cover letter of an investment analyst

Resume Worded   |  Career Strategy

14 investment analyst cover letters.

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

Table of contents

• Investment Analyst
• Senior Investment Analyst
• Equity Research Associate
• Equity Research Analyst
• Investment Research Associate
• Alternative introductions for your cover letter
• Investment Analyst resume examples

Investment Analyst Cover Letter Example

Why this cover letter works in 2024, personal connection to the company.

This cover letter starts with a personal anecdote that connects the applicant to the company. It shows genuine interest and passion for the role and the company, which is a great way to start.

Quantifiable Achievements

Highlighting specific, quantifiable accomplishments is a powerful way to demonstrate your skills and expertise. In this example, mentioning the successful management of assets and reduction of portfolio volatility provides concrete evidence of the candidate's abilities.

Enthusiasm for the Role

Expressing excitement about the position shows that the candidate is genuinely interested in the role and company, which makes them more appealing to the hiring manager. This sentence does a good job at conveying that enthusiasm.

Polite and Professional Closing

The closing paragraph is brief and expresses gratitude, while maintaining a professional tone. It leaves a positive impression on the reader and invites further discussion about the applicant's qualifications.

Expressing Company Admiration

Directly stating your admiration for the company's business approach demonstrates that you've done your research and that you resonate with the company's values. It's an effective way to show you're not just looking for any job but specifically this one.

Demonstrating Leadership

Sharing about a time you led a team to achieve a significant result is a great way to show your leadership skills. It's not just about the outcome, which is impressive, it's about showing you can guide a team towards a goal.

Relating Past Experience

Linking your past experiences directly to the role you're applying for is a smart move. It shows you understand the role and that you possess relevant, valuable skills. Plus, this shows you're already thinking about how you can contribute.

Showing Enthusiasm

Talking about your excitement for the role is a great way to show your genuine interest. It's more than just wanting a job, it's about being thrilled at the thought of contributing to the company's mission and client's success.

Highlighting Specific Achievements

When you mention a specific project you spearheaded that led to a significant portfolio increase, you're giving me a clear picture of your ability to deliver results. This makes it easier for me to picture how you could fit into our team and what you could potentially achieve.

Relevance to Company Mission

Stating your unique blend of skills and how it aligns with our mission is such a smart move! It shows me that you're not just looking for any job, but rather, you're interested in this specific job because it aligns with your career goals and personal values.

Aligning Personal Aspirations with Company Values

When you talk about our company's emphasis on empowering investors and how it speaks to your core values, it's clear to me that you've done your homework. It also suggests you'd be a good cultural fit, which is just as important as having the right skill set.

Expressing Eagerness for Further Discussion

Your eagerness to discuss this opportunity further tells me that you're truly excited about potentially joining our team. It's a small detail, but it can make a big difference in showing your genuine interest in the position.

Show your interest in the company

Explaining how a conversation sparked your interest in the company makes your application feel more personal and shows you're genuinely interested.

Highlight your track record

Talking about your ability to find undervalued investments shows you have a strong skill set. Including specific results like a 12% portfolio increase makes your experience more impressive.

Express your excitement for the role

When you say you're excited to bring your skills to the company, it shows you're not just looking for any job, but you're passionate about this particular role.

Recognize the company's values

Admiring the company's dedication to clients conveys that you share their values and are likely to fit well with their culture.

Close with a strong call to action

Ending your letter by looking forward to discussing how you can add value invites the next step in the hiring process, showing eagerness and confidence.

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Share your connection to the mission

Mentioning how a company's mission resonates with your personal philosophy helps create a deeper connection and shows you're invested in what they stand for.

Highlight financial analysis skills

Detailing your experience in financial analysis and market research positions you as a candidate who can offer valuable insights and make informed decisions.

Emphasize your analytical strengths

By showcasing your ability to derive insights from complex data, you demonstrate your potential to add value to the company’s research efforts.

Connect your passion to the company’s focus

Expressing interest in key areas like sustainable investing that align with the company’s priorities shows you’re not just a fit for the job but also passionate about the company’s direction.

Express interest in contributing

Communicating your desire to discuss how your skills align with the company’s goals shows initiative and a readiness to contribute to their success.

Connect personal passion with professional goals

Sharing a personal story of how your interest in finance developed shows me you truly care about this field. This goes beyond just having the skills; it demonstrates a lifelong dedication.

Quantify your finance achievements

Mentioning specific numbers, like a 15% outperformance, proves you can deliver real results. This is exactly what hiring managers want to see: tangible evidence of your success.

Demonstrate skill growth in investment analysis

Explaining how you've expanded your capabilities over time, especially in complex tasks like financial modeling, tells me you're someone who is always looking to improve and can handle the evolving nature of finance work.

Express alignment with company values

When you highlight what excites you about the role and the company's focus, it makes me believe you will fit in well with our culture and contribute to our long-term goals.

Close with clear next steps

A strong closing, where you express eagerness for an interview, wraps up your cover letter on a proactive note, showing me you're ready and willing to discuss how you can contribute.

Senior Investment Analyst Cover Letter Example

Aligning with company values.

Expressing alignment with the company's approach and ideology is crucial. It suggests a cultural fit and shows that you appreciate the company's distinct approach to investment strategies.

