cover letter for investment broker

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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

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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?

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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

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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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Investment Banking Cover Letter Template

Free cover letter template to help you break into Investment Banking (IB)

Mr. Arora is an experienced private equity investment professional, with experience working across multiple markets. Rohan has a focus in particular on consumer and business services transactions and operational growth. Rohan has also worked at Evercore, where he also spent time in private equity advisory.

Rohan holds a BA (Hons., Scholar) in Economics and Management from Oxford University.

Chris currently works as an investment associate with Ascension Ventures, a strategic healthcare venture fund that invests on behalf of thirteen of the nation's leading health systems with $88 billion in combined operating revenue. Previously, Chris served as an investment analyst with New Holland Capital, a hedge fund-of-funds  asset management  firm with $20 billion under management, and as an investment banking analyst in  SunTrust Robinson Humphrey 's Financial Sponsor Group.

Chris graduated Magna Cum Laude from the University of Florida with a Bachelor of Arts in Economics and earned a Master of Finance (MSF) from the Olin School of Business at Washington University in St. Louis.

• Investment Banking Cover Letter Template: Advice From The WSO Community

Why Do Cover Letters Matter?

• Less Is More For Cover Letters

The Hail Mary Cover Letter

• WSO Cover Letter Template

Attached at the bottom of this post is the FREE investment banking cover letter template that is sometimes used for WSO cover letter review clients.

We have decided to make it free to help those of you that can't afford a more tailored service .

This cover letter template uses bullets to keep the points succinct and format easy to read .

You'll also notice that the header matches the WSO  investment banking resume template format.

Investment Banking Cover Letter Template: Advice from the WSO Community

Here's what you need to know about the IB cover letters from our community.

CompBanker: The cover letter holds almost no weight, other than to put you at risk for being dinged. Make it very simple, very bland, and just say all the usual things. If you have mistakes in it or make outrageous claims, your cover letter will be circulated and laughed at.

Like @CompBanker said, you won't get the interview with your cover letter .

Your goal for the cover letter isn't to single-handedly land you an interview with your eloquence and grandiose; it's to check the box and make sure it's proper enough that it doesn't get you dinged .

The Only Program You Need to Land in High Finance Careers

The most comprehensive curriculum and support network to break into high finance.

Less Is More for Cover Letters

Our users shared great input on why 'less is more' when it comes to cover letters.

bkm125: What you really want people to be looking at is the resume. The longer your cover letter is the larger the chance that you'll have a typo or say something stupid. Just tell them what job you're applying for, who you've been in touch with at the firm, and maybe a few sentences about your qualifications and lock up the deal with a solid resume.

K.I.S.S: Keep It Simple Stupid.

Mention who you've talked to at the firm , your interest in the job, your qualifications , and briefly (very briefly) explain any gaps in your resume .

Avoid excuses , more on this later.

Two or three paragraphs is all you need for that. Any more than that , and you're giving them potential reasons to ding you .

Here's some great advice from @blackice".

blackice: The best thing you can do is name drop people you have talked to. That way I know you have done your homework, and I can ask the person you talked to how your chat was. I think cover letters are better when they are focused on your past work experience as opposed to general and arbitrary sentiments about how you are a "hard worker and team player with a strict attention to detail".

If you've talked to someone at the firm and they'd remember you, DO namedrop them in your cover letter.

Common Cover Letter Mistakes

Here are some of the usual mistakes candidates make in their cover letter as mentioned by our member @qonnect.me.

This is an example of an excuse in a cover letter:

"I realize I have more professional experience in technology than in finance. I believe that was just due to bad luck due to graduating from my MBA program at the height of the 'Great Recession '. However, I am 100% committed and motivated to prove myself in a finance position."

Bad luck? No, it's the shitty and difficult-to-read resume , cover letter , and 'research reports' that are the issue .

What goes on in the recruiters head: I'm almost certain you would be a terrible employee just by the quality of the work you sent me in a cold email . You graduated from college 10 years ago, by the way. I remember at least a few of those as being pretty good years. If you were halfway decent, you could have squeaked in the industry in more than a few of those years.

Please do not pin all of your circumstance on luck , especially in a cover letter .

Even if the reader is a big believer in luck , you're telling him you're unlucky .

Who wants to hire someone who's unlucky? It seems the bad luck streak started in utero, if you ask us.

Revealing Your Ignorance:

Even worse than just plain ignorance, is the below quote from an attached research report that a candidate had written. Since he thought it was worth including, I assume the report was something he was proud of, but it was cringe-worthy.

"I am placing a STRONG BUY recommendation on [company]. ("ticker") and believe that [the company], at the current price of $10.00, trades at a 123% discount to my estimated fair market value of $22.30" (Both made up numbers to scale to the actual numbers listed in the 'report')

The report should have never been attached .

