cover letter for an investment analyst

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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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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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.

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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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Does an investment banking cover letter matter?

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Follow our guide and download our real investment banking cover letter template for an Analyst or Associate level position

At most investment banks , cover letters that accompany resumes are barely read, if read at all.  Applications are typically screened according to your resume , with school and GPA as the first filter.  If you went to a “name” school and have a strong GPA, then your resume and cover letter are read in more detail.  To help you get through the screening process, we’ve created this guide to writing an investment banking cover letter.

Unfortunately, cover letters are often more of an opportunity to make a mistake than an opportunity to impress. Your best bet is to keep your letter short and straightforward, taking care to not say anything too daring or risky.

If you do have something unique to note, a particular value-add, then your cover letter can be a great tool for showcasing it.

Investment banking cover letters are fairly formulaic. The sections below give a breakdown of each of the areas of information that should be included and what information to put in each.

There are three main components to a standard investment banking cover letter:

• Introduction
• Experience & Fit

As we noted before, it’s a simple, straightforward (not fancy) document.

Introduction (one paragraph)

Experience & fit (two paragraphs).

Next, go on to describe whatever relevant experience you have that makes you an ideal candidate for the bank to hire.  This can include work experience, university clubs/associations, certification programs, or other activities .  Try to connect your experience back to investment banking skills such as financial modeling and valuation .

Explaining why you’re a good fit for the firm is very important.  To demonstrate fit, you have to understand the bank’s culture (i.e., the values they talk about externally, which may be different from the actual internal work atmosphere).  It’s important for the recruiter to feel confident that you’ll fit in well with the firm. Therefore, make sure you’ve done your homework and are familiar with the primary values the bank espouses in their marketing materials.

The best way for you to determine if you are a good fit with the bank is to network with people who work there and learn first-hand what the culture is like. Once you know what it’s like, you can make an honest assessment of how close a fit you actually are. In any event, whatever you’re able to glean about the company culture, try to work something into your investment banking cover letter indicating how well you’ll fit in. For example, if you determine that the company is especially focused on providing first-class customer service, you can indicate that you focus on providing the specific kind of service that each individual client wants.

Conclusion (one paragraph)

Finally, wrap things up by reiterating how keen you are to work at the bank, why you’re well-suited, and pointing out that you’ve enclosed your resume and are reachable at your contact information to discuss the opportunity. The conclusion is an almost pure formula section. No real new information should be presented there. Simply tie up everything you said in the first two sections.

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Thank you for reading CFI’s guide to writing your investment banking cover letter. Please be sure to download our free template and see our additional  (free!) resources below to help you land a job in IB:

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Investment Analyst Cover Letter: Sample & Guide (Entry Level & Senior Jobs)

Create a standout investment analyst cover letter with our online platform. browse professional templates for all levels and specialties. land your dream role today.

As an investment analyst, your expertise in financial analysis and market research plays a crucial role in guiding clients towards smart investment decisions. In order to stand out to potential employers, a well-crafted cover letter is essential. Our Investment Analyst Cover Letter Guide provides valuable tips and insights on how to showcase your skills and experience in a compelling way, helping you land the investment analyst position you desire.

We will cover:

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

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Investment Analyst Cover Letter Sample

John Doe 1234 Main St Anytown, USA 12345 [email protected] 555-555-5555

April 1, 2023

Mr. James Smith ABC Investment Firm 456 Investment Ave Sometown, USA 54321

Dear Mr. Smith,

I am writing to express my interest in the Investment Analyst position at ABC Investment Firm. With a strong background in financial analysis and a passion for investment strategy, I am confident in my ability to contribute to your team and help achieve your firm's objectives.

As a recent graduate with a degree in Finance and three years of experience in financial analysis and investment consulting, I have developed a comprehensive understanding of market trends, financial modeling, and investment valuation. Through my previous roles, I have honed my skills in conducting in-depth research, analyzing financial statements, and making data-driven recommendations. Moreover, my experience in working with cross-functional teams has equipped me with the ability to collaborate effectively and communicate complex financial concepts in a clear and concise manner.

Furthermore, I am proficient in utilizing financial modeling software such as Microsoft Excel, Bloomberg Terminal, and FactSet, and I am eager to leverage these tools to support your firm's investment decision-making process. In addition to my technical skills, I possess a strong sense of professionalism, attention to detail, and a commitment to delivering high-quality work under tight deadlines.

ABC Investment Firm's reputation for excellence and its focus on innovative investment strategies align with my career goals, and I am enthusiastic about the opportunity to contribute to your firm's success. I am eager to apply my skills and knowledge to help your team identify investment opportunities, mitigate risks, and optimize portfolio performance.

I am excited about the possibility of joining ABC Investment Firm and would welcome the chance to discuss how my background, skills, and enthusiasm for investment analysis make me a strong fit for your team. Thank you for considering my application. I look forward to the opportunity to further discuss my qualifications in an interview.

Sincerely, John Doe

Why Do you Need a Investment Analyst Cover Letter?

• Introduce yourself: A cover letter allows you to introduce yourself to the hiring manager and provide a brief overview of your qualifications and experience as an investment analyst. This helps to make a strong first impression.
• Show your interest: By including a cover letter, you can demonstrate your genuine interest in the position and the company, which can help to set you apart from other candidates.
• Highlight your skills and experience: Use the cover letter to highlight specific skills and experience that make you a strong candidate for the investment analyst role. This can include financial analysis, investment research, and risk management expertise.
• Customize your application: A cover letter allows you to tailor your application to the specific job and company, showing that you have taken the time to understand their needs and how you can contribute to their success.
• Address any gaps or concerns: If you have any gaps in your resume or concerns about your qualifications, a cover letter provides an opportunity to address these issues and explain why you are still a strong candidate for the position.

A Few Important Rules To Keep In Mind

• Address the cover letter to the specific hiring manager or recruiter if possible.
• Introduce yourself and mention the position you are applying for.
• Highlight your relevant experience and qualifications that make you a strong candidate for the role.
• Explain why you are interested in the company and how your skills align with its goals.
• Use specific examples to showcase your analytical skills, attention to detail, and ability to make informed investment decisions.
• Conclude by expressing your enthusiasm for the opportunity and your interest in further discussing how you can contribute to the company's success.
• End with a professional sign-off and your contact information.

What's The Best Structure For Investment Analyst Cover Letters?

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

Key Components For Investment Analyst Cover Letters:

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

Cover Letter Header

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

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

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

Cover Letter Greeting / Salutation

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

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

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

Cover Letter Introduction

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

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

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

Cover Letter Body

Dear Hiring Manager,

I am writing to express my interest in the Investment Analyst position at your company. With a strong background in finance, excellent analytical skills, and a proven track record of delivering insightful investment recommendations, I am confident in my ability to make a significant contribution to your team.

• Education: I hold a Bachelor's degree in Finance from XYZ University and have completed CFA Level II certification. My academic background has equipped me with a solid understanding of financial modeling, quantitative analysis, and valuation techniques.
• Experience: Over the past five years, I have honed my analytical skills while working as an Investment Analyst at ABC Capital. In this role, I conducted in-depth research on various industries and companies, assessed financial statements, and provided investment recommendations to portfolio managers. My ability to identify potential risks and opportunities has enabled me to contribute to the success of the firm's investment strategies.
• Skills: I possess advanced proficiency in Microsoft Excel and financial modeling software. Additionally, my strong communication and presentation skills have allowed me to effectively communicate complex financial concepts to both internal and external stakeholders.

I am excited about the opportunity to bring my expertise to your team and contribute to the success of your firm. Thank you for considering my application. I am looking forward to the possibility of discussing this exciting opportunity with you.

Complimentary Close

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

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

Common Mistakes to Avoid When Writing an Investment Analyst Cover Letter

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

• Don't make it too generic - Tailor your cover letter to the specific company and role you are applying for. Generic cover letters can come across as lazy and show a lack of genuine interest in the position.
• Avoid exaggerating your qualifications - While it's important to highlight your skills and experience, exaggerating or lying about your qualifications will likely come back to haunt you.
• Avoid being too long-winded - Keep your cover letter concise and to the point. Hiring managers don't have time to read a novel, so focus on highlighting your most important qualifications and accomplishments.
• Avoid using cliches and buzzwords - Phrases like "team player" and "results-driven" have become so overused that they hold little meaning. Instead, focus on providing specific examples of how you have demonstrated these qualities in your previous roles.
• Don't forget to proofread - Spelling and grammar errors can make a poor impression on hiring managers. Be sure to thoroughly proofread your cover letter before submitting it.