Illustrating Initiative

Highlighting your initiative to redesign an important process, and its successful outcome, is a smart way to present your problem-solving abilities and leadership skills. It also shows your ability to make positive changes with lasting impact.

Blending Technical and Financial Skills

Showing your ability to blend technical know-how with financial expertise is a powerful way to display your unique skill set. It's not just about having the skills, but about showing how you've applied them to achieve results.

Enthusiasm for Contribution

Expressing excitement about the opportunity to contribute to an already successful company shows your confidence and ambition. It's about demonstrating your eagerness to add value and be part of the company's continued success.

Demonstrating Impact through Leadership

Describing how you led a team to shift a substantial amount into sustainable assets and improved performance, specifically quantifies your impact in a way that's easy to understand. It's a great way to highlight your leadership skills and your ability to make a positive, tangible impact.

Showcasing a Blend of Skills

By communicating how your experiences have honed your analytical skills, leadership capabilities, and commitment to purposeful investment, you're effectively putting a spotlight on your multifaceted skill set. It's a good reminder that a great professional isn't just about one standout skill, but a combination of many.

Expressing Excitement for Company Vision

When you express excitement about our dedication to innovative strategies that prioritize long-term value and sustainability, it assures me that our company's vision aligns with your personal and professional philosophy. This makes me more confident that you would be committed to our cause.

Identifying Specific Initiatives for Contribution

Identifying specific initiatives within our company that you're drawn to and seeing yourself contributing to, not only shows your interest but also indicates that you've spent time understanding our work and where you could add value. This kind of proactive thinking is a great quality to have.

Expressing Gratitude and Openness to Further Conversations

Your gratitude for the consideration and openness to further discussions leaves a positive impression and helps keep the door open for future conversations. It's a polite and professional way to wrap up your letter.

Initiate with a personal connection

Starting your cover letter by mentioning a discussion about the company's innovative approach makes it immediately engaging and shows your proactive interest.

Demonstrate your expertise

Detailing your experience in analysis and strategy development, especially with quantifiable achievements, positions you as a highly skilled candidate right from the start.

Convey your enthusiasm for contributing

Showing excitement about leveraging your expertise at the company demonstrates both confidence in your abilities and a strong desire to contribute to their success.

Value the company culture

Expressing eagerness to collaborate with the team highlights your appreciation for a culture of learning and improvement, which is attractive to employers.

Invite further discussion

Ending with an invitation to discuss how your skills align with the company’s needs effectively opens the door for an interview and demonstrates your initiative.

Show your passion for investment analysis

Expressing your long-term interest in a company's work can make your cover letter more personal and engaging. It shows you're not just looking for any job, but that you're excited about the specific role and company.

Highlight your achievements with numbers

When you share specific outcomes of your work, like a 25% return on an investment, it provides clear evidence of your ability to deliver results. This makes it easy for hiring managers to see your potential impact.

Illustrate your understanding of global markets

Outlining your success and knowledge in areas critical to the role demonstrates your readiness to contribute from day one. It's important to show how your skills and experiences make you a perfect fit for the team.

Connect new skills to company goals

Discussing recent learning, such as a course in machine learning, and how it can be applied to improve company processes, shows your initiative to grow and contribute innovative solutions to the team.

Express your excitement to join the team

Sharing your enthusiasm for contributing to a company's mission can help you stand out. It's a good way to end your letter on a positive note, making a memorable impression.

Define your ideal job criteria

Starting off by listing what you're looking for in a job helps me quickly understand if our position aligns with your expectations and ambitions, making it easier to see if there's a good fit.

Showcase leadership and results in finance

Detailing your experience in managing a substantial portfolio and leading a team adds depth to your application by showing you're not just capable in analytics but also in guiding others to success.

Highlight success in emerging markets

Your ability to identify profitable opportunities in complex areas like emerging markets is highly valuable. It shows you have a keen eye for growth and the skills to navigate uncertainty.

Match your expertise with company ethos

Emphasizing your appreciation for a company's approach to analysis and decision-making indicates that you've done your homework and see yourself contributing to their specific way of working.

Invite discussion on mutual benefit

Ending with an invitation to discuss how you can help the team demonstrates confidence in your ability to add value and shows you're already thinking about how you can contribute to our success.

Equity Research Associate Cover Letter Example

Connect with the company's mission.

When you express genuine admiration for a company's mission, it shows that your values align with theirs. This makes you a more appealing candidate.

Demonstrate your research impact

Highlighting your ability to conduct in-depth research and deliver results that have a real impact shows you have the skills to contribute meaningfully from the start.

Confidence in your contribution

Stating your confidence in making a meaningful contribution demonstrates self-assurance and conviction in your abilities, which is attractive to employers.

Align with the firm's core values

Expressing how your own values and work ethic match the firm’s philosophy shows you’re not just a fit for the role but also for the company culture.

Show eagerness to join the team

Ending your cover letter on a note of eagerness to discuss your potential contribution further illustrates your enthusiasm and proactive attitude.

Equity Research Analyst Cover Letter Example

Appreciate the company's research quality.

Starting with a compliment on the company's work demonstrates your genuine interest and sets a positive tone. It shows that you value their efforts and are eager to be a part of their team.

