Investment Research Cover Letter

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

In my previous role, I was responsible for finance support to the business for authority documentation, including compliance with BP modeling standards, Delegation of Authority and Accounting Policy.

Please consider my experience and qualifications for this position:

• Develop and research new quantitative trading strategies
• Perform risk and performance analysis
• Enhance the portfolio construction process
• Familiarity and experience in trading strategies across global markets
• Experience with high level programming languages for analytical modeling, preferably Python
• Ongoing monitoring of investment universe and preparation of reports
• Aggregating relevant information for presentation through Excel or other front end tools
• Supporting Fund Analysts with ad hoc analysis on specific funds, fund complexes, asset allocation and investment disciplines

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

In the previous role, I was responsible for informational reporting to Corporate Finance and other areas of TIAA for various financial and regulatory reporting tasks as needed.

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

• Understanding of macroeconomics via basic coursework or experience
• CFA or progression towards CFA designation preferred
• Alternative asset knowledge is preferred
• Experience in a multi-asset class, multi-manager environment, with specific alternative investment experience preferred
• Collaborate with a team of investment analysts to ensure consistent application of due-diligence process
• Support management of asset manager relationships
• Attend and actively participate in manager due-diligence meetings and participate in the ratings process
• Support other team members in their meetings as an active participant and active listener

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

In my previous role, I was responsible for technical accounting guidance to internal customers, including partnering across 3M finance teams to ensure compliance with U.S.

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

• Analysing mutual fund peer groups across multiple asset classes to generate new investment prospects for SAI
• The role requires a good understanding of financial markets and a keen interest in investment research
• Excellent knowledge in MS Excel – Data analysis and data visualization
• Knowledge in VBA/R will be an advantage
• Experience of working with a financial services organization would be an advantage
• An MBA from a tier-1, tier-2 B-school or Non-MBA’s (engineers or others) with a CFA Level-1 cleared or giving FRM, no current investment research experience necessary, just an interest
• Experience working with European companies and/or utilities is preferred
• For every Vantagepoint Equity Fund, define relevant manager universe, identify necessary databases and other research sources to facilitate appropriate coverage of managers, and build out the process to monitor managers and identify a short list of suitable managers to replace existing subadvisors should the need arise

In response to your job posting for investment research, I am including this letter and my resume for your review.

In the previous role, I was responsible for day-to-day supervision of the Accounting Research & Valuation Team, including coaching and development, assignment of tasks and review of work performed.

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

• Leverage and partner with the other members of the research team to conduct manager and sector analysis, meet with managers, and as appropriate, perform due diligence on potential subadvisor replacements
• Work closely with fund managers to identify ongoing needs within the funds, remain updated on trends and issues with subadvisors, and as appropriate, partner on the evaluation and selection of replacements for existing subadvisors
• Lead regular oversight meetings of the corporate portfolio with involved team members to make portfolio allocation decisions, including the establishment and maintenance of the transitional portfolio for committed but uncalled capital
• Establish and monitor the corporate portfolio on a daily basis, including setting up appropriate reporting with daily look-through and determining access within the Investments division
• Establish and conduct due diligence of managers within the corporate portfolio, leveraging resources within the mutual fund due diligence team and, if appropriate, from the fund managers
• Chair the weekly investment research meeting, setting agenda and special topics with input from the broader research and fund manager teams
• Promote the increase in quality and quantity of thought leadership pieces written by the Investments division (including by this role), utilizing the research meeting as an incubator and evaluation tool for potential topics and research
• Contribute to development of systematic tactical asset allocation process to be utilized across Models and Milestone Funds, Vantagepoint Funds, and the corporate portfolio, done in collaboration with Asset Allocation team which will drive the quantitative element of the process

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

In my previous role, I was responsible for technical accounting & insightful finance support on complex transactions such as affiliation and joint venture agreements, contracts revenue recognitions with any relevant changes, M.D.

Please consider my experience and qualifications for this position:

• Oversee with ad-hoc projects
• Understanding of attribution and risk management concepts and experience with leading measurement tolls (Factset, Barra, or other similar tools)
• Familiarity with portfolio construction, asset allocation, modern portfolio theory, risk management and hedging
• Preparing financial analysis in support of the firm's due diligence on private equity fund/secondary/direct investment opportunities
• Evaluating a firm’s strategy and historical track record versus industry benchmarks
• Assisting with business development and investor relations projects, such as maintaining marketing and quarterly performance presentations, creating industry white papers, and working with the back office team
• Thorough understanding of brokerage operations
• Experience in securities processing and alternative investments