Key Takeaways For an Investment Analyst Cover Letter

• Proven ability to analyze financial statements and market data
• Experience in conducting detailed company and industry research
• Demonstrated track record of identifying investment opportunities and making informed recommendations
• Strong knowledge of financial modeling and valuation techniques
• Ability to communicate complex financial information clearly and effectively

Investment Analyst Cover Letter Example

Investment Analyst jobs are in high demand, and a well-written cover letter can help you stand out from the competition. Here is a high quality Investment Analyst cover letter that you can use as a blueprint to write your own.   As an Investment Analyst, your responsibilities involve evaluating investment opportunities, conducting research, and making investment recommendations.

Investment Analyst Cover Letter:

Dear Hiring Manager,

I am writing to express my interest in the Investment Analyst position at your esteemed organization. I am confident that my skills and experience make me a strong candidate for this role.

With a Bachelor’s degree in Finance and more than four years of experience in the investment industry, I have developed a comprehensive understanding of investment analysis, risk assessment, and portfolio management. In my previous role at XYZ Investments, I successfully conducted financial research, performed investment valuations, and generated reports to support decision-making processes. Furthermore, I have a solid knowledge of financial modeling and data analysis, utilizing various tools such as Excel and Bloomberg Terminal.

One of my notable achievements includes developing an investment strategy that resulted in a 20% growth in portfolio returns within six months. I have also consistently demonstrated exceptional attention to detail, ensuring accuracy in financial statements and valuations. Additionally, my strong analytical skills and the ability to identify investment opportunities have contributed to successful investment strategies and profitable outcomes for my clients.

Beyond my technical skills, I possess strong communication and interpersonal abilities. Throughout my career, I have effectively collaborated with diverse teams, including portfolio managers, research analysts, and senior executives. I am confident in my ability to deliver concise and compelling presentations to stakeholders, as well as build strong relationships with clients.

I am highly motivated and eager to contribute to your organization’s success. I believe my combination of analytical expertise, financial knowledge, and passion for investment analysis align well with the requirements of the Investment Analyst position. I am excited at the prospect of joining your dynamic team and contributing to the achievement of your investment goals.

Thank you for considering my application. I have attached my resume for your review. I would welcome the opportunity to discuss my qualifications further and learn more about the Investment Analyst role at your organization. Please feel free to contact me at [email protected] or (555) 123-4567.

Thank you for your time and consideration.

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Investment Analyst Cover Letter Example

Writing a cover letter can be an important step in the job application process. It is a chance to capture the attention of a potential employer and demonstrate how your qualifications and experience make you an ideal candidate for the role. With this in mind, it is important to craft a well-written cover letter to increase the chances of landing an interview. This guide will provide an overview of the key elements that should be included in an effective investment analyst cover letter, along with an example to help you get started.

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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Investment Analyst Cover Letter Sample

Dear [Name],

I am writing to apply for the position of Investment Analyst at [Company Name]. I am a highly motivated and experienced professional with a strong background in finance and investments.

I have a Bachelor of Business Administration with a major in accounting and a minor in finance from [University Name]. During my studies, I gained a comprehensive understanding of investments, financial markets, and financial analysis. I also had the opportunity to intern at a major investment bank, which gave me the opportunity to learn the fundamentals of the industry.

I am extremely proficient in financial analysis and market research. I have extensive knowledge of the investment market, and I am able to identify and evaluate potential investments with accuracy and precision. I am also experienced in portfolio management and monitoring, and I am proficient in the use of a wide range of software tools for financial analysis and investment research.

I am confident that I can bring my strong analytical, research, and problem- solving skills to your team. I am an enthusiastic and dedicated individual, and I am committed to ensuring the success of your investments.

Thank you for your consideration. I look forward to discussing my qualifications further in an interview.

Sincerely, [Your Name]

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What should a Investment Analyst cover letter include?

A successful Investment Analyst cover letter should include:

• A brief introduction that states your name and any relevant certifications or experience you have in the field.
• A concise summary of your qualifications and strengths as they relate to the Investment Analyst position you are applying for.
• A few sentences describing your career objectives and how the position can help you achieve them.
• A description of the skills and knowledge you possess that make you a great candidate for the position.
• A description of any unique experiences or achievements you have had related to the field.
• A professional closing that reiterates your interest in the position and encourages the recruiter to reach out with next steps.
• Contact information, including your full name, address, phone number, and email address.

Investment Analyst Cover Letter Writing Tips

Writing a great cover letter for an Investment Analyst role is a key step in your job search journey. A well- crafted cover letter can help you stand out from the competition and make it clear why you are the best candidate for the job. Here are some tips on writing an effective cover letter for an Investment Analyst role:

• Start off with a professional introduction. Introduce yourself and explain why you are the ideal candidate for the role.
• Showcase your skills and experience. Describe how your expertise and knowledge can help the company achieve its goals.
• Highlight your accomplishments. Showcase any awards or achievements that demonstrate your success in a similar role.
• Demonstrate enthusiasm. Show that you are passionate about the position and the company.
• Use a professional format. Follow a traditional cover letter format, with a clear and concise structure that is easy to read.
• Avoid errors. Proofread your cover letter carefully to ensure there are no mistakes or typos.
• Follow- up. Follow up with a call or email after submitting your application to demonstrate your interest.

By following these tips, you can write a compelling cover letter for an Investment Analyst role that will help you stand out from the competition.

Common mistakes to avoid when writing Investment Analyst Cover letter

Writing a cover letter for a job as an investment analyst can be overwhelming. You want to make sure that your letter highlights your relevant experience and sets you apart from other candidates. To ensure that your cover letter is effective, it’s important to avoid some common mistakes.

• Not Personalizing: When it comes to cover letter writing, you can’t afford to be generic. Make sure that you address the letter to the specific person or hiring manager who will be reading it.
• Not Highlighting Relevant Experience: Don’t simply list your job duties in a cover letter. Instead, include specific accomplishments that relate to the job at hand. Show that you’ve had success in similar roles, and include metrics or other quantifiable information to back that up.
• Not Showing Enthusiasm: Your cover letter should show that you’re genuinely interested in the job. Focus on the company’s mission and values, and explain why they’re meaningful to you.
• Not Proofreading: Before sending your cover letter, make sure that you read it over carefully. Check for spelling and grammar mistakes, and have someone else read it to make sure that it makes sense.
• Not Including a Call to Action: Make sure to end your cover letter with a call to action. For example, “I look forward to hearing from you to discuss this opportunity further.” This will show that you’re eager to move forward in the hiring process.

By avoiding these common mistakes when writing your investment analyst cover letter, you’ll be in a better position to land the job. Take the time to craft a compelling and personal letter that will make you stand out from other applicants.

Key takeaways

Writing an impressive cover letter for an Investment Analyst position is essential for making a good first impression and standing out from the competition. If you’re applying for such a role, here are some key takeaways for crafting an effective cover letter:

• Showcase your knowledge of the industry: Prospective employers will want to know that you have a sound knowledge of the financial services industry, so make sure you demonstrate this in your cover letter. Showcase your knowledge of the latest trends and recent developments in the sector, as well as any relevant experience you possess.
• Highlight your strengths: Your cover letter should present a positive overview of your skills and experience, so don’t be afraid to boast a little bit. Make sure to highlight any successes or accomplishments that demonstrate your potential value as an Investment Analyst.
• Demonstrate your understanding of the role: Show that you’ve done your research on the role and demonstrate an understanding of what is expected of an Investment Analyst. Make sure you include any specific qualifications or skills that make you an ideal candidate for the role.
• Use a professional tone: As Investment Analysts are typically involved in high- stakes decisions, employers will be looking for someone who can communicate their ideas in a professional and articulate manner. Make sure your cover letter reflects this.
• Demonstrate a passion for the sector: Show that you’re passionate about the financial sector and demonstrate why you’re the ideal candidate for the job. Employers want to know that you’re truly passionate about the role and will bring a lot of enthusiasm to the position.

Frequently Asked Questions

1. how do i write a cover letter for an investment analyst job with no experience.

Writing a cover letter for an Investment Analyst job without experience can seem daunting, but it doesn’t have to be. The key is to focus on the skills and qualities that you do have, even if they don’t directly relate to Investment Analyst work. Do some research into the company and the particular job posting, and tailor your cover letter to emphasize any applicable skills or qualifications you possess. Demonstrate your enthusiasm for the position and for the company itself. Showcase your communication and collaboration skills, as well as your ability to think analytically and solve problems. Highlight any volunteer or extracurricular activities you have taken part in and emphasize any relevant coursework. Lastly, offer to provide additional documentation or references if needed.