It made a weak applicant look even worse . He's clearly never done anything but 'book learn' on these subjects. It's painfully obvious by reading the report. He uses four valuation methodologies on the stock with the sole intention of showing that he knows more than one valuation method .

If you're thinking of including a research report on a company when you're cold emailing people, it's a high-risk strategy. Your research probably sucks unless you've been doing it professionally. If there is any doubt at all about including a 'research report', do not do it.

Side note: The research report had a lot of opinions and not a lot of facts, and it lacked connections between really basic facts about the current state of the business to the 'projections'.

If you don't think you have a chance to get the job, you can toss a Hail Mary with your cover letter .

Here's a cover letter an audacious undergrad used in an effort to stand out and grab the attention of its reader .

A big swing that's either a hit or miss . We don't recommend using this cover letter unless you lack the slightest chance of getting the interview in the first place.

Dear BLOCKED, My name is (BLOCKED), and I am an undergraduate finance student at (BLOCKED). I met you the summer before last at Smith & Wollensky's in New York when I was touring the east coast with my uncle, (BLOCKED). I just wanted to thank you for taking the time to talk with me that night. I am writing to inquire about a possible summer internship in your office. I am aware it is highly unusual for undergraduates from average universities like (BLOCKED) to intern at (BLOCKED), but nevertheless, I was hoping you might make an exception. I am extremely interested in investment banking and would love nothing more than to learn under your tutelage. I have no qualms about fetching coffee, shining shoes, or picking up laundry, and will work for next to nothing. In all honesty, I just want to be around professionals in the industry and gain as much knowledge as I can. I won't waste your time inflating my credentials, throwing around exaggerated job titles, or feeding you a line of crap (sic) about how my past experiences and skill set align perfectly for an investment banking internship . The truth is I have no unbelievably special skills or genius eccentricities, but I do have a near perfect GPA and will work hard for you. I've interned for Merrill Lynch in the Wealth Management Division and taken an investment banking class at (BLOCKED), for whatever that is worth. I am currently awaiting admission results for (BLOCKED) Masters of Science in Accountancy program, which I would begin this fall if admitted. I am also planning on attending law school after my master's program, which we spoke about in New York. I apologize for the blunt nature of my letter, but I hope you seriously consider taking me under your wing this summer. I have attached my resume for your review. Feel free to call me at (BLOCKED) or email at (BLOCKED). Thank you for your time. Sincerely, BLOCKED.

Interested in Investment Banking - Breaking In

If you want to break into investment banking, you need to be well-prepared for the technical aspects of the interview. We advise you to check out our  Free Investment Banking Interview Guide  first, before investing in  our paid course , so that you have an idea of what to expect.

Two common mistakes that candidates make while recruiting for IB: 

• Using phrasing like "After my summer analyst stint, I learned the entire deal execution process...", "I am extremely proficient in Excel and financial modeling ...", etc. You get the idea. Be confident, but don't over-emphasize anything out of the scope of your ability to speak to it.
• Not enough emphasis on teamwork. This is important. People should know that you are able to work with others. This is easy to incorporate, just give a brief two sentence overview of what your team structure was and why it made sense.

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We hope this template helps you land that dream IB job ! Please check out the following additional resources to help you advance your career:

• Investment Banking Interview Questions
• Private Equity Resume Template
• Hedge Fund Resume Template
• Consulting Resume Template
• Investment Banking R esume Template

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Broker Cover Letter Example

Get the job you've always wanted & learn creative tricks to use in your cover letter with this professionally written Broker cover letter example. Make a copy of this cover letter sample as it is or revise it in our easy-to-use cover letter creator.

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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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Investment Banker Cover Letter

About this sample

This Investment Banker cover letter is a professional document that is used to introduce yourself to a potential employer and highlight your skills and experience in the field of investment banking. This template is optimized to get interviews by clearly outlining your relevant qualifications and showcasing your ability to provide financial advice and services to clients . With skills such as analytical thinking, financial analysis, and communication , you can demonstrate your ability to handle the demands of an investment banking position and showcase your potential as a valuable employee. By using this template, you can help your cover letter stand out from other applicants and increase your chances of getting an interview.

Here's how Rezi AI Cover Letter Writer works

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Investment Advisor Cover Letter Example

The role of an Investment Advisor is to provide financial advice and investment strategies to clients. To excel in this role, the person should be able to build and manage client relationships, staying abreast of market trends, investment products, and regulatory changes to deliver well-informed financial guidance.

An effective cover letter should have the potential to divulge your skills to the hiring manager and leave them impressed. As this is the first document that goes from your end and speaks about you, you should ensure that the letter is filled with all important information and speaks a great deal about you on the professional front. To make things simpler, we have demonstrated below an Investment Advisor Cover Letter Sample that will let you present a worthy candidature to the prospective employer.

