock’s LARS systems would be an asset
• Knowledge of processing with DTCC