Describe your impactful analysis

Detailing a specific project where your work helped avoid losses highlights your ability to make a significant difference. It's crucial to share examples that showcase your skills and how they benefit your potential employer.

Show enthusiasm for a specific sector

Expressing a keen interest in covering a particular sector where you believe you can uncover opportunities shows your passion and readiness to contribute valuable insights to the company.

Emphasize your ethical standards

Stressing your commitment to integrity and objectivity reassures employers of your dedication to maintaining trust and quality in your work, which is fundamental in equity research roles.

Highlight your desire to contribute to the team

Conveying your eagerness to bring your skills to the team and contribute to the company's success leaves a strong closing impression on the hiring manager, enhancing your chances of being remembered.

Investment Research Associate Cover Letter Example

Show your initial interest in investment research.

Talking about how you first found your passion offers a personal touch. It makes your cover letter memorable.

Quantify your academic achievements

Numbers make your successes clear and easy to understand. Mentioning your GPA and investment returns shows you're both smart and effective.

Detail your relevant job experience

Describing your current job tasks shows you have the skills needed for the investment research associate role. It makes me believe you can do the job well.

Explain why you're drawn to the company

When you mention what you like about Fidelity, it shows you've done your homework. It suggests you are serious about wanting to work there.

Express your enthusiasm to contribute

Ending your letter by expressing a strong desire to discuss your potential contributions gives a good last impression. It makes me want to invite you for an interview.

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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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.

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

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

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

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

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

Thanks for the write up!

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

I like it not bad

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

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

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

Same Andrew again…

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

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

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

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

Thanks so much.

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

Do we have to leave

“Enclosure: Resume”

At the bottom of the Cover Letter? Many thanks

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

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

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

Alternative A:

(Signature)

Alternative B:

The first one is slightly better.

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

Thanks! Glad to hear it. Good luck!

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

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

Thanks a lot for all the content you post.

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

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

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

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

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

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

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

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

I agree. Thanks.

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

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

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

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

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

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

Thanks a lot !

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

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

Sincerely, Frank

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

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

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

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

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

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

Yes this template works for UK applications.

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

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

Many thanks!

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

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

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

Thank you for your time!

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

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

I’d probably list this later in the letter.

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

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

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

M&A is fine I believe

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

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

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

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

What should you do in [Signature]?

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

Upload an image of your handwritten signature?

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

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

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

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

Yes you need to address why you’re switching

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

You can provide recommendations upon request

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

Yes you can include it. Both works.

Yo’re welcome.

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

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

Dear M&I staff,

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

Thanks in advance

Yes it does, or Dear Sir/Madam.

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

Dear Sir or Madam,

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

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

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

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

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

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

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

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

ThankX Guys!

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

Hey Nicole,

Thanks for your reply.

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

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

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

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

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

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

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

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

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

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

Best Regards, Sara

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

Hey there M&I,

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

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

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

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

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

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

Thanks very much!

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

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

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

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

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

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

Thanks Brian,

I took your advice and mentioned specific case studies.

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

I would probably do an even split in that case.

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

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

Sure though having this line may be more convincing.

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

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

Dear Nicole,

I feel sorry not to explain it clearly.

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

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

Much thanks

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

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

Yes you can still apply online.

Hi Nicole/Brian,

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

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

Again, thanks for your continuous kind support.

Regards, Rifki

Quoting from the article:

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

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

Thanks Brian!

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

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

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

Yes – show the returns you generated

Thanks for the useful resources.

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

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

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

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

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

Sorry for this long thread, thanks for your help.

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

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

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

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

Yes, please do that!

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

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

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

Thank you so much!

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

Hi, Thank you very much for uploading the template.

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

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

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

I do have an MBA in finance.

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

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

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

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

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

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

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

[Name and contact address] —

Any input would be greatly appreciated. Thanks

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

Hello, my question is regarding the introduction —

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

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

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

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

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

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

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

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

Any input would be awesome. Thanks!

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

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

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

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

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

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

Thank you for your answer!

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

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

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

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

Not necessarily.

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

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

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

Thanks a lot! Jevira

This sounds generic.

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

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

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

Thanks in advance and sorry it becomes too long. Mostafa

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

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

Yes these templates apply to online apps too

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

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

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

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

Many thanks.

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

You should elaborate on your stock market challenges/competitions

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

Or does it sound ridiculous?

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

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

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

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

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

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

Haha yes but not free. Sure.

Thanks for your work!

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

Thanks again

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

If bilingual required?

No still submit one pager unless they ask

Thanks Nicole.

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

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

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

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

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

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

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

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

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

applications for bulge brackets. thanks!

Um #2, always

Okay, thanks!

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

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

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

That’s fine

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

No, no one reads cover letters anyway

Firstly thanks for the website, it’s great.

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

This is in UK by the way.

Thanks in advance.

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

Thank you for the template.

Quick questions:

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

No keep it way shorter like 2-3 sentences maybe

Dear M&I,

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

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

Thanks in advance for your help!

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

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

Can you please help me,

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

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

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

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

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

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

Great comment, made me laugh

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

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

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

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

Thanks so much in advance.