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Investment Advisors or Financial Advisors or Wealth Managers work in financial institutions, or investment firms, and undertake the core activity of assessing clients’ financial goals, risk tolerance, and investment preferences, and also recommend suitable investment portfolios. The primary duty is to optimize client’s financial positions and help them achieve their short-term and long-term financial objectives. The job duties further involve – analyzing and evaluating client’s investment needs and objectives, proposing suitable investment products and asset allocations, and providing regular updates on portfolio performance.

What to Include in a Investment Advisor Cover Letter?

Roles and responsibilities.

• Conducting comprehensive financial assessments to understand client’s goals, risk tolerance, and time horizon.
• Developing personalized investment plans and strategies aligned with the client’s financial goals.
• Monitoring and managing clients’ investment portfolios, and making adjustments based on the market conditions, economic trends, and client needs.
• Educating clients on various investment options, risks, and potential returns.
• Clarifying complex financial concepts and helping clients make informed decisions.
• Building and maintaining strong relationships with clients through regular communication and meetings.
• Addressing client inquiries and concerns.
• Researching to identify new investment opportunities.
• Ensuring compliance with financial regulations, industry standards, and ethical practices.
• Preparing and delivering performance reports to clients, and outlining investment returns, and risks.

Education & Skills

Investment advisor skills:.

• Strong understanding of financial markets, investment products, and economic trends.
• Excellent analytical and quantitative skills.
• Effective communication and interpersonal skills.
• Sales and negotiation skills.
• Knowledge of financial planning tools and software.
• Customer-focused mindset.

Investment Advisor Education Requirements:

• Bachelor’s degree in Finance, Economics, or Business.
• Advanced degrees – MBA or CFA is preferred.
• Relevant certification such as CFP or CFA.
• Prior experience in financial advising, or investment management.
• Adherence to high ethical standards.

Investment Advisor Cover Letter Example (Text Version)

Dear Mr./ Ms.,

I am writing to apply for the advertised Investment Advisor position in the [Financial Advisory Firm Name]. I am provided with a good foundation in the principles of financial analysis and portfolio management and a track record in guiding many people concerning strategic investment advice. I am passionate about bringing my skills to your respected institution.

As an Investment Advisor in my previous capacity at [Previous Company], I offered advice to several clients on the investment plans that suited their needs and risk appetite.

My major accomplishments-

• Developed and fostered many effective customer partnerships built on mutual trust through open communication, timely information sharing, and individualized investment programs.
• Provides above-average returns to customers by combining intelligently researched investment strategies that surpass industry standards.
• Performs a comprehensive financial analysis, market research, and risk evaluations to identify investment opportunities and possible challenges, thus facilitating informed decision-making.
• Constructed and operated tactical asset allocation models according to the client’s financial targets, market conditions, and risk appetite, providing portfolio efficiency.
• A comprehensive knowledge of the industry regulations and standards for compliance ensured that all investment advice recommendations followed the law and ethical principles.
• Provides Clients with educational seminars and workshops to learn about market trends and investing techniques.

I like that the [Financial Advisory Firm Name] is very attentive to offering integrated financial services and excellent customer service to its clients. I believe that my analytical ability, industry insights, and great commitment to client satisfaction match very well with the values of your firm.

Attached is my resume, which elaborates further details of my professional experience and skills. I am excited to learn how my abilities and expertise might contribute to the success of the [Financial Advisory Firm Name].

Sincerely, [Your Name]

Discover ideas for your next cover letter while extending your career chances. Use our cover letter samples and writing tips from experts in the field.

• Make an impression with a basic overview and a suitable salutation. Selecting the appropriate salutation might be difficult.
• Don’t neglect your hard skills while concentrating on developing your soft skills.
• Demonstrate your enthusiasm for the company.
• Finish with a call to action.

Make use of our Investment Advisor Resume Samples for assistance with your resumes!

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Broker Cover Letter Example

Writing a cover letter for a job as a broker can seem like a daunting task, but with the right guidance and information, it can become a straightforward process. This guide is designed to provide detailed advice on how to write a successful cover letter for a broker position, and includes an example cover letter that can be used as a starting point. From writing a compelling introduction to highlighting your qualifications, this guide will cover the basics of writing a cover letter that can help you stand out among other applicants.

If you didn’t find what you were looking for, be sure to check out our complete library of cover letter examples .

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Broker Cover Letter Sample

Dear [Hiring Manager],

I am writing to apply for the Broker position at [Company Name]. With my extensive background in financial services, I am confident that I would make a positive contribution to your organization.

I have 10 years of experience in the financial services sector, working for both large and small institutions. I am an experienced negotiator who has successfully handled complex negotiations, from multimillion dollar settlements to small private transactions. I also have a deep understanding of the financial markets, as well as the ability to build strong relationships with clients, partners, and colleagues.