2. How do I write a cover letter for an Investment Analyst job experience?

When writing a cover letter for an Investment Analyst job with experience, you should emphasize the skills and qualifications you have that directly relate to the job. Demonstrate your knowledge of financial concepts and quantitative analysis, and highlight any successes you have had in previous Investment Analyst roles. Talk about how your experience has enabled you to take on more complex tasks, and showcase your ability to think analytically and solve problems. Showcase any certifications or other professional development you have completed, and any relevant volunteer or extracurricular activities. Lastly, be sure to mention any awards or accolades you have received throughout your career.

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

When highlighting your accomplishments in your Investment Analyst cover letter, the key is to focus on your achievements that are relevant to the position. Talk about any successful projects you have been involved in, and any successes you have had analyzing financial data. Mention any certifications or other professional development activities you have taken part in , such as completing a CFA program or other training courses. Demonstrate your knowledge of the investment industry – talk about the latest trends or news that you are aware of that relates to the role or the industry in general. Finally, be sure to emphasize your strong communication and interpersonal skills – both of which are essential for success in the role.

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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5 Financial Analyst Cover Letter Examples Made for 2024

• Financial Analyst Cover Letter
• Financial Analyst Cover Letters by Experience
• Financial Analyst Cover Letters by Role
• Write Your Financial Analyst Cover Letter

When companies need to optimize their financial processes, they know they can turn to pros like you to get the job done right. You get financial data reviewed, make impactful recommendations, and create effective reports while on the job. 

Have you put the same level of analysis into writing a cover letter to make a great first impression on hiring managers?

Since you will significantly impact a company’s bottom line, hiring managers will exhibit rigorous selectiveness. Complement your financial analyst resume and optimize for success with our financial analyst cover letter examples that have helped plenty of finance professionals land their ideal jobs. Enhance your application further by leveraging our free cover letter generator .

Financial Analyst Cover Letter Example

USE THIS TEMPLATE

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Copy this text for your financial analyst cover letter!

123 Fictional Avenue Detroit, MI 48127 (123) 456-7890

August 30, 2023

Mason Martinez Comerica Bank 123 Fictional Lance Detroit, MI 48127

Dear Mr. Martinez:

Going through financial documents to make sense of figures and diagrams has always fascinated me. I studied finance out of this fascination which has over time turned into a passion. With years of honing my skills and acquiring niche experience, I see myself fit to be a valuable asset as a financial analyst at Comerica Bank.

My expertise in performing sensitivity analyses and stress tests enabled me to contribute to prudent investment decision-making processes at Fast Financial Solutions. Additionally, my proficiency in utilizing various financial software and tools, including Oracle NetSuite, further enhanced my ability to provide data-driven insights which expanded the company’s investment portfolio by 27%.

One of my key strengths lies in Investment Analysis to identify growth prospects and investment opportunities. At Liberty Bank, I utilized both fundamental and technical analysis techniques to evaluate potential investments and proposed an opportunity that saw the bank’s annual revenue grow by 33%.

I am impressed by Comerica Bank’s reputation for excellence, commitment to innovation, and dedication to employee growth and development. I am excited about the opportunity to contribute to the bank’s continued success. Thank you for considering my application. I look forward to the opportunity to discuss further how my experience and capabilities align with Comerica Bank’s requirements.

Sophia Pappas

Enclosures: Resume Application 2 letters of recommendation Transcript

Why this cover letter works

• Therefore showing how, through your business acumen in your financial analyst cover letter, you moved pieces to increase annual revenue should make a great impression on recruiters.

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Financial Analyst Internship Cover Letter Example

Copy this text for your financial analyst internship cover letter!

123 Fictional Avenue Jacksonville, FL 32201 (123) 456-7890

Emma Jones Florida Blue 123 Fictional Lane Jacksonville, FL 32201

Dear Ms. Jones,

Through my academic pursuits and previous experiences, I have honed my abilities in data analysis and Excel, and I am excited to apply these skills to a real-world setting as a financial analyst intern at Florida Blue.

During my coursework, I have consistently demonstrated an exceptional understanding of data analysis methodologies, and I have utilized various statistical tools and techniques to draw meaningful insights from complex datasets. My proficiency in Excel and other data analysis software allows me to handle large datasets efficiently and derive actionable conclusions.

Additionally, I have been closely following market trends and financial news to stay abreast of economic developments and industry shifts. My analytical mindset and ability to interpret market data will enable me to make informed and strategic recommendations to support Florida Blue’s financial decision-making process.

Florida Blue’s commitment to excellence and innovation aligns perfectly with my career aspirations, and I am confident that an internship with your organization would be an invaluable opportunity to grow both personally and professionally.

Thank you for considering my application. I have attached my resume for your review, which further outlines my academic achievements, and relevant projects. I would be thrilled to discuss how my skills can be of value to Florida Blue during an interview.

Hiroshi Tanaka

• Also, show how you used those skills to complete practical projects that earned recommendations from your professor.

Entry-level Financial Analyst Cover Letter Example

Copy this text for your entry-level financial analyst cover letter!

123 Fictional Avenue Los Angeles, CA 90001 (123) 456-7890

Ethan Taylor Bank of America 123 Fictional Lane Los Angeles, CA 90001

Dear Mr. Taylor:

I have always wanted to make a positive impact in other peoples’ lives through my career. When I first learned of Bank of America’s mission of helping to make financial lives better by connecting global clients to the resources they need, I knew my passion and skill sets would fit in as an entry-level financial assistant.

I possess a solid grasp of financial modeling techniques and have honed my abilities using various software, including Excel and financial management systems. My coursework and personal projects have enabled me to build complex financial models for valuation, risk analysis, and performance evaluation. I have also acquired the skills to analyze financial data and interpret results accurately. I am well-versed in creating detailed financial reports, presenting key findings to stakeholders, and recommending strategic actions based on financial insights.

Through academic projects and internships, I have developed proficiency in budgeting and forecasting processes. I understand the importance of accurate financial projections in aiding decision-making and resource allocation.

In addition to my technical expertise, I possess strong analytical and problem-solving abilities, effective communication skills, and a collaborative mindset. I am a quick learner, adaptable, and I thrive in fast-paced environments.

Bank of America’s commitment to excellence, innovation, and serving its clients aligns perfectly with my own values and aspirations. I am excited about the opportunity to contribute to the success of your esteemed institution and grow both personally and professionally with Bank of America. Thank you for considering my application. I am eager to discuss further how my skills and enthusiasm can add value to your team.

Thiago Silva

• For instance, highlight your analytical and problem-solving abilities, communication skills, and collaborative mindset in your entry-level financial analyst cover letter.

Senior Financial Analyst Cover Letter Example

123 Fictional Avenue Oklahoma City, OK 73101 (123) 456-7890

June 29, 2023

Benjamin Moore Devon Energy Corporation 123 Fictional Lane Oklahoma City, OK 73101

Dear Mr. Moore:

My fascination with Salesforce began as I delved into its prestigious standing in the realm of cloud technology. The company’s esteemed reputation for exceptional performance in financial analytics and strategic foresight is truly motivating. It is with great enthusiasm that I aim to contribute my deep-rooted experience in these disciplines to your team in the capacity of a senior financial analyst. Armed with an extensive track record of dissecting intricate financial data and crafting actionable plans, I’m poised to contribute to Salesforce’s ambitions and triumphs.

At Crescent Bank, my initiative in undertaking due diligence for a $5.4 billion joint venture was instrumental in identifying pivotal risk components and predicting the venture’s financial prospects. By constructing sophisticated financial models using SQL, Excel, and bespoke systems, I generated influential insights that propelled financial optimization, achieving high satisfaction levels among my team.

My tenure at Acme Investments was marked by enhancements in financial efficiency, where I streamlined the spend analysis procedure, elevating its precision by 26% and expediting the availability of data. My dedicated efforts in analyzing debt and market share not only provided a 14% increase in market share but also propelled revenues by $97,092.

The prospect of lending my expertise to Salesforce, contributing to its celebrated success, is thrilling. Thank you for considering my candidacy for this exciting opportunity. I’m keen on discussing how my extensive background and skills could meet Salesforce’s needs.

Thank you for considering my application.

• Make sure you don’t fall into the trap of a bland “To Whom It May Concern,” “Dear Sir or Madam,” or “Dear Hiring Manager”—chances are, you’ll just blend in with the rest. Instead, get personal and kick off with a “Dear Ms. Stewart” for a much-needed jolt of familiarity and connection.

International Financial Analyst Cover Letter Example

I’ve been keenly watching Devon Energy Corporation carve its path as a forerunner in the sphere of global energy solutions while also leading the charge in sustainability efforts. Such strides inspire me profoundly, and I’m eager to lend my expertise to your esteemed team in the capacity of an international financial analyst. Equipped with a solid grounding in financial analysis coupled with keen perceptions of the global market landscape, I stand ready to make a defining impact in realizing your strategic visions.

