Investment Product Manager Cover Letter

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

In my previous role, I was responsible for practice management direction and coaching to independent investment advisor offices and financial advisors through the development of goals, education on best practices, monitoring of results, and coaching.

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 in participating and/or leading SCRUM ceremonies such as retrospectives, backlog grooming, story-pointing, and sprint planning
• Experience in communicating status updates to and coordinating with stakeholders and senior management to understand business need and strategy and execute in a digital capacity
• Skilled at building partnerships with both marketing and sales organizations in investment management or financial services industry
• High level proficiency with Microsoft Excel, JIRA/Confluence and familiarity with enterprise digital platforms such as Oracle Web Center, Fatwire, Google Analytics, and/or Adobe Site Catalyst
• Knowledge and understanding of investment product development, product design, and product marketing
• Experience with or understanding of investments strongly preferred
• Able to be a team player & establish strong relationships
• Flawless attention to detail skills

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

Previously, I was responsible for assistance with the capital investment planning process including input into business case development.

Please consider my experience and qualifications for this position:

• Advanced investment concepts, practices and procedures used in the securities industry regarding applicable legislation, compliance standards, policies and procedures within assigned business area
• Concepts, practices and procedures of finance and securities industry in a financial services/broker-dealer environment
• Investment management advisory and consultative processes and procedures
• Preparing strategic initiatives
• Preparing analyses and reports
• Operating standard office equipment and using applications to produce correspondence, reports, electronic communication, databases and spreadsheets
• Strong analytical abilities (modeling, results tracking and interpretation), supplemented with exceptional project management skills
• Knowledge of Investment Management &Investment Banking workflows, content needs and the requirements

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

In my previous role, I was responsible for business process expertise, strong analytical synthesis skills and project management skills to lead multiple projects through the capital expenditure investment and development process.

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:

• Demonstrated passion for investments
• Experience in developing products and strategies in the investment fund industry, with International financial services experience a definite asset
• Knowledge of conditions in the countries being supported for investment product and service development initiatives from a legal/regulatory, political, tax and cultural standpoint is an asset
• Strong analytical, financial analysis skills and knowledge of current project management methods
• Strong knowledge of both the retail, institutional and HNW channels in the asset management industry
• Mobile product development experience including management of Hybrid and native experiences
• Design and deliver against the strategic MOS roadmap through the full project life cycle, including analysis, design of the client experience and service model, and testing / migration of the components for delivery
• Identify opportunities for efficiency and standardization, present and drive process improvements

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

In my previous role, I was responsible for guidance and direction to Wood Gundy Investment Advisors to facilitate the application and recommendation process for Portfolio Manager designation in the Advisor Managed Accounts program.

Please consider my experience and qualifications for this position:

• Demonstrable work experience within the Fund industry in Luxembourg
• Comprehensive knowledge of the Luxembourg and UK investment funds products, regulations and business environments (including UCITS and AIFMD)
• Strong background and high proficiency in Excel
• Good communication and presentation in English and Chinese will be preferable
• Knowledge of the banking business
• Dynamic and highly motivated individual
• Microsoft Office/Windows software Mercer, Callan, Morningstar, Zephyr, Informa, FactSet, and/or other industry-specific software
• Macro and micro economics and their impact on product performance

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

In the previous role, I was responsible for analytical and research support to the senior advisors within the investment advisor practice.

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 with “Agile” or “SCRUM” development process
• Technical software experience or Design / User Experience background
• Passion for the Investment Process, Security Analysis, M&A and the capital markets
• Effective communicator, comfortable interacting with people at all levels and presenting to clients and management
• Organized, conscientious and strive for an error-free performance
• Knowledge in Agile project management & implementation
• Knowledge in investment products including but not limited to Equities, FX and Unit Trusts
• Knowledge in Internet and Mobile technology preferred