cover letter for investment broker

Professional Stock Broker Cover Letter Examples for 2024

Your stock broker cover letter must immediately convey your proficiency in managing portfolios and executing trades. Clearly illustrate your knowledge of financial markets, conveying your dedication to staying abreast of market trends. Highlight previous experience with client relations and your ability to tailor investment strategies to individual needs. Emphasize your strong analytical skills and your commitment to ethical decision-making, assuring potential employers of your capability to enhance their firm's reputation and trustworthiness.

Cover Letter Guide

Stock Broker Cover Letter Sample

Cover Letter Format

Cover Letter Salutation

Cover Letter Introduction

Cover Letter Body

Cover Letter Closing

No Experience Stock Broker Cover Letter

Key Takeaways

Crafting a stock broker cover letter can be a daunting step in your job search. You've polished your resume and started applying, only to realize a compelling cover letter is required—one that showcases not just your experience, but your proudest professional moment in a narrative form. Striking the balance between formal tone and originality, while keeping it concise, is key. Remember, a powerful cover letter is a one-page story, not a repeat of your resume.

• Personalize your stock broker cover letter and get inspired by other professionals to tell a compelling story;
• Format and design your stock broker cover letter to make an excellent first impression;
• Introduce your best achievement in your stock broker cover letter to recruiters;
• How to make sure recruiters get in touch with you, using your stock broker cover letter greeting and closing paragraphs.

What is more, did you know that Enhancv's AI can write your cover letter for you? Just upload your stock broker resume and get ready to forward your job application in a flash.

If the stock broker isn't exactly the one you're looking for we have a plethora of cover letter examples for jobs like this one:

• Stock Broker resume guide and example
• Payroll Director cover letter example
• Corporate Financial Analyst cover letter example
• Financial Management Analyst cover letter example
• Bank Teller cover letter example
• Corporate Accounting cover letter example
• Cost Accounting cover letter example
• Financial Controller cover letter example
• Chief Financial Officer cover letter example
• Loan Processor cover letter example
• Financial Administrator cover letter example

Stock Broker cover letter example

AIDEN KELLY

+1-(234)-555-1234

[email protected]

• Highlighting Relevant Experience: Mentioning specific tenures at well-known firms like J.P. Morgan and Goldman Sachs adds credibility and shows relevant industry experience which is crucial for the role of a Stock Broker.
• Demonstrating Measurable Success: Including quantifiable achievements, such as managing a volatile $15 million portfolio and achieving 25% growth, effectively showcases the candidate's ability to deliver results and handle significant responsibility.
• Professional Philosophy Alignment: The candidate aligns their professional philosophy with the culture of the prospective employer, demonstrating they are a good fit for the organization and understand its values.

The must-have sections and format of your stock broker cover letter

When writing your stock broker cover letter, keep in mind that it'll only be read by the recruiters and not the Applicant Tracker System (or software used to assess your profile). That's why you should structure your content with a/an:

• Header (apart from your contact information, include your name, the role you're applying for, and the date);
• Personalized salutation;
• Opening paragraph to win the recruiters over;
• Middle paragraph with key details;
• Closing that starts from clichés;
• Sign off (that's not mandatory).

Industry standards dictate your paragraphs to be single-spaced and to wrap your content in a one-inch margin. Designing your stock broker cover letter, refer to one of our templates , which automatically takes care of the spacing and margins.

Choose the same font for your stock broker cover letter as you did for your resume : the likes of Lato and Bitter would help you to stand out in a sea of cover letters in Arial or Times New Roman.

Export your whole stock broker cover letter from our builder in PDF to keep the same formatting and image quality.

The top sections on a stock broker cover letter

• Header: This should include your name, contact information, the date, and the employer's details, as it provides a professional look and makes it easy for the recruiter to identify who you are and how to get in touch with you.
• Opening Greeting: Personalize the greeting by using the hiring manager’s name if possible, as it demonstrates your attention to detail and shows that you've researched the firm, both critical skills for a stockbroker.
• Introduction: Introduce yourself with a brief overview of your background in the financial industry, emphasizing any certifications like Series 7 or 63, to immediately capture the recruiter's interest with your relevant qualifications.
• Body: Highlight your experience in executing trades, managing client portfolios, or any financial analysis skills, providing specific examples and successes that directly relate to the stockbroker role to demonstrate your capability and results-oriented approach.
• Conclusion and Call to Action: Summarize your interest in the position and express enthusiasm for contributing to the company's success, while also inviting the recruiter to contact you for an interview, showing proactive communication skills important for a stockbroker.

Key qualities recruiters search for in a candidate’s cover letter

• In-depth knowledge of financial markets and investment strategies: Recruiters value candidates who have a strong understanding of how the markets operate and can create strategies that maximize profits and minimize risks.
• Regulatory compliance and ethics awareness: Stock brokers must adhere to strict financial regulations and ethical guidelines to protect clients and ensure trust in the financial system.
• Strong analytical skills: The ability to analyze market trends, company financial statements, and economic indicators is crucial for making informed investment decisions on behalf of clients.
• Excellent salesmanship and customer service skills: Stock brokers must effectively sell their services to potential clients and maintain positive relationships to retain business and build a strong client base.
• Risk management capabilities: Understanding and managing risk is a core aspect of stock brokerage, making this a critical quality for candidates to possess.
• Licenses and certifications (e.g., Series 7, Series 63): Holding the necessary licenses demonstrates a baseline competency in securities trading and is often a legal requirement to practice as a stock broker.

The stock broker cover letter salutation: how to address hiring managers

After covering the format of your stock broker cover letter, let's look at the salutation.

Back in the day, the cordial "To whom it may concern" or "Dear Sir/Madam", might have worked out fine.

But, nowadays, your cover letter should approach hiring managers on a more personal basis.

So, what to do about your cover letter salutation ?

If you've messaged the recruiters and are on a first name basis or a more formal one, use the hiring manager's name in the greeting (e.g. "Dear Sophie," "Dear Ms. Givens", or "Dear Mr. Everett,").

Always aim to make the effort to find out the name of the hiring manager, who'd be assessing your application. Search on LinkedIn, double-check the advert on the corporate website, or message the brand on social media to find out more about the role.

If you can't find the hiring manager's name (and still want to sound professional), use "Dear HR Team,", "Dear Hiring Manager,", or the likes.

List of salutations you can use

• Dear Hiring Manager,
• Dear [Name of the person, if known] [Surname],
• Dear [Name of the Hiring Committee/Department],
• Dear [Ms./Mr./Dr.] [Surname],
• Dear [Job Title of the recipient, if exact title is known],
• Dear [Company Name] Team,

Get creative with your stock broker cover letter introduction

Recruiters are going to assess plenty of candidate profiles for the role. Thus, anything you do to stand out will win you brownie points.

Use your stock broker cover letter introduction to share something memorable about your experience .

But before you go down the rabbit hole of creativity and humor, align your message with the company culture.

For example, if you are applying for a role in some startup, use those first two sentences to tell a funny story (about your experience) to quickly connect with the recruiter.

Choosing your best achievement for the middle or body of your stock broker cover letter

Now that you have the recruiters' attention, it's time to write the chunkiest bit of your stock broker cover letter .

The body consists of three to six paragraphs that focus on one of your achievements.

Use your past success to tell a story of how you obtained your most job-crucial skills and know-how (make sure to back these up with tangible metrics).

Another excellent idea for your stock broker cover letter's middle paragraphs is to shine a light on your unique professional value.

Write consistently and make sure to present information that is relevant to the role.

Time to wrap up your stock broker cover letter

Writing the closing paragraph of your stock broker cover letter is just as important as the salutation.

You have to make it personalized to the job advert and recruiter.

Experienced professionals advise candidates to end with a request or reminder for follow-up. Write that you're grateful for the opportunity, and, at the same time, hint that you're available for the next steps of the process.

Otherwise, you could also conclude your stock broker cover letter by facing the future. How do you see yourself, as part of the team? In particular, how would you settle in your new role in the first six months to a year?

What could you write about in your stock broker cover letter when you have no experience

Candidates with zero professional experience often struggle to write their stock broker cover letter .

You may lack experience, but your application could still be impressive when you focus on your strengths.

Consider your most relevant talents (and/or one achievement) that align with the role and help you stand out.

Perhaps you spent every summer volunteering at your local dog pound - think of the job-relevant skills this experience taught you.

Sharing your tangible career goals is another good strategy to stand out.

Key takeaways

Winning at your job application game starts with a clear and concise stock broker cover letter that:

• Has single-spaced paragraphs, is wrapped in a one-inch margin, and uses the same font as the stock broker resume;
• Is personalized to the recruiter (using their name in the greeting) and the role (focusing on your one key achievement that answers job requirements);
• Includes an introduction that helps you stand out and show what value you'd bring to the company;
• Substitutes your lack of experience with an outside-of-work success, that has taught you valuable skills;
• Ends with a call for follow-up or hints at how you'd improve the organization, team, or role.

Cover letter examples by industry

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How to Tell a Story in a Cover Letter

What's the best way to address a cover letter, what does a cover letter look like, can i send a resume instead of a cv, keep getting rejected job applications 16 resume mistakes you’re probably making, how to make resume margins the right size.

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How to write a stock broker cover letter: examples and tips

Posted on October 20, 2017 Author Silvia Del Corso

First, read your CV all over again. Obviously, you know it by heart, it’s your life, but try to read it again while roleplaying, as if you were the recruiter that will get an impression out of that piece of paper (hopefully it’s just going to be just  one piece of paper and not more…) within 6 seconds (set a timer on your smartphone, please). That’s the average time a recruiter has got to get an impression out of it .

How does your CV appear now?

Fine-tune it with those 6 seconds of absolute relevance in mind, then when you think it’s ready… you need to prepare your specific  stock broker cover letter. And that can’t just be the same stock broker cover letter you keep sending together with any application you do. This is a big mistake.

Any stock broker cover letter needs to be tailored to the job description and the company, on the requirements of the position and, particularly, the “ideal candidate”, which, obviously, needs to look exactly like you do!

Let’s try and consider an example of a typical stock broker cover Letter:

Mr. A. Employee 1, My House Any Street This Town PO57 3DE

Mrs A. Manager The Company Employment Street That Town PO57 3DE

Application for the role of Stockbroker

Dear Mrs Manager ,

I would like to apply for the role of Stockbroker which I have seen advertised in (where – when) .

As a highly accomplished investment and finance professional with experience managing accounts, conducting productive client consultations, and implementing effective investment strategies, I am well prepared to surpass your expectations. With this in mind, I invite The Company to consider the enclosed resume as you look to fill the Stock Broker role.

Throughout my career, I have successfully managed a variety of client investment portfolios, recommending products and researching investment opportunities to generate optimal rates of return and stimulate lasting partnerships. My demonstrated success in advising clients on customized, effective investment strategies—along with my expertise in financial trends, markets, and tools—positions me to make a significant and positive impact on your bottom line.

Highlights of my experience include the following:

• Add here information from your experience so that it matches the Company’s job requirements.

Please find enclosed my CV, if you have any questions about my skills and experiences, please do not hesitate to contact me and I will be happy to answer any questions that you have.

Thank you for taking the time to read my letter and CV.

Yours sincerely

NAME SURNAME

Now that you’ve got your specific stock broker cover letter ready and you CV is perfectly polished, send them together and… good luck! We’ll be keeping our fingers crossed for you, let us know if it worked fine on our  Facebook , Twitter , Google Plus or LinkedIn pages if you like! Here you can also check   a few more junior broker roles  and  stockbroker jobs  , just to take some spare chance! >

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The Investment Banking Cover Letter Template You’ve Been Waiting For

If you're new here, please click here to get my FREE 57-page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking . Thanks for visiting!

A long time ago I said that we would never post a cover letter template here :

“I was tempted to post a Word template, but I don’t want 5,000 daily visitors to copy it and to start using the same exact cover letter.”

But hey, we already have resume templates that everyone is using, so why not go a step further and give you a cover letter template as well?

Plus, “investment banking cover letter” is one of the top 10 search terms visitors use to find this site – so you must be looking for a template.

The Template & Tutorial

Let’s jump right in:

Investment Banking Cover Letter Template [Download]

Download Template – Word

Download Template – PDF

And here’s the video that explains everything:

(For more free training and financial modeling videos, subscribe to our YouTube channel .)

And if you’d rather read, here’s the text version:

Do Cover Letters Actually Matter?

At bulge bracket banks, people barely read cover letters.

Cover letters matter 10x less than resumes and 100x less than networking.

But there are a few special cases where they’re more important:

• Boutiques and Local Banks – Sometimes they actually read cover letters.
• Unusual Backgrounds – If you’re NOT in university or business school at the moment, you may need to explain yourself in more detail.
• Outside the US – In Europe, for example, some banks pay more attention to cover letters, online applications, and so on.

Similar to grades and test scores, a great cover letter won’t set you apart but a poor one will hurt you – so let’s find out how to avoid that.

Keep your cover letter compact and avoid 0.1″ margins and size 8 font.

With resumes you can get away with shrinking the font sizes and margins if you really need to fit in extra information, but this is questionable with cover letters.

Go for 0.75″ or 1″ margins and at least size 10 font.

With resumes there were a couple different templates depending on your level – but with cover letters that’s not necessary and you can use the same template no matter your background.

1 Page Only

Ok, maybe they do things differently in Australia (just like with resumes) but aside from that there is no reason to write a multi-page cover letter.

If you actually have enough experience to warrant multiple pages, do it on your resume instead and keep the cover letter brief.

Contact Information

List your own information – name, address, phone number, and email address – right-aligned up at the top.

Then, below that you list the date and the name and contact information for the person you’re writing to, left-aligned on the page.

If you don’t have this information you can just list the company name and address and use a “Dear Sir or Madam” greeting.

That’s not ideal – especially if you’re applying to smaller firms where cover letters actually get read – but it’s all you can do if you can’t find a person’s name.

If you’re sending the cover letter via email as the body of the email, you can omit all this information and just include the greeting at the top.

