Investment Banking Cover Letter

Follow our guide and download our real investment banking cover letter template for an Analyst or Associate level position

Does an investment banking cover letter matter?

At most investment banks , cover letters that accompany resumes are barely read, if read at all.  Applications are typically screened according to your resume , with school and GPA as the first filter.  If you went to a “name” school and have a strong GPA, then your resume and cover letter are read in more detail.  To help you get through the screening process, we’ve created this guide to writing an investment banking cover letter.

Unfortunately, cover letters are often more of an opportunity to make a mistake than an opportunity to impress. Your best bet is to keep your letter short and straightforward, taking care to not say anything too daring or risky.

If you do have something unique to note, a particular value-add, then your cover letter can be a great tool for showcasing it.

How to write a cover letter for investment banking

Investment banking cover letters are fairly formulaic. The sections below give a breakdown of each of the areas of information that should be included and what information to put in each.

There are three main components to a standard investment banking cover letter:

As we noted before, it’s a simple, straightforward (not fancy) document.

Introduction (one paragraph)

Experience & fit (two paragraphs).

Next, go on to describe whatever relevant experience you have that makes you an ideal candidate for the bank to hire.  This can include work experience, university clubs/associations, certification programs, or other activities .  Try to connect your experience back to investment banking skills such as financial modeling and valuation .

Explaining why you’re a good fit for the firm is very important.  To demonstrate fit, you have to understand the bank’s culture (i.e., the values they talk about externally, which may be different from the actual internal work atmosphere).  It’s important for the recruiter to feel confident that you’ll fit in well with the firm. Therefore, make sure you’ve done your homework and are familiar with the primary values the bank espouses in their marketing materials.

The best way for you to determine if you are a good fit with the bank is to network with people who work there and learn first-hand what the culture is like. Once you know what it’s like, you can make an honest assessment of how close a fit you actually are. In any event, whatever you’re able to glean about the company culture, try to work something into your investment banking cover letter indicating how well you’ll fit in. For example, if you determine that the company is especially focused on providing first-class customer service, you can indicate that you focus on providing the specific kind of service that each individual client wants.

Conclusion (one paragraph)

Finally, wrap things up by reiterating how keen you are to work at the bank, why you’re well-suited, and pointing out that you’ve enclosed your resume and are reachable at your contact information to discuss the opportunity. The conclusion is an almost pure formula section. No real new information should be presented there. Simply tie up everything you said in the first two sections.

Investment Banking Cover Letter template

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Investment Banking Cover Letter Guide & Example

Template & Writing Guide

The key to effective investment banking cover-letters is story-telling. Most people write cover letters like resumes, with cold, hard facts, and that’s the problem.

Cover letters are much more effective if they contain stories capturing the burning spirits of candidates. This article will show you how to install such stories seamlessly into your investment banking cover letters, and land an interview yourself.

1. Why Write an Investment Banking Cover Letter?

1.1. what are investment banking cover letters for.

cover letter examples investment banker

A well-crafted cover letter for investment banking shows three very important facts: 

1.2. Do investment bankers actually read cover letters?

Truth be told, investment bankers hardly ever read cover letters. The HR department hands off all resumes and cover letters to investment bankers to choose interviewees for the next round. Given their hectic workload, most bankers only spend 30 seconds on each applicatio n . 

They typically look at the resume first to make sure you have the desired skills and experience before taking the time to read your cover letter.

Situations where a good investment banking cover letter is critical include:

Although a cover letter may matter less than a resume and networking , you still need to put some effort into it. A perfect cover letter (without a strong resume) may not get a candidate an interview , but a bad one will certainly knock you out of the process.

1.3. Cover Letter vs Resume – What’s The Difference?

Because so many candidates end up writing boring cover letters resembling “paragraph versions” of their resumes, it is important to differentiate the two. 

There are four marked differences between a cover letter and a resume for investment banking:

Cover letters go deep, resumes go wide

In cover letters, you should select one or a few most notable achievements , and describe them in detail to reflect your 3 defining aspects: values, competencies, motivations .

This stands in contrast with resumes, where you cram as many relevant achievements as possible into the space of 1 or 2 A4 pages .

Cover letters are “soft” stories, resumes are “hard” bullet lists

The content format of cover letters is much less defined, leaving room for a lot of creativity, unlike resumes which are almost always bullet lists of cold, hard facts.

Your goal as the candidate is to fully utilize that loosely defined format and make your cover letter as attractive and memorable as possible.

A crucial role of the cover letter is to portray who you are as a person. Resumes don’t do that, they focus on your achievements.

Your personality does not only come directly through the contents, but also reflected in the style of the letter – so take time to make your cover letter more attractive, and you’ll make a better impression with the screener.