At Chesapeake Energy, I was at the helm of a transformative project that overhauled our financial reporting processes across multiple continents, slashing approximately 18 hours of manual work each month and elevating data accuracy by an impressive 47%. This initiative did not just translate into considerable financial efficiencies; it also turbocharged our decision-making capabilities, evidencing my proficiency in expertly managing complex international financial systems with finesse.

I took the reins in conducting a rigorous market exploration aimed at pinpointing lucrative investment prospects within emerging economies, achieving a 26% uptick in Return on Investment (ROI). This success stemmed from scrupulous financial modeling and advanced risk assessment methodologies. The intelligence gathered proved crucial in shaping our worldwide investment policies.

My background showcases a documented history of distinction in international financial analysis, with a deep-seated grasp of the intricate forces at play in the energy domain. I believe my expertise aligns seamlessly with the role at Devon Energy and I am enthusiastic to explore how my track record and skillset might drive your organizational goals onward. Thank you for considering my application.

• Don’t get into the groove of skimming over job descriptions; read every word (even when it feels like a chore) to identify keywords the potential employer seems to value, such as “financial modeling”, and then sprinkle them around your international financial analyst cover letter.

Related cover letter examples

• Account Manager
• Administrative Assistant
• Entry Level

How to Write an Impactful Financial Analyst Cover Letter

When analyzing the financial books, you’d want to make recommendations on aspects like pricing structures and cost-saving measures that are relevant to each company’s needs. You should have a similar mindset when crafting your financial analyst cover letter. Everything should be tailored around what the company is looking for in the job description . 

For instance, a company that wants help creating visual data models may appreciate your skills in Tableau or Microsoft Power BI to help formulate visuals that are easy to understand and implement for anyone.

Writing a successful greeting and intro for your financial analyst cover letter

When working with new clients or department leaders, you’d want to learn their names to get off to a good working relationship before digging into the financial books. The same is true for your cover letter. Use your analytical abilities to try to locate the name of a specific hiring manager in the job description or on the company website that you can use in the greeting. 

In the opening paragraph, you should relate to the company’s mission or financial processes to show how you’ll fit in with their culture. For instance, a tech-focused company emphasizing team culture may appreciate you explaining how you’ll implement a streamlined financial approach into their modern team environment. 

What you shouldn’t do is sound overly generic, like the example below. It sounds like the applicant could be applying to any financial analyst position. 

Feels too generic! 

I’m excited to be applying to your financial analyst job opening. With seven years of experience in the financial field, I’m confident I’ll be able to handle all your needs. 

Instead, go with an opener like the one below. It shows that the candidate has a genuine passion for Bank of America’s mission to connect clients to financial resources while using their financial analysis skills. 

A genuine opener that makes a connection! 

Dear Mr. Taylor,

I have always wanted to make a positive impact in other peoples’ lives through my career. When I first learned of Bank of America’s mission of helping to make financial lives better by connecting global clients to the resources they need, I knew my passion and skill sets would fit in as an entry-level financial assistant.

Write an effective financial analyst cover letter body

When making financial recommendations to company leaders, you probably put a lot of data and evidence in the middle of the documentation you give them. You want to take a similar approach in the body of your financial analyst cover letter. 

Ideally, you should include metrics showing your achievements in past positions. For instance, you could explain how your cost-saving measures helped improve net profit margins or debt-to-equity ratios. 

If you don’t have much work experience , you could also talk about how your education in finance, accounting, or other related fields has equipped you for the role. For instance, you could discuss how your courses teaching financial modeling equipped you to make income projections 57% more accurately. 

A great body paragraph showcasing a relevant impact! 

One of my key strengths lies in Investment Analysis to identify growth prospects and investment opportunities. At Liberty Bank, I utilized both fundamental and technical analysis techniques to evaluate potential investments and proposed an opportunity that saw the bank’s annual revenue grow by 33%.

Create a well-rounded closer for your financial analyst cover letter

To start your closer, recap some key points you covered about how your skills, like data modeling or risk management analysis, fit in with the company’s mission.

For instance, you could say how you want to use risk management analysis to help an education-based company make informed decisions so they can continue bringing excellent learning resources to consumers. 

It’s also best practice to say thank you and use a light call to action like you would when you want decision-makers to follow through on a new process improvement measure you introduced. 

The closer below is a good start, but it doesn’t quite hit the mark since it lacks a call to action, any specifics about the company’s mission, or the skills the applicant brings as a financial analyst. 

Needs to get more specific! 

With my deep passion for this company’s mission, I would be delighted to use my analytical skills to help you achieve your goals. Thank you for considering me for the position. 

Steve Williams 

Aim to write a closer like the one below that shows a true passion for Comerica Bank’s commitment to innovation and excellence in the financial industry. 

A closer that makes a great connection! 

If you’ve reviewed the company website, job description , and social media like LinkedIn and still can’t find the name of a specific hiring manager, you can simply lead with “Dear [name of company] hiring staff.” Just make sure your cover letter connects with how your essential skills , like budget management, fit in with the company’s needs and mission to make a sound connection. 

Your cover letter should be one page long. You want to keep it concise and relevant to the company’s primary needs, like process improvement or reducing resource costs. 

While you can keep a similar structure each time, the specifics should always be customized for each financial analyst job you apply to. It’ll help you relate better to company needs like forecasting or risk management, which will differ depending on the industry. 

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How to Write a Financial Analyst Cover Letter

Finance is a highly competitive field, so chances are that analyst job hunters will be swimming in an application pool of seriously high-caliber candidates. So how do you position yourself for the best chance of landing that interview? It all begins with the cover letter . No résumé is complete without one, and a good cover letter (in any industry) can mean the difference between getting the job and remaining in the unemployment line.

Potential employers want to know you're truly interested to work for them, so generic letters and "cookie cutter" templates are a sure way to land your application in the nearest trash can. To secure a job in finance, serious candidates need a dynamic cover letter to grab the hiring manager's attention. What you reveal here (or fail to) can make or break your first impression. In fact, if a letter doesn't hit enough employer "sweet spots," your potential boss might never get to the next page.

So what makes a powerful cover letter that sets you apart from the finance pack?

1. Do Your Homework

Identify which specific individual the application is addressed to. Generic greetings such as "To Whom It May Concern" and "Dear Hiring Manager" will get you off to a less than impressive start. Not only does including a point of contact add a personal touch, it shows you cared enough to find out which person is hiring. All it generally takes is a quick phone call or email, so there's no excuse not to try to get a real name. Another caution: Never send out the same letter to apply for multiple positions within the same company, as this will only reveal a distinct lack of genuine interest in any of the positions. 

2. Customize the Content

Personalizing extends to the entire content of the cover letter. Tailor your letter to the needs of the employer, referring specifically to how you fit the criteria listed in the job advertisement. Why will the firm be better off by having you onboard? Mention specific skills and illuminate your achievements in the context of the role for which you’re applying. Focus on those skills, accomplishments and job experiences that relate to demands of the position.

The financial analyst job generally involves gathering data, tracking news, doing financial modeling , and learning in-depth about specific businesses or industries. Your skill with spreadsheets will likely be relevant, as will your knowledge of macro and microeconomics and relevant software. Without violating employer confidentiality, provide as much detail as you can about your relevant accomplishments in previous jobs or internships.

3. Watch Your Language

Use keywords and industry-relevant terminology in order to satisfy database filters with keyword density, and to demonstrate to human reviewers that you're well-versed in the necessary lingo. Don't forget to check your grammar. Finance might be a numbers-driven industry, but that doesn't excuse spelling mistakes or grammatical errors. Such typos make you look lazy and careless. The last impression you want to make if managing figures is the name of the game. It's always harder to spot your own mistakes, so consider getting a friend with good proofreading skills to review your application letter. 

Letters should take a formal, business-like tone. Terms like "good communicator," "hard working," "perfectionist," "loyal" and "team player" are cover letter favorites from way back. They're also job-hunting clichés. Don't include attributes simply because you think they should be there. A more compelling way to attest to your character is to include a testimonial from a third party. For instance, an excerpt from a performance review or LinkedIn endorsement will look more authentic and believable.

4. Shape Your Case

A cover letter is intended to complement the résumé that follows, not repeat its content. Build your case for yourself in three to four paragraphs and never let the letter run more than one page.

• Lead with a defining, high-impact statement that captures your core competencies and depth of experience in financial analysis . Follow up with specific examples.
• While you don’t have to be a graphic designer, don't bury your best points in boring square blocks of text. For instance, rather than explaining your accomplishments, list them as concise bullet points, or interpret an achievement in some relevant visual representation, such as a graph.
• End with a summary statement of why you and your skills are a strong match for the job and your hope that you can move swiftly to the next steps of the hiring process. As discussed above, be sure to use the right keywords in case your letter is scanned by computer before any human ever gets to read it.