Paragraph 1: Introduction

This is where you explain who you are, where you’re currently working or studying, and how you found the bank that you’re applying to.

Name-drop as much as possible:

• Impressive-sounding university or business school ? Mention it. Even if it’s not well-known, you still need to mention it here.
• Your company name , especially if it’s recognizable, and the group you’re working in, especially if it’s something relevant to finance like business development.
• How you found them – specific peoples’ names , specific presentations or information sessions where you met them, and so on.
• The position you’re applying for (Analyst? Associate?) – especially for smaller places that are not well-organized.

This first paragraph is all about grabbing their attention.

Example 1st Paragraph:

“My name is John Smith and I am currently a 3rd year economics major at UCLA. I recently met Fred Jackson from the M&A group at Goldman Stanley during a presentation at our school last week, and was impressed with what I learned of your culture and recent deal flow. I am interested in pursuing an investment banking summer analyst position at your firm, and have enclosed my resume and background information below.”

Paragraph 2: Your Background

You go through your most relevant experience and how the skills you gained will make you a good banker right here.

Do not list all 12 internships or all 5 full-time jobs you’ve had – focus on the most relevant 1-2, once again name-dropping where appropriate (bulge bracket banks / large PE firms / Fortune 500 companies).

Highlight the usual skills that bankers want to see – teamwork, leadership, analytical ability, financial modeling and so on.

If you worked on a high-impact project / deal / client, you can point that out and list the results as well.

This may be your longest paragraph, but you still don’t want to write War and Peace – keep it to 3-4 sentences.

Example 2nd Paragraph:

“I have previously completed internships in accounting at PricewaterhouseCoopers and in wealth management at UBS. Through this experience working directly with clients, analyzing financial statements, and making investment recommendations, I have developed leadership and analytical skills and honed my knowledge of accounting and finance. I also had the opportunity to work with a $20M net-worth client at UBS and completely revamped his portfolio, resulting in a 20% return last year.”

Paragraph 3: Why You’re a Good Fit

Now you turn around and link your experience and skills to the position more directly and explain that leadership + quantitative skills + accounting/finance knowledge = success.

There is not much to this part – just copy the template and fill in the blanks.

Example 3rd Paragraph:

“Given my background in accounting and wealth management and my leadership and analytical skills, I am a particularly good fit for the investment banking summer analyst position at your firm. I am impressed by your track record of clients and transactions at Goldman Stanley and the significant responsibilities given to analysts, and I look forward to joining and contributing to your firm.”

Paragraph 4: Conclusion

This part’s even easier: remind them that your resume is enclosed (or attached if sent via email), thank them for their time, and give your contact information once again so they don’t have to scroll to the top to get it.

Example 4th Paragraph:

“A copy of my resume is enclosed for your reference. I would welcome an opportunity to discuss my qualifications with you and learn more about Goldman Stanley at your earliest convenience. I can be reached at 310-555-1234 or via email at [email protected]. Thank you very much for your time and consideration.”

Unusual Backgrounds

These examples cover how to apply to a bank if you’re in university, business school, or you’ve been working for several years.

If you have a more unusual background (e.g. you went to med school, graduated, started your residency, but then decided you wanted to be an investment banker), then you might need to add a few sentences to paragraph #2 or #3 explaining yourself.

Resist the urge to write your life story because no one will read it – interviews are a much better venue to prove how committed you are.

Email vs. Attachments

If you’re emailing your cover letter and resume, do you create a separate cover letter attachment?

Or do you make the body of your email the cover letter?

I think it’s redundant to create a separate cover letter and attach it, so don’t bother unless they ask specifically for a separate cover letter.

If you’re making the body of your email the cover letter, make it even shorter (4-5 sentences total) and cut out the address bits at the top.

Optional Cover Letters?

If you’re applying online and it says “Optional Cover Letter” should you still upload one?

You might as well because it takes 2 minutes once you have a good template – it’s not the end of the world if you don’t include one, but you never know what everyone else is doing and it’s not terribly time-consuming.

Cover Letter Mistakes

Remember the role of cover letters: great ones don’t help much, but poor ones get you dinged.

The biggest mistakes with cover letters:

• Making outrageous claims (“I’m a math genius!”) or trying to be “creative” with colors, pictures, fonts, and so on.
• Going on for too long – 10 paragraphs or multiple pages.
• Listing irrelevant information like your favorite ice cream, your favorite quotes from Wall Street or Boiler Room , and so on.

If you think this sounds ridiculous, remember the golden rule: do not overestimate the competition .

For every person reading this site, there are dozens more asking, “What it’s like to be an investment banker?” at information sessions.

Sometimes you hear stories of people who write “impassioned” cover letters, win the attention of a boutique, and get in like that …

…And I’m sure that happens, but you do not want to do that at large banks.

If you do, your cover letter will be forwarded to the entire world and your “career” will be destroyed in 5 minutes .

More Examples

As with resumes, there are hardly any good examples of investment banking cover letters online.

Most of the templates are horribly formatted and are more appropriate for equities in Dallas than real investment banking.

Here’s a slightly different but also good templates you could use:

• Best Cover Letters – MBA Template

More questions? Ask away.

Still Need More Help?

Introducing: premium investment banking-specific resume/cv and cover letter editing services.

We will take your existing resume and transform it into a resume that grabs the attention of finance industry professionals and presents you and your experience in the best possible light.

When we’re done, your resume will grab bankers by the lapels and not let them go until they’ve given you an interview.

Specifically, here’s what you’ll get:

• Detailed, line-by-line editing of your resume/CV – Everything that needs to be changed will be changed. No detail is ignored.
• Your experience will be “bankified” regardless of whether you’ve been a student, a researcher, a marketer, a financier, a lawyer, an accountant, or anything else.
• Optimal structuring – You’ll learn where everything from Education to Work Experience to Activities should go. Regional badminton champion? Stamp collector? You’ll find out where those should go, too.
• The 3-point structure to use for all your “Work Experience” entries: simple, but highly effective at getting the attention of bankers.
• How to spin non-finance experience into sounding like you’ve been investing your own portfolio since age 12.
• How to make business-related experience, such as consulting, law, and accounting, sounds like “deal work.”
• How to avoid the fatal resume mistake that gets you automatically rejected . Nothing hurts more than making a simple oversight that gets you an immediate “ding”.
• We only work with a limited number of clients each month. In fact, we purposely turn down potential clients in cases where we cannot add much value. We prefer quality over quantity, and we always want to ensure that we can work well together first.

FIND OUT MORE

Other Options for Personalized Help: Wall Street Mastermind

Finally, if you want to go  beyond your cover letter and also get help with your resume, work experience, networking, and interview prep, check out Wall Street Mastermind .

They’ve worked with over 1,000 students to help them secure high-paying investment banking jobs out of school (and internships while in school), and their coaches include a former Global Head of Recruiting at three different large banks.

They provide personalized, hands-on guidance through the entire networking and interview process – and they have a great track record of results for their clients.

It could be a great fit for you if you’re looking for comprehensive coaching through the entire process rather than just a new version of your resume or cover letter.

You can book a free consultation with them to learn more .

About the Author

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street . In his spare time, he enjoys lifting weights, running, traveling, obsessively watching TV shows, and defeating Sauron.

Free Exclusive Report: 57-page guide with the action plan you need to break into investment banking - how to tell your story, network, craft a winning resume, and dominate your interviews

Read below or Add a comment

279 thoughts on “ The Investment Banking Cover Letter Template You’ve Been Waiting For ”

I love how hand downs and direct this page is. Trying to break into IB come from a (semi-)target school but very bad GPA, love how you are always motivating, but realistic. Keep it up!

I am a sophomore and have a low gpa (2.5) should I include this on my cover letter? how do I stand out and not get dinged, low gpa because had to work full time freshman year because my dad lost his job, and my family had health issues. Am an only child.

All you can really do about a low GPA is network extensively so that people who know you can recommend you, and so you can avoid being filtered out by screening tools. See: https://mergersandinquisitions.com/low-gpa-investment-banking/

Maybe include a brief mention of why your GPA is lower in your cover letter, but focus on how you’ve improved since your first year (mention the higher GPA since then).

Thanks for the write up!

If i am writing my cover letter in the body of the email, Do i write the name of the recipient instead of dear Madam ?

I like it not bad

Hey Brian – thanks for this article. Quick question: is there a certain point in your career (in my case, I’m an associate) when you can stop with the cover letters even if they give you the option?

Cover letters are pretty much always optional unless they ask for one.

I was wondering for your template, you gave a solid and formal introduction. I also see other career advice sites that recommend making the cover letter “memorable” and straying away from the cookie cutter method with more flashy intros. As an example just from another online source: When I was seven, I wanted to be the GEICO gecko when I grew up. I eventually realized that wasn’t an option, but you can imagine my excitement when I came across the events manager position, which would have me working side by side with my favorite company mascot. So what’s your opinion on this? I’m sure it’s different for every field, so would you say the average investment banker appreciates something like this, or would it just make them roll their eyes and make you seem too keen/tryhard.

Same Andrew again…

Sorry I should’ve watched your video fully before asking. But you mentioned to not get too fancy with fonts, photos, etc. But would the bit of personal information outside the cookie cutter approach separate you in the slightest? To me, cover letters sound like they have the same purpose as GPA. A 4.0 (good but generic cover letter) won’t give you any advantages, but a 2.5 (poorly done letter) will eliminate you from the application process.

Yes, cover letters are basically used to weed out people, not to select them. You can include some personal information such as an interesting student group, study abroad, or experience that led you to IB, but don’t go overboard with trying to appear “interesting.” Save that for actual networking and interviews.

If you are applying to traditional “high finance” roles such as investment banking, private equity, etc., you should not do anything creative with your cover letter. It will only backfire. Firms either do not read cover letters, or if they do, they simply look at them to make sure you didn’t do something silly or inappropriate. You’re taking a very big risk by writing a “creative” cover letter, and one that has very little upside with tons of downside.

For online applications that request your resume, but do not specify whether a cover letter should be included, should I submit a cover letter? Also since you can only submit one document in these cases, should you compile resume and cover letter into one document?

Thanks so much.

If they just request your resume, just include your resume. I would not even bother with a cover letter or combining them into one document.

Do we have to leave

“Enclosure: Resume”

At the bottom of the Cover Letter? Many thanks

*In Online Application where they ask you to attach your CV and Cover Letter – if that makes any difference

Brina, many thanks for the quick answer. Just a last question:

Shall we sign between sincerely and our name or under our name?Both options are good?

Alternative A:

(Signature)

Alternative B:

The first one is slightly better.

I just wanted to thank you for not only this Cover Letter template but also your Resume template. I have used both and I have received great feedback from interviewers and getting my foot in the door for asset management.

Thanks! Glad to hear it. Good luck!

This question targets the paragraph listing relevant experiences & skills gained through it.

As a University Student with some corporate finance and consulting experience but nothing directly related to investment banking, do you think it would be relevant to list explain skills gained during university classes (e.g. a term project that simulated the entire M&A process based on a real life deal) that involved valuation, simulated investor calls, etc. Or do you believe sticking to actual work experience would be best suited.

Thanks a lot for all the content you post.

Stick to your work experience if you have actual CF and consulting internships. Maybe add a line or brief phrase within a line that mentions your learnings from university classes as well.

I live in the UK and I’ve been told cover letters carry a lot of weighting in the initial application process. I have written a cover letter which is 8 paragraphs but it’s still 1 page. Do you think this would be ok or should I take some stuff out? Thanks in advance, great website you have.

By the way, it’s still size 10 font but I had to reduce the line spacing between the paragraphs to fit it all in.

Cover letters only matter in the “negative” sense, i.e. if you write something stupid or have typos, you could lose an offer or interview opportunity. Your cover letter should be as short as possible, so 8 paragraphs is too long, especially if you had to reduce the font size to 10, which is too small. So, be more concise and realize that bankers glance at hundreds/thousands of these letters each recruiting season…

How do one relate a tax internship experience which I acquired In an accounting consulting firm to an investment banking internship I hope to start with with BofA

Talk about how your tax findings/work affected the big picture… did they potentially change the company’s valuation? What was the impact on the company’s financial statements? Did anything you did result in changes to the internal controls at the company? Did you do any tax work related to M&A or equity/debt deals?

Hi Brian, I have read that the header of a cover letter should match your resume. Is there a reason the header from the M&I resume template was not included in this cover letter template?

??? I think it would be very odd if your cover letter started with your name in a bigger font size at the top… so, no if that is what you are asking about. A cover letter should start with the normal heading of a letter. Your resume is different because it’s intended to present the key points in bullet/highlight format.

I agree. Thanks.

I’m applying online to banks in the EMEA area and most banks ask for my motivation – they don’t require a cover letter. Could I still use this template? or wouldn’t it make any sense to use this template?

If its the case that this template would not be useful, do you have any tips on what to focus on in such a motivation letter?

I think this template is too long for a simple question about your motivation. Your motivation should basically be the last part of your “story” – assuming 150 words for a competency question and a 300-word story. See:

https://mergersandinquisitions.com/walk-me-through-your-resume/

How do you travel like a dug dealer? haha…You are funny. Great info. Thanks a lot. I’m trying to break the front door at Piper Jaffray so I can put my little two feet inside that door.

hey, i am actually studying law in France but i wanted to go on trading/investment banking/hedge fund area. What would you suggest me ? Which arguments should I point out ?

Thanks a lot !

??? I’m not sure I understand your question.

The links for Workbloom – Investment Banking Intern Template and Vanderbilt – Cover Letter Template are not valid anymore. Is it possible to fix that? Thank you very much!

Sincerely, Frank

We don’t have alternate links, sorry. But the template there wasn’t much different anyway.

Hi Brian, I had a question in mind. I have been working with a Big four Audit firm in India for the past 10 months now, and have a Bachelors in Commerce degree from a non-target University here. The role here is Back-end, as in we do not have client interaction, and rather coordinate with the US/EMEA teams – which deal with the clients directly – for the work. Recently, I got a call from GS for an Analyst position under the Data Resource Group for its IB Division in India. How do you suggest I pitch my auditing experience to get an offer for this position? Also, considering the work I do here is back-end and basically, formatting files around and punching in numbers! Thanks in advance for your help!