In my current role as a Broker, I have successfully managed a portfolio of clients, providing them with expert advice and guidance on their investments. I have also developed a deep understanding of the regulations and compliance guidelines that need to be adhered to in the financial sector.

I am confident that my skills and experience will be an asset to your organization. I am a highly motivated and organized professional who is able to work independently and as part of a team. I am also a strong communicator and problem solver.

I am excited to discuss the position in greater detail and look forward to hearing from you. Please find my attached resume for your review.

[Your Name]

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What should a Broker cover letter include?

A broker cover letter should demonstrate your broad knowledge of the financial industry and how you can use it to the benefit of the company you are applying to. Additionally, it should highlight why you are the ideal candidate for the position, including your past accomplishments, skills, and experience.

A broker cover letter should include an introduction that conveys enthusiasm, excitement, and a genuine desire to work with the company. This is an opportunity to show the potential employer why you are the best fit for the job.

In the body of the letter, provide specific examples of the knowledge, skills, and experience you can bring to the role. Demonstrate that you have the necessary skills to analyze financial data and make sound investment decisions. Show how you have successfully managed portfolios and other investments in the past. If you have any relevant certifications or awards, be sure to mention them.

In the conclusion of your letter, reiterate your interest in joining the company and provide a call to action. Express your desire to meet with the hiring manager and discuss how you can bring value to their organization. Thank them for taking the time to consider your application and invite them to contact you for further discussion.

Broker Cover Letter Writing Tips

Writing a successful cover letter for a Broker position is a critical step in gaining an interview. While your resume outlines your experience and qualifications, a well- written cover letter is a chance to explain why you are the ideal candidate for the job. Here are some tips to keep in mind when writing a cover letter for a Broker position:

• Start by researching the company. Make sure to tailor your cover letter to the specific company you are applying to by referencing their values, culture, and goals.
• Address the cover letter to a specific contact, if possible.
• Make a good first impression. Start your cover letter with a strong opening that captures the reader’s attention.
• Focus on your qualifications. Use the body of the letter to explain why you are the best person for the job by detailing your qualifications. Include specific examples to support your claims.
• Keep it concise. Your cover letter should be no more than one page, so make sure to keep it brief and to the point.
• Close with a call to action. Conclude your letter with a statement that encourages the reader to contact you.

Following these tips will help you create a successful cover letter for a Broker position. Good luck!

Common mistakes to avoid when writing Broker Cover letter

A broker is a middleman that helps buyers and sellers negotiate contracts, so writing a cover letter for a broker can be daunting. Here are some common mistakes to avoid when writing a cover letter for a broker position:

• Not researching the company: Before writing a cover letter, you should always do research on the company you’re applying to. This research can include checking the company’s website, looking into their products and services, and learning more about their values and mission. Doing this research can help you tailor your cover letter to the company, making it more likely to stand out.
• Focusing on what you want: As a broker, you’ll often need to focus on the needs and wants of other people. The same applies for writing a cover letter. Rather than focusing on what you want from the job, focus on what you can offer. Describe your experience, skills, and qualities that can benefit the company.
• Omitting achievements: Your cover letter should include any achievements that make you stand out from other applicants. This can include awards, certifications, or any other accomplishments that you’re proud of.
• Poor formatting: The format of your cover letter is just as important as the content. Make sure your letter is easy to read, with a clear font and clear headings. Also, make sure that there are no spelling or grammar errors, as these can make you look unprofessional.
• Being too long: Your cover letter should be concise and to the point. Don’t try to write a novel – keep it to one page and make sure the content is relevant to the position.

Following these tips can help you write a successful cover letter for a broker position. Good luck with your application!

Key takeaways

Writing a broker cover letter is a critical part of applying for a job as a broker. The cover letter is your opportunity to show employers your skills and qualifications and to demonstrate why you would be a great fit for the job. Here are some key takeaways for writing an impressive broker cover letter:

• Demonstrate your knowledge of the job: Show employers you understand the requirements of the job by highlighting relevant skills, qualifications and experiences.
• Show enthusiasm: Employers want to see that you are genuinely excited about the opportunity and the company. Show employers your passion for the job and why you would be a great fit for the role.
• Highlight your qualifications: Employers want to see that you have the experience and qualifications necessary for the job. Talk about your education, certifications, and experience in the industry to demonstrate why you are the perfect fit.
• Make it personal: Make sure your cover letter is customized to the job you are applying for. Show employers you have taken the time to research the company and the job, and explain why you are a great candidate for the position.
• Be concise and to the point: Your cover letter should be no more than two pages. Make sure that your points are clear and concise and that you get to the point quickly.
• Proofread: Make sure your cover letter is error- free before you submit it. Have someone else read over it for errors to make sure it is professional and polished.

