Associate Portfolio Manager Cover Letter

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

In my previous role, I was responsible for advice and guidance to the OFAC/Global Sanctions Director regarding HSBC’s exposure to potential penalties and mishandled accounts.

Please consider my experience and qualifications for this position:

• General accountabilities include working as part of the Global Capital Market’s trading group to optimize and implement strategies related to beta management and trade execution
• Identifying and researching new investment opportunities within these business lines and in collaboration with internal active management programs
• Maintaining and developing relationships with internal portfolio managers to aid in the execution of their investment mandates
• Maintaining and developing external relationships with sell side institutions
• Reviewing relevant legal documentation
• Experience with volatility trading (equity, FX, or IR)
• A background in financial modeling or programming preferred
• Cross asset experience preferred

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

In my previous role, I was responsible for advice and guidance to the OFAC/Global Sanctions Head and Deputy Head regarding HSBC’s Risk Profile and LOB procedures.

Please consider my qualifications and experience:

• Very good knowledge of investment and asset management
• Familiar with Macro/Micro economics
• Familiar with Bloomberg-System
• Fluent Mandarin and English proficiency
• Deep understanding of fixed income securities including treasuries, mortgages, swaps, future and options
• Experience with financial modelling techniques and analytics to determine measures of risk, preferably in mortgages
• Support colleagues from PQS to ensure they have the data and insight they require
• IMC, CFA or Masters’ qualification desirable

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

Previously, I was responsible for leadership and guidance across the team to develop and deliver business capabilities and continuous improvement in financial performance and AMP's core capabilities.

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:

• Experience trading macro products preferred
• Experience with operations functions and electronic trading infrastructure
• Strong interpersonal skills with demonstrated experience in verbal and written communication
• Experience with volatility trading (Fixed Income, FX, Credit are ideal)
• Demonstrated strong PC skills including software packages
• Based at 60 Victoria Embankment, London
• Familiarity with credit instruments including their associated documentation and risk metrics would be beneficial
• Experience in going through financial statements and analysing company fundamentals would be beneficial

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

In the previous role, I was responsible for though leadership in creating medium to long term roadmap for refining IO capabilities for international markets.

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:

• Technical knowledge and understanding of cash/short term fixed income markets and products money market portfolio construction gained in relevant prior role
• Some understanding of regulatory practices internationally in the US for money markets gained in relevant prior role
• Proficiency in Microsoft Office PowerPoint, Excel technologically capable
• Experience establishing governance, processes and best practice within a Portfolio management setting
• Strong Aladdin experience Aladdin incl the sub-systems Green Package, PortfolioRiskTools and Aladdin Portfolio Builder
• Good IT skills incl Excel, Morningstar, Python and/or Matlab
• Qualified for registering at least two Taiwan on-shore funds simultaneously accredited by SITCA
• Familiar with SITE/SICE regulations and relevant compliance

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

Previously, I was responsible for targeted consulting services to ensure that business partners are leveraging the capabilities in order to achieve a high level of adoption of these capabilities.

Please consider my qualifications and experience:

• Knowledge of derivatives, commodity markets and portfolio management theory desirable
• Knowledge of Smart Beta and factor investing desirable
• Highly computer literate and numerate, with advanced Excel skills
• Knowledge of Aladdin platform and applications desirable
• Proficient use of databases, and modeling and statistical packages
• Detail-oriented, team-oriented and self-motivated
• Proficiency in French and/or Spanish an asset
• Work with other product managers to better understand the market, customers and business to help support the development of the product roadmap