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Free Portfolio Manager cover letter example

Dear Mr. Jorge Hardy:

As a dedicated senior level financial leader with extensive experience in portfolio/investment management, I possess the ability to analyze and communicate portfolio performance, prepare financial analysis/modeling data as well as assist in the overall valuation process. I have successfully managed portfolios over $1.3B. Now, I would like the opportunity to bring my unique background to serve the vision of your company as your next Portfolio Manager.

Highlights of my qualifications include:

Oversaw a southeast U.S. real estate portfolio with $1.3B in assets including 18 office parks consisting of 80+ buildings.

Monitored portfolio cash management, including monthly and quarterly reforecasts, capital expenditure and equity retirements, quarterly dividends, sales and refinance proceeds.

Coordinated $160M worth of asset acquisitions and $223M of new debt and refinancings.

Oversaw annual budget and audit process.

Performed acquisition due diligence including financial analytics, performance and underwriting analysis and secured financing.

I am an astute and detail oriented producer with the ability to interpret data with business consequence in mind. I am able to relay complex information effectively and communicate vital information across an enterprise. My leadership philosophy promotes team collaboration, motivating staff to exceed goals. I am a resourceful problem solver with a keen ability to identify process improvements, cost savings and maintain financial and operational oversight.

For a more detailed presentation of my skills and offerings, please review the enclosed resume and feel free to contact me at your earliest convenience. Thank you for your consideration and I look forward to our conversation.


Raquel Higgins

Include These Portfolio Manager Skills

  • Advising foundation prospects and clients on asset allocation, development of investment policy statements, and management of investment portfolios
  • Implementing proprietary mean-variance optimization programs in order to identify potential solutions to embedded risks and gaps within prospect portfolios
  • Presenting firm investment strategies at industry conferences and prospect seminars
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