I would just point out how your audit work led directly to results with clients and how you were a part of the client-interaction process, even if you didn’t speak with them directly. As a result, you have a good understanding of what they’re looking for and how to get them results most efficiently.

Thanks for the template. Is it correct to include in the cover letter an entreprise which I am auditing or not?

Sure, you could, but you have to be able to tie that to whatever role(s) you’re applying for.

Hi there, thanks for the cover letter template you provided. It’s a great help. Just wondering does the same template work for UK application? As you mentioned they tend to pay attention to cover letters.

Yes this template works for UK applications.

Thank you for sharing your blog, it helped a lot cos I am also having a hard time in writing a cover letter and I suck! Hope you can help more. Keep it up!

Thank you for sharing the template and guide! I am a recent college grad and just started working in an economic consulting firm (last month). I want to make the career transfer to IB and I am trying my best networking everywhere. I am applying for an IB analyst position and editing my cover letter. Should I still mention in the cover letter my leadership roles in college or it does not matter much?

Many thanks!

You can mention them briefly, but you should focus on your current role.

Thanks for the template! After working as an ER associate for 2 years in my hometown, I am moving from North America to Europe in the next few weeks. Should I mention in my cover letter something to the effect of “After visiting [country] several times over the past few years, I applied for and received my Work Visa” or will the recruiter assume I have a visa and do not require sponsorship? I just do not want to be passed over if they are assuming I will be a headache for them!

Furthermore, I am also hoping to move from ER to corporate. Besides tailoring the letter to reflect skills mentioned in the posting, are there any other changes that need to be made when moving out of capmarkets?

Thank you for your time!

Sure you can include this. Yes, I’d talk about why you want to move from ER to corporate and talk about why you prefer corporate over ER (perhaps you prefer the type of work in corporate better and you see yourself in a corporate vs. in a bank) and you want to move over to XX industry [the industry the corporate you’re applying for is in] given XX reason [ideally you’ve covered that industry in ER before]

Thank you Nicole. Should I be putting this explanation in paragraph 2? Or later on in the letter?

I’d probably list this later in the letter.

Hi, I’m studying in the US and applying to summer IBD internship in 3 different locations (New York, London, HK), so who should I address to in my cover letter since there is only one cover letter for three different recruiters? Thanks!

I’d say Dear Sir/Madam or To Whom It May Concern

when you express abbreviations, let’s say M&A, how do you put it in a cover letter? i.e., (“M&A”) or (M&A) without punctuations mark?

M&A is fine I believe

Hi! You mentioned that putting the name of the recruiter is always better than just a “Dear Sir/Madam”. When applying in London, do you think it is appropriate to address the cover letter to a recruiter I haven’t personally met that I just found his name via an internet search, specifically from Linkedin. Also, there are dozens recruiters for the same company on Linkedin, should I still address the letter to a specific person? What about if it is the director of HR? Should I address it to him/her directly?

Yes, I’d address the email to Director of HR. If you don’t know the person’s name, I’d say “To Whom It May Concern” or “Dear Sir/Madam”

Hey, I have a question concerning applying for an internship at G&S in Europe. Instead of a cover letter they want you to submit a motivational statement with 300 words when applying, which is according to them similar to the cover letter. But I am a bit unsure that I express my motivation for applying for an investment banking postion with this cover letter because it focuses more on previous internships. Should I outline my internships and then explain that I want to pursue an career in IB because of them? and should I mention my extra curriculare activities which involve leadership experience and exotic interests?

I’d briefly touch on your previous experience and focus on why IB, and why GS. If the previous experience can serve as your IB spark, use them. So yes you can mention that you want to pursue a career in IB because of your previous internships, but don’t dive too deep given word limit and you can address that in interviews. No, the latter part should be demonstrated on your resume, unless you have space in the statement

What should you do in [Signature]?

I’m not sure I understand your question. I’d just insert your signature there.

Upload an image of your handwritten signature?

Yes you can do that. Copy and paste it below “Yours sincerely/Best Regards”

I resigned from my previous role in April this year as we were planning a family move to another country However, it did not materialize due to some unexpected changes and I have to start looking for a job again. This has left an employment gap of about 3 months in my resume. During this period, I have taken the BIWS course to enhance my knowledge. Shall I mention my current status and address that in my cover letter? or leave it out and talk about it when asked during interview?

Xavier, you can list that on your resume and cover letter. You may also want to talk about other activities you’ve done during those 3 months.

I am a first year associate working at a boutique bank on the trading floor and trying to switch into equity research/banking side. How is the cover letter different from the cover letter template above. Do I need to specifically state why I am switching?

Yes you need to address why you’re switching

Do you have any suggestions as to how I can gracefully address this? The reason why I am switching is because I don’t feel like I am learning much out of my positions – not being given much responsibilities, etc…

I’d focus on the positives on why you prefer the other division versus your current one; not what you’re lacking.

Hi, I am wondering when introducing my skill sets and experience in the second paragraph of the cover letter, is it appropriate to use bullet points? e.g. my key skills/experience include: bullet point: A bullet point: B

Yes you can do that, though a lot of times we find that its best to follow our template, unless you’re a very experienced candidate

I worked at a boutique investment bank for an internship and I was wondering how I may explain my low gpa on my cover letter. I would focus on my strengths and what I learned from the position but sooner or later the question of gpa will be addressed either during an interview or sent through email. How would I approach this?

This may come up in interviews and I’d address it then. I am not sure why you had a low GPA. If you had family/personal reasons you can list that. Otherwise if you were taking more advanced courses because you were too ambitious and got a lower GPA as a result of that you can list that too.

I’m applying to various finance and IB positions and my documents will be seen as a package sent through my school. I created my resume in a very similar format to the template on your website, only using .5″ margins. I have the same header layout (with name and personal info) on both my resume and cover letter. My question is regarding holding these .5″ margins on both of my documents to keep a consistent look. I’m just curious as to whether this would be a good or bad idea, or as to whether you think it would even matter.

I haven’t seen the format of your resume so I am not 100% sure. 0.5 margins maybe a bit crowded but depending on your content it can be doable. If you have lots of solid content, yes this is applicable. Otherwise, I’d shorten your content and go for the standard margins

Hey, this template isn’t just for investment banking right, it can be used for targeting internships in accounting as well? Same with the resume template?

If you change the paragraph from why IB to why accounting, you can use this template. The resume template is tailored to IB though you can use it for Accounting roles too

I graduated from a top school 1.5 years ago, but unfortunately ended up at a not so impressive bank. What’s the best way to name drop the school in the cover letter? Thanks.

First paragraph – you can just say that you are working at XX bank and have recently graduated from XX school

I am applying to three different divisions in the same investment bank that are different in nature (2 back office and one front) and there is only one cover letter for all three that asks you to describe your motivation for each. Since they are different positions, how do I go about this?

I’d be generic and focus on why finance and how you can make an impact to the firm

How about adding the recommendations from the previous job? Is it worth? Should we add it even if they do not menton about that?

You can provide recommendations upon request

Hi, I am wondering whether I need to include a signature in my cover letter for online application. If so, should I just insert it in the pdf document or scan a paper copy of the cover letter? Thanks!

Yes you can include it. Both works.

Yo’re welcome.

Just a follow-up question: I am applying for summer analyst position at CS, and they only allow one application per applicant. Should I use the same cover letter during campus recruiting (addressed to an alumnus) for my online application? Since I am applying to CS HK as well, I am wondering whether I should use a slightly different cover letter.

Sure I think this shouldn’t be a problem. Yes the HK one should be slightly different – i.e. why HK, why Chinese market

Dear M&I staff,

I’m a master student in Europe. I’m currently attending a Master of Science in Finance after completing a bachelor in business administration. Do you have any specific suggestion about my first paragraph? Also, if I can’t find the name of the recruiter, how can I start the letter? I was thinking about expressions such as “To whom it may concern…”; does this work?

Thanks in advance

Yes it does, or Dear Sir/Madam.

First paragraph – I’d follow the template on the post

Dear Sir or Madam,

My name is [Insert Name] and I am currently pursuing a Master of Science in Finance at [Insert University Name] where I have also been awarded a Bachelor of Science with honors. How would this sound?

Sounds good, though I’d probably just use My name is [Insert Name] and I am currently pursuing a Master of Science in Finance at [Insert University].

Hey Brian/Nicole, Thank you guys so much for this website. I spend days on it reading your articles! lol I’m just wondering when I do the name-dropping on the cover letter, is it alright to put the company names in bold? or is that too much? What do you guys think?

Thank you for your kind comment. You should credit Brian for his hard work! I don’t think its necessary to bold company names. I think its probably better to leave it “unbolded.”

i a lil older i was originally an engineering major, left school (didnt graduate), started working as a stock broker, then mortgage broker, and then more sales background. I then re entered school and graduated with a degree with finance, gpa not so high bc of past screw ups, but now looking to break into finance. I love finance, and cant figure out how to convey that in a cover letter. can you help?

Focus on the impact you’ve made in your previous roles. Then say while you’ve enjoyed and learn a lot from your previous experience, you realize [Talk about your IB spark here], and that you realize you wanted to pursue IB because [XYZ]. Then say that you’re confident that your [XX] skills can be an invaluable asset to the firm (something around those lines)

If I’m applying for a job based on an online job posting (LinkedIn / other job board), then in my 1st paragraph, ho would you address the section about how you learnt about the job / company ?

(I find it awkward to say that “I recently learnt about your company through your online ad on abc.com”)

ThankX Guys!

I recently learned about your company from [a contact/an event/an online job posting] and was impressed with what I learned of [List what you’re impressed with here]

Hey Nicole,

Thanks for your reply.

I’m finding it awkward to write “I learnt about your company from an online job posting” bcoz I feel it sounds like I did not know them before seeing the posting (which, in turn, sounds insulting for the company).

Instead, can I just say “I recently found out about the XYZ position at ABC Capital & want to apply for this position”?

Sure, this sounds good. No, this isn’t insulting – this is why companies post on job postings! It is best if you have already spoken to people at the company and use that as an intro. line.

please i am an undergraduate in my final year with just one internship experience and one teaching experience, that was before i gained admission. i want to know if it is appropriate to include my date of birth and list of referees; i will also like to know the maximum length of resume ideal for some one in my category. Thanks.

Please see https://mergersandinquisitions.com/free-investment-banking-resume-template/

No, I don’t think you need to include your DOB and list of referees. Maximum length of your resume would be 1 page.

Hi Brian, thanks so much for creating this awesome website.

I’m a year one student in a non-target uni in HK who’s interested in IBD. My first semester GPA wasn’t stellar because I had a hard time balancing family issues and adapting to a new country.

I’m currently applying for several pre-internship programs, and am afraid my less-than-3 GPA will cause my immediate disqualification. What can I do?

I’ve had several leadership positions in high school, am great at networking/socializing, and speak a few languages. But my first semester GPA is lackluster. Please advice, should I explain in my cover letter?

Best Regards, Sara

Yes, your GPA is likely to be alarming to interviewers. Sure, you can explain the above on your cover letter, though I would focus on your strengths and what you have achieved first. You want to draw people to your strengths. I’d also try as hard as you can to boost your GPA next semester and craft a very good explanation when you land interviews.

Hey there M&I,

Firstly, I’d just like to thank you for this template – it truly is priceless.

I’m from Melbourne, Australia and I’d like to break into Investment Banking for a long-term career.

I’m starting a Bachelor of Commerce degree at The University of Melbourne and I was thinking of double majoring in Accounting and Finance.

I feel as though this will put me in a good position for Investment Banking and will also provide me with a few alternatives should I be unable to make it to Investment Banking or decide that it’s not for me.

Sorry about the long-winded explanation, I guess what I want to know is whether or not the double major sequence I have suggested is desirable in Investment Banking or there is a better sequence you could suggest to me.

Also, what do you have to say about people getting summer internships after first year? I haven’t heard of anyone doing this before, but have you? How should I go about trying to increase my chances?

Thanks very much!

Thanks. Yes, that sequence is fine but I don’t know if it would give you an advantage. From what I understand about Australia, I believe most people who get into banking there actually have dual Commerce and Law degrees.

Summer internships after year 1: very tough. You’d have to aim for small local firms. And probably not common in Australia.

I’m applying to a Private Equity internship and I completed the BIWS fundamental and advanced modeling courses. Should I talk about this in my cover letter? Right now I just have a general statement about it and that I worked on some case studies.I was wondering whether I should go more in depth and mention a specific case? Leave it as a general statement? Or take it out completely

Yes, definitely mention the specific case studies as that makes it sound much better than just saying you completed the courses.

Document for listing them on your resume (you may be able to apply parts of this):

http://biws-support.s3.amazonaws.com/BIWS-Courses-Resume-Instructions.docx

Thanks Brian,

I took your advice and mentioned specific case studies.

One other thing, currently in the second paragraph of my cover letter I talk a lot about my internship experience, but this internship doesn’t have to do with IB, its accounting and sales for a hotel. I did spin it in away that says that I picked up skills from this internship that I can apply to IB, PE, etc. Should I focus less about this and more on the BIWS courses, and projects in school I worked on since it doesn’t directly relate?

I would probably do an even split in that case.

I found this guide and template very useful. I was wondering, though, if I were to apply online to bb investment banks that didn’t make any meeting at my university and require a cover letter, what should I write in: “I was recently introduced to your firm via [Friend / Contact at Firm / Presentation] and was impressed with what I learned of [Your Culture / Working Environment / Bank-Specific Info.].”

I know about these banks just because of their fame, so should I just skip this part?

Sure though having this line may be more convincing.

I am now applying to Société Générale M&A summer internship in Power, Utilities and Infrastructure department. I tried to find some alumni working there. I could manage to find one via linkedin; however, i cannot contact him because he sets a permission. I wonder what should i write on cover letter if i can’t find a contact in SG?

Dear Sir or Madam / [Name of Recruiter if you have it]

Dear Nicole,

I feel sorry not to explain it clearly.

