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Free Investment Banking Analyst cover letter example

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

Include These Investment Banking Analyst Skills

  • Business acumen and finance knowledge
  • Analytical skills
  • Teamwork
  • Excellent communication and interpersonal skills
  • Presentation abilities and self-confidence
  • Being able to work under pressure and to meet tight deadlines
  • Research skills and commitment to further study
  • Computer competences
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