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

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

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

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

Hey M&I,

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

Thanks, Mack

Not applicable for banking

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Thanks again in advance.

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

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

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

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

I would appreciate your advice on this.

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

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

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

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

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

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

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

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

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

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

off-topic question:

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

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

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

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

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

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

Summer interns usually start in June

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

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

Thanks for the release of this article, much appreciated.

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

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

Thanks again, H

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

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

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

Thanks for your help.

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

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

You can add it in, yes

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

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

What about for laterals?

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

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

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

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

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

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

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

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

Cheers, thanks for all the great info!

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

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

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

Go to the better name

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

Thank you for the cover letter template.

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

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

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

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

A question that is unrelated to the article:

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

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

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

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

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

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Investment 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

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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.

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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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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.

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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.

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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.

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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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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.

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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,

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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 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

Table of Contents

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]

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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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Investment Analyst Cover Letter

Introduction:

A cover letter is a crucial part of any job application, as it allows you to showcase your skills, experiences, and motivation for the position you are applying for. This is especially important for positions in highly competitive fields, such as investment banking. If you’re looking to land a job as an investment analyst, a well-written cover letter can make all the difference in catching the attention of hiring managers.

Cover Letter Examples:

Dear Hiring Manager,

I am writing to express my interest in the investment analyst position at ABC Investment Bank. With a strong academic background in finance and a passion for analyzing market trends and investment opportunities, I believe I would be a valuable addition to your investment team.

During my undergraduate studies, I developed a solid foundation in financial analysis, asset valuation, and risk management. I am also skilled in using various financial modeling and investment tools, such as Bloomberg and Excel, to evaluate investment opportunities and assess their potential risks and returns.

In addition to my academic qualifications, I have gained practical experience during my internships at XYZ Investment Management and DEF Finance. These experiences allowed me to apply my knowledge of financial analysis in a real-world setting, working alongside professionals to identify investment opportunities and develop investment strategies.

I am confident that my strong analytical skills, attention to detail, and ability to work under pressure make me an ideal fit for the investment analyst position at ABC Investment Bank. Thank you for considering my application. I look forward to the opportunity to further discuss how my skills and experiences can contribute to your investment team.

Sincerely, [Your Name]

Dear [Hiring Manager’s Name],

I am writing to apply for the investment analyst position at EFG Capital. As an experienced investment analyst with a proven track record of delivering accurate and insightful investment recommendations, I am confident that I can contribute to the success of your firm.

Over the past five years, I have worked as an investment analyst at UVW Investments, where I conducted in-depth research and analysis on a wide range of equities, fixed income securities, and alternative investments. I have developed strong financial modeling and valuation skills, as well as expertise in investment strategies and portfolio management.

In my current role, I have successfully identified and recommended investment opportunities that have generated significant returns for our clients. By conducting thorough due diligence and staying abreast of market trends, I have been able to create comprehensive investment reports that have guided our clients’ decision-making processes.

Furthermore, my ability to effectively communicate complex investment information to both colleagues and clients has been instrumental in building and maintaining successful relationships. I am skilled in delivering persuasive presentations and reports that convey key investment insights in a clear and concise manner.

I believe that my extensive experience in investment analysis, combined with my strong analytical and interpersonal skills, make me an excellent candidate for the investment analyst position at EFG Capital. Thank you for considering my application. I would welcome the opportunity to discuss how I can contribute to your firm’s continued success.

FAQs about Investment Analyst Cover Letter:

1. What is an investment analyst cover letter? An investment analyst cover letter is a document that accompanies your resume and serves as an introduction to a potential employer. It highlights your qualifications, experiences, and motivation for applying to the investment analyst position.

2. What should I include in my investment analyst cover letter? Your investment analyst cover letter should include an introduction, a brief overview of your qualifications and experiences, and a closing paragraph expressing your interest in the position and your desire to further discuss your application.

3. How long should my investment analyst cover letter be? It is recommended that your investment analyst cover letter be no longer than one page. Keep it concise and focused on the most relevant information.

4. How should I format my investment analyst cover letter? Your investment analyst cover letter should follow a standard business letter format. Include your contact information, the date, and the recipient’s name and address at the top. Use formal language and a professional tone throughout.

5. Should I customize my investment analyst cover letter for each job application? Yes, it is highly recommended to customize your investment analyst cover letter for each job application. Tailor it to the specific requirements and responsibilities of the position you are applying for, highlighting relevant skills and experiences.

6. What skills should I highlight in my investment analyst cover letter? Some key skills to highlight in your investment analyst cover letter include financial analysis, valuation, research, risk management, data analysis, investment strategies, and portfolio management.

7. How can I make my investment analyst cover letter stand out? To make your investment analyst cover letter stand out, be sure to emphasize your unique experiences, achievements, and skills. Use specific examples and metrics to demonstrate your impact and value. Additionally, tailor your cover letter to the specific company and job description.

8. Should I include references in my investment analyst cover letter? It is not necessary to include references in your investment analyst cover letter. You can simply state that references are available upon request.

9. How important is the investment analyst cover letter in the job application process? The investment analyst cover letter is a crucial component of the job application process. It allows you to make a strong first impression and highlight your qualifications and motivations for the position. A well-written cover letter can significantly increase your chances of securing an interview.

