Investment Strategy Cover Letter

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

In the previous role, I was responsible for support in the delivery of the firm's market views and thought leadership on asset allocation and investment management strategies and processes for TD Wealth's US platforms.

Please consider my qualifications and experience:

• Advanced Proficiency - Microsoft Word and PowerPoint
• Intermediate Proficiency - Microsoft Outlook, Bloomberg, Factset and MatLab
• MBA, CFP and/or CFA preferred
• Relevant marketing/sales experience in the investment management industry
• Demonstrated expertise working with mutual funds, ETFs, and/or managed accounts with a focus on sector and factor investing
• Bachelor’s or equivalent in relevant technical field (Finance, Accounting, Statistics)
• ESG experience strongly preferred
• Strong skills in analytics, strategy and planning

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

Previously, I was responsible for financial identification, analysis, evaluation and recommendation of opportunities with respect to Investments, Asset allocations, investment policy designs and re-balancing.

Please consider my qualifications and experience:

• CFA and/or direct multi asset portfolio management experience preferred
• Experience working with institutional and retail clients including plan sponsors
• Able to quickly build trust and credibility within a complex and driven organization
• Experience and success in working with large, multi-strategy and multi-channel distribution platforms
• Strategic (Project Management, Problem Solving, Storyline Creation/Presentation Packaging)
• Data Sourcing/Business Analytics
• Experience with MS Office Suite of products (including Strong Excel and PowerPoint skills)
• Agency, publisher or digital platform company strongly preferred

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

In the previous role, I was responsible for guidance in developing global best practice training with regard to project and change management for the investment group.

Please consider my experience and qualifications for this position:

• Knowledge and understanding of Media platforms and their respective participants and how each platform is used with by consumers and other brands
• Familiar with the High Net Worth Client Profile and objectives trading, marketing, and research functions
• Leadership and/or management experience in financial services industry
• Intermediate to strong programming skills (Python/R/Matlab)
• Process-oriented with strong writing and communication skills
• Understands a value-based investment culture
• Interest in equity and fixed income markets
• Knowledge of information technology and related application controls

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

In the previous role, I was responsible for pM perspective to internal business partners including Sales and Marketing and partners closely with Global Marketing to create strategic/ global messaging and investment content for assigned investment strategies.

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

• Experience designing, implementing, and analyzing investment decisions with a track record of successfully driving aggressive growth
• Able to translate vision and strategy into tactical initiatives and executable plans
• Experience in leading a team and working with individuals across departments at all levels
• Experience in managing and executing complex strategic and operational initiatives
• An excellent understanding of the Investment Management industry, including knowledge of activities across the value chain, specifically middle and back-office operations
• Financial Services, specifically Investment Management experience preferred
• Good understanding of investment fundamentals and macro-economic concepts
• Advanced use of Excel and experience with using large data sets

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

Previously, I was responsible for individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist.

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

• Demonstrated success coordinating large-scale, cross-functional projects and transactions with evolving timelines and priorities
• Organized, reliable, detail-oriented, and motivated to support teams in delivering timely results and quality work products
• Excellent PowerPoint skills and proficiency with Excel and Word
• Preferable disciplines include Business, Actuarial Science, Finance, Economics, Mathematics, Statistics
• Very strong technical, analytical and problem solving skills that allow for deep actuarial and investment analysis
• Excellent people skills to manage relationships with DBS stakeholders and coordinate large cross-functional teams
• Extensive experience in portfolio theory and in-depth knowledge of the derivative, repurchase and bond markets
• Support the team in the elaboration of other publications (quarterly, ad-hoc documents)