Investment Specialist Cover Letter

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

In the previous role, I was responsible for management oral and written reports on the client needs, problems, interests, market situations, competitive activities, and potential for new products/services.

Please consider my qualifications and experience:

• Experience in writing investment communication
• Familiarity with PerTrac
• Expertise in Excel and VBA Programming
• Deep knowledge of EQ markets, strategies, and investment process components
• Persuasive presenter, with presence to convey authority/competence at a senior corporate level
• Prospect, identify and onboard TDCT Retail customers by using effective sales techniques and through the use of discovery and triage, including savings and investment guidance delivered through specifically designed tools and resources
• Meet the needs of customers by offering investment advice based on the customer's total financial situation and possessing a thorough understanding of their life cycle needs
• Strategic Focus – Evaluate and structure complex business decisions for optimum financial returns across the entire organization, within Corporate target constraints

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

Previously, I was responsible for updates on overall financial market performance, economic trends and the team’s market outlook.

Please consider my experience and qualifications for this position:

• Experience with performance and risk systems
• Flexible and quick in adapting to change
• Experience leading complex division, department and cross-departmental projects
• Knowledge of Bloomberg analytics preferred
• Knowledge of Microsoft VBA and Access skills
• Working knowledge of industry portfolio accounting systems (preferably PORTIA) desirable
• General understanding of the valuation techniques used to price financial instruments preferred
• Strong interest and understanding in financial and mathematical analysis

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

In my previous role, I was responsible for competitive analysis and competitor monitoring of our products, and complete ‘health check’ analysis of Schroders' products to help ensure that the products remain fit for purpose and competitive.

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:

• Approvals and Presentations – Direct the preparation of Corporate Board presentations, VW Brand presentations and Plant Level Investment Committee presentations
• Reporting – Publish a full range of management reports including long range plans, budgets, monthly variance analysis, spending and depreciation forecasts
• Benchmarking – Compare Chattanooga investment planning and reporting systems to other VW locations
• Network/Communication – Maintain productive communications of a wide range of Wolfsburg departments, Chattanooga Board, Chattanooga departments, project leaders
• Fluent English (additional language a distinct advantage)
• Good working knowledge of Word, Excel and Power Point essential
• Broad array of existing suitable contacts in the IFA market
• Have deep knowledgement to the Investment sectors, Mutual fund products and Capital Market in Indonesia

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

Previously, I was responsible for timely delivery of high quality communications, both written and oral, which cover market trends, timely ideas, new product introductions, competitive market developments, performance and equity market outlooks.

Please consider my qualifications and experience:

• Good presentation skills / public speaking
• Certified WAPERD and WMI
• Discipline to follow and update procedures
• Ca-do attitude
• Ownership regarding his/her processes and projects
• A passion for investments and servicing clients
• Knowledge of fixed income instruments and strategies
• Analytical mindset, ‘helicopter’ view

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

In the previous role, I was responsible for sales and marketing input to Region and Distribution Manager, including clinical market trends, competitive activity, product design needs, regulatory, and production requirements.

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

• Good skills to handle different computer systems
• Knowledge of market data and analytics systems (Bloomberg, Factset) and Microsoft Office
• New markets – assessment of regulatory and local market requirements to enable the sale of Mercer funds into new markets, including but not limited to Growth markets
• Possess an understanding of the asset management industry and/or funds industry
• A self-starter that is has an appetite for learning
• Flexible, adaptable and comfortable with ambuguity
• Experience in overseeing, and providing input into planning of investment portfolio transitions desirable
• Experience and understanding of investment management guidelines and all associated legal documentation desirable