8 Professional Investment Manager Cover Letter Examples for 2024

Home > 
8 Professional Investment Manager...

Your investment manager cover letter must immediately highlight your strategic aptitude in managing portfolios. Show that you understand diverse market conditions and can navigate them skillfully. Illustrate your track record with tangible results that underscore your competency in asset management. Emphasize your ability to integrate client goals with market opportunities to optimize returns.

All cover letter examples in this guide

Embarking on your search for the ideal investment manager role, you've polished your resume and started applying, but then you hit a snag: the cover letter. This isn't a mere echo of your resume; it's your stage to spotlight a crowning professional achievement, weaving a narrative that captures your unique value. Sidestepping clichés, your cover letter must strike a formal yet personal chord, all within the confines of a single page. Let's unlock the secrets to crafting your standout letter.

Keep your investment manager cover letter concise and impressive by sticking to our guide on how to:

  • Personalize the greeting to address the recruiter and your introduction that fits the role;
  • Follow good examples for individual roles and industries from job-winning cover letters;
  • Decide on your most noteworthy achievement to stand out;
  • Format, download, and submit your investment manager cover letter, following the best HR practices.

Use the power of Enhancv's AI: drag and drop your investment manager resume, which will swiftly be converted into your job-winning cover letter.

Investment Manager cover letter example

Jackson Thompson

San Francisco, CA



Dear Hiring Manager,

Upon discovering the opportunity within your esteemed organization, I am intrigued by the prospect of contributing to such a forward-thinking and innovative team. My tenure at BlackRock, deeply immersed in strategic planning and investment management, has equipped me with insights and methodologies that align with your company's vision for excellence and growth.

At BlackRock, I spearheaded the enhancement of our due diligence process for external infrastructure fund managers, culminating in a measurable 15% uplift in portfolio efficiency. This single initiative not only streamlined our operations but also fortified our investment framework, serving as a testament to my analytical acumen and my capacity to drive substantial financial results. Furthermore, the strategic implementation of global investment strategies under my direction led to an impressive 10% year-over-year increase in portfolio returns—a clear indication of both my expertise in identifying lucrative investments and my dedication to generating long-term value for stakeholders.

I am now eager to bring my expertise in asset valuation and my keen understanding of market dynamics to your organization. An opportunity to discuss how my strategic approach to infrastructure investment and risk assessment can contribute to the ongoing success of your firm would be greatly appreciated.


Jackson Thompson

Investment Manager
What makes this cover letter good:

  • Emphasize relevant experience and notable achievements: For example, mentioning the enhancement of the due diligence process and the resultant 15% uplift in portfolio efficiency shows the ability to streamline operations and add value, which is crucial for an investment manager role.
  • Quantify success in previous positions: Citing specific figures such as the 10% year-over-year increase in portfolio returns demonstrates a proven track record of delivering financial results, an important aspect of the investment management field.
  • Connect past experiences to the targeted role: Drawing parallels between the strategic implementation of global investment strategies in the past and the potential contribution to the new organization validates the candidate's suitability for the position.

What should your investment manager cover letter look like - formatting and organizing your information

Have you ever wondered what are the must-have sections you need to include in your investment manager cover letter? Our builder sets those up for you with:

  • Header - dedicated to your contact information, the role you're applying for, and the date (don't forget to include your name);
  • Greeting and opening paragraph - to create a personalized and memorable experience for recruiters;
  • Body paragraph - emphasizing your skill set and knowledge that aligns with the role and helps you to stand out;
  • Closing paragraph - leaving a great impression and ending with an optional signature.

Use a cover letter template to discover the best formatting for your investment manager cover letter: that is single-spaced paragraphs and wrapping your content in a one-inch margin.

Ensure that both your resume and investment manager cover letter are in the same font. Stand apart from the crowd by using modern, yet simple fonts, like Chivo and Rubik, instead of the overused Arial and Times New Roman.

Did you know that the Applicant Tracker System (or ATS) won't be assessing your investment manager cover letter? Instead, submit your profile in PDF to recruiters to keep the same formatting and the design intact.

top sections icon

The top sections on a investment manager cover letter

  • Header: This includes your name, contact information, and the date, ensuring that the recruiter knows who you are and how to contact you, and it sets a professional tone for the document.

  • Greeting: Address the hiring manager or team by name if possible, as personalization shows that you've done your research and are seriously interested in the role at their specific firm.

  • Introduction: Briefly introduce yourself and express your interest in the investment manager position, giving a snapshot of your enthusiasm for the role and setting the stage for your qualifications.

  • Body: This section should highlight your relevant experience, key achievements in previous investment roles, and understanding of market trends, showcasing how your skills and expertise align with the job requirements.