Following these tips will help you write an impressive broker cover letter that will get you noticed and help you stand out from other applicants. Good luck!

Frequently Asked Questions

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

Writing a cover letter for a Broker job without experience can be challenging, but it is still possible to make a good impression on potential employers. The key is to focus on your relevant skills and qualifications, as well as any transferable skills or experience you may have from a related industry. Start by introducing yourself and explain why you’re interested in the role. After that, you can discuss your qualifications and any experiences that have prepared you for the job. Make sure to use language that is professional and direct. Finally, explain why you believe you’re a great fit for the role and how you plan to contribute to the success of the company.

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

Writing a cover letter for a Broker job with experience is much simpler than writing one without experience. Be sure to emphasize the relevant skills and qualifications you’ve acquired throughout your career. Talk about how you’ve excelled in past roles, and how you’ve helped companies succeed. Highlight any unique accomplishments or awards that you’ve earned. Finally, explain why you believe you’d be a great fit for the role and reiterate your enthusiasm for the position.

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

Highlighting your accomplishments in a Broker cover letter is a great way to stand out from the competition. Focus on your most impressive achievements, such as any awards or certifications you’ve earned, as well as any successes you’ve had in previous roles. Explain the process you took to reach your accomplishments, such as the strategies you used to increase sales or the methods you implemented to reduce costs.

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

A good cover letter for a Broker job should be concise and professional. Start off by introducing yourself and expressing your enthusiasm for the role. After that, discuss your relevant skills and qualifications, such as any certifications or degrees you may have. Also, highlight any successes you’ve had in past roles, as well as any awards you’ve earned. Finally, explain why you’re a great fit for the role and how you plan to contribute to the success of the company.

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 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.

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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Investment Analyst Cover Letter Examples

Use these Investment Analyst cover letter examples to help you write a powerful cover letter that will separate you from the competition.

Investment analysts are responsible for researching and analyzing potential investments. They make recommendations to their clients based on their findings.

To get a job as an investment analyst, you need to have a strong understanding of the financial market and be able to communicate complex information in a clear and concise way.

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

Formal/Professional Writing Style Example

With a strong academic background in finance and economics, and a proven track record of exceptional analytical and problem-solving skills, I am confident that I would be an excellent fit for this role and make significant contributions to your team’s success.

During my time at XYZ University, I honed my financial modeling and valuation techniques, enabling me to excel in my investment-related coursework. As a result, I graduated with a Bachelor of Science in Finance and a minor in Economics, earning a 3.8 GPA. Furthermore, I have passed Level I of the Chartered Financial Analyst (CFA) exam.

My professional experience includes a one-year internship as a Financial Analyst at ABC Capital, where I performed fundamental and technical analysis on various equities and prepared investment recommendations for the portfolio manager. This experience has enabled me to gain in-depth knowledge of the investment industry, as well as develop strong analytical, research, Excel, and presentation skills.

Given the opportunity to join your organization as an Investment Analyst, I am confident that my skills and passion for the investment industry would make me a valuable asset to the firm. I have a strong desire to help businesses grow and succeed and believe that my experience aligns well with the requirements and objectives of this role.

I appreciate your time and consideration of my application and look forward to the opportunity to further discuss how my financial analysis skills and proactive attitude can contribute to the continued growth and success of your organization.

[Your Name]

Entry-Level Writing Style Example

As a recent graduate from XYZ University with a Bachelor of Business Administration in Finance, I am eager to begin my career in the investment industry with a firm that emphasizes integrity, innovation, and growth, such as yours.

During my time at XYZ University, I gained valuable experience as an intern in the finance department of ABC Corp. During this internship, I developed strong analytical skills by assisting with the company’s financial reports and making investment recommendations based on in-depth industry research. Additionally, I gained foundational knowledge of financial modeling and valuation techniques, which I am eager to apply to real-world investment scenarios. I am also proficient in widely-used software tools, such as Excel and Bloomberg, which would enable me to make an immediate impact within your team.

I believe my passion for finance, coupled with my strong work ethic and analytical skills, would make me a valuable addition to your team. I am excited about the possibility of working with an innovative and globally recognized firm like yours that provides ample opportunities to learn and grow as an investment analyst.

I have attached my resume highlighting my academic and professional achievements and look forward to the opportunity to discuss my qualifications further. Thank you for taking the time to review my application, and I hope to speak with you soon.

Sincerely, [Your Name]

Networking/Referral Writing Style Example

I was referred to this opportunity by John Smith, who currently serves as a Senior Investment Analyst at your firm. John and I worked together at XYZ Investments, where we collaborated on various projects and realized our mutual passion and dedication towards creating successful investment strategies. He speaks highly of your team and the work culture at your organization, which has further motivated me to apply for this role.

