Investment Director Cover Letter

I would like to submit my application for the investment director opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for investment forecast analysis to Portfolio Management teams on the General Account, including risk limit capacity projections, strategic asset allocation/marginal asset allocation, and credit migration.

Please consider my qualifications and experience:

• Strong communications skills and a track record of building trusted partnerships
• Exceptional relationship management and interpersonal skills and a “client service” orientation
• Prior experience working with philanthropy is preferable
• Select and manage strategic analytical partners in order to guarantee that econometrics models are aligned with marketing priorities (activations, churn, brand awareness, brand equity, etc)
• Maintain marketing datamart that aggregates data from disparate sources/systems
• A strong understanding of and interest in corporate governance
• Post graduate, CFA or MBA preferred
• Proven track record of producing ESG research and analysis

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

In the previous role, I was responsible for information to Portfolio Managers and help monitor portfolio asset allocation versus investment objectives.

Please consider my qualifications and experience:

• Good understanding of investments (CFA Charterholder or equivalent)
• Previous experience in asset management or financial services environment
• Experience of investment structures and operations, and legal, regulatory and tax issues arising
• Previous experience in leading projects and managing a team
• Previous experience in a policy/governance function
• Builds strong connections with potential and current partner companies leading vendors (Oracle, SAP) around future roadmaps
• Potentially represents TELUS Health on Board or Advisory Board seats
• Experience working with performance attribution and risk assessment tools such as Style Research, Factset, Aladdin, and/or Barra

I submit this application to express my sincere interest in the investment director position.

In my previous role, I was responsible for comprehensive quantitative and qualitative information about CG’s institutional investment strategies including results, portfolio characteristics, portfolio attribution, investment commentary and organizational statistics.

Please consider my qualifications and experience:

• Experience of ESG integration in the investment process
• Detail oriented and persistent to see things through to completion whilst managing multiple tasks and changing priorities
• Deep understanding of a P&L and the impacts that marketing initiatives and results can have revenue and bottom line
• Strong in building and leading presentations, with stakeholders and large audiences
• Experience in turning a strategy plan into KPIs and metrics to constantly evaluate the evolution of the plan and gap analysis
• Excellent communications skills to help drive engagement and excitement, alignment with the global marketing community
• Demonstrated expertise in the GIPS standards
• Knowledge and experience of financial markets and issues globally

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

In my previous role, I was responsible for information to Portfolio Manager and help monitor portfolio asset allocation versus investment objectives.

Please consider my experience and qualifications for this position:

• Global cultural orientation and experience
• PE/VC background
• Marketing Tools of the Trade - Demonstrated success in the development, execution, and measurement of marketing plans and demand generation activities with high impact results
• Intellectually curious and open minded
• Enthusiasm for teamwork and working with others to gain the best outcome
• Structure/size of resource to deliver investment strategy
• Prioritisation of projects and structure of delivery
• Budget responsibility for these areas

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

In my previous role, I was responsible for support to the consultant in relation to performance Monitoring Reviews (PMR’s), Statements of Investment Principles (SIP’s), Suitability Reviews, Asset Transfer Templates, Asset Valuations, and Asset Liability Reviews.

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

• Demonstrated track record of applying analytical rigor to complex problem solving
• Success bringing multiple constituent groups together to agree on priorities and actions
• Project management and business case development experience
• Effective presentation skills for one-on-one or large group audiences
• Attainment of the CFA and/or CAIA charter designations preferred
• Strong understanding of technology business models
• Strong networking, negotiating and marketing skills
• Experience in developing and/or negotiating contracts