  • Closing: Conclude with a compelling call to action, reiterating your interest in the position and expressing your eagerness to discuss how you can contribute to the firm's success in an interview.

top sections icon

Key qualities recruiters search for in a candidate’s cover letter

  • Strong analytical skills: Essential for conducting detailed financial analyses and evaluating investment opportunities.
  • Solid understanding of financial markets and instruments: Enables assessment of market trends and selection of suitable investments for clients' portfolios.
  • Proven track record of investment performance: Directly relates to the core objective of the role – achieving strong returns on investments.
  • Risk management expertise: Important for protecting clients’ assets and making informed decisions under uncertainty.
  • Excellent communication and client service skills: Critical for explaining complex investment strategies and building trust with clients.
  • Relevant certifications and education (e.g., CFA, MBA): Indicates a professional level of investment knowledge and commitment to the field.

Personalizing your investment manager cover letter salutation

Always aim to address the recruiter from the get-go of your investment manager cover letter.


  • the friendly tone (e.g. "Dear Paul" or "Dear Caroline") - if you've previously chatted up with them on social media and are on a first-name basis;
  • the formal tone (e.g. "Dear Ms. Gibbs" or "Dear Ms. Swift") - if you haven't had any previous conversation with them and have discovered the name of the recruiter on LinkedIn or the company website;
  • the polite tone (e.g. "Dear Hiring Manager" or "Dear HR Team") - at all costs aim to avoid the "To whom it may concern" or "Dear Sir/Madam", as both greetings are very old-school and vague.
top sections icon

List of salutations you can use

  • Dear Hiring Manager,
  • Dear [Company Name] Recruitment Team,
  • Dear [Department Name] Hiring Committee,
  • Dear [Mr./Ms. Last Name],
  • Dear [Professional Title],

The investment manager cover letter introduction: focusing on your unique value, with a creative twist

You are not the only one wondering how to start your investment manager cover letter. Those first two sentences introduce your profile and should be memorable.

No pressure.

When beginning your investment manager cover letter, immediately point out the unique value of working with you. In other words, what you promise to bring to the role by using your past track record of success.

Start your investment manager cover letter with a creative twist by telling a joke or stating something relatable. Select this type of introduction only if it aligns with the company culture.

Intro Paragraph
Immersed in the philosophy of fostering enduring client relationships and tailoring investment strategies to match unique profiles, I am drawn to the cutting-edge asset management approach that [Company Name] champions. My professional journey aligns with your commitment to innovation and excellence, making the investment manager role a perfect conduit for mutual growth.

Structuring your investment manager cover letter body to add more value

You've hinted at your value as a professional (this may be your passion for the job or interest in the company) in your introduction.

Next, it's time to pan out the body or middle of your investment manager cover letter.

When creating your resume, you've probably gone over the advert a million times to select the most relevant skills.

Well, it's time to repeat this activity. Or just copy and paste your previous list of job-crucial requirements.

Then, select one of your past accomplishments, which is relevant and would impress hiring managers.

Write between three and six paragraphs to focus on the value your professional achievement would bring to your potential, new organization.

Tell a story around your success that ultimately shows off your real value as a professional.

Body Paragraph
Spearheading a mid-cap portfolio, I identified an undervalued sector poised for growth, reallocating 30% of the fund's assets. This strategic move yielded a 25% return over the fiscal year, markedly outperforming the benchmark index by 10%. My adept analysis and decisive asset allocation not only maximized profits but also showcased my ability to manage risk, ensuring sustained fund vitality during market volatility.

Closing remarks to end your investment manager cover letter

Of course, you'll have to show gratitude to the recruiters, who have assessed your profile at the end of your investment manager cover letter .

A "Thank you for the consideration" would work wonders, instead of the standard "Sincerely yours".

Do you want to make an even better impression?

Close off your investment manager cover letter by promising how you see yourself excelling in the role and the positive impact you'd bring about.

A sentence that encourages some further action on the recruiter's end could also be a good way to close off the communication (e.g. provide your availability for an interview).

Closing Paragraph
Eager to bring my expertise to your team, I welcome the chance to discuss how my skills align with the goals of your firm. Please contact me to arrange an interview.

Addressing limited to no experience in the investment manager cover letter

There's nothing to worry about if you lack professional experience.

Your investment manager cover letter could bridge the gaps in your professional history by focusing on what matters most to recruiters, that's either:

  • skills - focusing on transferable ones you've gained, thanks to your life experience (e.g. volunteering, certificates, etc.);
  • achievements - select the most relevant and noteworthy one from your history (e.g. education, projects, etc.);
  • motivation - describe how you envision your professional growth in the next up to five years, thanks to this opportunity.

Key takeaways

Creating your investment manager cover letter should be a personalized experience for the role and the recruiter, where you:

  • Format your cover letter using the same ATS-friendly font (e.g. Railway) as you did for your resume;
  • Greet recruiters, using their name, and follow up with two sentences to introduce yourself, your interest in the role, and to stand out;
  • Map out one key success from your career (or life) that has taught you job-crucial skills;
  • Substitute your lack of experience with an achievement from your internships, degrees, or volunteering gigs;
  • End with a promise for your potential or your availability for an interview.