Quoted from the IB template: ” I was recently introduced to your firm via [Friend / Contact at Firm / Presentation] and was impressed with what I learned of [Your Culture / Working Environment / Bank-Specific Info.] ”

I searched SG career website but they mention the work environment and culture very vague. I tried to find an alumni working there; however,the alumni office hasn’t replied me yet.Even worse, SG hasn’t held any campaign event at our uni. At present moment,I can’t manage to get a contact at firm. I did search they have an aggressive expansion plan for the department 2 years ago. Should I mention this instead?

Much thanks

It would help if you have spoken to a contact who is working/worked there or attending one of their info sessions. Otherwise, yes it may be useful to mention of their department’s aggressive expansion plan.

Hi! What if I have not attended any presentation and I do not know nobody that work in a specific bank? Can I still apply online? I am applying to investment banks in London and I know that they recruit using the online application process.

Yes you can still apply online.

Hi Nicole/Brian,

Adding to what Paolo has mentioned, what about the cover letter? Since we do not know anybody that work in that specific bank (nor attend any presentations), who do we address the cover letter to? (Or is it better not to submit one if the cover letter is optional?)

Secondly, is it alright to say that we found out about the job/vacancy by browsing through their website?

Again, thanks for your continuous kind support.

Regards, Rifki

Quoting from the article:

“If you don’t have this information you can just list the company name and address and use a ‘Dear Sir or Madam” greeting.’ ”

If it’s optional, I wouldn’t even bother submitting it especially if you don’t know anyone there. Yes saying you saw it through a website is OK.

Thanks Brian!

I’ve just graduated in Finance and Accounting but wasn’t able to get summer internships in my 2nd year. What else can I write in section 2+3? I’ve got work experience in wholesale, an accounting firm and an insight day at a Merrill Lynch which were just before I started uni, i.e. 2009 can I still use these in this section or would it look bad since they are old?

I’ve taken part in many trading simulation games in teams etc which show all the skills you have mentioned in the paragraph, would it be acceptable to use this as an example even though it was a simulation?

They wouldn’t look bad but not exactly current. Ideal if you have recent experiences to list. Otherwise you can list them

Yes – show the returns you generated

Thanks for the useful resources.

Last year, I hadn’t as much insight and experience with IB (I was coming from law and bearely started to study a MSc-Finance in a good school). I still got two interviews with a nice boutique and a bb. I got reject at the final round.

This year I’m applying again (I’m currently doing an off cycle M&A internship)

1. Shall I mention I applied last year, and why I like the firm so much? or shall I just make a regular cover letter and avoid to mention I applied a year ago?

2. How many interviews should I go through to secure an offer, or what is the average? I’d like to know whether I am doing something bad or just if it is because you need to go through several interviews to finally get something?

3. What would shall I do with the current market if I secure another off cycle internship or a full time M&A position in a leading law firm? (I prefer finance than law, but I m getting old and need to start working as oppose to “intern”)

Sorry for this long thread, thanks for your help.

1. you can mention it if you want though I don’t think its necessary 2. hard to say – depends on you. people generally go through more than several rounds of interviews to land an offer 3. network a lot

Last year, I hadn’t as much insight and experience in IB profiles (I am coming from law and bearely started to study a MSc-Finance in a good school). I still got two interviews with a nice boutique and a bb. I got reject at the final round.

— Shall I mention I applied last year, and why I like the firm so much

Hi, I have an upcoming interview with a bulge bracket bank in Capital Markets. I submitted my resume about 1 month ago and got selected recently. My resume was updated recently and is much much more in depth than before. Should I reach out to the recruiters and ask if I can have them replace the resume on the website with my new one? Or would this be frowned upon? Thanks!

Yes, please do that!

Thank you for your tips, they are great!I have two questions:

1. All templates I find are about experienced people. If you are a person with no experience (or with a very short experience in a different area), how can you turn this fact around and convince someone to hire you? Should you really emphasize your academic background?

2. I started a PhD but early on I realized that it was not the right fit for me. How and where should I mention this? Should I explain why? I am afraid that no one will be considering me for a job position because I am quitting the PhD…

Thank you so much!

1. There are templates for inexperienced hires – pls look for the one for undergraduates. If you have NO work experience at all, I’d suggest you to emphasize your academic background and extracurricular activities. 2. Explain this on your cover letter & interviews. No, it shouldn’t be a problem if you know how to spin your story. Most jobs don’t require a PhD these days anyway.

Hi, Thank you very much for uploading the template.

But what if I don’t have background info or experiences specific to the investment banking industry even though I have banking experience in a different field such as Loan Officer? Will that matter?

I will be considered as a fresher in that case how can I convince anybody about changing my profession to investment banker or wealth management analyst from this profession?

And can you also please help me with a sample C.V for freshers in Invest and Wealth Management.

I do have an MBA in finance.

You’ll have to figure out why IB and pitch your story well.

You can use the same template for Wealth Management – just focus on your research and investment experience

I’m planning to use this short cover letter as my email body. My question : “Should I opt for a longer version with more elaborate details?”

— Dear Sir/ Madam [or the recruiter’s name],

I would like to express my interest in a position as [position] for [company].

As you may perceive from my summary, I’ve been leveraging my consulting and technical skills from my previous career as an IT Consultant to break into the finance industry. Thus, I’m adapt at translating clients’ problems into a satisfying, concrete solution. I also possess good leadership skill and can work well with others. [ + other skills the company valued / demanded for this specific job]

I would love to expand my career with your company, and am confident that I would be a beneficial addition to your company. I have enclosed my resume and I would welcome a personal interview at your earliest convenience.

[Name and contact address] —

Any input would be greatly appreciated. Thanks

I’d keep your email short, sweet and succinct. Anything longer than that is too much.

Hello, my question is regarding the introduction —

“Paragraph 1: Introduction This is where you explain who you are, where you’re currently working or studying, and how you found the bank that you’re applying to.”

I have nearly 2 years of consulting experience, but have recently been laid off. Since I’m no longer working or studying, how would I approach this as far as introduction?

Just introduce yourself and tell interviewer you’ve been laid off due to the lackluster economy – they should understand. Tell them what you’ve been doing with your free time i.e. traveling, studying, picking up a new hobby, etc. As long as you sound like you are doing something productive/interesting with your life, you should be fine

Errors – If there are minor typos that most people don’t see at a glance, are you in the clear? I’m not sure if people read cover letters that closely especially during OCR when hundreds of people apply at the same time from one school.

It depends on whether your reviewer is attentive to details or not!

I don’t exactly have a stellar GPA, so I was wondering if the cover letter is where I would explain myself? Or is it better to just not mention it? Thanks! And love this website!

It depends why you don’t have a stellar GPA – if you have a legit reason i.e. you had sick parents you needed to take care of etc I think it would help

Thanks for the article. I just had a quick question. I was originally interested in marketing and completed two internships my freshman year undergraduate (currently a junior applying for summer analyst positions). Since then I have had several research internships. Would it be a good idea what lead my decision to go from marketing to banking in my cover letter?

Any input would be awesome. Thanks!

Yes I would explain why you changed your mind in your cover letter and point to a specific person/incident

I am studying at a “frontier market” university and am currently an exchange student at a highly ranked (Top 100) universities.

Should I use an exchange studies university in a cover letter instead of a university where I’ll be graduating and mention it accordingly (I am currently an exchange student at…)?

No, I think you should still use the university where you’ll be graduating

ha frontier market. I am putting where I am an exchange student with the frontier school I attend.

I’m applying for an internship in the US, but I’m studying in Germany. Should I mention that my University/Business School, is one of the best business schools in Germany?

Thank you for your answer!

I don’t think it makes a difference. You could try but reviewers might not necessarily care too much re that

Hi, thanks so much for this article. I am writing a cover letter to J.P. Morgan, but I cannot find the office address in HK, shall I omit it at the top?

But what if I don’t have background info or experiences specific to the investment banking industry? does that automatically rule me out as a candidate even though they specify that finance background is not necessary?

Could I simply emphasize my skills and abilities that I have gained through other experiences such as working for an NGO?

Not necessarily.

just one other quick question. At Goldman Sachs, one could apply for internship in several divisions and they have asked motivation for applying to different divisions. Would it make this impression that you yourself do not know what division is right for you when you make applications for several divisions? Thanks a lot.

With Goldman, yes. However, in a way you still need to hedge your bets because one division’s MD might like you and the other’s MD might not.

I’ve shown my CL to the Head of HR in my firm and he adviced me to write something “catching” as a title between the date and “Dear Sir or Madam,..”. So do you think it would be okay to write there: “Why I am a good fit for taking part in your spring programme”? Or does this sound too arrogant?

Thanks a lot! Jevira

This sounds generic.

Have you got another idea or just put there: Spring Programme at XYZ. :D Thanks, and sorry for the time you lose with all my questions..

Come up w something original he said right? I don’t know if the above is original. You should just ask him what his suggestions are. I’d love to help but I need to think through it and have to look at your CL; wouldn’t be fair to other customers who are paying for our CL editing service.

Thanks very much for your helps. I have a few questions and I would greatly appreciate if you could help me. I am doing a double degree master in Complex Systems Science (A multidisciplinary field), so I have studied one year at Warwick, UK and now I am studying the second year at Ecole Polytechnique, France. 1) Should I mention anywhere that I have had a multidisciplinary approach since in my field I have to interact with people with completely diverse backgrounds, from Physics and math to economics and Philosophy? 2)I have got a full scholarship from European commission for my studies. How should I mention it? 3)I think many people are not very acquainted with the structure of such joint programs between two universities in two different countries. In my CV, shall I mention it as two masters and not saying that they are in fact joint? 4)My master thesis has been about financial contagion and I do not have ant job or internship opportunity, so how should I write the second paragraph?

Thanks in advance and sorry it becomes too long. Mostafa

1. Not sure how you will be wording this one. Difficult to use this to stand out 2. Yes 3. No, put joint but you can separate the two in diff lines 4. Can’t help you on this one.

Hi, it’s me again. Does this template also apply for online applications where you have to upload the cover letter? Or can my personal adress, the banks adress and the date can be removed withous replacement?

Yes these templates apply to online apps too

No, I don’t think you should remove the details you mentioned

I’m a first year university student in the UK, and looking to apply to a spring division internship at Goldman Sachs (and probably many others in the near future).

I have litte actual experience in terms of working for firms, but have competed in many stock market challenges/competitions, and I have come to university a year early, having been moved up a year.

Clearly with my lack of experience, I will need to slightly change the template you have provided above; how would you recommend I do this?

Many thanks.

I nearly asked the same thing – but my question didn’t even appear.

You should elaborate on your stock market challenges/competitions

Is it okay to write under my asset mgmnt firm that I “increased producivity of checking several entries by about 60%”? It was an excelsheet with about 120 rows in which I had to find the entries which were more than once in these rows. (it was an excel formula I made for that).

Or does it sound ridiculous?

Oh, its in the CV, not the cover letter.

yes it does sounds a bit ridiculous and monotonous. Sorry.

So I’ll delete :) Thanks. Its very difficult to boost your CV.

btw: may I send you, Nicole, my CV that you could look over that? You see my email adress, i guess. I’d really appreciate it! Thinking, that it sounds “too” ridiculous…

We’re not offering resume editing at the moment but will be introducing it shortly, so you can watch for that announcement.

What does “shortly” mean? Within this month? And will it be free? If not, how much would it cost? If you’re launching in the very near future, please reserve one place for me :-).

Haha yes but not free. Sure.

Thanks for your work!

My question is that if I apply for some regions where original language is not English i.e. China, Japan, will it be ok I send a 2-page resume/cl with one in English and another Chinese/Japanese/whatever? or seperately in 2 .pdfs?

Thanks again

No. Not necessary. Just send a one-page resume in English

If bilingual required?

No still submit one pager unless they ask

Thanks Nicole.

Another not-related question, do you think that a 4-month full time internship in PE department of commercial banks, say, standard chartered, strong enough to pass the summer/FT online selection? prior to that i had internship in big-4. a senior in university and will pursue a finance master degree right after. thanks

Should do but again it depends on what position you are interviewing for and which division you are looking at. Also depends on who is screening you..However, I believe your experience should suffice

Do you think sending a cover letter with a CV directly to the Head of investment banking dpt is inappropriate? The bank is hiring (according to website). Sent my CV to HR a month ago, no responce.

Sure, just send him a brief email and your resume. No point in sending a cover letter – address what you need to say briefly on the email

What is your opinion about listing client names. Obviously working in a deal situation it would not be acceptable to mention a client name and the transaction itself if this is not public but in my case I have done a lot of work which didn’t result in deals however I am quite keen on mentionning the clients as I have worked with many PE and large Corporate clients. Is it fine to write: “selected list of clients: A,B,C,D,E…

Why would you want to use names there? Just for more credibility when you discuss deals? I would still avoid using names if possible for dead deals. You can still mention that you’ve worked with some big PE names such as X but I wouldn’t go into details; pretend deal is still ongoing even if it died, and leave out the names.

https://mergersandinquisitions.com/why-investment-banking-deals-fail/

You do such a great service for idiots like me!Keep it up.

Hi! For my motivation letter, which the company requires on their application website, shouldn’t I just say I like money and that I want to work for their company because I would like to earn a lot? Or should I go with the “It’s my passion… I like to be challenged… I’d like to contribute innovations for the growth of the business…” bits? Thank you!

applications for bulge brackets. thanks!

Um #2, always

Okay, thanks!

I am beginning to write my cover letter for a number of boutique banks in the fall to apply for analyst positions. What do I if I don’t know anyone at the firm and can’t namedrop a presentation I attended (1st paragraph)? Can I just say

“My name is John Smith, and I am a recent graduate of Fordham University (Class of 2011). I am interested in applying for an analyst position at XYZ firm”

Is there anything else I can add to the first paragraph to flesh out my cover letter a bit? Thank you very much and keep up the good work!

That’s fine

Hi, I recently switched to a major in economics from engineering. The engineering curriculum at my school is very challenging and had a negative impact on my GPA over my freshman/sophomore year (3.4 currently). Would it be appropriate to list that I was previously an engineering major on my resume to reflect the challenging curriculum I was previously engaged in?

