Portfolio Manager Cover Letter

Portfolio Managers make executive decisions for a company or client. While Portfolio Managers are typically employed by a variety of different firms, they most often work for portfolio management firms or investment banks.

A cover letter is important for a potential Portfolio Manager to have because it highlights the candidate’s relevant skills and work experience for the hiring manager to view at a glance. Your cover letter is your introduction to what could potentially be your future employer, so it is important to make a good first impression.

Job descriptions for Portfolio Manager roles showcase such relevant duties as:

  • 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

An example cover letter of a Portfolio Manager which highlights the skills and experiences relevant to the position appears below. Also, be sure to check out our extensive Portfolio Manager resume samples.

A good cover letter can make you stand out from the rest. Learn how to create one in our Cover Letter guide.

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

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