See how the bullet points helped this section? That's what you're after.

If you're not sure how to format a business letter, there are numerous templates available online to help you with spacing and punctuation. Use them for reference, but write a letter that's specific to the company and the opportunity.

5. Follow Up

There's no point sending an application into the HR abyss and simply wishing that someone will respond. If you really want that job, go after it. Follow up directly with the hiring manager or designated contact to demonstrate you mean business. Unless an employer has specified otherwise, check in with the original recipient via a phone call or email within five to 10 days of applying to express your continued interest in the job. It may just put you at an advantage.

The Bottom Line

Making a great first impression begins with a well-crafted cover letter that grabs the recruiter's attention. Think of it as a personal marketing tool that showcases your best assets. Do your homework on the company, customize content, triple check for typos, think visually, avoid clichés — and always follow up.

A polished cover letter — and résumé to match — will set you apart from the competition and help get your foot in the interview door.

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Investment Analyst Cover Letter Examples

A great investment analyst 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 investment analyst cover letter example can give you some ideas on how to write your own letter.

or download as PDF

Cover Letter Example (Text)

Charisse Krzyzanowski

(214) 026-2826

[email protected]

Dear Markeria Poulakis,

I am writing to express my interest in the Investment Analyst position at Goldman Sachs, as advertised on your company website. With a solid foundation of five years of experience at J.P. Morgan and a dedicated approach to financial analysis and investment strategy, I am excited about the opportunity to contribute to the dynamic team at Goldman Sachs.

During my tenure at J.P. Morgan, I honed my analytical skills, specializing in identifying and evaluating investment opportunities that align with client goals and risk profiles. My role required a deep understanding of market trends, financial statement analysis, and the ability to translate complex data into actionable insights. This experience has equipped me with the knowledge and expertise to effectively assess investment risks and returns, ensuring that portfolios are well-positioned to capitalize on market opportunities while mitigating potential downsides.

My commitment to excellence is demonstrated through a consistent track record of delivering comprehensive analysis and recommendations that have materially contributed to the success of client portfolios. I have developed a reputation for my meticulous attention to detail, quantitative acumen, and the ability to present complex information in a clear and concise manner. These skills, combined with my proactive approach to staying ahead of industry developments, have allowed me to effectively collaborate with cross-functional teams to drive investment decisions and achieve superior results.

Joining Goldman Sachs represents an exciting next step in my career, where I am eager to bring my expertise to a firm renowned for its leadership in the financial industry. I am particularly drawn to the innovative culture at Goldman Sachs and the commitment to providing clients with strategic advice and solutions that are at the forefront of financial services.

I am confident that my background and skills make me a strong fit for the Investment Analyst role, and I am enthusiastic about the opportunity to contribute to your team's success. I look forward to the possibility of discussing how my experience and vision can align with the goals of Goldman Sachs.

Thank you for considering my application. I am hopeful for the opportunity to engage in further discussions about how I can contribute to the continued excellence and leadership of your team.

Warm regards,

Related Cover Letter Examples

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Investment Analyst

Investment Analyst Cover Letter

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How to create a good cover letter for an investment analyst: free tips and tricks

Writing a job-winning letter for a resume follows certain rules. It should be short, simple, formatted according to a business letter style, and match your qualifications to the job description. However, there are many important nuances you need to know if you want to get your resume read and your personal interviewed. Read the following six recommendations and you’ll find out why you should personalize a generic text and how to sound genuine. For more detail, see the investment analyst cover letter example below.

Start by digging up as much information on the company as possible. You need to know the names of key figures (the recruiter, employer, department heads, etc.), major projects, turnover, budgets, etc.

Don’t hide behind generic phrases. Better to skip writing your letter altogether than to email a placid and uninspired piece of writing. Punch your descriptions with specificity.

Find out keywords necessary for this position. Study carefully the job posting. Hiring specialists are usually straightforward about skills and competencies you should have for the role. If you have them, mention exactly the way they use it.

Don’t lie though. If you lack experience or come from a different industry, it won’t help you if you make up your accomplishments right on the spot. The recruiter / employer will find it out during the interview or background check.

Sound genuine. It’s always great to get a glimpse of personality through formal style writing. We’re not referring to slang or jokes. However, the examples you choose to use and the way you tell your story tells a lot about you as a person.

Don’t echo your resume. Recruiters appreciate when they can read new information about you. Fill in the gaps your resume might have. Explain a gap year between the latest two jobs. Highlight your relevant personal traits.

Sample cover letter for an investment analyst position

The most effective way to digest the tips is to see their practical application. We have used all the important tips of the above units into a single an investment analyst cover letter sample to demonstrate a winning document that can be created in GetCoverLetter editor.

Dear Jaden, I'm applying to the Investment Analyst position at “Cambridge Analytica,” I am confident that you can make a good use of my competencies in this role.

With over four years as an investment analyst at Prompt Bank International, I researched the real estate market and made informed recommendations based on my analysis of company accounts and a profit-loss ratio.

I am excited about this job opening at “Cambridge Analytica” because I have wanted to work there for a long time due to the company’s immaculate record of investment portfolio. Interestingly, my passion for financial analysis and financial modeling is a great addition to my 4+ years of experience in stocks and real estate markets. An advanced knowledge of Mandarin and Spanish allows me to work with international clients too.

My resume further enlists my professional accomplishments. As for personal traits, I am ambitious and perform well in the stressful environment.

I am happy to discuss how I will carry out investment analysis to satisfy Cambridge Analytica’s clients.

Sincerely, Tabby.

This example is not commercial and has a demonstrative function only. If you need unique Cover Letter please proceed to our editor.

Do not waste on doubts the time that you can spend on composing your document.

How to save time on creating your cover letter for an investment analyst

Our Get Cover Letter editor will help you make the process easy and fast. How it works:

Fill in a simple questionnaire to provide the needed information about yourself.

Choose the design of your cover letter.

Print, email, or download your cover letter in PDF format.

Why the Get Cover Letter is the best solution

The GetCoverLetter editor is open to any goals of applicants. Whether it be a presentation of a craft professional with a great list of achievements or even an investment analyst without experience. Rest assured, the opportunities are equal for all the candidates.

Our writers use phrases that help you make a good impression on the recruiter. These expressions are suitable for both professionals and entry level.

Thanks to our many set layouts we give you the perfect option to choose and try them out.

You have the freedom to add and subtract info from your document with your previous experience or any skills using our online document creator.

How come you still haven’t started working on a cover letter?

Templates of the best an investment analyst cover letter designs

Any example of the document for an investment analyst has a precise design per the requirements of the company or the general rules of business correspondence. In any case, the selection of templates in our editor will meet any expectations.

Or choose any other template from our template gallery

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“When I saw the document that the Editor pulled up for me, I liked the strength they mentioned and overall the way I was portrayed as a specialist.”

Frequently Asked Questions

The more unique the knowledge you get, the more space for new questions. Do not be affraid to miss some aspects of creating your excellent cover letter. Here we took into account the most popular doubts to save your time and arm you with basic information.

• What should my an investment analyst cover letter contain? The main purpose of a cover letter is to introduce yourself, mention the job you’re applying for, show that your skills and experience match the needed skills and experience for the job.
• How to properly introduce yourself in a cover letter? Greet the correct person to which your cover is intended for. Introduce yourself with enthusiasm.
• How many pages should my cover letter be? Your cover letter should only be a half a page to one full page. Your cover letter should be divided into three or four short paragraphs.
• Don't focus on yourself too much
• Don't share all the details of every job you've had
• Don't write a novel

You have finished your acquaintance with valuable tips and tricks. Now is the time to create your own perfect cover letter.

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14 investment banking analyst cover letters.

Approved by real hiring managers, these Investment Banking Analyst cover letters have been proven to get people hired in 2024. A hiring manager explains why.

Table of contents

• Investment Banking Analyst
• Senior Investment Banking Analyst
• Mergers & Acquisitions Analyst
• Investment Banking Summer Analyst
• Investment Banking Associate
• Mergers and Acquisitions Analyst
• Alternative introductions for your cover letter
• Investment Banking Analyst resume examples

Investment Banking Analyst Cover Letter Example

Why this cover letter works in 2024, hands-on experience in finance.

Highlighting the hands-on experience gained during the internship shows the candidate's ability to apply their knowledge in a real-world setting. This is a valuable selling point for job seekers.

Quantifiable Accomplishment

Using specific numbers to quantify an accomplishment demonstrates the candidate's impact in their previous role. This can help hiring managers gauge the potential value the candidate can bring to their company.