Yes that’s a good idea or at least reflect coursework on there

Thanks for the cover letter and resume templates, they’re really helpful. A friend of mine used your templates to score a summer internship in corporate finance advisory at a big four company in london and I was able to score a SA offer in the IBD of a BB firm in frankfurt, germany. we’re both germans btw.

depending on how fulltime recruiting develops we should set something up for a “breaking into IB in europe”-feature if you see the demand for this. So long, Nick

Congrats, interesting to hear that it works in other countries. There are a few articles on Europe (UK, Germany, Italy) already but could use more if you have a unique angle.

A company was recruiting at my college, and all they asked for was for us to send them a 1-page motivational letter? Any idea what I can include in the letter? Eg, why me? Why should I get the offer? Why should I get the bursary? My strengths and weaknesses?

They don’t want a cv, they just want a motivational letter. I’m not too sure what to include in it. Any help would be appreciated.

I would just follow the cover letter template here and expand on it a bit… don’t go into strengths/weaknesses, just follow the outline above.

Thanks Brian for putting up such a nice website and sharing valuable stuff with us aspirers. I might be using a wrong space to look for your suggestions anyways here I go. My challenge here is to make a successful transition from a business development/ strategy side (prior 3 yrs of exp. with a commercial bank) to IB. Being done an MBA recently from a decent B school in UK where I gained the required skill sets for IB, I was targeting at BB which doesnot seems to be working out my way so I m considering the small boutiques as well to start with. I thought a good cover letter can win recruiters attention in my case. Any advice on the approach I should carry to enter into IB & put my prior experience into use to encash it is highly appreciated.

If you do a search for “Networking” and “Cold-calling” you’ll see the most helpful advice – cover letters do not make a difference, focus on your cold-calling and networking skills and do not give up until you try hundreds of places.

is it okay to put stuff on your resume you don’t mention in your cover letter? or should your resume ONLY include stuff from your cover letter?

It’s fine, you can’t even mention everything in the cover letter anyway

In the 3rd paragraph you explained that we should say something along the lines of “I am impressed by your track record of clients and transactions at Goldman Stanley…”

This is obviously a great way to tailor your cover letter, but I was wondering where you find out information of transactions. I’ve found some doing a simple Google search, but is there an independent authority that tracks all of these? As well, how do you know which transactions to mention? The ones that the firm is particularly proud of or ground-breaking?

Use the WSJ Deal Journal or NYT Dealbook to find recent deals they’ve done, anything sizable or significant e.g. the Goldman / Facebook deal

I realized I made a grammatical error in the last paragraph of my cover letter today. I never noticed it before and I’ve sent it to three places already, one BB and two boutiques. Big deal?

No, no one reads cover letters anyway

Firstly thanks for the website, it’s great.

My question is: in most summer IB internships, they ask several cover letter-like questions like “In 250 words max, describe your career aspirations” etc., however there’s usually an option to upload a cover letter as well. Would you advise keeping it concise or would you include examples of IB-related things, adapted to the question, despite the fact you’re effectively rewriting the cover letter?

This is in UK by the way.

Thanks in advance.

Just keep it concise – competency questions are not a big factor vs. CV/interviews.

Thank you for the template.

Quick questions:

Should we use the email format for a doostang message as well?

No keep it way shorter like 2-3 sentences maybe

Dear M&I,

I guess I’m the most complicated case here. I’m currently doing BA in Art History and Italian at UCL, London, now doing my Erasmus in Italy. However, last summer I worked as a M&A Summer Analyst in a small boutique bank specializing in cross-border M&As. There, I started from scratch, with no finance experience/knowledge, but learnt a lot and had lots of hands-on experience, since the company was really small and I was involved in literally everything.

I’m applying for summer internships in large investment banks and about to start writing my cover letters. I assume I must explain myself for studying Art History & Italian and my out-of-the-blue interest in I-Banking, plus use my last summer experience as a selling point. Any other specific hints?

Thanks in advance for your help!

Well, why did you work there? What made you interested in doing that? Reference a specific person or if nothing comes to mind use something from the news or your background e.g. I was always really interested in Italy and the UK and got interested in finance as a result of [xx] so I wanted to explore cross-border M&A and leverage my skills/interests like that.

Hi, I have completed my masters in Drug Discovery and Translational Biology. But currently I am planning to apply for any investment banking positions. As I don’t have any background or experience in the given field, i don’t what to write in the 2nd and 3rd paragraph.

Can you please help me,

Talk about the analytical skills you gained and how they apply, or the leadership / project management skills or anything else like that from previous internships or school.

Hey guys, this letter just repeats what is inside the Resume anyway. What is the additional value for the potential employer to read this kind of resume? There are no additional information. Wouldnt it be better to wite about your motiviation, your personal (not work) background, and reasons to chose this department/bank ? Or would it harm to do this?

Furthermore, the letter includes the information about resume enclosure 3(!) times. I like this site but this template really does not look too promising for me!

So don’t use it? The point is that no one reads cover letters, but in case they do, you don’t want to screw up by saying anything controversial or anything that could be misinterpreted.

If you start writing your personal story, bankers might mistake it for a soap opera script rather than cover letter.

Cover letters have no value at all, but just like grades if you screw one up it could hurt you. This template is intentionally boring and gives very little information because otherwise people would download this and insert pictures of unicorns, write about their past relationships, and other nonsense.

Great comment, made me laugh

Do you recommend being creative in cover letters, ie varying sentence structure, using big/expressive words ?

No, creativity is for marketing or poetry – this is finance.

I’m a US student currently at Oxford for my junior year. All the applications for the UK offices are online. I know you have already answered the question before, but I don’t want to make any mistakes. So just to clarify:

1. Omit the physical addresses, mine as well as theirs. 2. Omit the recruiters name leaving only the name of the bank 3. Omit the signature 4. Do not enclose resume since that is a separate attachment

Thanks so much in advance.

Hie ,i realy luv ur advice!.,Im doing a Bsc in Financial modelling with UNISA.is this a good start for a career in investment banking?.i finish next year, could u tell wat i can do to make myself marketable after graduation.

Honestly, I’m not sure on that one because I’m not familiar with the school. If a lot of banks recruit there, it’s fine; otherwise you should transfer elsewhere.

Its University of SouthAfrica ,im also staying in Africa.is there something i could do 2 giv me an added advantage over my coleagues?.

This article has some tips on South Africa: https://mergersandinquisitions.com/investment-banking-south-africa/

Hey M&I,

What’s your take on headlines (i.e.Application for IB Analyst) and postscripts? I’ve heard from many friends to add them on because they will grab attention. But then again, they aren’t going into banking.

Thanks, Mack

Not applicable for banking

i will be applying to merrill lynch. In the template, you stated many of the internship and job roles that provide the skills required to be a great investment analyst. However, i was just wondering, if i have a perfect gpa, perfect sats score, how can i use these to my advantage in my cover letter?

You can’t really, just list them and be done with it – no point in trying to emphasize those because there’s not much to say and they speak for themselves.

Hi, If the firm’s online application says “you can only attach one file: this should contain your CV, cover letter and any other materials relevant for the position”, does it mean in the word document file I upload, the 1st page is resume, the 2nd page is cover letter and the 3rd is transcript? It looks pretty strange because the document is gonna be 4-5 pages. But since they only allow me to upload one file, I’m not sure what to do with the cover letter and the transcript. Or can I just omit them and attach the resume document only? Thanks a ton.

I would not send the transcript unless they specifically ask for it, otherwise just create a 2-page file with your cover letter and CV

First of all, great website! It’s really helpful and I think you guys are doing a great job.

I am visually impaired, however I have always followed regular education and have performed like anybody else (also in jobs, at associations, etc). Many banks stress their emphasis on diversity and now I am wondering if I should include this fact in my cover letter / online application? On the one hand I feel it would fit great into the whole “what are you most proud of”-question, but I am also scared it might work against me?

Please note I’m applying London, not NY. (I think European regulations might differ from US-ones). I go to a European target school.

Personally I would not list it on your CV / cover letter / online application, but maybe bring it up in an interview if it fits in naturally.

Hi Brian, I was beginning to start writing coverletters–atleast get them going, but I’m confused on where to find the unique strength of each BB, which makes it diff from its competitions. One of the things which makes a good cover letter is that its specific to a firm, but I dont know how to find such information. For instance, I was looking at MS, Barclays website in the section ,’Why MS’ or ‘Why Barclays’, and it seems every firm had the same agenda. We are committed to diversity , team player etc. Obv I need to go into more depth than this. Brian where I can find information specific to each BB on their website? I would really appreciate it. Thanks a lot.

You should read the WSJ Deal Journal blog and look for recent mentions of the bank and what deals they have been advising on – then reference those in the cover letter.

Hi Brian, I’m in a similar position as the above poster. For companies without a personal contact I want to talk about a specific deal they’ve advised on.

I’m just unsure how to formulate such a sentence without encouraging diffcult to answer questions.

E.g. I was thinking of something along the lines of “I was impressed with your company’s role as target advisor in the $X bn acquisition of companyX”

I’m afraid this would result in the question of ‘why were you impressed?’.

Any chance you could give a sample sentence of how you would talk about a deal in a cover letter?

P.S.: Keep up the good work with BIWS, love the constant updates. Highly recommended, well worth the money!

You can say something like “I recently saw news of your role as an advisor in the $X bn acquisition of company X and was immediately interested, since I’ve followed the [X] industry for awhile.”

Hi, I graduated from a target, went to medical school after graduation, but left after two years to pursue a career in investment banking. I now work at a small investment research firm, and I am applying for 2011 analyst class.

How much “explanation” do I need to do in cover letter? Or should I just focus on my job experience and modeling skills?

I don’t think you need much explanation since you quit medicine after 2 years, so just focus on other aspects

Is the physical address at the top still necessary if you’re attaching the cover letter as a .PDF in an online form?

I can’t thank you enough for all these info Brian,

In all honesty, I did have a sudden family death last year for which I had to leave school in the middle of the semester and come back after about two weeks. I got in a lot of psychological stress and uncertainty and I ended up messing up my grades significantly for two semesters. However, I did improve last semester with a full workload (maximum number of credit hours allowed at my school + advanced level classes) and got near 4.0.

How should I mention this on my cover letter? Also, how would I do that on an electronic cover letter which should only be about 4-5 sentences?

Thanks again in advance.

I would just say you had a health issue and had trouble balancing everything, but quickly learned your lesson and received perfect grades right after that. Giving a family excuse sounds fake so I would probably not write that even if it’s true.

Thanks but the thing is that wasn’t my freshman year. It was my sophomore year. So I did well my freshman year than poorly as a sophomore and improved as a junior.

Also, what about the electronic cover letter? Would it be ok to take up some sentences to explain my situation?

Just say you did poorly “at first” and then improved and have perfect grades this past year. I would still keep your cover letter short as no one has time to read a lot.

I would appreciate your advice on this.

I’m a senior at a target school in Far East Asia. It’s really tough to get into a BB here and I’m thinking of visiting each BB and handing them my resume and cover letter to ask for a junior equity research position. I doubt I’d be able to personally meet the head of research or a senior analyst without prior arrangement, so I’d be probably handing my resume and cover letter to HR. I need to stand out but I have no equity research internship experience. What I do have, is a equity S&T internship at a BB and a RA (intern) at a top-tier mgmt. consulting firm. Plus experience managing a personal portfolio and trading derivatives in notable amounts.

Now, my problem is this. I made it to the final round for a junior ER position at GS but unfortunately was not given the offer (the offer ended up going to someone with some full-time experience in ER; had I been competing against fresh-out-of-college candidates would the result have been different?). I would like to mention this in my resume or cover letter hoping that it would serve as evidence that I’m really interested in ER and that I have the potential. But I’m worried that this might send the wrong signal. Who would like to accept a candidate knowing that he was unsuccessful elsewhere? I’m worried that I might appear arrogant in their eyes. I’m thinking of visiting CS, UBS, Citi, MS, ML, JPM, etc. In ER here in Asia, they’re at least at par with GS if not better…

I realize that answer to this may depend on the culture here. Please advise. Thanks.

I would not mention an unsuccessful interview with GS for the reasons you mentioned.

Hi Brian! Long time reader, first time poster. I’m currently a rising senior at a target school on the tale end of my internship at a strong boutique bank in New York. I only have one week left, and I’ve been given zero modeling opportunities. I’m very disappointed. I figure that I should ask for some modeling work. But I have some questions.

1) Does it reflect poorly in interviews for full-time that I didn’t do any modeling? Should I “stretch” the truth?

2) Do you have any other relevant comments about doing a junior year internship and not getting any modeling experience? I’m concerned with how this hurts my full-time credentials, how this might affect my resume, and how overall my standing will decrease relative to my peers because I didn’t get modeling experience.

It’s quite common not to have modeling experience… just say you did research and assisted with potential clients / potential buy-side deals but don’t say anything about modeling. Most people do no modeling in their internships so it doesn’t matter much anyway.

What’s a better part-time fall internship, BB PWM or no-name boutique (I mean no name.. say 3-7 employees)?

Both are about the same, but the boutique is better for your resume because you can write “Investment Banking Analyst”

off-topic question:

I often read though it’s June interviews are still taking place.

When do banks in America/Europe begin accepting applications for: 1) summer interns (analyst) 2) full-time (analyst/associate)

Is the end of a summer intern equivalent to the end of the full-time offer application period? Because ppl. might are offered a full-time offer after their summer intern.

To put it in a nutshell: When is recruting/application time generally?

Summer interns are December/January, full-time is August-September.

And when do you start as summer intern, when u successfully applied in dec/jan or successfully applied for aug/sep?

Summer interns usually start in June

This post reminded me of the classic cover letter to Lehman that was on Leveraged Sellout. I tried to see it, but it appears LSO has shutdown. Is this the case? Are the days of re-reading the same, hilarious stories over?

I don’t know because it’s not my site, but yes it appears to be down. Maybe check the google cache.

