Investment Product Specialist Cover Letter

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

In my previous role, I was responsible for leadership and strategic direction for the operation of SWBC’s Investment Services division, to include; marketing, selling, and servicing SWBC investment products, effective staff recruitment, contract negotiations, guiding, directing, training, and evaluating the work of the Investment Services division.

Please consider my experience and qualifications for this position:

• Thorough understanding of the equity investment process
• Knowledge of annuity and life insurance products
• A familiarity with financial planning or product illustration software is helpful
• Demonstrate excellent analytical and organizational skills
• Prefer knowledge of all aspects of retirement, including plan design, products and services, investments, laws and regulations, industry standards, and the competitive environment
• Experience in a writing capacity is preferred
• Real passion for asset management, capital markets, advanced analytics, performance attribution, and equity risk models
• A deep understanding of fundamental data is necessary

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

In my previous role, I was responsible for technical support to Firm businesses such as investment banking, institutional equities, fixed income, wealth management and asset management across Australia, Hong Kong, Mauritius and Pakistan, including talking to the front office desks.

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

• A team player willing to get involved in all aspects of the business
• A self-starter with excellent communication skills and attention to detail
• Field inbound calls from Agents, Field Managers and Product Consultants regarding the technical aspects of the suite of Annuity products including Fixed Annuities, Income Annuities, Variable Annuities and MainStay Mutual Funds for both current products sold and inforce policies/contracts
• Assist Agents in the sales process by providing product knowledge, hypothetical illustrations and current sales promotions to close the case
• Pass leads to the Internal Investment Sales Desk
• Use Morningstar and CDS Thomson software to provide hypothetical and competitive research to Agents
• Proficient in Word, Excel, PowerPoint, Morningstar, NYLIS Illustration System, Asset Allocation Tool, Social Security Analyzer, Client Analysis Tool, Agency Portal, Salesforce, Portal Contact System and Rightbridge
• Exceptional analytical and presentation skills (strong Microsoft Excel and PowerPoint skills)

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

In my previous role, I was responsible for portfolio and investment analyses to support business and portfolio steering activities, strategic asset allocation proposals, fund consolidation proposals and strategic projects.

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:

• Deep understanding of various scripting languages (Python, R, Matlab, etc)
• China Equities
• Asian Equities
• Property Equities
• Japanese Equities
• Global Natural Resources
• Oversee the commentaries editorial process and liaise with Copylab where appropriate
• Understanding the audience – target content to the appropriate level to best suit the readership

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

Previously, I was responsible for clients, prospects, consultants and/or intermediaries with ongoing updates about the investment philosophy, process, and performance of specific investment programs.

Please consider my qualifications and experience:

• Understand compliance requirements across the various distribution channels and helping ensure all requirements are met
• Ensure visibility of content being worked on to allow its use to be maximized globally
• Ensure familiarity with Henderson’s financial promotions/literature principles and processes, guidance from compliance
• Excellent knowledge of investment writing
• IMC is set as a minimal vocational qualification
• Experience of developing, implementing and managing the delivery of investment communications for a broad range of client types
• A dynamic individual able to convert enthusiasm into deliverables
• A good creative thinker

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

Previously, I was responsible for education of capabilities to internal Institutional Asset Management teams and business partners on most complex products.

Please consider my qualifications and experience:

• Interactions with Clients
• Familiarity with Reg D, AIFMD, PRIIPS, AML/KYC, OFAC, World Sky Rules
• A strong academic background, ideally including a post-graduate or professional qualification
• Demonstrated knowledge of fixed income markets and investment strategies
• Excellent written, oral, and interpersonal communication skills, creative problem solving skills, and a solutions-oriented mindset
• Strong business judgment, curiosity, comfort with ambiguity
• Creating fund accounting entries in Investran related to the transactions and valuations on feeder and underlying fund level
• Processing Private Equity transactions such as capital calls and distributions