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Investment Analyst Cover Letter Sample

December 19, 2020
Here’s a sample Cover Letter we recently produced for a Software Engineer in Australia.

Here’s a sample Cover Letter we recently produced for a Investment Analyst in Australia.

In this article, you’ll learn:

  • About the Investment Analyst Role
  • What Hiring Manager Look For In Investment Analyst Cover Letter
  • Investment Analyst Job Opportunities
  • Job Hunting Tips from our Resident Headhunter
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Investment Analyst Cover Letter [Full Sample]

Here’s a full Investment Analyst Cover Letter sample, which we wrote for a client recently.

Email: name@gmail.com   |   Mobile: +61 491 570 110
Dear [Hiring Manager’s Name],

[If you know the name of the Hiring Manager, personalise your application by addressing the person directly. Job ads on LinkedIn, for example, display the name of the person posting the ad.]

Application for the Position of Investment Analyst

It is with great enthusiasm that I submit my application for the position of Investment Analyst at ABC Bank. The possibility of working for your company, a leading player in the investment banking industry, greatly appeals to me. Since leading the development of high-impact investment strategies and growing financial models with a high degree of accuracy from the ground-up, I have acquired extensive experience in the various aspects and nuances of investment banking, and I am confident my skills make me an ideal candidate for the position of Investment Analyst. [Match your skills and strengths to the job and industry requirements, and include a brief overview of your experience.]

  • In my most recent position as an Investment Banking Analyst with CDE Bank, I perform various financing, comparative and pro forma analyses, including trading & transaction comparables as well as discounted cash flow for consumer, consumer, healthcare, logistics and industrial clients in the South East Asia region. My demonstrated success in advising C-level suite investment managers in a spectrum of deals including both buy and sell-side M&A, acquisition financing, bond, debt and equity financings — along with my expertise in financial models and tools — positions me to make a significant and positive impact on your firm. Significantly, during my tenure, I was involved in USD100m bridge financing for XYZ for land acquisition in China, as well as a billion-dollar sell-side M&A.
  • Previously, as a Junior Analyst at CDE Bank, I undertook a broad range of trading and analytical operations, at times overseeing the preparation of outreach material such as investment decks and prospectuses. I also managed Business Credit Applications (BCA) from end-to-end, covering a diversified portfolio of clients through due diligence reviews and comprehensive KYC checks, including OXY Group, one of the largest Australian conglomerates with a facility size of more than RM 150m. As an integral part of our private equity team, I researched and interpreted financial information, and prepared bid letters, mandates, investment term sheets and initial review memos for prospective million-dollar deals as part of our overarching sales strategy. Amongst my various achievements, I am most proud of supporting LKPM’s expansion by assisting with due diligence, budget analysis and revision of financial model. [Single out your best achievements. Providing metrics is key to substantiate your accomplishments and prove your abilities.]

In my various positions, I have forged robust working relationships with colleagues and external partners alike, and a good command of Chinese and Bahasa greatly facilitated communication in the transaction processes. With a deep understanding of financial markets and comprehensive domain knowledge of mergers and acquisitions, I will be able to deliver insightful financial analysis and strategies in support of ABC Bank’s high-profile and prominent transactions. [Focus again on your top skills as required by the role or firm. Here, highlight key experiences that are directly relevant to the target role.]

Thank you for your time, and I look forward to an opportunity to meet for further discussion. I am thrilled at the possibility of being part of your firm, and would love the opportunity to meet with you and discuss how I can most effectively contribute my diverse and substantial range of experience and skills to your organization’s continued success. Please feel free to contact me at any time via mobile at +61 12 1234 5678 or via email at name@email.com. [Close your Cover Letter with a call-to-action – show your excitement to meet your potential employer, and provide your contact details.]

Yours sincerely,
Madison Hewson


About the Investment Analyst Role

Do you possess a strong analytical mind? Are you a strategic planner with financial expertise and excellent communication skills? Then being an investment analyst might be the right role for you.