Thanks for the release of this article, much appreciated.

Curious on an unrelated question though, when you try to develop relationships with bankers and do the initial outreach to set up an information interview, how far ahead should you plan? I mean should you give them dates within the week you email, 2 weeks ahead, etc?

Also, for specific time slots you ask for, what time is it usually best for a banker to talk to someone about that? Like early morning, late night, right after lunch, etc?

Thanks again, H

Give dates within the next 1.5 weeks so they have a few days to respond. Usually right after lunch is best for bankers, for traders you have to call after market hours are over

Hi Brian, Thanks for the website, I have a quick question for you. I am in one of the new Masters in Finance/Management programs. I am at a target school for undergrad/MBA (think UNC/Duke/UVA). However, since the program is very new, banks don’t know much about it. Aditionally, although I have had some Wealth Management internship experience, I don’t have an I-Banking internship.

Given my situation, do you think it is better for me (in terms of B-school and exit opportunities) to go into a top ten consulting firm (excluding MBB) or try for mid-market/boutique investment banks (My school is very good in placing people in consulting), assuming I don’t get into a BB. I ultimately want to end up in PE or HF (preferably PE).

Thanks for your help.

I would still say banking because consulting –> PE is very tough unless you go for firms like Golden Gate Capital that hire a lot of ex-consultants… and even there they’re mostly from MBB. Much easier to go from smaller bank –> PE than to go from smaller consulting firm –> PE.

Should I mention the fact that my company is in F500? It’s know in Europe, but I doubt it is known in North America.

You can add it in, yes

I don’t have any inside experience about the recruiting process, but a friend/colleague of mine (BB) mentioned that while recruiting for regional european branches/off-cycle internships often look at the cover letter, they almost never do it for summer positions in London.

Everyone seems to have different stories re: cover letters, but they are certainly less important than resumes, networking, or interviews

What about for laterals?

Same template applies but talk about how your previous banking experience applies to the new position you’re applying for

I appreciate your template for its compactness, I understand I shouldnt overestimate the competition, but Im trying to sell myself to the recruiter, so simply mentioning my skills and experience will not differentiate me from the “competitor”…?

I personally dont have so much experience in the finance realm (although Im genuinely interested in it and have managed to get a ten day insight into a BB) so do you encourage mentioning transferable skills I acquired through extra curricular activities, ie football = teamwork, etc, etc…

Cover letters are not really the place to “sell” yourself, which is why this is short… much safer to keep it boring and then do the selling via networking / interviews.

I know this is supposed to be basic, but the first paragraph is pretty useless. Your name, university/job position and contact details will already be on your resume so what’s the point in wasting time and space repeating the details on your cover letter. Also, saying “I am interested in pursuing an [Investment Banking Analyst / Associate] position at your firm” is also somewhat redundant, since the recruiter knows what position you’re applying for.

The template is good as a starting point, but on the off chance someone actually does read your cover letter, I would try to do a lot more than just make redundant statements.

This template is for both email and traditional letters… and in email it’s certainly not redundant. Even with traditional letters you are introducing new information by giving the name of the person you met at their firm as well as your major / where you’re working more specifically.

so do you expect the same stats as what you have written for the resume template? A given population, and a limited percentage will download it, and even a limited percentage will copy it word for word?

Cheers, thanks for all the great info!

In the grand scheme of things, yes – online a lot of people use these templates but most people who apply to banks do not use them.

I’m currently a rising junior at a semi target looking to be a SA next summer. This past summer I interned at a discount brokerage firm but had significant responsibilities (they didn’t have to hire an additional broker because of me) and got a lot of experience and face time with clients.

I have an opportunity to apply for a PWM internship for the fall with Morgan Stanley Smith Barney. Should I continue with my current internship through the fall or would it look better to move to the more distinguished name? I imagine the work would be similar. thanks

Go to the better name

nice template, it sure will be easier for internationals like me to write one now. thanks.

Thank you for the cover letter template.

“If you’re making the body of your email the cover letter, make it even shorter (4-5 sentences total) and cut out the address bits at the top.”

Do you mean we should drastically cut down the entire 4 paragraph cover letter into 4-5 sentences?

Yes, make it so they don’t have to scroll much (if at all) when reading on a Blackberry. 1-2 sentence intro, 2 sentences on your work experience and how it makes you fit for the job and then 1 sentence conclusion.

A nicely put article! Anyway, I like the new template for the website too!

A question that is unrelated to the article:

How far does an interviewer expect you to know in a previous live deal that you were previously involved in as an INTERN? I mean really, to be fair, often times, even if interns are being put into live deals, they are only doing menial works (including me), such as researching, data mining, presentation slides building, etc.

How far of financial analysis would the interviewer expect you to know?

Also, in terms of financial modeling, you’ve said it before that it is the kind of work that everyone should want to be exposed to. But what if the financial modeling is not for a live deal, but for a potential deal? Would it still look better than the menial works in live deals?

Thank you! You have no idea how helpful you have been.

They expect you to know what you indicate you know… so don’t set expectations very high. And yes any type of modeling work is better than menial tasks

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Win Investment Banking Interviews Like a Pro

Master the networking process, including email templates, call scripts, informational interviews, LinkedIn, and step-by-step examples of networking success stories.

Broker Cover Letter Examples & Writing Tips

Use these Broker cover letter examples and writing tips to help you write a powerful cover letter that will separate you from the competition.

Table Of Contents

• Broker Example 1
• Broker Example 2
• Broker Example 3
• Cover Letter Writing Tips

Brokers are responsible for helping their clients buy and sell stocks, bonds, and other securities. They also offer advice on financial planning and investment strategies.

In order to be a successful broker, you need to be able to quickly analyze data and make sound decisions. You should also be able to communicate complex information in a way that’s easy for clients to understand.

Use these examples and tips to write a broker cover letter that will help you stand out from the competition.

Broker Cover Letter Example 1

I am excited to be applying for the Broker position at Topdown Insurance. I have more than 10 years of experience in the insurance industry and have a proven track record of success in sales and customer service. I am confident that I have the skills and experience to be a valuable asset to your team.

In my previous role as a Broker at ABC Insurance, I was responsible for developing and maintaining relationships with clients. I was able to increase sales by 20% by consistently providing excellent customer service. I am also an expert in risk assessment and have a deep understanding of the insurance industry.

I am a motivated and results-oriented individual who is always looking for ways to improve the customer experience. I am confident that I have the skills and experience to be a valuable member of your team. I look forward to discussing this opportunity further with you.

Broker Cover Letter Example 2

I am writing in regards to the open Broker position at your company. I am confident that I have the skills, experience, and drive to be successful in this role.

I have been working in the insurance industry for the past three years and have gained a wealth of experience in this time. I have a deep understanding of the products and services that your company offers, and I am confident that I can deliver results for your clients.

I am a highly motivated individual who is always looking for new challenges and opportunities to grow. I have a proven track record of success in sales, and I am confident that I can exceed your expectations in this role. I am a strategic thinker who is able to think outside the box and come up with creative solutions to problems.

I am a team player who works well with others and I am always willing to lend a helping hand. I am also a strong leader who can take charge when needed. I have a positive attitude and I am always looking for ways to improve the team’s performance.

I am confident that I have the skills and experience to be successful in this role. I would be grateful for the opportunity to discuss this further with you. Thank you for your time and consideration.

Broker Cover Letter Example 3

I am writing to express my interest in the Broker position that you have available. I believe that my extensive experience as a broker, coupled with my education and training, makes me an excellent candidate for this position.

I have been a licensed real estate agent since 2005 and have worked in the industry for over 10 years. My experience has given me the opportunity to work with many different clients and properties, which has allowed me to develop a wide range of skills. I have also had the chance to work with some of the best agents in the business, which has helped me to learn from their expertise.

My education and training have also played a large part in helping me to become such a successful broker. I hold a Master’s Degree in Business Administration, which has helped me to understand how businesses operate and how they can be improved. I also hold a Real Estate Broker License, which has taught me everything that I need to know about the industry.

I would love the opportunity to meet with you in person so that we can discuss my qualifications and experience in more detail. I am confident that my skills and knowledge will make me an asset to your company.

Broker Cover Letter Writing Tips

1. show your experience.

When writing a cover letter for a broker position, it’s important to highlight your experience in the industry. This can be done by providing specific examples of deals you’ve brokered in the past, or by describing your knowledge of the market.

If you don’t have much experience in the industry, you can still make yourself a strong candidate by emphasizing your skills and qualities that will be valuable in this role. For example, you could talk about your ability to build relationships with clients, or your strong negotiation skills.

2. Tailor your cover letter to the job description

It’s important to tailor your cover letter to the specific job you’re applying for, and the broker position is no exception. Pay close attention to the job description and make sure to highlight any skills or experience that matches what they’re looking for.

For example, if the job listing mentions that they’re looking for someone with experience in a certain type of market, then make sure to mention any experience you have in that area. You can also mention any awards or accolades you’ve received in the past that show how you’re a top performer in the industry.

3. Highlight your communication skills

As a broker, you’ll be working with clients, other brokers, and other members of the team on a regular basis. It’s important that you showcase your strong communication skills in your cover letter.

Some ways of doing this include talking about how well you listen to others, your ability to build relationships with clients, or your strong negotiation skills. If you have any experience in public speaking, be sure to mention that as well.

4. Proofread your cover letter

Just like with any other position, it’s important to proofread your cover letter for mistakes before submitting it. This is your chance to make a good first impression, so make sure everything is perfect before sending it off.

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Stock Broker Cover Letter Example

Writing a cover letter for a stock broker position requires a certain level of expertise and familiarity with the financial services industry. As a recruiter, you want to be confident that your potential candidate understands the complexities of the job. A great cover letter can help set you apart from other candidates and give you an edge in the hiring process. This guide will provide you with all the tips and tricks needed to craft a professional and compelling stock broker cover letter. With the help of an example stock broker cover letter, you will be able to effectively highlight your skills and experience to potential employers.

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Stock Broker Cover Letter Sample

Dear [Recipient],

I am writing to express my interest in the position of Stock Broker for [Company Name]. With my extensive experience as a financial advisor and stock broker, I am confident that I can make a strong contribution to your firm.

In my current role as a financial advisor at [Company Name], I have developed a solid reputation as a knowledgeable and reliable source for my clients. I have a proven track record of developing successful and profitable stock portfolios, while providing my clients with exceptional customer service and personalized advice. I have experience with a variety of trading strategies and am familiar with the industry regulations and compliance standards.

I have a Bachelor of Science degree in Finance and have completed the necessary licensing and certifications required for a stock broker. I am particularly knowledgeable in securities analysis, stock valuation techniques, and capital markets and have a comprehensive understanding of the entire trading process.

I am confident that I can bring the same level of expertise and professionalism to [Company Name]. I am a dedicated and hardworking individual who is passionate about helping my clients achieve success. I am eager to leverage my knowledge and experience in a new role, and I am confident that I could be an asset to your organization.

Thank you for your time and consideration. I look forward to hearing from you.

Sincerely, [Your Name]

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What should a Stock Broker cover letter include?

A stock broker cover letter should include a brief explanation of the applicant’s experience and qualifications in the stock market. It should also explain why the applicant is a good fit for the position they are applying for. Additionally, the cover letter should include details of any awards or recognition the applicant has received in the stock market, as well as any academic qualifications or certifications they have in the field.

The cover letter should also include details of the applicant’s familiarity with certain stock market strategies, such as day trading, short- term trading, and long- term investing. It should also explain the applicant’s knowledge of different types of stocks and the types of investment strategies they are comfortable with.

Finally, the cover letter should include a few sentences about why the applicant believes they are the best candidate for the job. It should also express enthusiasm and interest in the position and be written in a professional tone. The letter should be addressed to the correct hiring manager and should be personalized to fit the job opening.

Stock Broker Cover Letter Writing Tips

Writing a cover letter for a stock broker position can be challenging, especially if you lack experience. However, if you follow some basic tips, your cover letter can help you stand out from other job seekers. Here are some tips to keep in mind when writing a stock broker cover letter:

• Highlight Your Relevant Experience: When writing your cover letter, be sure to highlight any experience you have in the stock market field. This could include things like financial analysis, portfolio management, or trading experience. Even if your experience is limited, demonstrating your knowledge of the stock market can help you stand out from other applicants.
• Demonstrate Your Passion for Investing: In your cover letter, try to emphasize your interest in the stock market and investing. Showing that you are genuinely interested in the industry will make you appear more attractive to potential employers.
• Include Your Career Goals: In your cover letter, explain your goals and ambitions in the stock market industry. This will show employers that you are motivated and passionate about the industry and will help you stand out from the competition.
• Proofread and Edit: After you’ve written your cover letter, be sure to read it over and edit for any spelling or grammar errors. This will help you make sure that your message comes across clearly and professionally.

Common mistakes to avoid when writing Stock Broker Cover letter

Writing a Stock Broker cover letter can be a daunting task. You are tasked with emphasizing your qualifications and experience, while also expressing your enthusiasm for the position. To help you craft a convincing and successful cover letter, here are some common mistakes to avoid:

• Not customizing your cover letter: It’s important to tailor your cover letter to the job you’re applying for. Showing you’ve done your research and have a genuine interest in the role will help you stand out from the crowd.
• Exceeding the recommended length: Keep your cover letter concise – about three or four paragraphs is ideal. Any longer and the hiring manager may not have time to read it.
• Neglecting to include important details: Make sure your cover letter includes all the necessary information. This includes your contact information, the job you’re applying for, and why you’re the best fit for the position.
• Using too much jargon: Too much jargon can make it difficult for the reader to understand your message. Stick to language that is clear and concise, and avoid overly technical terms that the reader may not be familiar with.
• Neglecting to proofread: Always take the time to proofread your cover letter before sending. Even the smallest of errors can be a turn off to the hiring manager and make you look unprofessional.

By following these tips, you can ensure that your Stock Broker cover letter is on point and gets you noticed. Good luck!