10. Should I follow up after submitting my investment analyst cover letter? It is good practice to follow up after submitting your investment analyst cover letter. Wait about a week or two before sending a brief and polite email to inquire about the status of your application. This demonstrates your enthusiasm and professionalism.

Conclusion:

A well-crafted investment analyst cover letter can be the key to securing a job in a highly competitive field. By highlighting your qualifications, experiences, and motivations, you can capture the attention of hiring managers and increase your chances of landing an interview. Use the above examples and FAQs as a guide to create a compelling cover letter that sets you apart from other applicants. Good luck!

Introducing John Smith: Your Expert Resume Writer, Cover Letter Specialist, and Career Coach. Meet John Smith, your dedicated partner in crafting the perfect resume, compelling cover letter, and charting your career path to success. With a passion for helping individuals reach their professional aspirations, John brings a wealth of expertise to the table as a resume writer, cover letter specialist, and career coach.

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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.

• Cover Letters
• Accounting & Finance

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

Get hired faster with our free cover letter template designed to land you the perfect position.

Related Accounting & Finance Cover Letters

Investment Research Analyst Cover Letter Examples & Writing Tips

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

Table Of Contents

• Investment Research Analyst Example 1
• Investment Research Analyst Example 2
• Investment Research Analyst Example 3
• Cover Letter Writing Tips

Investment research analysts are responsible for providing information and analysis on potential investments. They work with a variety of data, including financial statements, market research, and news articles.

In order to be successful in this role, you need to be able to understand and interpret data. You should also be able to write reports that are clear and concise.

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

Investment Research Analyst Cover Letter Example 1

I am excited to be applying for the Investment Research Analyst position at Topdown Investment Research. I have a degree in finance and three years of experience as an investment research analyst. I am confident that I have the skills and experience you are looking for and would be a valuable addition to your team.

In my previous role at ABC Investment Firm, I was responsible for conducting fundamental and technical analysis of stocks in the technology sector. I was also responsible for creating investment recommendations for clients. I have experience with a variety of software programs used in the investment industry, including Bloomberg, Thomson Reuters, and FactSet. I am also proficient in Microsoft Excel and have developed a number of custom Excel formulas to help me streamline my analysis.

I am a highly analytical thinker with a strong attention to detail. I am also able to think strategically and develop long-term investment plans. I am confident that I have the skills and experience to be a successful investment research analyst and would be proud to be a part of the Topdown Investment Research team.

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

Investment Research Analyst Cover Letter Example 2

I am writing in regards to the open Investment Research Analyst position at your company. I am confident that I have the skills, experience, and qualifications that would make me the perfect candidate for the job.

I have been working in the investment research industry for the past three years and have gained a wealth of experience and knowledge in the process. I have a deep understanding of financial analysis and investment research, and I am well-versed in the latest industry trends and developments. I am also an expert in financial modeling and have a strong track record of delivering accurate and timely research reports.

I am a highly motivated and results-driven individual, and I have a proven track record of delivering exceptional results. I am confident that I can exceed your expectations and make a significant contribution to your firm.

I would be grateful for the opportunity to discuss my qualifications with you in further detail. Thank you for your time and consideration.

Investment Research Analyst Cover Letter Example 3

I am writing to express my interest in the Investment Research Analyst position that you have posted. I believe that my experience and education make me an excellent candidate for this position.

I have been working as a financial analyst for the past three years, and I have gained extensive experience in analyzing stocks and bonds. I have also gained valuable experience in managing portfolios and advising clients on their investments. My work has allowed me to develop strong communication skills, which are essential for this position.

My educational background is also relevant to this position. I have a Master’s degree in Finance from the University of Michigan, which has equipped me with the knowledge necessary to perform all of the duties required by this position. I also have a minor in Economics, which has given me a solid foundation in economic theory.

I would like to thank you for your consideration, and I look forward to hearing from you soon.

Investment Research Analyst Cover Letter Writing Tips

1. showcase your research skills.

When writing a cover letter for an investment research analyst position, it’s important to showcase your research skills. This can be done by providing specific examples of how you uncovered valuable insights for your previous employers.

You can also highlight your ability to analyze data and develop hypotheses by explaining how you were able to improve the performance of a team or company. In addition, be sure to mention any awards or recognition you have received for your research work.

2. Tailor your cover letter to the job description

The best way to make sure your cover letter is tailored for a specific job is by paying close attention to the details of the position. For example, if you see that the job opening requires experience in financial modeling, then highlight any relevant experience you have in that area.

If there are any additional requirements or skills mentioned for that job, also list them on your application; this will help make it clear how you can meet their needs.

3. Demonstrate your problem-solving skills

As an investment research analyst, you will be expected to solve complex problems on a regular basis. To demonstrate that you have the problem-solving skills required for the job, explain how you were able to overcome a difficult challenge in your previous role.

You can also talk about how you use data to develop hypotheses and test them to see if they hold up under scrutiny. In addition, be sure to mention any relevant courses or training you have completed that would make you a valuable asset to the team.

4. Proofread your cover letter

Proofreading your cover letter is the first step to landing an interview for an investment research analyst position. As with any position, it’s important to spell-check and double-check that there are no errors in your resume or cover letter. Otherwise, you risk being disqualified before the employer even sees your qualifications.

