How to build an effective investor cover letter

Investors play a major role in business and financial markets by buying and selling shares of companies, as well as minimizing and maximizing financial risk according to specific strategies. To earn a position as an investor, you will need a cover letter that showcases your financial expertise and investment talents.

In this guide, we will teach you 5 key steps to writing a cover letter as an investor. Keep reading to learn all about how to:

  • Format your investor cover letter header & headline correctly
  • Personalize the greeting on your investor cover letter
  • Craft a compelling investor cover letter introduction
  • Showcase your professional value as an investor
  • Conclude your cover letter with a strong closing statement

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1. Properly format your investor cover letter header & headline correctly

The first essential step to writing a cover letter as an investor is to properly format your header and headline.

A cover letter header is a brief block of text that covers all the need-to-know information about the applicant and the company they are applying to.

As for the cover letter headline, this is a brief title statement used to hook the attention of the employer and provide a preview for the content found within the letter.

To better explain each of these cover letter elements, we have included more in-depth examples below:

Formatting the header

Your cover letter header will typically contain between 3 to 4 lines of text and will be placed in the upper left corner of the document. While the overall format, style, and order of information can vary, you should always strive to include the following information in a cover letter header:

  • The name of the company & department you are applying to
  • Your name and professional title
  • Your professional contact information (phone number, email address, etc.)

When you put all these details together, it should look similar to this example

To: Tennesee Investment Group, Investment Department
From: John Smith, Investor
(123) 456-7890 | johnsmith@email.com | linkedin.com/in/john-smith

Writing the headline

When writing the headline to your investor cover letter, you should always use a keyword related to the position, an eye-catching number or trigger word, a powerful adjective or verb, and a promise.

Here is an example of a well-formatted headline on an investor cover letter

3 Investment Skills that Make Me the Perfect Addition to Your Company’s Financial Team

Trigger Word/Number: 3 Skills
Keyword: Investment
Adjective/Verb: Perfect
Promise: Your Company’s Financial Team – by adding this promise statement to the end of your headline, you show the employer that you will be relating your skills specifically to the needs of their company.

2. Personalize the greeting on your investor cover letter

Whenever possible, you should include a personalized greeting on your cover letter.

Unlike generalized greetings – such as “To Whom It May Concern” – a personalized greeting will address a specific person or department within a company. The inclusion of this type of greeting shows the employer that you not only have great attention to detail but have also done your due diligence in researching their company beforehand.

If you are unable to pinpoint the exact person or department who will review your application, try one of the following alternatives instead:

To the [Company Name] Team

Or

To the [Company Name] Hiring Manager

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3. Craft a compelling investor cover letter introduction

The headline and greeting of your cover letter help to initially grab the attention of employers – but to keep this attention and compel them to read further, you will need a well-written introduction.

Strong cover letter introductions generally include:

  • A brief overview of your professional history and goals
  • A statement on why you are enthusiastic about applying to this company
  • A mutual acquaintance (when possible)

Here is an example to help demonstrate how to write an investor cover letter introduction

To the [Company Name] Hiring Manager,

I am a professional Investor with 6+ years experience analyzing market trends and executing high-value trades. Our mutual acquaintance and renowned Hedge Fund Manager, Joe King, recommended I apply for this position after reviewing my resume and determining I am a great match for your innovative company and team.

4. Showcase your professional value as an investor

Following the introduction of your cover letter are the body paragraphs. An investor cover letter will typically contain between 2 to 4 body paragraphs that provide in-depth answers to the following questions:

  • What excites you about working at this company?
  • What do you hope to learn from working at this company?
  • What accomplishments or qualifications make you stand out as an applicant?
  • What key skills do you possess that are relevant to the position?

As you write these body paragrahs, make focusing on your accomplishments a priority. By doing so, you will have better opportunity to show employers the real-life value you can bring to their company.

Here is an example of how to describe an accomplishment in an investor cover letter

As an Investment Manager at [Former Employer], I implemented the use of a new asset acquisition strategy that led to a 25% increase in investment revenue over a 2-year period. Additionally, I developed a customized statistical tool that the company then sold to a major financial firm for a value of more than $2M.

5. Conclude your cover letter with a strong closing statement

To end your investor cover letter with a bang, you need a strong closing statement that includes:

  • An enthusiastic sentence saying you are looking forward to hearing from them
  • An additional sentence stating you will follow up, including how you will contact them or how they can contact you
  • A formal sign-off

Here is an example of an effective closing statement from an investor cover letter

As your Investment Associate, I will apply my skills to help your company achieve its short and long-term objectives by raising your investment revenue. I am eager to further discuss the future partnership between my investment approach and your company’s innovative mission, and would love to connect directly within the next week.

You may best reach me at (123) 456-7890. I will reach back regarding my application if I do not hear from you in a week’s time.

Best Wishes,

[Applicant Name]

 Follow this cover letter outline for maximum success.

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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