Key takeaways

Writing an impressive cover letter is key to getting your resume noticed by a hiring manager. A cover letter for a stock broker is especially important as it can help demonstrate your knowledge and experience in the financial and investment industry. Here are some key takeaways you should consider when writing a stock broker cover letter:

• Highlight your experience: Use your cover letter to explain why you are a great fit for the position by focusing on your experience. Make sure you provide concrete examples of your successes in previous roles that demonstrate why you are an ideal candidate.
• Demonstrate your knowledge: Since the role of a stockbroker requires knowledge of the stock market, make sure you emphasize your understanding of the industry and how you can use it to benefit the organization.
• Explain why you are interested in the position: Make sure you express why you are interested in the position and how you can contribute to the organization’s success.
• Showcase your communication skills: Effective communication skills are essential for success as a stockbroker. Make sure you emphasize your ability to communicate effectively and articulate complex concepts.
• Keep it concise: A well written cover letter should be no more than one page. Make sure you keep your letter concise and to the point while still providing enough detail to impress the hiring manager.

By following these key takeaways, you can write a thoughtful and impressive cover letter that will help you stand out from the competition.

Frequently Asked Questions

1. how do i write a cover letter for an stock broker job with no experience.

Writing a cover letter for a Stock Broker job with no experience can be a daunting task. However, it is an important part of the job application process and should not be overlooked. Start by introducing yourself and expressing your interest in the role. Then, explain your relevant skills and highlight experiences that demonstrate your knowledge of the industry. Finally, provide concrete examples of how your skills can help the company achieve its goals, and close with a call to action.

2. How do I write a cover letter for an Stock Broker job experience?

When writing a cover letter for a Stock Broker job with experience, the key is to showcase your achievements in the field. Begin by introducing yourself and expressing your enthusiasm for the position. Then, highlight your accomplishments and provide concrete examples of how you have successfully helped clients reach their financial goals. Finally, discuss why you are the ideal candidate to help the company achieve its objectives.

3. How can I highlight my accomplishments in Stock Broker cover letter?

When highlighting your accomplishments in a Stock Broker cover letter, it is important to focus on tangible results. For example, highlight any awards or certifications you have received, and quantify the success of your investments. Additionally, list any educational or professional training you have completed, as well as any other relevant experience. Doing so will demonstrate to the employer that you are qualified and capable of taking on the role.

4. What is a good cover letter for an Stock Broker job?

A good cover letter for a Stock Broker job should be professional, concise, and tailored to the position for which you are applying. Begin by introducing yourself and expressing your enthusiasm for the role. Then, highlight your relevant experience and accomplishments, and provide concrete examples of how you have helped clients achieve their financial goals. Finally, discuss why you are a strong fit for the company and close with a call to action.

In addition to this, be sure to check out our cover letter templates , cover letter formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

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Broker Cover Letter Example

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Broker Cover Letter Example (Full Text Version)

Ragunath Bhardvaj

Dear Head of Recruitment,

As a qualified Broker with 3 years of experience in investments, I apply with enthusiasm for this opportunity.

I am currently a Junior Broker at Sandinings Financial, where I manage customer inquiries regarding trading platforms, options strategies, margin rules and regulations, and order entry. Mirroring your requirements, I:

• Handle stock quotes, new account inquiries (account types, products), and platform technical guidance
• Execute trades for customers, as well as research and resolve trade execution disputes
• Support customers in making successful investments; helped create ~$7m in profit against $3.2m in investments in 2019

In addition to my experience, I hold a Bachelor of Economics & Finance and have successfully completed the Uniform Securities Agent State Law Examination (Series 63 exam). I also have a clean U4 securities record. As well as strong knowledge of financial markets and other aspects of the brokerage industry, I possess excellent communication, mathematical, and multi-tasking skills.

I have loved my time at Sandinings. As there are no mid-level Broker positions available, I am now seeking such an opportunity with a company that has an excellent reputation for integrity and customer service.

Please find attached my resume for your consideration. Thank you very much for your time. I look forward to hearing from you regarding next steps.

Yours faithfully,

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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Stock Broker Cover Letter Example

A Stock Broker is a licensed professional who buys and sells securities on behalf of their clients. They research investment opportunities and provide advice and guidance on investments, as well as execute trades. Stock Brokers must stay up to date with economic and market news, as well as regulations and laws that impact the market. They must also be able to interpret financial reports and explain this information to clients. Stock Brokers must be licensed and typically work in a brokerage firm.

A Stock Broker Cover letter should be used as evidence to show the employer that you are appropriate for this job role. Your cover letter should act as a powerful tool that should be used to acquire your dream job.  Our Stock Broker Cover Letter sets off an excellent ground for winning this job position by portraying your professional picture. It will depict your true and dedicated personality, which in turn will majorly impact your prospective employer. You can also follow our tips that follow the cover letter sample to write your own cover letter!

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A stock broker is an individual or firm that buys and sells stocks and other securities on behalf of their clients. Stock brokers typically act as agents for clients and provide advice on investments, research stocks, and monitor market conditions. They may also trade on behalf of clients, either directly in the stock market or through electronic trading systems. Stockbrokers have a fiduciary responsibility to their clients, meaning they must act in their client’s best interests.

What to Include in a Stock Broker Cover Letter?

Roles and responsibilities.

• Research stock market trends and analyze financial information to determine the best investment opportunities for clients.
• Negotiate with clients to buy and sell stocks, bonds, and mutual funds.
• Provide advice on financial decisions such as portfolio diversification, asset allocation, and risk management .
• Provide financial advice on stock options, margin accounts, and initial public offerings.
• Develop and maintain relationships with clients.
• Maintain up-to-date knowledge of stock market news, regulations, and trends.

Education & Skills

Stock broker skills:.

• Strong interpersonal, communication, and customer service skills.
• Understanding of financial markets and investment strategies.
• Extensive knowledge of stock market trends and dynamics.
• Excellent communication and interpersonal skills.
• Ability to analyze financial information quickly and accurately.
• Highly developed analytical and problem-solving skills.
• Ability to make decisions under pressure.
• Ability to work in a fast-paced environment.
• Knowledge of relevant regulatory laws and regulations.
• Experience with portfolio management and financial planning.
• Proficiency in using financial software and trading systems.
• Excellent customer service skills.
• Ability to build and maintain client relationships.

Stock Broker Education Requirements:

• Bachelor’s degree in finance, economics, accounting, business, or other related fields.
• Prior work experience.

Stock Broker Cover Letter Example (Text Version)

Dear Mr./Ms.

I am writing to apply for the Stock Broker position at [Company Name], which I discovered on [Job Board]. As an experienced and knowledgeable stock broker, I am confident that I have the qualifications and skills necessary to make a positive contribution to your team.

With more than 8 years of experience in the stock market and a proven track record of success, I am well-versed in the complexities of the stock market, as well as the legal requirements and regulations governing the industry. I have a proven ability to effectively analyze data and make sound decisions quickly, while also providing outstanding customer service.

My qualifications include:

• Comprehensive knowledge of financial markets, securities, and the stock exchange.
• Proven ability to develop long-term relationships with clients and build a portfolio of loyal customers.
• In-depth understanding of financial risk management and portfolio optimization techniques.
• Exceptional analytical and problem-solving skills with a keen eye for detail.
• Ability to provide financial advice to clients based on their objectives and preferences.
• Outstanding communication and interpersonal skills to effectively resolve any customer issues.

Furthermore, I have achieved a number of accomplishments in the field, including:

• Achieving over [X]% customer satisfaction among clients.
• Increasing sales by [X]% in [X] months.
• Negotiating deals with clients that generated over [X]% in returns.
• Developing strategies that resulted in over [X]% profit growth.

My experience also includes developing and implementing strategies to maximize clients’ returns, as well as actively researching and analyzing stocks, bonds, mutual funds, and other investment opportunities. Additionally, I have experience working with clients to develop tailored portfolios to meet their individual needs and goals.

I am confident that I would be an asset to your team, and I am eager to discuss how my qualifications can benefit your organization. Please feel free to contact me at your convenience to arrange an interview.

Thank you for your time and consideration.

Sincerely, [Your Name]

When writing a cover letter for a Stock Broker role, it’s important to emphasize your knowledge of the stock market and financial regulations, your ability to manage clients’ investments, and your experience with financial software and systems. Additionally, highlight your communication and interpersonal skills, as well as your ability to work under pressure and manage tight deadlines. Be sure to include specific examples of your experience and showcase why you’re the ideal candidate for the job.

Similarly, our Resume samples are written by certified writers and are a great representation of what a resume should look like. Use our Stock Broker Resume Samples as you create your Resume.

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Broker Cover Letter Example (Free Guide)

Create an broker cover letter that lands you the interview with our free examples and writing tips. use and customize our template and land an interview today..

Are you looking to become a broker? A cover letter is an important part of your job application. Our Broker Cover Letter Guide will provide you with the information you need to write a successful cover letter. Here you will find tips on how to write an effective cover letter that will get you noticed by employers. With this guide, you can create a cover letter that will set you apart from the competition.

We will cover:

• How to write a cover letter, no matter your industry or job title.
• What to put on a cover letter to stand out.
• The top skills employers from every industry want to see.
• How to build a cover letter fast with our professional Cover Letter Builder .
• What a cover letter template is, and why you should use it.

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Broker Cover Letter Sample

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Dear Hiring Manager,

I am writing to express my interest in the Broker position at XYZ Company. My background in finance, along with my expertise in securities and investments, make me an ideal candidate for the role.

I have a degree in finance from ABC University and have been working in the financial services industry for the past five years. During this time, I have developed strong skills in the areas of asset management and financial analysis. I have extensive experience researching investments, analyzing financial statements, and providing advice to clients. I am confident that I have the knowledge and experience required to excel in this role.

I have an in-depth understanding of the securities and investments markets, and I am well-versed in financial regulations. I am also knowledgeable in the latest technology and software used for trading and analyzing securities. Moreover, I have a strong customer service background and excellent communication skills, allowing me to effectively interact with clients and provide them with the best advice possible.

I am confident that I would be a great addition to your team and would bring a great deal of value to your company. I am passionate about helping people make sound financial decisions, and I am eager to use my skills to benefit your company. Please review my attached resume and don’t hesitate to contact me if you have any questions.

Thank you for your time and consideration.

Sincerely, [Your Name]

Why Do you Need a Broker Cover Letter?

• A Broker cover letter is an important tool for demonstrating your qualifications and skills to potential employers.
• It helps you to stand out from the crowd and show off your unique abilities and experience.
• A good Broker cover letter is an effective way to communicate your relevant qualifications and experience to employers and make a good impression.
• It can also help you to explain why you are the best person for the job and why you should be considered for the role.
• A well-crafted cover letter can help you to secure a job interview and be one step ahead of the competition.

A Few Important Rules To Keep In Mind

• Keep your cover letter to one page.
• Include a header at the top of the page that includes your name and contact information.
• Address the letter to a specific person, if possible.
• Start with a compelling opening line that summarizes why you are an ideal candidate.
• Briefly explain your relevant experience and qualifications.
• Include a closing paragraph that emphasizes your enthusiasm and gratitude for the role.
• Proofread your letter and make sure it is free of grammatical and spelling errors.
• Save and attach your cover letter as a PDF or Word document.

What's The Best Structure For Broker Cover Letters?

After creating an impressive Broker resume , the next step is crafting a compelling cover letter to accompany your job applications. It's essential to remember that your cover letter should maintain a formal tone and follow a recommended structure. But what exactly does this structure entail, and what key elements should be included in a Broker cover letter? Let's explore the guidelines and components that will make your cover letter stand out.

Key Components For Broker Cover Letters:

• Your contact information, including the date of writing
• The recipient's details, such as the company's name and the name of the addressee
• A professional greeting or salutation, like "Dear Mr. Levi,"
• An attention-grabbing opening statement to captivate the reader's interest
• A concise paragraph explaining why you are an excellent fit for the role
• Another paragraph highlighting why the position aligns with your career goals and aspirations
• A closing statement that reinforces your enthusiasm and suitability for the role
• A complimentary closing, such as "Regards" or "Sincerely," followed by your name
• An optional postscript (P.S.) to add a brief, impactful note or mention any additional relevant information.

Cover Letter Header

A header in a cover letter should typically include the following information:

• Your Full Name: Begin with your first and last name, written in a clear and legible format.
• Contact Information: Include your phone number, email address, and optionally, your mailing address. Providing multiple methods of contact ensures that the hiring manager can reach you easily.
• Date: Add the date on which you are writing the cover letter. This helps establish the timeline of your application.

It's important to place the header at the top of the cover letter, aligning it to the left or center of the page. This ensures that the reader can quickly identify your contact details and know when the cover letter was written.

Cover Letter Greeting / Salutation

A greeting in a cover letter should contain the following elements:

• Personalized Salutation: Address the hiring manager or the specific recipient of the cover letter by their name. If the name is not mentioned in the job posting or you are unsure about the recipient's name, it's acceptable to use a general salutation such as "Dear Hiring Manager" or "Dear [Company Name] Recruiting Team."
• Professional Tone: Maintain a formal and respectful tone throughout the greeting. Avoid using overly casual language or informal expressions.
• Correct Spelling and Title: Double-check the spelling of the recipient's name and ensure that you use the appropriate title (e.g., Mr., Ms., Dr., or Professor) if applicable. This shows attention to detail and professionalism.

For example, a suitable greeting could be "Dear Ms. Johnson," or "Dear Hiring Manager," depending on the information available. It's important to tailor the greeting to the specific recipient to create a personalized and professional tone for your cover letter.

Cover Letter Introduction

An introduction for a cover letter should capture the reader's attention and provide a brief overview of your background and interest in the position. Here's how an effective introduction should look:

• Opening Statement: Start with a strong opening sentence that immediately grabs the reader's attention. Consider mentioning your enthusiasm for the job opportunity or any specific aspect of the company or organization that sparked your interest.
• Brief Introduction: Provide a concise introduction of yourself and mention the specific position you are applying for. Include any relevant background information, such as your current role, educational background, or notable achievements that are directly related to the position.
• Connection to the Company: Demonstrate your knowledge of the company or organization and establish a connection between your skills and experiences with their mission, values, or industry. Showcasing your understanding and alignment with their goals helps to emphasize your fit for the role.
• Engaging Hook: Consider including a compelling sentence or two that highlights your unique selling points or key qualifications that make you stand out from other candidates. This can be a specific accomplishment, a relevant skill, or an experience that demonstrates your value as a potential employee.
• Transition to the Body: Conclude the introduction by smoothly transitioning to the main body of the cover letter, where you will provide more detailed information about your qualifications, experiences, and how they align with the requirements of the position.