Leadership Experience

Showing leadership experience in a team setting, even in an academic context, demonstrates the candidate's ability to work well with others and take charge when needed. This is an important quality for any role.

Genuine Excitement for the Role

Expressing genuine excitement for the role and company shows that the candidate is passionate about the job and not merely applying to any company. This can help the candidate stand out among other applicants.

Highlight your proven track record

When you mention the size of the portfolio you've managed and the improvement you've achieved, you are painting a picture of your capabilities. These concrete details reassure me that you've been successful in a similar role and that you know how to deliver results. It's particularly relevant for an Investment Banking Analyst role where portfolio management and performance improvement are key responsibilities.

Show off your specific skills

Identifying promising investment opportunities and providing detailed financial analysis are valuable skills in investment banking. By sharing that you've been recognized for these specific skills, you're telling me that you understand what's important in this line of work and that you excel at it. It's insights like these that make me want to learn more about you.

Align your goals with the company's mission

Injecting a healthy dose of your personal aspirations that align with the company's vision could be a winning strategy. You're not just talking about how great the company is, but you're emphasising your intent to contribute to their mission. This shows the hiring team that you've researched their values and you're invested in their cause.

Showcase your market knowledge

In a field like investment banking, having a solid grip on market trends is a valuable asset. When you show that you've honed skills that align with the company's strategic objectives, it implies your readiness to add value from day one. Be sure to highlight this in your cover letter.

Present a holistic skill set

When you talk about the different skills you've gained from past experiences, you show your versatility. Mentioning not only your technical skills but also your strategic insight shows you're a well-rounded candidate who can handle the multi-faceted aspects of the role.

Express your excitement about the role

Don't shy away from expressing your excitement about the job. It's not just about ticking off the job requirements, but demonstrating your enthusiasm to be a part of the team. This kind of genuine interest can help establish a personal connection with the hiring team.

Show your early interest in investment banking

Telling a story about how you first discovered investment banking makes your passion seem genuine and long-standing.

Connect your application to the firm's reputation

Mentioning why you're applying to this specific firm highlights you've done your homework and understand what makes the firm unique.

Detail your relevant experience

Describing specific experiences shows you have the practical skills needed for an investment banking analyst position.

Demonstrate readiness to contribute from day one

By linking your past experiences and coursework to the job, you illustrate you can start making valuable contributions immediately.

Express enthusiasm for the role

Showing excitement about the opportunity to join the firm emphasizes your eagerness and commitment to the position.

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Connect childhood interests to career goals

Starting with a personal story about how your childhood interests led to your career choice makes your cover letter memorable and shows a lifelong passion.

Demonstrate impact through internship experience

Describing how you made a tangible impact during your internship, such as identifying significant synergies, shows measurable achievements.

Illustrate efficiency and problem-solving skills

Sharing how you automated tasks to save time highlights your initiative to find solutions and improve efficiency.

Emphasize analytical skills and work ethic

Stressing your strong analytical skills and dedication demonstrates you have the right attitude and skill set for the dynamic field of investment banking.

End on a note of gratitude and eagerness

Thanking the reader and expressing eagerness to contribute to their success leaves a positive last impression.

Show your passion for finance

When you talk about your long-time interest in finance and the company's values, it shows you care about more than just a job.

Highlight your analytical skills

Mentioning your background in financial analysis and model building proves you have the hands-on skills needed for investment banking.

Demonstrate teamwork in investment clubs

Being active in an investment club not only showcases your analytical abilities but also your skill in working with others towards common goals.

Express excitement for the company culture

Explaining why the company's culture excites you makes it clear you're looking for a place where you can grow and contribute significantly.

End with a strong call to action

Asking for an opportunity to discuss how you can contribute shows initiative and a readiness to add value to their team.

Senior Investment Banking Analyst Cover Letter Example

Share your leadership and achievements.

Leading a team and growing a large portfolio shows me you're not just a contributor but a leader who can deliver. Furthermore, it demonstrates your ability to handle responsibility, which is a key attribute for a Senior Investment Banking Analyst. By stating your achievements, you're showing me your potential impact on our firm.

Connect experiences with required skills

Your experiences have honed your leadership skills and deepened your understanding of investment strategy and risk management – great! These are vital for a Senior Investment Banking Analyst role. By making this connection, you're telling me that not only do you have the right experience, but you've also gained the important skills needed for the job. That's a double win.

Mergers & Acquisitions Analyst Cover Letter Example

Express your ambition.

Expressing a strong desire to make an impact in the company shows you're not just looking for any job. It shows you're driven by purpose and have a clear vision of your future with the company. This can make you a more memorable candidate.

Highlight your strategic thinking

Highlighting your ability to see beyond the numbers and understand the bigger picture shows not just your technical skills, but your strategic thinking. In M&A, where evaluations and deal-making require a delicate balance of numbers and intuition, this is a crucial capability to emphasise.

Showcase your diverse experience

By detailing your experiences and skills from different roles, you show your adaptability and versatility, which are highly valued in the fast-paced world of M&A. It paints a picture of a well-rounded candidate with a wealth of expertise to bring to the role.

State your eagerness for the role

Stating your excitement about being a part of a leading team shows that you're not just in it for the job title; you genuinely value the opportunity to contribute to a high-performing team. This shows your willingness to go beyond the bare minimum and strive for excellence.

Investment Banking Summer Analyst Cover Letter Example

Share your lifelong passion for finance.

Talking about your early interest in finance helps to show your dedication and natural inclination towards the industry.

Highlight your investment banking skill set

Outlining the skills you've developed through coursework and extracurricular activities proves you have a strong foundation for success in investment banking.

Showcase leadership and financial management experience

Detailing your experience as a treasurer demonstrates your ability to lead and manage finances, both critical skills in investment banking.

Emphasize your eagerness to learn and contribute

Expressing excitement to learn from professionals at the firm shows you're not just looking for any job, but an opportunity to grow and make a difference.

Politely request further discussion

Ending your cover letter by thanking the employer for their consideration and seeking an opportunity to discuss your application further is a polite and professional way to close.

Connect your passion to the role

When you share a personal story about your excitement for the industry, it shows you're not just looking for any job – you're chasing a dream. This makes your application memorable.

Highlight your academic foundation

Pointing out your relevant major establishes a solid base, signaling that you've invested time in preparing yourself academically for the challenges of investment banking.

Show your direct impact

Mentioning how your work saved money demonstrates not just your ability to do the job, but to do it in a way that benefits your employer significantly.

Express eagerness to grow and contribute

Stating your desire to learn and add value reflects a growth mindset, which is highly attractive to employers looking for team members who will evolve and help the company advance.

Starting your cover letter with a story about how you got interested in investment banking makes your application memorable and personal.

Quantify your internship experience

Talking about specific projects and their scale demonstrates your capability to handle significant responsibilities and contribute to big deals.

Link leadership skills to banking

Describing your entrepreneurial experience highlights your leadership skills and how they can be an asset in a team-oriented and high-stakes environment.

Highlight your match with the firm's client focus

Showing your interest in the firm's specific approach to client management indicates you've done your homework and see where you can fit in.

Invite further discussion on your passion and dedication

Ending your cover letter by expressing your desire to contribute to the team's success leaves a lasting impression of your commitment.

Investment Banking Associate Cover Letter Example

Share your "aha" moment.

Talking about the moment you discovered your career path can make your cover letter more engaging. It shows me you have genuine passion.

Highlight specific investment banking skills

Detailing your experience with high-profile deals and technical skills like financial modeling tells me exactly what you bring to the table.

Show leadership and innovation in investment banking

When you talk about leading and improving processes, it paints a picture of you as a proactive and leadership-ready candidate.

Express eagerness for more responsibility

Mentioning your excitement for leading deal teams shows me you're ready to step up and tackle bigger challenges.

Polite closing with a forward look

A thank you note and an expression of looking forward to discussing your role further is a courteous and professional way to end your cover letter.

Show your real interest in investment banking

When you talk about how your interest started, it makes me see your passion. It's good to know you didn't just fall into this field; you chose it.

Highlight your big achievements

Talking about a specific deal, especially one as big as a $750 million transaction, shows you can handle big tasks. This is what we need in our investment banking associates.

Show how you solve problems

Describing your ability to find new ways to solve hard problems tells me you're not just good with numbers but also with thinking outside the box. This skill is important for creating deals that work for everyone.

Express excitement for the job

When you say you're excited to join our team, it makes me believe you'll bring good energy to the job. This enthusiasm can be contagious and drive the team to success.

Asking for an interview in a respectful way shows you're serious about wanting to join us. It also tells me you're ready to talk more about how you can help our investment banking team win.

Mergers and Acquisitions Analyst Cover Letter Example

Use personal anecdotes to engage.