Cover letters describe personality, resumes do not

In cover letters, you have to answer the motivation questions ( why investment banking , why this firm). In resumes, that aspect is barely mentioned.

The most credible answers to those questions connect the job with your future plans – as such, the cover letter is not confined to the past like resumes.

Cover letters touch on future plans, resume concerns mostly the past

2. What Do Investment Bankers Look For In A Cover Letter?

In an investment banking cover letter, you must display these three essential qualities and two motivations :

2.1. Quantitative and analytical ability

cover letter examples investment banker

2.2. Result oriented mindset

While you already include specific achievement numbers in their resumes, investment bankers need more “evidence” of your strong motivation to achieve higher results. Do you perform better than requirements? Do you pay attention to details while involving multiple tasks or under time pressure? Do you always take an innovative approach to problems?

2.3. Leadership skill

cover letter examples investment banker

2.4. Why investment banking?

cover letter examples investment banker

2.5. Why this firm?

Private Equity

For example, you can reveal your interest in a bank by talking about how motivated you are to work in the Investment Banking Division at Goldman Sachs after having conversations with bankers at a Spring Insight program organized by the firm.

3. How To Write an Investment Banking Cover Letter?

The structure for an investment banking cover letter is fairly simple and straightforward. There are four main parts to a standard investment banking cover letter:

Step 1: Write a compelling introduction

The introduction part should briefly show candidates’ basic information including name, educational background and company name (of your internship or working experience). Mention the role you are applying to and how you heard about the position (particularly if you were referred by a mutual acquaintance). 

The best thing you can do is name drop people you have talked to. That way the application reviewer knows you have done your homework, and might ask the person you talked to about her impression on you. This way catches bankers’ attention when mentioning something relevant to them. Applicants can write about the participation in an event or a conversation with bankers that motivates them to apply for this position. Additionally, reaching people on LinkedIn to grasp the financial world is another way to show your interest.

cover letter examples investment banker

“My name is Peter and I am currently a 3rd-year finance major at University of Southern California. I recently talked with Tom Linzmeier from the Leveraged Finance group at Deutsche Bank over the phone last week, and was very impressed after reading about your M&A deal with Vodafone Hutchison Australia, as well as the fantastic things I have heard about the company’s culture. I am interested in the investment banking summer analyst position at your firm, and have enclosed my resume below for consideration.”

Why this is a good example?

Step 2: Show your experience to stand out 

This is the space for candidates to demonstrate their interest in finance through practical experience. An investment banking cover letter is not used to show off all the banking-relevant experiences but the most outstanding ones. The best way to pass the resume round is to utilize the name of bulge bracket banks , large PE firms or big-4 companies.

Here are some relevant experiences: 

When describing responsibilities at a firm, it is important to highlight the quantified achievement of that job, quantitative & analytical ability, and leadership skills.

After showing the most relevant experience, it’s time to reiterate the suitability of your profile to that position. Insights about the firm are utilized from networking that is hardly found on the internet. Our networking guide provides practical tips on how to talk with bankers in the most insightful way.

Already had an investment banking internship: “I have previously completed an internship in investment banking at Jefferies’ San Francisco office. My experience gave me exposure to multiple deals, building financial models as well as helping with pitch books, and allowed me to hone my knowledge of accounting, modeling and other technical skills. I was lucky enough to directly work on a M&A deal with a $2 billion tech company, providing some input on the model and working extensively on the final pitch book.”

Had experience similar to an internship:  “I completed the Tuck Business Bridge Program at Dartmouth University. The program gave me exposure to the fundamentals of value investing, financial analysis, modeling & equity research, and allowed me to develop my technical skills. Working in teams on a final capstone project and presenting our findings to industry executives had the biggest impact, as we were forced to defend our position in a high-pressure situation. In my final project on Dunkin valuation, I built out the model, analyzed the financials, and concluded the equity was more than 40% undervalued.”

Step 3: Explain how you fit the role

Above all, investment banks will want to know that you have the right skills and attributes for the job. In this paragraph, you’ll need to draw parallels between the skills, qualifications and knowledge you’ve picked up during your degree course and/or placement and the role you are applying for.

Also, take the time in the third paragraph to explain why you want to work for the bank you are applying to. Be specific, so again, do some research. Make sure you don’t just reiterate what you see on their website. Find some unique reasons for choosing the particular bank to make your cover letter stand out. Show an understanding of the bank’s culture, the company’s future goals, and why it appeals to you.

“Given my background in [insert previous experience: investment banking, private equity, equity research,etc.] along with my leadership and analytical skills, I am a particularly good fit for the investment banking summer analyst position at your firm. I am impressed by your track record of clients and transactions at Goldman Sachs and the significant responsibilities given to analysts. I believe my skill set and experience will let me hit the ground running from Day 1 and look forward to joining and contributing to Goldman.”

