Sample Investment Associate Cover Letter

Posted in Cover Letters

Ralph Gomez
2344 Single Street
Arlington, MA 2174

Ms. Beverly Reaves
Hennion & Walsh, Inc.
1184 Ridge Road
Bucklin, KS 67834

Dear Ms. Beverly Reaves,

I am looking for a position as an investment associate and would like to apply with your company Hennion & Walsh, Inc. in the hopes of securing a long term contract.

I hold a bachelor’s degree in business and have worked in investments for nearly ten years. At my previous employer I was tasked with confirming completion of time sensitive work and supporting documentation due to my time management skills. This also allowed me to come up with quick resolution of issues while coordinating with the operations department. It was also due to my great communication skills which are paramount when engaging with equity partners, attorneys, lenders, brokers and other internal departments.

Some other tasks that were assigned to me were analyzing client portfolios and suitable investments and to respond to all clients queries about their accounts and the company’s trading procedures. I have great customer service skills and do not have a problem fielding phone calls or discussing any aspect of the business with current or potential clients.

My computer skills are considered advanced and I am able to update new accounts and offer investment analysis opportunities which are detailed pro-forma models. It is possible for me to design narrative investment memorandums on potential acquisitions as well as filing and maintaining account documentation and client information. I would have no problem supporting any financial consultant to help to organize and execute mailings and any client communications.

Please feel free to contact me at any time by calling (222)-874-5242 to schedule a time that we can meet for an interview.



Ralph Gomez

Encl: Resume

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