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Investment Banking Cover Letter Template

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

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

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

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

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

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

Why Do Cover Letters Matter?

• Less Is More For Cover Letters

The Hail Mary Cover Letter

• WSO Cover Letter Template

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

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

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

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

Investment Banking Cover Letter Template: Advice from the WSO Community

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

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

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

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

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Less Is More for Cover Letters

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

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

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

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

Avoid excuses , more on this later.

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

Here's some great advice from @blackice".

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

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

Common Cover Letter Mistakes

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

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

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

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

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

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

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

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

Revealing Your Ignorance:

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

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

The report should have never been attached .

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

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

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

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

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

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

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

Interested in Investment Banking - Breaking In

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

Two common mistakes that candidates make while recruiting for IB: 

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

Everything You Need To Break into Investment Banking

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More Resources:

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

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

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Investment Banking Analyst Cover Letter Example

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Start your Investment Banking Analyst cover letter by addressing the hiring manager directly, if possible. Then, introduce yourself and briefly mention your current role or recent graduation. Make a connection between your career goals and the company's mission or recent projects. For example, "As a finance graduate with a passion for strategic investment, I was excited to see the opportunity at [Company Name]. Your recent work in [specific area] aligns with my career goals and I believe I could bring valuable insights to your team." This shows you've done your research and are genuinely interested in the company. Remember, the opening paragraph should grab the reader's attention and make them want to learn more about you.

The best way for Investment Banking Analysts to end a cover letter is by expressing gratitude for the reader's time and consideration, reiterating their interest in the role, and indicating their eagerness to further discuss their qualifications. A strong closing might be: "Thank you for considering my application. I am highly interested in the opportunity to contribute to your team and am confident that my skills and experiences align well with your needs. I look forward to the possibility of discussing my application with you further." This ending is professional, respectful, and shows enthusiasm for the role, which is important in the competitive field of investment banking.

Investment Banking Analysts should include the following key elements in their cover letter: 1. Contact Information: Start with your name, address, phone number, and email address at the top of the letter. 2. Professional Greeting: Address the hiring manager by name if possible. If not, use a professional greeting such as "Dear Hiring Manager". 3. Introduction: Briefly introduce yourself and mention the position you're applying for. You can also mention how you heard about the job opening. 4. Relevant Skills and Experience: Highlight your skills and experiences that are relevant to the job description. As an Investment Banking Analyst, you should focus on your analytical skills, financial modeling, valuation, industry research, and your ability to work in a fast-paced, high-pressure environment. 5. Achievements: Mention any significant achievements in your current or previous roles that demonstrate your capabilities as an Investment Banking Analyst. This could include successful deals you've worked on, projects you've led, or any recognition you've received for your work. 6. Knowledge about the Company: Show that you've done your research about the company and express why you're interested in working there. This could include mentioning specific deals the company has worked on, its culture, or its growth strategy. 7. Closing Paragraph: Reiterate your interest in the role and the value you can bring to the company. Thank the hiring manager for considering your application and express your interest in discussing your qualifications further in an interview. 8. Professional Closing: End the letter with a professional closing such as "Sincerely" or "Best regards", followed by your name. Remember, your cover letter should complement your resume, not repeat it. It's your chance to provide a narrative about your experiences and skills, and to show your enthusiasm for the role and the company.

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Investment Analyst Cover Letter Sample

March 06, 2023

Over 20+ cover letter samples developed by our experts for various industries and job functions in Singapore. Scroll down to explore and download.

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 Singapore.

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. It shows all of the most relevant experience that the applicant has gained from working in the field, which is important if you want the hiring manager to read your cover letter in full.

[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 analysis, 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 Singapore 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 +65 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, John Tan

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 Singapore 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 Singapore 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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2025 Point72 Academy Investment Analyst Summer Internship Program – US

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Please be sure to apply on the Point72 website directly!

Are you a student interested in pursuing a career in investing? If you are graduating between December 2025 and July 2026, we invite you to apply for our 8-week summer internship, taking place from June to August 2025.

THE POINT72 ACADEMY SUMMER INTERNSHIP — US

Launch your investing career in the Point72 Academy, an equities analyst training program that will provide you with the tools and knowledge to build a career in our ever-evolving industry. Since 2015, the Academy has graduated more than 160 analysts onto our platform, as of March 2024; some are portfolio managers today.

The Point72 Academy Summer Internship is a combination of classroom instruction, portfolio casework, and mentorship. The program is designed to give you insights into finance, research, and the workings of the public markets and prepare you for the full-time Academy Associate Program.

During the internship, you will:

• Acquire fundamental knowledge and skills necessary to contribute as an analyst, alongside your peers.
• Receive training in accounting, modeling, presenting, and compliance.
• Collaborate with an investment team, gaining firsthand experience of the daily life of an equities analyst and exposure to one of the sectors covered by our Portfolio Managers.
• Work closely with Academy coaches, delving deeper into data analysis and preparing a final pitch on an investment idea.

