Cover letter for investment banking analyst position (4 samples)

This blog post will show samples of “cover letters for an investment banking analyst position.”

Samples of cover letters for an investment banking analyst position

To get an investment banking analyst position, you need a well-written cover letter that showcases your passion for and dedication to the industry. When writing an investment banking  analyst cover letter, these are some of the essential things to include in your letter:

  • Address the employer with a formal salutation. For example, “Dear/Hello (name of the recipient or hiring manager).”
  • The next step is to state the position you are applying for and how you found the opening. 
  • Write a short sentence about why you’re interested in the position.
  • State your skills and work experience; ensure they are similar to the job position. When stating your skills, provide the accomplishment you have achieved. 
  • Conclude your letter with a forward-looking statement. For example, “I look forward to discussing the position further.”

Sample 1: “Investment banking analyst cover letters”

“POSITION: Investment Analyst

Dear Recruitment Manager,

I am witting to apply for the Investment Analyst position at Vanguard. I am a second year MBA student and I learned about this unique and challenging opportunity through the university´s job department. I am ambitious and an excellent performer and I am confident that my skills, experience and strengths fit with a career in Investment Management.

My four-years of experience in Corporate Banking has prepared me with the skills required to understand financial markets, financial institutions, and diverse investment and financing alternatives. Additionally, in my role as a Financial Analyst, I developed excellent analytical abilities supported by a strong understanding of corporate finance. These skills help me to quickly identify opportunities in the market and to understand the economic condition in a particular country or region. This will prove helpful when analysing investment opportunities, associated risks, and expected returns.

Furthermore, by managing corporate client relations and working closely with departments such as Legal, Operations, IT and Risk Management, I enhanced my client-interaction, negotiation and teamwork skills. My competencies in communication, critical thinking and strategic analysis have been further developed through my MBA studies and extracurricular activities.

I believe that my passion about financial markets, my analytical and technical skills and my academic and professional background, make me an excellent candidate for the Investment Analyst position at Vanguard. I will contribute much value to the organisation and its investors. Thank you for your consideration and I look forward to hearing from you.

Sincerely,”

Sample 2: “Investment banking analyst cover letters”

“POSITION: Investment Banking Analyst

Dear Hiring Committee,

I am writing to you with regard to applying for the CIB Risk Analyst position and I am thrilled at the opportunity to present my portfolio for your consideration. I am strongly interested in the field of risk management and I am absolutely captivated by the idea of mastering this art at JP Morgan, the leading financial services company, especially after going over the very enlightening CIB risk challenges on JP Morgan’s website.

I am majoring in Financial Mathematics, and my background involves not only strong quantitative abilities but also keen social acumen and excellent communication skills, which were further enriched through my extensive experience as a student assistant. Even though this work experience did not directly relate to the financial field, it nevertheless became quite significant, since it helped me explore, grasp, and apply the concepts of office ethics, as well as team building and leadership skills. By nature, I am a planner and would feel comfortable working on projects involving heavy time management and task coordination.

Thank you for your time and consideration. I am very excited about this internship and would greatly appreciate the opportunity to discuss my qualifications. You may contact me at your convenience.”

Sample 3: “Investment banking analyst cover letters”

“Dear Ms. Cross:

As a highly accomplished investment and financial analyst and advisor with extensive experience conducting in-depth research, analyzing market trends, and managing client account activities, I am well prepared to surpass your expectations. With this in mind, I invite Toledo Financial to consider the enclosed resume as you look to fulfill the Investment Banking Analyst role.

In my most recent position as an analyst with Equity Financial Group, I performed in-depth industry research and analysis while building sophisticated valuation models to identify optimal investment decisions, resulting in high rates of return and lasting client partnerships. My demonstrated success in advising senior bankers on effective investment strategies—along with my expertise in financial trends and tools—positions me to make a significant and positive impact on your firm.

Highlights of my experience include the following:

Serving as the lead analyst on more than $1.8B in completed transactions, including buy/sell-side advisory and debt issuance.

Developing 60+ presentations and pitch books for client executives and board providing strategic financial and investment advice.

Constructing a range of financial models including 3-statement merger, accretion/dilution, LBO, IPO, and DCF.

Analyzing portfolio and investment performances and reviewing client assets to determine reallocation and/or necessary amendments.

Demonstrating confidence, leadership, and superior communication skills to interact effectively with clients and senior bankers while propelling portfolios to top performance levels.

With my background in investment and portfolio analysis and management, combined with my inherent understanding of market performances and issues, I am ready to provide outstanding financial service within your organization. I look forward to discussing the position with you in further detail.

Sincerely,

Lawrence E. Jennette”

Sample 4: “Investment banking analyst cover letters”

“Dear hiring manager,

My name is John Smith and I am currently a 3rd-year economics major at UCLA. I recently met Fred Jackson from the M&A group at Goldman Stanley during a presentation at our school last week and was impressed with what I learned about your culture and recent deal flow. I am interested in pursuing an investment banking summer analyst position at your firm and have enclosed my resume and background information below.

I have previously completed internships in accounting at PricewaterhouseCoopers and in wealth management at UBS. Through this experience of working directly with clients, analyzing financial statements, and making investment recommendations, I have developed leadership and analytical skills and honed my knowledge of accounting and finance. I also had the opportunity to work with a $20M net-worth client at UBS and completely revamped his portfolio, resulting in a 20% return last year.

Given my background in accounting and wealth management and my leadership and analytical skills, I am a particularly good fit for the investment banking summer analyst position at your firm. I am impressed by your track record of clients and transactions at Goldman Stanley and the significant responsibilities given to analysts, and I look forward to joining and contributing to your firm.

A copy of my resume is enclosed for your reference. I would welcome an opportunity to discuss my qualifications with you and learn more about Goldman Stanley at your earliest convenience. I can be reached at 310-555-1234 or via email at johnsmith@fake.com. Thank you very much for your time and consideration.”

Frequently Asked Questions: Samples of cover letters for an investment banking analyst position

What are the requirements for an investment banking position?

Investment Banker Skills

  • Financial Expertise.
  • Knowledge of relevant software.
  • Analytical thinking.
  • Good math skills and accuracy.
  • Problem-solving orientation.
  • Effective communication.

What should a Goldman Sachs cover letter say?

“I am impressed by your track record of [Transactions / Clients] at [Firm Name] and the significant responsibilities given to [Position Name], and I look forward to joining and contributing to your firm. A copy of my resume is enclosed for your reference.”

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Citations

https://www.mindsumo.com/cover-letters/Vanguard/Full-Time/3547

https://www.mindsumo.com/cover-letters/JP-Morgan/Internship/309

https://www.jobhero.com/cover-letter/examples/finance/investment-banking-analyst

https://mergersandinquisitions.com/investment-banking-cover-letter-template/

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