Investment Manager cover letter examples

Explore additional investment manager cover letter samples and guides and see what works for your level of experience or role.

By Experience

Entry-Level Investment Banking

When pursuing an Entry-Level Investment Banking position, it's essential to stress any internships or experience in finance, analytics, or related fields. Showcasing your proficiency with financial modeling and valuation techniques is a must. Reference any relevant coursework like 'Corporate Finance' or 'Investment Strategies' and indicate how long you've studied these topics. Use the 'skill-action-result' method to detail how your analytical abilities have led to tangible outcomes, such as improved investment decisions or more accurate financial forecasting, which showcases your potential value to the firm.

By Role

Certified Financial Planner

For a Certified Financial Planner position, it’s essential to feature any financial planning or wealth management experience you have. Highlight your proficiency in financial analysis and knowledge of tax planning. Showcasing certifications such as 'Certified Financial Planner' and related educational courses can demonstrate your commitment and expertise. Detail your capability in creating personalized financial plans and how you’ve effectively managed clients' portfolios. Employ a 'situation-strategy-impact' framework to illustrate how your strategic advice has positively influenced clients' financial health.
View Certified Financial Planner Cover Letter

Investment Banking Analyst

When applying for an Investment Banking Analyst position, it's key to showcase your quantitative analysis skills and any experience with financial modeling. Proven competence with Excel and financial software should be outlined, as well as any internships or projects in finance-related areas. Highlight specific courses like 'Corporate Finance' or 'Advanced Financial Modeling' and detail academic successes or recognition. Use a 'challenge-action-result' format to convey how your analytical abilities led to actionable insights or positive outcomes in past roles or projects.
View Investment Banking Analyst Cover Letter

Investment Banking Associate

When applying for an Investment Banking Associate position, emphasize your analytical and financial modeling skills. Experience with internships in financial services or roles that required complex financial analysis should be prominent. Mention proficiency with spreadsheets and valuation techniques. If you have passed any level of the CFA or have an educational background in finance or economics, include these details. Highlight any experience where you impacted financial strategies or contributed to successful deals, using a clear 'situation-action-outcome' framework to quantify your achievements.
View Investment Banking Associate Cover Letter

Portfolio Manager

When applying for an Entry-Level Portfolio Manager position, emphasize any finance, accounting, or investment analysis experiences. Highlight your ability to manage risk and your understanding of diverse financial instruments. If you've completed finance-related coursework or obtained certifications such as 'Chartered Financial Analyst' or 'Financial Risk Manager', be sure to mention these. It's crucial to demonstrate how you've used analytical skills to facilitate informed investment decisions. Use a 'skill-action-result' structure to show how your actions have positively impacted past roles or projects.
View Portfolio Manager Cover Letter

Private Equity

For an Entry-Level Private Equity position, stress any financial analysis or investment experience. It's key to demonstrate understanding of valuation techniques and market trends. If you've completed finance-related coursework or certifications such as 'Investment Banking Foundations' or 'Financial Modeling & Valuation', make these stand out. Practice a 'situation-analysis-outcome' framework to show how your analytical abilities have directly impacted investment decisions or improved financial strategies in past roles or projects. Highlight your proficiency with Excel and financial databases, as these are essential tools in the field.
View Private Equity Cover Letter

Real Estate Investment Banking

When seeking a role in Real Estate Investment Banking, stress your analytical abilities and any experience in financial modeling or market analysis. Highlight proficiency in Excel and understanding of real estate valuation techniques. Include coursework or certifications in finance, like 'Real Estate Finance & Investments' if applicable. Mention specific scenarios where your analysis contributed to successful investment decisions or risk mitigation. Use a 'challenge-solution-outcome' format to illustrate your impact. For a Junior Real Estate Investment Banker position, underscore your internships or experience dealing with financial statements and investment portfolios. Point out your knowledge of real estate markets, zoning laws, and property development. If you have a 'Commercial Real Estate Analysis' certification, make it known. Describe situations where your insights have led to informed investment strategies or portfolio improvements. Employ a 'problem-analysis-impact' narrative to show your practical expertise.
Rate my article:
8 Professional Investment Manager Cover Letter Examples for 2024
Average: 4.80 / 5.00
(564 people already rated it)
Volen Vulkov
Volen Vulkov is a resume expert and the co-founder of Enhancv. He applies his deep knowledge and experience to write about a career change, development, and how to stand out in the job application process.
AI Section BackgroundAI Section Lines

AI cover letter writer, powered by ChatGPT

Enhancv harnesses the capabilities of ChatGPT to provide a streamlined interface designed specifically focused on composing a compelling cover letter without the hassle of thinking about formatting and wording.

  • Content tailored to the job posting you're applying for
  • ChatGPT model specifically trained by Enhancv
  • Lightning-fast responses
Create a Cover Letter
Cover Letter Background
Cover Letter Example
AI Panel Box