ABOUT POINT72

Point72 is a global asset management firm that prioritizes developing the careers of our portfolio managers (PMs) and analysts. For 30 years, we have been empowering our investment professionals to pursue greatness. Here, you can play to your strengths and grow your career as an investor, learn from peers with proven expertise, and leverage world-class resources.

We’re a firm that thrives on ideas, and we’ve found that the Point72 Academy has provided us with diverse viewpoints and perspectives, and we are able to offer support in their growth and development as analysts and portfolio managers.

WHO WE’RE LOOKING FOR: 

• We welcome students from all academic disciplines. Your field of study or major is not a determining factor; we seek individuals who can effectively manage teamwork, exhibit integrity, possess intellectual curiosity, demonstrate leadership potential, and express a keen interest in the financial markets.
• Students should have a high enthusiasm for the financial services industry. Interest in analyzing companies and looking at stocks is recommended given the project-based nature of this program.
• Candidates with excellent communication skills (verbal and written) and high levels of self-motivation.

 WE WANT YOU TO APPLY IF YOU ARE: 

• A current student who will graduate from university between December 2025 and July 2026.
• Fascinated by research and problem-solving, relentlessly curious, and constantly expanding your horizons.
• Committed to continued success in your academic and professional career with the highest levels of professionalism, integrity, and excellence.
• Commitment to the highest ethical standards
• Highly self-driven and motivated to explore a career in finance.

WHAT TO EXPECT :

• Your online application, essays and resume will serve as an introduction to who you are as a candidate. Once you complete the online application, we will begin reviewing your profile.
• Selected candidates will then receive an email invitation to participate in a case study, allowing you to showcase your experiences and demonstrate your business acumen.
• Following submission and review of your case study, the next step would be a virtual one on one interviews with various members of the Academy team, if selected.

There is no set application deadline for this position. We strongly encourage you to apply and fulfill all requirements as soon as you feel ready to begin the hiring process. Please note, you may only submit one application to the Academy internship program globally, so please be sure to apply to the region you are most interested in. Non-US applications will open soon.

Don’t miss this opportunity to kickstart your career in the world of investing with Point72 Academy.

The US annual base salary range is $120,000 – 140,000 which will be prorated based on internship start and end date. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Base salary for internships outside of the United States will depend on local market compensation. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Please note that any use of GenAI is strictly prohibited when completing this application.

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Empire Investment Bank

2024 summer analyst position – investment banking.

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2024 Summer Analyst Position – Investment Banking

You. At Empire Investment Bank, we believe in the power of talent and passion to drive exceptional results. We are always on the lookout for talented current and future bankers who are eager to contribute to our mission of empowering clients and shaping the future of finance. If you are ready to take the next step in your career journey, we invite you to tell us about you.

2024 Summer Analyst Position. A remote based | virtual position that provides qualified candidates the opportunity to work for a rapidly growing investment bank. Research responsibilities include conducting industry and executive research, organizing CRM integration, presenting research findings to management, and synthesizing complex financial models and valuation techniques. Investment analysis responsibilities include analyzing public and private firms.

• Preference for rising or current college seniors with a minimum of 3.5 GPA.
• Must be authorized to work in the U.S. and able to commit to a three-month position.
• Understanding of research, corporate finance, valuation analysis and accounting principles.

Why. Join our team of professionals who thrive in a fast-paced and collaborative environment, where every day brings new challenges and opportunities for growth.

• Dynamic environment.
• Commitment to excellence.
• Impactful work for your education and future career.

Apply through Handshake. Login, apply and upload a single three-part attachment that includes:

• Your cover letter that addresses five mandatory topics: 1) why you believe you are the perfect fit; 2) your available start and end dates; 3) your proficiency with PitchBook, Capital IQ and Bloomberg Terminal; 4) your desired benefits from successfully completing this position; and 5) your desired compensation range.
• Your resume that includes your GPA, relevant coursework, and any FINRA accreditations.
• Your overview about recent notable accomplishments and or a recent investment analysis.

About. Empire Investment Bank, managed by The Empire Firm founded in 2008, offers financial services including capital raise, M&A, capital market advisory, strategic options, and valuation advisory. Empire Investment Bank joined forces with Finalis Securities, LLC. This partnership isn’t just a collaboration; it’s a strong commitment to execution and assurance to our global clients. Our mission as a full-service investment bank is to empower our global clients with unparalleled expertise and unwavering dedication, propelling them towards sustainable growth, resilience, and triumph. Our vision is a future where strategic foresight and innovative solutions redefine industry paradigms, sculpting a landscape of enduring prosperity and boundless opportunity for our clients during each capital raise, M&A, capital market advisory, and strategic options mandate. For more info, visit https://EmpireInvestmentBank.com .

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225 Nebraska Union Lincoln, NE 68588-0451 402-472-3145 [email protected]

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Nomura Securities International

2025 – investment management summer analyst program.

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Company Overview

Nomura is a global financial services group with an integrated network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com .

Investment Management Overview

Nomura Capital Management LLC (NCM) is a Credit manager navigating the spectrum of public and private debt for intermediary and institutional clients. The Nomura Capital Management team helps clients navigate and unlock value across the global credit markets. Backed by Nomura, a century-old global financial services institution, Nomura Capital Management plays a vital part of Nomura Group’s growth strategy as its investment management business expands both in the Americas and globally. For further information about NCM, visit www.nomuracapitalmanagement.com.

