An impressive investor cover letter can be your key to the world of finance. And we've got all you need — think top tips, real-life examples, and handy templates — to help you write a cover letter that shines the spotlight on your finance smarts and investment savvy.
In this guide, we'll teach you everything you need to know when crafting such cover letter. Keep reading and learn 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
- Find the best job search resources for investors
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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.
6. Best job search resources for investors
Looking for the best investor jobs can feel like hunting for hidden treasure. But fret not — we've rounded up the top resources that can help point your compass towards that dream investor role.
- Financial job boards: Websites such as eFinancialCareers, Wall Street Oasis, and FinancialJobBank specialize in finance and investment job listings. They can be a goldmine for opportunities tailored to your expertise.
- LinkedIn: A powerhouse platform for networking and job searches, LinkedIn offers a vast range of job listings across the finance industry, including investor roles. Don't forget to optimize your profile to attract potential recruiters.
- Industry publications: Regularly check financial publications like The Wall Street Journal, Financial Times, or The Economist. Many have job sections and can keep you up-to-date with trends in your field.
- Finance and investment forums: Platforms like Reddit Finance, WallStreetOasis, and Mergers & Inquisitions provide community advice, job postings, and sometimes exclusive opportunities.
- Recruitment agencies: Specialized recruitment agencies like Robert Half, Michael Page, or Selby Jennings often have relationships with top finance companies and could offer an inside track to investor roles.
- Professional events and conferences: Join industry conferences and networking events, such as the CFA Institute Conference or local finance meetups. These often provide networking opportunities and potential job leads.
Never forget the power of networking. Being proactive, attending industry events, and building relationships with people in the field can often lead to job opportunities that aren't listed on job boards.
Investor Cover Letter FAQ
Your cover letter should mention your past investment experiences, highlight your key achievements, and indicate your knowledge of market trends and financial strategies. Make sure to personalize it for each job application, referencing specific requirements in the job description.
An investor cover letter should be concise and to the point, usually around one page in length. It should be enough to introduce yourself, explain why you're the best candidate for the role, and leave the reader wanting to learn more about you.
Yes, it's crucial to tailor your cover letter to each job application to show potential employers that you're genuinely interested and have taken the time to understand what they're looking for in a candidate.
While some information will naturally overlap, your cover letter offers a chance to provide more context and detail about your experiences and achievements than a resume does. Try to expand on key points in your resume, rather than merely repeating them.
A strong conclusion to your cover letter should reinforce your interest in the role, thank the reader for their time and consideration, and express your hope for further discussion. Remember to include your contact information too.