Investment analysts, sometimes known as securities analysts or financial analysts, carry out research on markets and investment opportunities, create financial models, and produce analytical reports and recommendations on stocks, bonds or other investment securities. There are roles for investment analysts in various types of firms, ranging from brokerages, banks and hedge funds.

What does an Investment Analyst Australia career path look like?

Employers prefer candidates with qualifications in finance, accounting, business administration or management.

When starting out in the field as a junior analyst, your job scope may heavily comprise data collection and creating and updating financial spreadsheets, while gaining on the job analytical experience.

As you progress to a senior role, you’ll focus and hone your expertise in a specific securities category.

Your job scope will evolve to include planning and conducting new research projects, communicating with industry contacts, and delivering strategic advice and presenting research results to firm management, sales agents, or clients.

What Hiring Managers Look for in Investment Analyst Cover Letters

  • Demonstrate your breadth of experience by mentioning your knowledge of various financial instruments and your focus industries.
  • Prove that your stellar analytical and research capabilities have been instrumental to the success of your firm or bank’s projects and transactions. Cite specific examples.
  • Remember metrics are crucial! Ensure to single out your best achievements – use numbers to substantiate the scale of the project you have managed or supported, and quantify the project’s success.
  • Beyond possessing an analytical mind, effective communication and presentation skills are key to excelling as an investment analyst. Show how you’ve forged strong working relationships with your clients and team.

Investment Analyst Job Opportunities

  • Join LinkedIn groups or follow companies you wish to work for to keep abreast with new job openings.
  • Alternatively, you can reach out to these headhunters in Australia to learn about any vacancies they may be trying to fill out.

Job Hunting Tips from our Resident Headhunter

Before You Go…

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    Once you have the 1st Draft, you’ll have 10 working days of unlimited revisions. Depending on your needs, you can finalise your documents anytime during that window.

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  • How Many Drafts Can I Have?

    We allow unlimited revisions for up to 10 working days. During this period you can email your Resume Consultant as many times as you need, and discuss any edits and updates you feel necessary. The unlimited resume revisions period starts on the day you receive your 1st Draft.

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  • Do I Need A Cover Letter?

    Some job advertisements require the candidate to submit a Cover Letter. For job ads that don’t require one, you can typically still submit an optional Cover Letter. We strongly recommend submitting a Cover Letter whenever possible, as they give your application a ‘voice’ and help you stand out from the crowd.

  • What Format Will My Resume Be In?

    The Finalised Resume will be delivered in Microsoft Word format, and you will be able to edit it yourself for future use. All of our CV templates are ATS (Applicant Tracking Solution) optimised to get past automated CV scanners and screeners.

  • I’m A Returning Customer

    If our team have previously written your CV, you are eligible for our Returning Customer discounted CV Update package. This is available in the following options:

    *Please note, these CV Update options are only available for returning customers.

  • Can You Help Me With A Career Switch?

    Absolutely. We’ve had hundreds of clients come to us looking for a new resume to aid in a career switch. During the phone interview with your Resume Writing Consultant, they’ll outline a strategy to best highlight your key skills and experience, and help you make the transition to your new career.

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    100%. All data is strictly confidential, and we have strict internal controls on document access.

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    When you add a LinkedIn Update to your Resume Package, your Specialist Resume Writer will refresh your LinkedIn Profile to ensure that it showcases your strengths and abilities, and is highly visible to recruiters in your target role. They’ll craft your career story, and target your profile’s content to match the most-used keywords in your industry, putting your profile at the top of LinkedIn search results.

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  • Can I See Some Samples Of Your Work?

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  • What If I Don’t Have A CV?

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  • Do You Offer Discounts?

    No. We pride ourselves on charging our customers fairly and consistently. Everyone gets the same fair deal.

  • Can I Buy A CV Package For Someone Else?

    Yes! Our CV Packages make for thoughtful gifts, that can have a real impact on someone’s life.

  • Can I refer someone to ResumeWriter?

    Absolutely! Our exclusive Client Referral Programme rewards you and your friend when your referral buys a CV package from us! *Kindly note that this programme is for ResumeWriter Clients only.

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