By following these guidelines, your cover letter introduction will make a strong first impression and set the stage for the rest of your application.

Cover Letter Body

Dear [Hiring Manager] ,

I am excited to apply for the Broker position at [Company Name]. With over [number] years of experience in the real estate industry, I am confident that I can bring a wealth of knowledge and expertise to your team.

In my current role, I am responsible for a variety of activities related to residential and commercial real estate sales. I have a proven track record of providing exceptional customer service to new and existing clients, while also ensuring that all transactions are carried out with the utmost attention to detail. I also have extensive experience in the areas of market analysis, contract negotiations, and client relations.

In addition to my professional experience, I hold a degree in Business Administration and have specialized certifications in real estate sales and leasing.

As a broker, I am dedicated to helping clients achieve their real estate goals. My passion is fueled by the knowledge that I can make a positive, lasting impact on my clients’ lives. I am eager to contribute my expertise to the [Company Name] team and help your business reach its full potential.

I believe that my skills and experience make me an ideal candidate for the Broker position. I welcome the opportunity to discuss my qualifications and how I can contribute to your team in further detail.

Complimentary Close

The conclusion and signature of a cover letter provide a final opportunity to leave a positive impression and invite further action. Here's how the conclusion and signature of a cover letter should look:

• Summary of Interest: In the conclusion paragraph, summarize your interest in the position and reiterate your enthusiasm for the opportunity to contribute to the organization or school. Emphasize the value you can bring to the role and briefly mention your key qualifications or unique selling points.
• Appreciation and Gratitude: Express appreciation for the reader's time and consideration in reviewing your application. Thank them for the opportunity to be considered for the position and acknowledge any additional materials or documents you have included, such as references or a portfolio.
• Call to Action: Conclude the cover letter with a clear call to action. Indicate your availability for an interview or express your interest in discussing the opportunity further. Encourage the reader to contact you to schedule a meeting or provide any additional information they may require.
• Complimentary Closing: Choose a professional and appropriate complimentary closing to end your cover letter, such as "Sincerely," "Best Regards," or "Thank you." Ensure the closing reflects the overall tone and formality of the letter.
• Signature: Below the complimentary closing, leave space for your handwritten signature. Sign your name in ink using a legible and professional style. If you are submitting a digital or typed cover letter, you can simply type your full name.
• Typed Name: Beneath your signature, type your full name in a clear and readable font. This allows for easy identification and ensures clarity in case the handwritten signature is not clear.

Common Mistakes to Avoid When Writing a Broker Cover Letter

When crafting a cover letter, it's essential to present yourself in the best possible light to potential employers. However, there are common mistakes that can hinder your chances of making a strong impression. By being aware of these pitfalls and avoiding them, you can ensure that your cover letter effectively highlights your qualifications and stands out from the competition. In this article, we will explore some of the most common mistakes to avoid when writing a cover letter, providing you with valuable insights and practical tips to help you create a compelling and impactful introduction that captures the attention of hiring managers. Whether you're a seasoned professional or just starting your career journey, understanding these mistakes will greatly enhance your chances of success in the job application process. So, let's dive in and discover how to steer clear of these common missteps and create a standout cover letter that gets you noticed by potential employers.

• Not addressing the letter to the hiring manager or recruiter.
• Not having a clear and concise introduction.
• Not providing evidence of past success.
• Failing to explain why you would be a good fit for the role.
• Not proofreading and editing the letter for grammar and spelling errors.
• Including too much personal information.
• Sounding too desperate or arrogant.
• Using too much industry jargon.
• Failing to include contact information.
• Not including a call to action.

Key Takeaways For a Broker Cover Letter

• Highlight your relevant skills, such as knowledge of the stock market, financial analysis, or customer service.
• Demonstrate your ability to build relationships and develop trust with clients.
• Explain why you are the best fit for the broker role.
• Showcase your understanding of the company and their services.
• Convey your enthusiasm for the role and a commitment to excellence.
• Mention any relevant certifications or experience you have.

2 Investment Banker Cover Letter Examples

Investment Bankers excel at analyzing financial data to make strategic decisions, turning complex market trends into profitable investments. Similarly, your cover letter is your chance to turn your professional achievements and skills into a compelling narrative that showcases your strategic thinking. In this guide, we'll delve into the best cover letter examples for Investment Bankers, demonstrating how to translate your financial acumen into a persuasive pitch.

Cover Letter Examples

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The best way to start an Investment Banker cover letter is by immediately capturing the reader's attention. This can be done by stating your unique value proposition or a significant achievement relevant to the role you're applying for. For example, "As an Investment Banker with over five years of experience in managing portfolios worth over $500 million, I have consistently delivered above-market returns." This not only shows your capability but also quantifies your success, making it tangible. Remember, the start of your cover letter should be compelling enough to make the hiring manager want to continue reading.

Investment Bankers should end a cover letter by summarizing their interest in the role and the value they can bring to the company. They should reiterate their key skills and experiences that align with the job requirements. It's also important to express enthusiasm for the opportunity to contribute to the company's goals. For example: "I am excited about the opportunity to bring my unique blend of skills and experience to your firm and am confident that I can contribute to your team's success. I look forward to the possibility of discussing my application with you further." Finally, they should end with a professional closing such as "Sincerely" or "Best regards," followed by their name. It's crucial to maintain a professional tone throughout, as this reflects the formal communication style typically expected in the banking industry.

An Investment Banker's cover letter should ideally be one page long. This length is sufficient to present your key skills, experiences, and motivations without overwhelming the reader. In the fast-paced world of investment banking, hiring managers often have limited time to review applications. Therefore, a concise, well-structured cover letter that immediately highlights your value proposition is more likely to grab their attention. Remember, the cover letter is not meant to reiterate your entire resume, but rather to provide a snapshot of your most relevant qualifications and achievements.

Writing a cover letter with no experience as an Investment Banker can seem challenging, but it's all about showcasing your relevant skills, passion for the industry, and eagerness to learn. Here's how you can do it: 1. Start with a strong introduction: Begin by addressing the hiring manager directly if you can find their name. State the position you're applying for and briefly mention how you heard about it. 2. Show your passion: Explain why you're interested in investment banking. This could be because you're fascinated by financial markets, enjoy problem-solving, or have a knack for analyzing data. Whatever your reason, make sure it's genuine and shows you're committed to this career path. 3. Highlight relevant skills: Even if you haven't worked in investment banking before, you likely have skills that are relevant to the role. These could include analytical thinking, attention to detail, communication skills, or proficiency in relevant software like Excel. Use specific examples to demonstrate these skills. For instance, you might talk about a project where you analyzed complex data and presented your findings to a team. 4. Demonstrate knowledge of the company: Show that you've done your homework by mentioning something specific about the company that appeals to you. This could be their culture, a recent deal they've worked on, or their training program. This shows that you're not just interested in any investment banking job, but specifically this one at this company. 5. Show your willingness to learn: Emphasize that you're eager to learn and grow. You might mention specific areas you're interested in developing further, or express enthusiasm about the company's training program. 6. Close on a positive note: Thank the hiring manager for considering your application and express hope for the opportunity to further discuss your qualifications. Remember, your cover letter should complement your resume, not repeat it. Use it as an opportunity to show your personality and passion for investment banking. Be sure to proofread carefully before sending it off.

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Broker Cover Letter Examples

A great broker cover letter can help you stand out from the competition when applying for a job. Be sure to tailor your letter to the specific requirements listed in the job description, and highlight your most relevant or exceptional qualifications. The following broker cover letter example can give you some ideas on how to write your own letter.

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Cover Letter Example (Text)

Frederick Anthoney

(235) 630-8235

[email protected]

Dear Ms. Salamida,

I am writing to express my keen interest in the Broker position at Charles Schwab Corporation, as advertised. With a solid foundation of five years of experience at Interactive Brokers LLC, I have honed my skills in financial markets, client service, and regulatory compliance, all of which I am eager to bring to your esteemed company.

At Interactive Brokers, I cultivated a robust understanding of trading various financial instruments and optimizing investment strategies for clients. My role required a hands-on approach to managing client portfolios, assessing market trends, and providing insightful recommendations to clients to help them achieve their financial goals. I take pride in my ability to build and maintain strong client relationships, which has been pivotal in my success as a broker.

I have always admired Charles Schwab Corporation for its commitment to innovation and client-centric approach, which resonates with my professional philosophy. Your firm's reputation for integrity and performance excellence is a perfect match for my professional skills and personal values. I am particularly impressed with your initiatives in financial education and empowerment, and I am excited about the opportunity to contribute to these efforts.

My time at Interactive Brokers has equipped me with a thorough understanding of industry regulations and compliance standards. I am well-versed in adapting to regulatory changes and ensuring that all transactions and advisory practices meet the highest ethical standards. This diligence has not only protected my clients but also the integrity of the firm I represented.

I am confident that my proactive approach, combined with my dedication to continuous learning and development, will enable me to make a significant contribution to Charles Schwab Corporation. I am looking forward to the opportunity to discuss how my background, skills, and enthusiasms can align with the goals of your team.

Thank you for considering my application. I am very much looking forward to the possibility of discussing this exciting opportunity with you.

Warm regards,

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Stock Broker Cover Letter Example: 4 Templates

I would be in charge of managing my client’s investments as a stockbroker, deciding where to place their money and how to make it productive. Risk-taking is a big part of stock trading, and it takes experience to determine what investments are the best to make. I must be able to analyze information.

Template : 1

Table of Contents

Stock Broker Cover Letter

James Brown

238 broadway

United States

The HR Manager

XYZ Company

354 F 63 rd Street

Subject- stock broker cover letter

Before I found the magic of stock market trading (numbers) years ago, the stock market was foreign to me. 

Since then, I have been actively preparing myself for the end result: 

Becoming a stockbroker with a talent for risk management and a commitment to providing enormous returns on customers’ original investments.

I have been actively leading a team of (numbers)stock traders for the past (numbers)years as they effectively transformed their clients’ portfolios from simple investments into profitable ventures. 

Being in frequent contact with international capital markets has given me a competitive advantage over other stockbrokers since I am aware of the impact that national and international politics and economics will have on the stock market.

By constantly offering top-notch customer service, I was able to grow my business by (percentage)%. 

I also have extensive knowledge of the insurance sector and am a specialist in risk assessment.

I will get in touch to request an interview the following week since I genuinely believe that going through this in-depth (in person) will give you a more thorough understanding of my stock market skills. 

Please feel free to phone me at (phone number) if you need to get in touch with me in the meanwhile.I appreciate your thoughts and time.

[Handwriting signature]

[Mention the contact details]

[Mention here, if there is any post note to be given]

Template : 2

When I heard that you were looking for an experienced real estate broker, I hurried to send you my resume. 

Being a knowledgeable and competent real estate expert with a track record of analysing market data and managing challenging deals, I am prepared to significantly contribute to your company’s goals.

My background includes gathering and analyzing comprehensive market data, looking at tactical acquisition and disposal choices, and driving real estate sales and purchases to ensure target achievement and maximum customer satisfaction. 

When it comes to cultivating a strong clientele and assisting potential sellers and buyers through every step of real estate transactions. 

My specialties include identifying needs, leading workgroups, and developing strong and enduring rapport with clients.

Here are a few of my career high points:

I have been a successful broker with (Mention the name)in (Mention the name) for the past (numbers)years. 

Turning over $(amount of money)million annually with an average profit margin of $(amount of money).

Performing the roles of both a buyer’s and a seller’s agent, evaluating the state of the property, listing it for sale, putting in place effective marketing strategies, and negotiating. 

Preparing contracts, making bids, and expediting pre-approval procedures.

Outstanding in managing several transactions under duress while exhibiting superior team management, negotiation, and communication skills.

I have effectively applied my skills to propel the growth of real estate enterprises. I am confident that my supplementary skills will be useful in your environment. 

I would be very grateful for the chance to discuss my credentials in further detail. We cherish your time and say thank you. I am hoping to talk to you soon. Please study the attached copy of my resume.

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Stockbroker cover letter example.

As a stockbroker you would be responsible for managing your client’s investments, choosing where to put their money and make it work for them. Stock broking is about risk and taking risks to make money and having the experience to know what are the right investments to make.

You will need to be able to work in a fast paced environment and analyse information and financial figures. You will need to be honest and committed to your role and be prepared to work for long hours to tight deadlines. You will need to be able to work well under pressure and remain calm and stress free.

Starting salaries for stockbrokers can be between £24,000 to £30,000 a year. If you are an experienced stockbroker then your earnings can be between £45,000 and £80,000 a year. Seniors can earn even more up to £100,000 a year.

Related : Insurance Broker Cover Letter

If you have found a position you want to apply for, please see the below example covering letter:

Stock Broker Cover Letter Example

Mr. A. Employee 1, My House Any Street This Town PO57 3DE

Mrs. A. Manager The Company Employment Street That Town PO57 3DE

Dear Sir/Madam,

Application for the role of Stockbroker

I would like to apply for the role of Stockbroker which I have seen advertised in (where and when). I am qualified to degree level with a (put details here including grade of what you studied and where) and I have always been interested in working in a financial role. I feel that I have excellent communication skills and work well with other people as well as on my own initiative.

I have had a lot of experience in dealing with customers and combined with my financial experience (provide more details about what you have done here) I feel that I will be able to work well in the world of stock broking and am ready to put everything I have into developing my career as a stock broker.

Please find enclosed my CV, if you have any questions about my skills and experiences, please do not hesitate to contact me and I will be happy to answer any questions that you have.

Thank you for taking the time to read my letter and CV.

Yours sincerely

NAME SURNAME

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