As a highly motivated professional with a strong academic background in finance and over three years of experience in investment analysis, I am confident in my ability to make a significant contribution. My experience includes financial modeling, valuation, risk assessment, and working on diverse investment opportunities in stocks, bonds, and alternative investments. I have a proven ability to effectively communicate financial insights and recommendations to various stakeholders, which I believe will make me an asset in contributing to informed investment decisions.

John has confirmed to me that your organization values analytical skills, attention to detail, and a strong work ethic – all qualities that I possess and have showcased throughout my career. I am excited about the opportunity to become a part of your dynamic team and contribute to its growth and success.

Please find my resume attached for your review. I welcome the opportunity to discuss how I can contribute to your team and further expand on my qualifications. Thank you for considering my application.

[Your name]

Enthusiastic/Passionate Writing Style Example

Having closely followed your company’s impressive accomplishments and growth in the competitive financial sector, I have been constantly inspired by your innovative strategies and commitment to excellence. Your remarkable investment decisions have not only made a lasting impact on the industry but also have driven me towards pursuing a career as an Investment Analyst with your exceptional team.

As a recent finance graduate from XYZ University, I have consistently demonstrated my strong analytical and quantitative skills over the course of my academic career. My diligence and dedication have earned me several accolades, including top marks in subjects such as Financial Markets, Portfolio Management, and Corporate Finance. I am confident that my extensive knowledge in these areas will add significant value to your team and contribute to the success of your organization.

I have successfully completed internships where my ability to analyze complex financial data, identify risks, and propose sound investment recommendations made me a valuable member of the team. My natural curiosity and enthusiasm for financial markets motivated me to go above and beyond in conducting in-depth research on various industries and investment opportunities.

Beyond my academic and professional qualifications, it is my unquenchable passion for finance and investment that I believe truly sets me apart. I am eager to contribute my knowledge, energy, and unwavering enthusiasm to your already outstanding team of professionals. I am confident that my passion for delivering successful investment strategies will be well-harnessed by your esteemed organization.

Thank you for considering my application. I look forward to the opportunity to discuss how my enthusiasm and passion can contribute to the continued growth and success of your organization.

Problem-Solving Writing Style Example

Having conducted thorough research on your company, I have identified that you are currently looking to expand your investment portfolio and strengthen your presence in emerging markets. With my educational background in finance and work experience as an investment analyst, I am uniquely positioned to contribute towards achieving these goals and providing innovative solutions to the challenges faced by your organization.

During my tenure at [Previous Company], I played a key role in analyzing and identifying lucrative investment opportunities in emerging markets such as Asia and Africa. By employing cutting-edge tools and methodologies, along with a keen understanding of geopolitical factors and market trends, I successfully helped the company diversify its investments, leading to an impressive 20% annual return on its emerging market portfolio.

My strong analytical skills and ability to leverage data-driven insights have driven my success in identifying lucrative investment opportunities. I believe that my experience in conducting comprehensive due diligence, along with my proficiency in Excel and financial modeling software, make me an excellent fit for your organization’s needs.

Serving as an Investment Analyst at your organization will allow me to tackle the unique challenge of expanding your company’s portfolio while managing risk in the dynamic landscape of emerging markets. As a highly motivated individual with a creative approach to problem-solving and a strong analytical mindset, I am confident that my skills and experience will contribute to the continued growth and success of your esteemed organization.

Thank you for considering my application for the Investment Analyst position. I am enthusiastic about the prospect of joining your team and am eager to provide innovative solutions to the challenges your organization faces. I look forward to the opportunity to discuss my qualifications further.

Storytelling/Narrative Writing Style Example

As a child, I would often accompany my father to the local farmers’ market, where he would teach me the art of negotiation and the importance of understanding the value of goods. Little did I know that these early lessons would spark a lifelong passion for analyzing investments and uncovering hidden opportunities in the financial world.

During my college years, I pursued a degree in finance and economics, where I excelled in my coursework and developed a strong foundation in financial analysis. I fondly recall staying up late into the night, pouring over financial statements and market data, as I tried to identify the next “big winner” for my mock investment portfolio. This passion for financial analysis eventually led me to my first internship at a leading investment firm, where I had the opportunity to work closely with seasoned professionals and witness firsthand the impact of sound investment decisions on a company’s long-term success.

As I embark on the next phase of my career, I am excited about the prospect of joining your organization as an Investment Analyst. I am confident that my strong analytical skills, coupled with my passion for uncovering hidden value in the financial markets, will make me a valuable asset to your team. I am eager to contribute my insights and collaborate with my colleagues in order to maximize the returns for your clients.

Thank you for considering my application. I am looking forward to the opportunity to discuss my qualifications further and demonstrate my commitment to becoming a successful Investment Analyst at your organization.

