Investment Consultant Cover Letter

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

In my previous role, I was responsible for a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions and our k-12 new markets, ensuring asset retention and growth.

Please consider my qualifications and experience:

• Ethical and hardworking
• Decisive and results orientated
• Significant actuarial, investment, and/or risk management acumen gained in a client service oriented environment
• Proven track record in managing multiple client assignments on time and within budget
• CIPM and/or CFA designation or demonstrated progress towards one an asset
• Excellent written and verbal communications skills in both French and English
• Knowledge of the performance measurement, risk analysis and/or attribution analysis is an asset
• Professional designation such as ASA or CFA an asset

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

In my previous role, I was responsible for product taxation support for new cross-border private markets investment products and new product platforms.

Please consider my experience and qualifications for this position:

• Experience in the retirement plan marketplace is beneficial
• Lead role in the oversight of production/delivery of daily reconciliation reports for all of our clients, most notably our Book of Record clients
• Assist with investigation of cash and stock exceptions on all clients, most notably our Book of Record clients
• Work with internal teams, third parties (such as Custodians), IMs and NT
• Client Service Teams to help with investigation and clearance of cash and stock exceptions
• Respond promptly and appropriately to general queries received from our clients
• Respond promptly and appropriately to general queries received from consultants, custodians, auditors and other third parties
• Produce monthly oversight statistics to internal parties

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

Previously, I was responsible for product management support to the CIS family of money market products and other centrally-controlled investment solutions including systems support, and operating and financial analysis.

Please consider my experience and qualifications for this position:

• Knowledge of the investment management and pension industries in Canada
• Previously in a similar role with investment, real estate, finance or management consultancy, or property developers and investors
• Working experience at management consulting firms preferred
• Relational database knowledge (MS-SQL, Oracle) and basic SQL querying an asset Knowledge of SS&C products or other investment industry software products is an asset
• Uncapped commissions and banking benefits
• Knowledge of Bloomberg, Clearwater Analytics, BlackRock Solutions
• Technology orientation and proficiency in order to generate and improve client reports
• Strong financial services background with knowledge of capital markets, investment trends and RIA practices

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

Previously, I was responsible for a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions and/or our k-12 new markets, ensuring asset retention and growth.

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:

• Preferred experience in an asset management environment
• Proactively contributing to Mercer’s RI intellectual capital development and research processes by proposing and leading research projects authoring/ co-authoring RI-related strategic investment research
• Presenting to clients and prospects with clarity and confidence as a subject matter expert, including representing Mercer at external events and in the public press
• Building and maintaining good relationships with professionals in similar roles at asset owners, investment managers, policy institutes, NGOs, academia
• Excellent oral and written communication skills, excellent technical and analytical skills, with high attention to detail and professionalism
• Strong planning, organisational and delegation skills, to prioritise tasks and manage resources within a deadline oriented environment
• Some work experience in a relevant actuarial or technical investment role
• Able to work as part of team of senior and more junior people all focussed on delivering wor

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

In the previous role, I was responsible for professional, expert, licensed advice using the best services and products available to ensure our clients’ financial goals are met.

Please consider my experience and qualifications for this position:

• To work closely with the relevant contacts within our investment management clients to provide the best possible service, responding to queries and escalating as appropriate
• Foster and develop long term relationships with internal clients and suppliers
• Identify and address inefficiencies in systems and processes, resulting in improvements and cost saving
• Maintain high standards of personal integrity and represent the Firm effectively and in a way that is consistent with our vision, culture, and values
• To work closely with other internal departments to provide the best possible service to clients
• Be involved with ongoing projects, testing and implementation as appropriate
• Assist with the updating of procedures within IOO Reconciliations Team as appropriate
• Sound business and professional ethics