Global Investment Research Cover Letter

Please consider me for the global investment research opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for transaction support to senior bankers on a broad range of corporate finance transactions including IPOs, secondary offerings, private placements, mergers & acquisitions.

Please consider my experience and qualifications for this position:

• Produce regular reports summarizing findings and predictions, responsibility for the sector news flow and contributing to overall sector views/pieces
• Strong understanding of banking concepts and in-depth knowledge of financial products and/ or banking operations and sound knowledge of industry issues and competitive trends
• A strong appreciation and understanding of the Environmental, Social and Governance factors that exist within listed companies
• Experience in translating this knowledge into material issues that might or might not affect companies in the future and how this translates to potential investment opportunities
• A track record of contributing to investment meetings and delivering research in an engaging and informative manner
• Experience of producing detailed reporting to clients
• An MBA, B
• A solid understanding of financial and accounting principles

I am excited to be applying for the position of global investment research. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for initial advice regarding accounting treatments under IFRS and liaise with the Group Finance team if further guidance is required.

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:

• Work in partnership and cooperatively to meet business needs with not only the back-up assistant but also with other assistants during busy periods or when assistants are out
• Superior undergraduate record
• Breadth of knowledge and interest should be suitable for covering multiple sectors
• Coverage of both US and non-US equities preferred
• Specialist marketing of HOLT Investment Strategies products and capabilities
• Interacting with various trading desks, including QIS/Derivatives, Program Trading and Delta-1 to identify and target potential clients
• Working closely with the team and clients to create and manage indices and bespoke strategies
• Proven track record of commercializing equity-based strategies

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

In the previous role, I was responsible for broad knowledge of and connect with right relationships with COE partners for areas such as Accounting and Finance, Tax, Treasury, Controls, Credits & Incentives, etc.

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

• Solid knowledge of PC applications
• An interest in the banking/ finance industry
• Knowledge of the Canadian public bond market desirable
• Prior work experience in research-related roles
• Develop end-to-end software solutions including data modelling, application and service development leveraging multiple technologies
• JSI development experience
• Demonstrating thorough understanding of the various products/publications produced
• Relationship skills to work across disciplines and help subject matter experts

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

Previously, I was responsible for key support with end of quarter process including reporting, forecasting, and partnering with multiple cross-functional teams (Regional Sales Finance, Revenue Accounting, Sales, Corporate FP&A, etc.).

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:

• Ownership and follow-through on projects to completion
• Experience and familiarity with Microsoft Office, including Excel and PowerPoint
• Proficiency in Quark Express
• Demonstrated experience with ESG topics and related research
• Experience managing numerous investment professionals in a complex, global environment
• Previous success building a performing platform, and measurable with superior performance
• Gather user feedback
• Solid quantitative skills with experience in macroeconomics and statistics

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

Previously, I was responsible for support to Director of Global Accounting, Controller and CFO with Annual Financial Audits, Contract Audits, and any additional audits as necessary.

Please consider my qualifications and experience:

• Strong quantitative/systematic investment knowledge or experience
• Knowledge of portfolio construction and factor investing
• Strong verbal and written communication skills, interpersonal skills (individual interaction presentations to large groups), and computer literacy
• An understanding of HOLT to be able to confidently articulate the HOLT methodology to potential clients
• London-based with fluent written and spoken English
• Thorough knowledge of the HOLT platform and client base, including knowledge of the fundamental factor offerings
• Thorough understanding of corporate performance and valuation in the equities space
• Hand-on development experience in C++, Python/Perl and familiarity with Microsoft Excel, VBA and other tools bash/git/make