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Investment Analyst Cover Letter

15 investment analyst cover letter templates.

How to Write the Investment Analyst Cover Letter

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

In my previous role, I was responsible for user training and technical consultation to IT support staff in the accessible use of a variety of form factors such as mobile, tablet, and desktop workstations, electronic documents (e.g., PDF, Word, Excel, and PowerPoint), and online platforms (Blackboard, Blackboard Ally, Expressions, Answers, Cascade, SUShare, and MySlice).

Please consider my experience and qualifications for this position:

• Analyze ongoing performance of portfolios
• Participate in oversight functions of an operational nature
• May serve as a member of one or several Investment Sub-Committees
• Assist in ad hoc projects and analysis as needed
• Assist in internal equity and fixed income research activities
• Utilize the portfolio modeling system to promote trades and rebalance portfolios as directed
• Strong analytical, detail-oriented, self-efficient, proactive problem solver, and team-player
• Microsoft Office with emphasis on spreadsheet application proficiency preferred

Thank you for your time and consideration.

Baylor Glover

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Responsibilities for Investment Analyst Cover Letter

Investment analyst responsible for financial analysis for Offering Memorandums and Broker Opinion of Values using Argus and Excel.

Investment Analyst Examples

Example of investment analyst cover letter.

In my previous role, I was responsible for applicable administrative support to the investment team which includes scanning, filing, meeting preparation, copying documents, creating PowerPoint presentations, and other duties.

• Broad understanding of the technology industry and associated business models
• Strong familiarity with the venture capital process and corporate development and M&A activities
• Expert level financial modeling skills using Excel
• Client / customer experience
• High energy, proactive individual who is results oriented
• Requires in depth knowledge of investment/asset servicing activities
• Requires excellent analytical skills
• Prefer CFA, FRM, or CPA

Thank you in advance for reviewing my candidacy for this position.

Phoenix Block

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

In the previous role, I was responsible for investment and data analytics leveraging excel and other softare.

• Prepare management briefs, reports, presentations and country economic updates
• Support regional industry departments with industry mappings and new business efforts
• Create financial models and projections
• Coordinate collaboration with other World Bank Group institutions (IBRD, MIGA, IDA, ICSID)
• Keen interest in emerging markets and multicultural environments
• Understanding of and strong interest in financial markets and the practical issues of investment management
• Proficient working knowledge of Microsoft Office (Excel, Word, PowerPoint and Outlook)
• Meticulous and logical approach to work

Thank you in advance for taking the time to read my cover letter and to review my resume.

Landry Cormier

Previously, I was responsible for operational support and efficiencies to client implementation & onboarding teams to deliver customized investment solutions utilizing existing platforms, models, and procedures.

• Team-player to be able to fit seamlessly into a team of senior and more junior people all focussed on delivering work of exceptional quality
• IT and Excel skills
• Enquiring and analytically minded individual who has a logical and thorough method of working
• Track record of delivering high quality work on time and to budget
• Strong written and verbal communication in English is essential
• Skills in the R programming language preferred
• Working knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills
• Proficient in Microsoft Office products including excel, word, and PowerPoint

I really appreciate you taking the time to review my application for the position of investment analyst.

River Frami

In the previous role, I was responsible for applicable administrative support to the investment team which includes scanning, filing, meeting preparation, copying documents, creating PowerPoint presentations, and other support as needed.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Experience in a similar role at either a pension fund, endowment, or foundation-analytical
• Supports various government, banks and corporate entities that are using APS 2 system to track their investment portfolio
• Tracks changes of FASB, GASB and IFRS rules to determine if the new rules apply to APS 2
• Acts as a liaison between customers and APS 2 development group for new enhancements or implementation work order
• Develops, reviews and documents APS 2 procedures and activities for each clients
• Working on various Interfaces such as Bloomberg Data License, Quantum, Custodian
• Manage services for clients
• In-depth knowledge of data related to financial instruments, financial products, and complex transactions insuring quality, completeness and timeliness

Thank you for considering me to become a member of your team.

Indigo Steuber

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

In my previous role, I was responsible for research and analysis on relevant trends, markets and companies, including demand & supply assessments, stakeholder mapping and firm-level performance analyses.

• Multifamily investing/financing/evaluation experience preferred
• To provide equity and research and cash management in support of the implementation of the Fund's investment strategy
• CFA / knowledge of econometric modelling would be an advantage
• Typically IMC or CFA qualified
• Microsoft office skills to include Excel, Word and PowerPoint
• Knowledge of Bloomberg and other market data platforms
• Strong interest in financial markets/macro economics
• Some work experience gained through working at another investment firm (for example another investment consultancy, asset manager or investment bank) in a similar capacity

Bellamy Ruecker

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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.

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What to Know About Donald Trump’s New $60 Bible

“all americans need a bible in their home, and i have many. it’s my favorite book.”.

