Fund manager sample cover letter

[date]


Goldman Morgan
HR Director
Astral Investments
77 Pitt St
Sydney NSW 2000



Dear Mr Morgan

Re: Re: Funds Manager position, REF: 35GG

I am writing to apply for the position of assistant Fund/Investment Manager, as advertised recently on SEEK.com.au.

I am a highly organised, creative and motivated professional with extensive experience in wealth management. I am currently employed with Quay Group, a trusted and well-established market leader in financial services and securities investment.

In my present role, I am involved in high-level client risk profiles assessment and the creation of model portfolios which suit individual client needs. My portfolio management during this time has been marked by long term, consistent fund performance. I have also worked closely with Quay’s investment analysts to assemble and scrutinise market data and evaluate prospective targets to provide market-based research information and to ensure greatest impact on portfolio returns and lowest trading costs.

I have personally overseen a substantial portion of the fund’s investment strategy, with $3 Billion in equity portfolios to my name and portfolio construction of new $10 million and $15 million accounts.

I have an MBA and a Bachelor of Financial Services, and am proficient with several relational databases and project management softwares, including Bloomberg, IRESS and Hyperion, as well as spreadsheets and graphics packages. I possess a PS 146. I enjoy big-picture, forward thinking and have a keen analytical mind. I am very much a team player but excel working independently, thriving in a stimulating and dynamic environment.

My time management and communication skills are excellent, and I possess a wealth of knowledge in Australian market dynamics. I also possess intermediate Mandarin language skills.

My goal is to continue learning and developing my expertise in my future role. I believe that I would be a perfect fit for Astral Investments and that this is a role in which I could continue to exercise and broaden my wealth management skills. My resume is attached and I look forward to being able to discuss the position with you further.

Kind Regards

[sign here]

Archie Devlan