Opening with a relatable story about your early negotiation skills draws the reader in, making your cover letter stand out by injecting personality and demonstrating an innate talent for the field.

Detail specific achievements

By highlighting a particular success story, you showcase your ability to identify and act on critical details others might miss, proving your value as a meticulous and strategic thinker.

Improve internal processes

Creating a new template that becomes a standard shows initiative and a knack for enhancing efficiency, traits that are invaluable in the fast-moving world of M&A.

Match your skills to the job's demands

Outlining how your traits fit the role's requirements demonstrates that you've researched the position and understand what it takes to succeed, making it easier for the hiring manager to envision you in the role.

Express genuine interest in the role

Conveying enthusiasm about the opportunity to contribute to the company's objectives indicates that you're not just looking for any position, but you're specifically interested in what this role and company have to offer.

Alternative Introductions

If you're struggling to start your cover letter, here are 6 different variations that have worked for others, along with why they worked. Use them as inspiration for your introductory paragraph.

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Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.

Investment Analyst Cover Letter Example

Your cover letter should demonstrate to the employer how you will benefit the company’s success. Therefore you must target the company’s needs by researching more about the company. Your Investment Analyst Cover Letter must present your expertise and job interest in the right tone. Our Investment Analyst Cover Letter Sample shown below is well-customized with field-specific skills and a keen interest in joining the firm.

An Investment Analyst is a skilled professional who possesses in-depth knowledge about investment plans. His responsibilities may vary from organization to organization, but one of his major duties is to conduct research and guide the clients over the best investment options.

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What to Include in a Investment Analyst Cover Letter?

Roles and responsibilities.

A few of the substantial job responsibilities of an Investment Analyst are mentioned below:

• Assess and evaluate the recent market trends and other financial factors.
• Determine the suitable investment option for the clients that satisfy the requirements of the clients.
• Analyze the financial status of the clients.
• Keep a tab on newly launched investment products in the market.
• Comply with the accepted standards of working.
• Devise appropriate financial models for the clients.
• Develop comprehensive reports for the clients’ review and approval.
• Provide assistance with the completion of the necessary paperwork.

Education & Skills

Investment analyst skills:.

• Extensive research skills to collect the relevant information on the new and existing ventures.
• Excellent analytical skills for determining the best and effective investment options for the clients.
• Ability to stay up-to-date with the latest revisions made in the investment field.
• Outstanding communication skills to clearly convey pertinent information to the clients.
• Great writing skills for developing written reports for the review of the clients and the management.
• Incredible comprehension ability to thoroughly understand the requirements of the clients.

Investment Analyst Educational Requirements:

• Bachelor’s degree in accounting, finance, or a closely related stream.
• A Master’s degree in economics or finance is highly desired.
• Prior experience of at least 2-3 years in a similar job role.
• Proven background in managing investment portfolios.
• Solid knowledge of the forex industry.
• Working knowledge of required software technology.

Investment Analyst Cover Letter Example (Text Version)

Dear Mr./Ms.,

Upon reviewing the job advertisement for Investment Analyst in the job portal, I felt compelled to express my interest in the same. As an accomplished and experienced employee, I have developed a solid background in analyzing investment trends and offering efficient support regarding investment products.

Below written are all my essential contributions to the current firm:

• Provide technical advice on new and existing investment options.
• Scrutinize the existing financial models and accordingly suggest enhancement.
• Thoroughly analyze the market trends and in order to make logical judgments regarding the new and existing ventures.
• Collaborate with the business partners and other key stakeholders for formulating effective investment strategies.
• Identify the potential clients and gain valuable business needs.
• Perform other duties as required.

I have gained impeccable communication skills, unwavering work commitment, and self-motivation to excel in the above key duties. A strong understanding of the financial market, excellent in interpreting financial data trends, and unparalleled aptitude for maths have well-positioned me to become your Investment Analyst.

Thank you for having me considered as one of the strong candidates. My enclosed resume will share advanced knowledge of my academic and professional background. I would request a chance to discuss my job skills and work experiences further.

Best Regards, [Your Name]

Include your core skills such as a solid background of current and historical financial market trends, proficiency in MS Office, and expert-level data analysis strength in your cover letter. You must quickly go through our killer Investment Analyst Resume Sample to make sure you send a brilliant resume along with your cover letter.

Customize Investment Analyst Cover Letter

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Investment Analyst Cover Letter Sample

December 19, 2020

Investment Analyst Cover Letter [Full Sample]

• Investment Analyst Cover Letter Writing & Job Search Guide

Here’s a sample Cover Letter we recently produced for a Investment Analyst in Australia.

In this article, you’ll learn:

About the Investment Analyst Role

• What Hiring Manager Look For In Investment Analyst Cover Letter

Investment Analyst Job Opportunities

Job hunting tips from our resident headhunter.

Here’s a full Investment Analyst Cover Letter sample, which we wrote for a client recently.

[If you know the name of the Hiring Manager, personalise your application by addressing the person directly. Job ads on LinkedIn, for example, display the name of the person posting the ad.]

It is with great enthusiasm that I submit my application for the position of Investment Analyst at ABC Bank . The possibility of working for your company, a leading player in the investment banking industry, greatly appeals to me. Since leading the development of high-impact investment strategies and growing financial models with a high degree of accuracy from the ground-up, I have acquired extensive experience in the various aspects and nuances of investment banking, and I am confident my skills make me an ideal candidate for the position of Investment Analyst. [Match your skills and strengths to the job and industry requirements, and include a brief overview of your experience.]

• In my most recent position as an Investment Banking Analyst with CDE Bank , I perform various financing, comparative and pro forma analyses, including trading & transaction comparables as well as discounted cash flow for consumer, consumer, healthcare, logistics and industrial clients in the South East Asia region. My demonstrated success in advising C-level suite investment managers in a spectrum of deals including both buy and sell-side M&A, acquisition financing, bond, debt and equity financings — along with my expertise in financial models and tools — positions me to make a significant and positive impact on your firm. Significantly, during my tenure, I was involved in USD100m bridge financing for XYZ for land acquisition in China, as well as a billion-dollar sell-side M&A.
• Previously, as a Junior Analyst at CDE Bank , I undertook a broad range of trading and analytical operations, at times overseeing the preparation of outreach material such as investment decks and prospectuses. I also managed Business Credit Applications (BCA) from end-to-end, covering a diversified portfolio of clients through due diligence reviews and comprehensive KYC checks, including OXY Group, one of the largest Australian conglomerates with a facility size of more than RM 150m. As an integral part of our private equity team, I researched and interpreted financial information, and prepared bid letters, mandates, investment term sheets and initial review memos for prospective million-dollar deals as part of our overarching sales strategy. Amongst my various achievements, I am most proud of supporting LKPM’s expansion by assisting with due diligence, budget analysis and revision of financial model. [Single out your best achievements. Providing metrics is key to substantiate your accomplishments and prove your abilities.]

In my various positions, I have forged robust working relationships with colleagues and external partners alike, and a good command of Chinese and Bahasa greatly facilitated communication in the transaction processes. With a deep understanding of financial markets and comprehensive domain knowledge of mergers and acquisitions, I will be able to deliver insightful financial analysis and strategies in support of ABC Bank’s high-profile and prominent transactions. [Focus again on your top skills as required by the role or firm. Here, highlight key experiences that are directly relevant to the target role.]

Thank you for your time, and I look forward to an opportunity to meet for further discussion. I am thrilled at the possibility of being part of your firm, and would love the opportunity to meet with you and discuss how I can most effectively contribute my diverse and substantial range of experience and skills to your organization’s continued success. Please feel free to contact me at any time via mobile at +61 12 1234 5678 or via email at [email protected]. [Close your Cover Letter with a call-to-action – show your excitement to meet your potential employer, and provide your contact details.]

Yours sincerely, Madison Hewson

Do you possess a strong analytical mind? Are you a strategic planner with financial expertise and excellent communication skills? Then being an investment analyst might be the right role for you.

Investment analysts, sometimes known as securities analysts or financial analysts, carry out research on markets and investment opportunities, create financial models, and produce analytical reports and recommendations on stocks, bonds or other investment securities. There are roles for investment analysts in various types of firms, ranging from brokerages, banks and hedge funds.

What does an Investment Analyst Australia career path look like?

Employers prefer candidates with qualifications in finance, accounting, business administration or management.

When starting out in the field as a junior analyst, your job scope may heavily comprise data collection and creating and updating financial spreadsheets, while gaining on the job analytical experience.

As you progress to a senior role, you’ll focus and hone your expertise in a specific securities category.

Your job scope will evolve to include planning and conducting new research projects, communicating with industry contacts, and delivering strategic advice and presenting research results to firm management, sales agents, or clients.

