Investment Assistant Cover Letter

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

In my previous role, I was responsible for user support in the use of desktop applications including word processing, spread sheet, e-mail, desktop publishing, customized applications and networking troubleshooting.

Please consider my experience and qualifications for this position:

• Demonstrated planning, organizational and project management experience
• Outstanding communication skills (verbal, written and communication)
• Working knowledge of Microsoft Office applications, including expert knowledge of Excel
• Strong organizational, quantitative, and communication skills
• Media concepts and terminology
• Media fundamentals (media math, plan development)
• Application of Vision
• Media building blocks (television, radio, internet)

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

In the previous role, I was responsible for overall facility services in accordance with standard Bessemer Trust policies, processes and procedures.

Please consider my experience and qualifications for this position:

• Analytical thinking and effective communication
• General knowledge of investment industry, including basic familiarity of investment types (stocks, bonds)
• Time management/prioritization skills, allowing smooth work flow support of two Portfolio Managers
• Commitment to the role, and willingness to learn
• Strong attention to detail, process-oriented, coupled with excellent proof-reading abilities
• Calm, professional manner even under pressure
• Advanced Word, PowerPoint and Email skills and intermediate Excel are preferred
• Typing speed of approximately 65 wpm (or greater) desirable

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

In the previous role, I was responsible for technical editing support; word processing, and support business development efforts, proposals, RFPs locally, assist with preparation of reports, memos, spreadsheets, presentation and conducts basic editing and QC of documents, (will need to learn standard Arcadis formatting and templates).

Please consider my experience and qualifications for this position:

• Business etiquette and ethics
• Develop media knowledge base in preparation for media responsibilities
• Attend internal and external meetings and presentations
• Keep abreast of industry trends through advertising and media trade journals
• Strong proficiency in math and communications skills
• Experience as a portfolio manager, analyst, or other background as an investment-oriented professional involved with Asian equity investing
• Experience as a client service person, CPM or product specialist involved Asian equity product / capabilities
• Experience at a pension consulting firm or consulting agency with a focus on Asian equity research or manager selection

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

In the previous role, I was responsible for clerical support to project staff including word processing and spreadsheets.

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:

• Proficiency in using Microsoft office including Words, Excel and PowerPoint
• A self-starter who takes initiatives
• Working towards/attains CISI Level 4 Investment Advice Diploma
• Supports Portfolio Managers and Investment Managers in production of portfolio proposals, reviews and associated client administration
• Executes trades on instruction from CF30 Portfolio Manager or Investment Manager
• Supports business development through correct application of client processes and procedures
• Actively developing portfolio management, client advice processes and industry knowledge
• Good knowledge of accounting and finance (financial markets and securities)

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

In the previous role, I was responsible for value-added assistance and advice to your clients; they trust your word, and include you in all aspects of intelligence-related work.

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:

• Some experience working as a corporate Personal Assistant/Group Assistant role preferable
• Knowledge of excel is essential
• Numeracy and interest in accounting/financial analysis
• Excellent customer / business partner service orientation
• Professional approach to work including confidentiality
• Advanced knowledge of Microsoft Office, especially Access, Excel and Word
• Knowledge of Visual Basic is highly desirable or Visual Basic programming skills preferred
• Minimum Graduate level