Equity Research Cover Letter

Equity Research Cover Letter

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15 Equity Research cover letter templates

What to include in a Cover Letter
1
Company Address
2
Salutation
3
Compelling Details
4
Respectful Closing

How to Write the Equity Research Cover Letter

322 Connie Manors
South Vicenteville, MA 56717-7280
Dear Corey Cormier,

I submit this application to express my sincere interest in the equity research position.

In the previous role, I was responsible for adequate and timely due diligence prior to the implementation of any investment under consideration by either the Investment Research or portfolio management teams.

My experience is an excellent fit for the list of requirements in this job:

  • Possess exceptional analytical, organizational and quantitative abilities polished communication and interpersonal and team skills
  • Provides data support for Portfolio Managers through generating reports for Equity Security Selection, Asset Allocation, Manager Selection, Risk Management and Communication Activity
  • Supports Portfolio Managers through generating both quantitative and qualitative research and analysis on Asset Allocation, Manager Selection, Risk Management or Security Selection Portfolio Construction
  • Provides portfolio and market information to business partners and senior managers
  • Tracking global equity markets, sectors and styles analysing drivers of performance and contribute towards strategy publications
  • Top down analysis of equity markets, sectors and styles through macroeconomic data tracking, quantitative modelling and contribute towards strategy forecasting and recommendations
  • Quantitative study of event/news flow impact on equity markets, sectors and style
  • Generate long term forecasting for equity markets used as the input for Capital Market Assumptions

I really appreciate you taking the time to review my application for the position of equity research.

Sincerely,

Sawyer Cassin

Responsibilities for Equity Research Cover Letter

Equity research responsible for investment ideas in the Banking and financial services sector, and Real Estate sector.

Good knowledge of accountancy
Graduate of Commerce/ Business Management/ Finance/ Accounting / Economics and equivalent courses
Associate Chartered Accountant (ACA) Qualification, Chartered Financial Analyst (CFA), or Master of Business Administration (MBA) is preferable
Programming proficiency in VBA and Python
Strong programming skills in Java, C/C++ and/or Python
Experience handling large data sets using advanced statistical methods in packages such as R or having experience in performing data analysis using Pandas
An interest in public companies and markets
Strong investment process and record

Equity Research Examples

Example #1

Example of Equity Research Cover Letter

9480 Marchelle Fields
New Solmouth, NH 96109
Dear Shae Corwin,

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

Previously, I was responsible for senior level Associate support to Research Analyst in the REIT sector, including field research and company interviews.

Please consider my qualifications and experience:

  • Contribute towards various internal and external client presentations and publications
  • Should be able to communicate (read/speak/write) in English, Mandarin and Japanese
  • In-depth knowledge of a business sector will be useful (not essential)
  • Aptitude for identifying and analyzing valuable economic trends impacting the Energy sector
  • The role will evolve in the long-term and higher responsibilities will be given based on performance
  • MBA or CFA Level 1
  • Clear and persuasive written and verbal communication skills are essential, as are strong presentation and negotiation abilities for working with clients and prospects with sophisticated investment knowledge, specifically buyside managers and analysts
  • Strong motivation to excel in a fast-paced, entrepreneurial work environment

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

Sincerely,

Riley Kuhic

Example #2

Example of Equity Research Cover Letter

150 Kris Pike
North Gregory, AR 03445
Dear Lennon Littel,

I am excited to be applying for the position of equity research. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for regular reports and commentary for the local Asset/Liability Management Committees to inform on and analyze investment-related aspects relevant for the local investment units.

My experience is an excellent fit for the list of requirements in this job:

  • Spend time one-on-one with the investment management firms to explore and interpret the information they have provided and walk through examples of how they evaluate investment decisions
  • Make recommendations based on thorough due diligence in the form of research documents which demonstrate a well-articulated view, including the pros and cons of a given strategy, and state Mercer's recommendation / rating based on that research
  • A sound understanding of investment markets and the management of assets
  • Strong background in research or investment analysis, with a focus on equity strategies
  • Some experience of fixed income or multi-asset strategies is preferable
  • Willingness to work within a small team and as part of a global group
  • Strong verbal, written and interpersonal skills and appropriate attention to details
  • Working knowledge of investment software

Thank you for taking your time to review my application.

Sincerely,

Ryan Upton

Example #3

Example of Equity Research Cover Letter

9106 Green Cliffs
East Hubertmouth, WA 25809
Dear Parker McClure,

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

Previously, I was responsible for issuer commentary on sector trends, earnings reports and generate active investment recommendations to the global investment platform.

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

  • Have some understanding of Banking & Finance
  • Be well-versed with financial modelling and valuation
  • Be quality focused with attention to detail and client service
  • Have strong modeling and analytical skills
  • Curious and enthusiastic self-starter who is able to balance independent work with team collaboration
  • Proficiency in either European or Asian foreign languages preferred
  • BA/BSc in any discipline, strong preference for business related studies
  • Proficiency in Dutch, French, German, Portuguese Spanish or Swedish strongly preferred

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

Sincerely,

Briar Breitenberg

Example #4

Example of Equity Research Cover Letter

2794 Crist Stravenue
East Bretmouth, MT 97374-8401
Dear Riley Wisozk,

I am excited to be applying for the position of equity research. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for accurate and reliable demographic and statistical financial market data to internal database and to internal/external clientele; Focus on ensuring the integrity of the company's financial market information ; Fulfill the research/analytical/ market study needs, required/ requested by the external clients in order to procure and retain future and current business ; Support clients on data queries ; The job also involves reporting & maintaining records of work done.

Please consider my qualifications and experience:

  • Able to work with large amounts of data and numbers
  • Proficient in Microsoft applications, Excel and Access in particular
  • Maintain discipline in planning and executing daily tasks aligned with the long term vision and direction of the franchise
  • Fast learner, able to organize, prioritize and multi-task, work independently and under pressure
  • High statistical literacy
  • Independently undertake thought-provoking and commercial research
  • Perform due diligence on investment management firms and their investment strategies through qualitative and quantitative analysis
  • Read the investment managers’ marketing material, review the information they submit through Mercer's proprietary tool, Global Investment Manager Database (GIMD)

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

Sincerely,

Shiloh Bergnaum

Example #5

Example of Equity Research Cover Letter

2054 Cole Squares
Lake Jae, MD 22756
Dear Shae Terry,

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

In the previous role, I was responsible for support to Research Analyst in the Specialty Finance sector, including field research and company interviews.

Please consider my experience and qualifications for this position:

  • Study focused in Science, Technology, Engineering, Mathematics, Economics or similar field
  • Proficient in matrix based programming languages such as R, Python, Matlab
  • Preference for knowledge of database design and SQL
  • Deep working knowledge of investment strategies and capital markets
  • Excellent communication skills - written, verbal and presentation skills for internal/external audiences strong listening and investigative skills
  • Intellectually curious, creative and open-minded
  • Analyze industry macro trends and company financials in Latin America, affecting the financial sector
  • Can involve travel to visit management of covered companies

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

Sincerely,

Baylor Kihn

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