About Our Summer Analyst Program :

The Summer Analyst Program runs for 10 weeks, during which Analysts will enjoy extensive contact with Nomura professionals at all levels through discussion groups, seminars and informal social functions. This program is an integral component of our full time recruiting. Please note this not a rotational program.

We aim to provide Summer Analysts with the same level of exposure as a first-year Analyst, with a hands-on opportunity to participate as full members of the team. They are expected to form effective working relationships and to demonstrate a commitment to the firm’s goals and values. During the course of the internship, Summer Analysts benefit from working closely with a peer and interacting regularly with a senior mentor.

What Roles You Might Play :

The Summer Analyst will work within the investment team of Nomura Capital Management, an alternative asset manager focused on Private Credit markets. In this capacity, the Analyst will learn about Private Credit markets, how an interval fund is managed on a day-to-day basis, and will help to perform analysis on a number of investment oriented projects. The Analyst will also gain exposure to emerging business lines such as co-investment, direct investments, and secondary investments.

Desired Skillset

• Outstanding academic qualifications
• Strong communication and interpersonal relationship skills
• Strong problem solving skills and an ability to code in Python, R, etc.
• Strong organizational and time management skills
• Motivated self-starter with a working knowledge of the financial services industry and a desire to develop their skills

Requirements

• Pursuing a bachelor’s degree (preferably Business, Economics, Finance, or STEM related field)
• Graduating between December 2025 and June 2026 at a college/university in the United States

This position has a set base salary of $100,000 per year. This is a non-exempt position eligible for overtime in accordance with applicable state and federal laws.

Nomura is an equal opportunity employer.

www.nomura.com

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Solomon Partners

2025 investment banking summer analyst program – new york.

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PROGRAM DESCRIPTION:

• The Summer Analyst internship is a 10-week immersive program beginning in early June 2025
• Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions
• Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions
• Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses
• Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills
• Solomon Partners’ recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills

QUALIFICATIONS:

• Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 – June 2026
• Demonstrated academic excellence; GPA of 3.5 or higher
• U.S. citizen or permanent resident
• Will not require future sponsorship

The base compensation for this role will begin at the annualized rate of $110,000 per year.

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California State Teachers' Retirement System

Investment support analyst.

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The CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Governmental Program Analyst on the Investment Services team.

Investment Services is comprised of the following business areas in the Investment Branch: Operations, Performance, Compliance, Data Solutions, and Administration. Investment Services’ primary function is to provide middle-office operational, performance and compliance support for internal and external portfolio activities, and by partnering with the asset classes to align business services for the successful implementation of investment policies.

Under the general direction of the Head of Investment Operations, the incumbent independently performs varied and complex technical and analytical tasks to support the Head of Investment Operations and tasks associated with Investment Operations. The incumbent serves as the back-up for the Director of Investment Services and the Investment Performance and Compliance and Investment Data Solutions units to provide general analytical and administrative support and is expected to exercise a high level of independence, confidentiality, and discretion.

The ideal candidate will possess the following skills:

• Experience utilizing the Microsoft Office Suite (i.e., Word, Excel, Outlook, PowerPoint)
• Experience compiling/organizing data and information into reports
• Project management experience
• Exceptional customer service skills
• Excellent written and verbal communications skills
• Strong analytical skills
• Strong organizational skills with high attention to detail
• Ability to research, organize, analyze, and interpret information
• Ability to prioritize workload, and ensure deadlines are met
• Ability to research and analyze complex issues with strong attention to detail
• Ability to successfully multi-task and re-direct job focus when needed
• Ability to maintain a high degree of diplomacy and tact while interfacing with a wide range of staff and external stakeholders
• Ability to work effectively as an individual and as part of a team to support team, unit, and Investments Branch goals

Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach the maximum salary for the position.

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Bank of America

Latin america investment banking summer analyst program – 2025.

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We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.

Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within our Latin America Investment Banking Coverage Group, summer analysts help orchestrate capital raising and strategic advisory transactions. Our summer analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst.

Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout.

As a summer analyst, your key tasks and responsibilities may include but are not limited to:

• Developing and maintaining complex financial models
• Performing various financial analyses, including valuations and merger consequences
• Conducting comprehensive and in-depth company and industry research
• Preparation of presentation and other materials for Latin America clients
• Participation in due diligence sessions
• Communication and interaction with deal team members
• Management of several projects at once and work effectively as an individual and as part of a team

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APAC Investment Banking 2024 Summer Analyst, Sydney, Australia

• You're a penultimate or final year student with strong academic achievement in a wide variety of disciplines.
• You have demonstrated strong leadership; teamwork; and communication skills
• Passionate about finance and have a genuine interest to learn
• Enthusiasm for contributing to the Citi community; through teamwork; leadership; and mentoring
• Commitment to their own personal success and the success of the institution as a whole.
• Ability to win and sustain the loyalty of institutional clients with confidence and good judgment.
• Intellectual curiosity and proactive approach to searching for new and creative ideas to implement innovative investment banking strategies.
• Resume (including ATAR/GPA/WAM stated)
• Cover letter addressed to Citi

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