Get Results With an Investment Banking Cover Letter Example

Investment banking requires both knowledge and talent. Use this investment banking cover letter example and these tips to showcase your strengths.



Table of Contents

  1. Investment banking cover letter example
  2. What to feature in your investment banking cover letter
  3. Investment banking cover letter sample
  4. Tips for writing your investment banking cover letter using this example
  5. FAQ: Investment banking cover letters

Investment banking cover letter example

Investment Banking Cover Letter Example
Revivial cover letter templates example.
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Kingfish cover letter templates example.

What to feature in your investment banking cover letter

An investment banker needs a significant amount of knowledge regarding financial services. When you turn in your job application, it’s important to showcase this knowledge, and a cover letter is a great place to do that. If you’re looking to get a position at an investment banking firm, here’s an investment banking cover letter example to help.


Investment banking cover letter sample

When writing your investment banker cover letter, you need to make sure it looks great. Here’s a cover letter example you can follow.
Dear Mr. Smith,
When I worked for JP Morgan last year, I learned more in six months than I had in eight years of banking experience. I learned how to really delve into financial statements, how to truly understand capital markets, and what I could do to help a company succeed. I singlehandedly improved a company’s valuation by over 300% only four months into that job, and I’d like to bring these skills to your financial analyst position at Company Name.
My knowledge of the field is largely centered around helping companies get better investors. As an investment banking analyst, I thrive in allowing companies to improve their standing on Wall Street or even decide that private equity is the right way for them to go. Regardless of their preferences, I set up a plan to help them address their needs.
With the financial modeling skills that I have, I have helped dozens of companies, and I want to help your company do that for even more clients. Let me know when I can sit down with you and walk you through the process that I use for almost every company that wants to improve its investment strategy.
David Wickman
This is a short investment banking cover letter sample, but it makes for a great place to build. Here’s what you can do to create your own.

Tips for writing your investment banking cover letter using this example

First, make sure your salutation is all in order. Open the letter with your full name, your contact information including your phone number, and any professional portfolio links such as your LinkedIn. Additionally, use the hiring manager’s name, not just a generic header like “Dear hiring manager.” From there, you can move on to writing the actual cover letter.
First paragraph: Introduce yourself with a hook and list your best achievements.
The first sentence of your banking cover letter needs to hook the recruiter in. This applicant starts with “When I worked for JP Morgan last year,” a phrase that will catch any banking recruiter’s eye, as JP Morgan is one of the so-called “bulge bracket” of banks that have a truly global reach, alongside Morgan Stanley, Goldman Sachs, and Bank of America. It also includes an impressive metric – the applicant increased a customer’s valuation by over 300% in four months.
Second paragraph: Give more information about how you’re the best fit for the job.
Now that the hiring manager is reading, you can include more information about why they should choose you instead of other job seekers. This applicant returns to his special talent – helping companies gain better investors. He also highlights communication skills without stating the phrase, showing the potential employer that he puts skills into practice. If you had extra achievements you wanted to highlight, then you could put them here, underneath the second paragraph, in bullet points.
Third paragraph: Call to action
Finally, use your closing paragraph to ask for an interview. This applicant requests, “Let me know when I can sit down with you,” giving his potential employer an incentive to reach out to him. Additionally, he indicates that he can provide unique information, saying that he can walk the interviewer through his typical process.

FAQ: Investment banking cover letters

Q: Do I really need a cover letter to get an investment banking job?

Yes. Even if the job description doesn’t state that you need a cover letter, it’s still a good idea to include one. Not only does it help you highlight everything you excel at, but it also allows you to provide more detail about your best skills and accomplishments. If you’re concerned about your cover letter writing skills, then just use the CVHelp cover letter builder. It can help you prevent typos and other cover letter mistakes in favor of a great cover letter.

Q: How long should my cover letter be to get an investment banking job?

Ideally, you should be looking at a cover letter that’s between half a page and 3/4 of a page long. Too long, and you risk having the recruiter not even look at it; too short, and you might look underqualified. This typically works out to around 250-350 words, especially with a good cover letter template.

Q: Does this cover letter example work if I don’t have a lot of experience?

If you’re worried that you don’t have enough full-time experience to include on this cover letter, then remember that the company is asking for relevant experience, not work experience. You can include internship experience (especially since investment banking internships are very common), volunteer experience, or even academic experience. These are all relevant things to include in your cover letter.


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