Portfolio Associate Cover Letter

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

Previously, I was responsible for research and data gathering for team effort to produce and deliver comprehensive financial plans for financial management clients.

Please consider my qualifications and experience:

• Correspond with Street / counterparts on ROA, moves in book, what they are seeing in market
• Work with Street on axes and line up trades
• Work with dev on port fin automation (Adam Magee taking up) and Excalibur upgrades
• Extensive knowledge of multiple asset classes (equities, options, futures)
• Strong quantitative training and modeling skills
• Experience with bank loans preferred
• Prior experience in Foreign Currency trade support or operations role/capacity preferred
• Macro real estate experience (research, portfolio management, “top down” analysis) preferred

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

Previously, I was responsible for analysis and feedback to property teams, and make recommendations for accounting and other financial improvements.

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

• Strong attention to details with the dexterity to multi-task
• Successful completion of the Portfolio Management Coursework or holds the CFA designation
• Working knowledge of capital markets and investment management
• Infolease or similar lease accounting system experience
• Equipment leasing industry experience
• Hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification
• A keen interest of the Fund Management industry and the Charity Sector

I submit this application to express my sincere interest in the portfolio associate position.

Previously, I was responsible for financial reporting and ad hoc financial analysis and support as needed for growth platform client financials and non-contract costs.

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:

• Investigating and resolving BAU client queries relating to model methodology and functionality
• Relevant work experience in the financial industry is preferred (Buy-side, Market Risk modelling, or Market Risk management is highly advantageous)
• Strong oral and written (English language) communication skills that enable complex ideas to be readily understood by team members and clients
• Experience using statistical languages (R, Python, SAS) to conduct statistical/econometric analyses, and working with large relational databases
• Experience of applying statistical/machine learning and/or text mining to equity data is highly advantageous
• Enthusiasm, flexibility and maturity to adapt to the needs of a dynamic group and work to strict deadlines
• Demonstrable interest in financial markets and/or market risk modelling
• Prior experience with financial data

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

In my previous role, I was responsible for support to the Financial Analysis Manager to meet financial reporting obligations to the Customer and Division/Corporate office.

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

• Proficiently skilled with SQL, R, Spotfire, Tableau, Northfield, Axioma and Python
• Passion for financial markets and computer programming
• Knowledge of all facets of wealth management
• Knowledge of Bank products, services and capabilities
• Energetic, hardworking, sales & multi task oriented and independent team player
• Good knowledge of banking products, processes, international practices, banking regulations and corporate structures
• General knowledge of investment industry and markets
• Interest or progress towards advance certifications or degrees

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

In my previous role, I was responsible for support, reporting and detailed analysis of all financial and headcount information related to Global Portfolio Operations including budget oversight and forecasting data.

Please consider my experience and qualifications for this position:

• Strong and identifiable network in the hedge fund community
• Aptitude to process and synthesize large amounts of information quickly into actionable conclusions
• Strong interest in the investment marketplace, and eagerness to learn trends and needs of both institutional and retail sales channels and relationship management process
• Familiarity and comfort with key investment management principles
• Well- developed analytical skills and attention to detail
• MBA, CFA or experience in working with Portfolio Managers is preferred
• Highly proficient in Microsoft Office suite (Excel, Word, Outlook, PowerPoint, ), Bloomberg, Advent/Axys
• Understanding of cost models and experience developing, maintaining and documenting a cost model preferred