What Hiring Managers Look for in Investment Analyst Cover Letters

• Demonstrate your breadth of experience by mentioning your knowledge of various financial instruments and your focus industries.
• Prove that your stellar analytical and research capabilities have been instrumental to the success of your firm or bank’s projects and transactions. Cite specific examples.
• Remember metrics are crucial! Ensure to single out your best achievements – use numbers to substantiate the scale of the project you have managed or supported, and quantify the project’s success.
• Beyond possessing an analytical mind, effective communication and presentation skills are key to excelling as an investment analyst. Show how you’ve forged strong working relationships with your clients and team.
• Join LinkedIn groups or follow companies you wish to work for to keep abreast with new job openings.
• Alternatively, you can reach out to these headhunters in Australia to learn about any vacancies they may be trying to fill out.
• Create a winning cover letter and send it along your resume. The cover letter will serve as an introduction about yourself and is a great venue to answer the question “Why should we hire you?”
• Be active on social media, particularly on LinkedIn . Make sure to create a strong online profile that represents you and you professional experiences. Here’s our comprehensive guide on writing a great LinkedIn profile .

Before You Go…

Before you start sending out applications, send us your resume for a free CV feedback analysis from our team. We’ll review your CV in detail, share personalised feedback on its strengths and weaknesses, and show you how you can improve it.

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Investment Analyst Cover Letter Example: 4 Templates

A job application letter must be forwarded with your CV while applying for an investment analyst. It is written to the prospective company to showcase brief information about your achievements, academics, skills, and professional experience.

We have placed herewith a format nicely written for the post of investment analyst. It has text boxes where you should write relevant professional or personal details. It also has a paragraph on passion projecting your interest in analyzing investment and this industry.

Template: 1

Investment Analyst Cover Letter Example

[Mention date]

[Mention name of Hiring Manager]

[Mention name of the corporation]

[Mention address of the corporation]

Dear [Mr. / Mrs. / Ms] [Manager’s name]

It is an honor to be writing this letter to apply for the investment analyst position at [mention the name of the organization].

After coming across the ad for the job post at [mention the name of the job portal] on [mention the date], I applied here immediately. Working at your esteemed organization is the dream of every person, and I believe myself to be the perfect candidate for this post.

I am an energetic, focussed, reliable person with an ambition to reach my goal through immense hard work and genuine efforts. I have received the degree of [mention the name of the degree] from [mention the name of the institution].

I have always had a good academic record throughout my life, and I am proud of that. I have always been a go-getter, a total achiever. I have an in-depth understanding of the investment line since I have also gained an additional [mention the name of the degree].

Currently, I am serving at [mention the organization’s name] as the investment representative. After working for more than [mention the no. of years], I can further sharpen my skills apart from obtaining as much knowledge as possible.

Employed here, I make sure to execute the clients’ instructions in accordance with industry trading regulations and firm policies. I provide timely and accurate company products, market activity, and customer account information. 

I am confident of doing justice to the role of an investment analyst as, in addition to my knowledge, I believe my tenacity to achieve the goals no matter what will help me do the job great.

I want to add that I am quite a skillful person with all the necessary abilities required for this role. I have outstanding research skills along with analytical and problem-solving skills. I am also quite capable of working under pressure.

Applying for this job offer here, I believe that I will be more successful in my life as this organization will give me ample opportunities to prove my worth, following which I know I will be able to serve even better each day.

[Mention your name]

[Mention your address]

Download Template : ( pdf, docs, ODT, RTF, txt, HTML, Epub, Etc )

Template: 2

[Mention the name of the sender]

[Mention the address of the sender]

[Mention the contact details]

[Mention the email address]

[Mention the date]

Subject- [Mention the subject of the letter or email]

[Mention the name of the recipient]

[Mention the address of the recipient]

[Mention the contact information]

Dear [Mention the name of the recipient],

I intend to apply for the position of (Mention the job post) at (Mention the company). I am a second year (Mention the education degree) student and I discovered this unusual and difficult opportunity through the university’s job department. 

I have the knowledge and abilities necessary to comprehend financial markets, financial institutions, and a variety of investment and financing options thanks to my (Mention the numbers) years of experience in corporate banking. In addition, I gained outstanding analytical skills and a thorough understanding of corporate finance in my position as a financial analyst. These talents assist me to swiftly discovering chances in the market and comprehending the economic state in a certain country

Additionally, I improved my client-interaction, negotiation, and cooperation abilities by overseeing corporate client interactions and collaborating closely with divisions like Legal, Operations, IT, and Risk Management. Through my (Mention the education degree) studies and extracurricular activities, I have further developed my communication, critical thinking, and strategic analysis skills.

I think I’m a strong candidate for the position of (Mention the job post) at (company name) because of my enthusiasm for financial markets, my technical and analytical expertise, and my academic and professional background. I will offer the organization and its investors a valuable contribution.

I appreciate your attention and eagerly await your response.

I am prepared to offer great financial assistance to your company thanks to my background in incisive investment research and my innate grasp of market performances and difficulties. 

[Mention the name]

[Mention the profession]

Template: 3

I’m applying for the role of (Mention the job post) at (Mention the Bank name) with a lot of enthusiasm. I am really interested in the idea of working for your organization, a major participant in the investment banking sector.

I am confident that my abilities make me a strong candidate for the position of (Mention the job post) because I have extensive experience in the various facets and nuances of investment banking as a result of leading the development of high-impact investment strategies and growing financial models with a high degree of accuracy from the ground up. 

My most recent position was as an Investment Banking Analyst with (Mention the Bank name), where I performed a variety of financing, comparative, and pro forma analysis, including trading & transaction comparables and discounted cash flow for clients in the (Mention the place) region who were in the consumer, consumer, healthcare, logistics, and industrial sectors. Strong working relationships with coworkers and outside partners have developed over the course of my many employment, and my fluency in Chinese and Bahasa has made communication during the transaction processes much easier.

I’m pleased about the prospect of working for your company, and I’d welcome the chance to meet with you to talk about how I may most effectively contribute my wide-ranging experience and expertise to the success of your business. Call or text me at any time at (Mention the phone number), or send me an email at (Mention the email id). 

Template: 4

I’m writing to you to express my interest in the online job posting for an (Mention the job post). I respectfully submit my resume for your consideration because I am more than qualified for the post. After completing my (Mention the education degree) in (Mention the year), I applied for and was hired by (Mention company name).

Here, I learned the basics of the investment industry, practiced handling trades and analysis on my own, and eventually won the position of head Investment Analyst with the most prosperous clients in the company. 

Throughout my (Mention the numbers) years in the financial sector, I’ve honed a flair for turning complicated financial data into reports that are crystal clear, short, and useful for executive decision-making. At (Mention the company name), senior leadership praised me for my capacity to think strategically and foresee upcoming market trends and business requirements.

I created a model late (Mention the year) that showed a number of market warning signs, and the company was able to avoid implementing a merger that would have collapsed during the (Mention the name) market crisis in (Mention the year)

I appreciate you looking through my resume, and I request that you get in touch with me as soon as possible at (Mention the phone number). I’m interested in learning more about the objectives you have for this position as a (Mention the job post) and how I can use my strong background in investment research to contribute to your long-term success.

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Perks and Benefits

Health and wellness.

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• FSA With Employer Contribution
• HSA With Employer Contribution
• Fitness Subsidies
• On-Site Gym
• Pet Insurance
• Mental Health Benefits
• Virtual Fitness Classes
• Health Reimbursement Account

Parental Benefits

• Birth Parent or Maternity Leave
• Non-Birth Parent or Paternity Leave
• Fertility Benefits
• Adoption Assistance Program
• Family Support Resources
• On-site/Nearby Childcare
• Adoption Leave

Work Flexibility

• Flexible Work Hours
• Remote Work Opportunities
• Hybrid Work Opportunities

Office Life and Perks

• Commuter Benefits Program
• Casual Dress
• Happy Hours
• Company Outings
• On-Site Cafeteria
• Holiday Events
• Some Meals Provided

Vacation and Time Off

• Paid Vacation
• Paid Holidays
• Personal/Sick Days
• Leave of Absence
• Volunteer Time Off

Financial and Retirement

• 401(K) With Company Matching
• Performance Bonus
• Relocation Assistance
• Financial Counseling
• Stock Purchase Program

Professional Development

• Tuition Reimbursement
• Promote From Within
• Mentor Program
• Access to Online Courses
• Lunch and Learns
• Internship Program
• Work Visa Sponsorship
• Leadership Training Program
• Associate or Rotational Training Program
• Shadowing Opportunities

Diversity and Inclusion

• Employee Resource Groups (ERG)
• Diversity, Equity, and Inclusion Program

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