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Mother Jones illustration; Shealah Craighead/White House/ZUMA

One month after releasing a line of gilded high-tops for $399, Donald Trump revealed on Tuesday a new item: the Bible. “All Americans need a Bible in their home, and I have many,” the former president explained in a video promoting the country singer Lee Greenwood’s version of a King James translation, the “God Bless the USA Bible.”

“It’s my favorite book,” Trump added.

Throughout the rest of the clip, as if daring us into a collective disgust, Trump swerved through random opportunities to rail against bureaucrats and a country under threat—all while hawking a holy text.

But his latest sales pitch also prompted some legitimate questions. Such as: What the hell is going on? And: Excuse me? Here, we try to answer some of the queries.

So, that first question—what the hell—but more formally: What exactly is Trump promoting and how much will it cost me to shell out for this? 

Trump is encouraging his supporters to buy a Bible endorsed by himself and Lee Greenwood. It costs $59.99, without taxes or shipping included. That seems to sit on the more expensive end of Bibles on sale at Barnes & Noble . But those books presumably don’t include copies of the Constitution, the Bill of Rights, and the handwritten lyrics to the chorus of Greenwood’s “God Bless the USA.”

The “God Bless the USA Bible” does include these items .

Trump is in a serious cash crunch . So is he going to make money with this Bible?

According to the book’s official site , the God Bless the USA Bible has nothing to do with Trump’s campaign. It is “not owned, managed, or controlled by Donald J. Trump, The Trump Organization, CIC Ventures LLC, or any of their respective principals or affiliates.” Instead, Trump’s “name, likeness, and image” are being used “under paid license from CIC Ventures LLC.”

Wait, what is CIC Ventures LLC, though?

Okay, so CIC Ventures LLC is, according to the  Washington Post , basically a pipeline to Trump:

In [Trump’s] financial disclosure released last year, he’s identified as the [CIC Ventures LLC’s] “manager, president, secretary and treasurer” and the Donald J. Trump Revocable Trust is identified as a 100 percent owner of the business. The same entity also receives royalties from his book “A MAGA Journey” and speaking engagements.

In case it’s not already obvious: if you look at the company’s documents, you’ll find the principal address for CIC Ventures LLC is 3505 Summit Boulevard, West Palm Beach, Florida. That is a Trump golf course . Moreover, in a 2022 disclosure, Nick Luna is listed as a manager. Luna was Trump’s personal assistant and body man.

So, I’m sorry, but let me ask again: Is Trump making money off this?

The New York Times reports that “according to a person familiar” (classic) Trump will receive royalties from sales.

You could have just said that.

I wanted to tell you about the other stuff I found. Any other questions?

Yes. Who is Lee Greenwood?

The country singer who wrote “God Bless the USA.” Greenwood is a fierce MAGA guy who otherwise made news after pulling out of an NRA concert in response to the Uvalde, Texas, mass shooting.

Does Greenwood have a Christmas album with an oddly sexual cover?

Yes. Look at this .

Perfect sweater. Anyway, I feel like I’m experiencing deja vu. Hasn’t Trump made headlines before with a Bible?

You’re probably recalling that despicable photo-op when Trump held up a Bible in front of St. John’s Church, which had been a location of racial justice protests in the days prior. There was a complicated saga, afterward, about whether or not Trump deployed the police to clear protesters to get to the church. An Inspector General’s report ultimately concluded that he did not.  

Man, it’s pretty rough remembering all the awful shit we went through with him as president.

Yep. If you ever want to wallow in political depression, check out this quick compilation .

But wait. Wasn’t there another time Trump and the Bible made waves for something far more stupid?

Christian nationalists adore Trump, so there have probably been many times that Trump has referenced the Bible. But you might also be thinking of this incredible clip of Trump attempting to name his favorite verse .

Has a presidential candidate ever partnered on a holy text sale with a country musician?

Not to my knowledge. But this is from a dude who just last week seemed to compare his current legal jeopardy with the persecution of Jesus Christ. Happy Easter!

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Writing by Lisa Shumaker; Editing by Daniel Wallis and Bill Berkrot

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Lisa's journalism career spans two decades, and she currently serves as the Americas Day Editor for the Global News Desk. She played a pivotal role in tracking the COVID pandemic and leading initiatives in speed, headline writing and multimedia. She has worked closely with the finance and company news teams on major stories, such as the departures of Twitter CEO Jack Dorsey and Amazon’s Jeff Bezos and significant developments at Apple, Alphabet, Facebook and Tesla. Her dedication and hard work have been recognized with the 2010 Desk Editor of the Year award and a Journalist of the Year nomination in 2020. Lisa is passionate about visual and long-form storytelling. She holds a degree in both psychology and journalism from Penn State University.

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