Step 4: Give a closing 

This closing part of a cover letter seems to be the least “nerve-wracking” part. Keep it simple and brief. Think about resume attachment and state your availability for the interview. Giving a sincere thank you for recruiters’ time and reiterating contact information. 

You should end the letter “Yours sincerely” if it’s being sent to a named person; if you haven’t managed to find out a name then use: “Yours faithfully” followed by your name.

“A copy of my resume is enclosed for your reference. I would love to have an opportunity to discuss my experiences and qualifications with you and learn more about UBS at your earliest convenience. I can be reached at 333-333-3333 or via email at [email protected] Thank you very much for your time and consideration.”

4. Visual Format of an Investment Banking Cover Letter

4.1. a basic and clear font for a cover letter.

When it comes to fonts, keep it simple and professional. Choose a basic, clear font like Arial, Calibri, Verdana or something similar . Avoid using fancy or decorative fonts.

Many employers use applicant tracking systems—software that allows automated sorting of job applications based on specific keywords, skills, job titles or other fields. Complicated fonts can make it harder for the software to read your letter, which might prevent your application from moving forward.

Use 10- and 12-point sizes for easy reading. Anything smaller will leave the hiring manager squinting, and anything larger will make your letter look unprofessional. In general, you should use the same font and font size that you used in your resume.

4.2. Spacing within your cover letter

Good spacing is essential for your cover letter—whitespace in the right places will make it easier for the hiring manager to read quickly. Follow these guidelines:

4.3. Margins and alignment

Align your text to the left and use standard 1-inch margins all the way around. If your letter is spilling off onto a second page, first reread it and see if there’s anything you can cut. If you can’t cut anything, you can consider shrinking the margins to ¾” or ½”, but avoid going smaller than that so your cover letter doesn’t look squished on the page.

4.4. One page only with around 200 to 300 words

A cover letter for investment banking should be kept within 1 page (around 200-300 words). Investment bankers have no time for multiple page cover letters. 

4.5. Save a file as a PDF

Since an applicant tracking system may be parsing your cover letter, make sure you save your document in a compatible file format—either .doc or PDF. It’s also a good idea to rename your file to something specific, especially since hiring managers can see the file name of your online submission. Follow the format of First Name-Last Name-Cover-Letter (e.g. Jade-Young-cover-letter.doc) to make it more convenient for the person downloading it.

5. Investment Banking Example Cover Letter

Best regards,

August 5th, 2020

Bank of America

123 West St, New York, NY 10282, United States

Dear Hiring Manager,

I am Peter Anderson, an MBA graduate at Chicago Booth School of Business. I’m writing in support of my application for the Investment Banking Associate position at Bank of America. I recently talked with Tom Linzmeier from the Healthcare group at your firm, and I was really impressed about your deal flow as well as the fantastic things I have heard about the company’s culture.

Over 1.5 years as an analyst in Miller Buckfire & Co., I have contributed meaningfully to 4 M&A deals totaling in excess of $2.3 billion, serving as the lead analyst in 2 of these deals. Apart from being integrally involved in valuation and financial modeling for these deals, I was also responsible for maintaining pitch books and ensuring that all stakeholders, both internal and external, had all the information they needed at the right time.

I’ve been praised by my seniors for the attention to detail and clarity in my reports, especially my executive summaries. One of the MDs termed my executive summary for a critical $680 million M&A deal the “most well-written report I’ve come across in years.” I understand how critical data and reports are in decision making, which is why I approach writing even the simplest of reports or updates with utmost diligence. 

Given my experience in investment banking along with my analytical and teamwork skills, I am a particularly good fit for the Investment Banking Associate position at Bank of America. I believe my skill set and experience will let me hit the ground running from Day 1 and look forward to joining and contributing to the company.

I enclose my curriculum vitae and photographs as required, and I would be happy to provide you with further details should they be required. Thank you for your consideration.

Yours faithfully, 

Peter Anderson

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Investment Banker Cover Letter Sample

Kick-start your career and learn to write your new cover letter with our free, downloadable Investment Banker cover letter sample. Make a copy of this cover letter sample free of charge or rewrite it directly in our online cover letter builder.

Milan Šaržík — Certified Professional Résumé Writer

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Investment Banker Cover Letter Sample (Full Text Version)

Paul Hannula

Dear Hiring Managers,

I am writing this letter as a part of my application for the Investment Banker job within Pier Investments, LLC in Toronto, ON. As a results-oriented and motivated finance professional with more than five years of extensive industry experience, I believe that I would not only meet all your requirements and needs but I am also confident that it would be a great opportunity to apply my expertise and grow my career.

At Fisher Investments, Ltd., I was given the responsibility for developing detailed financial models, analyzing investment risks, and communicating with customers to identify and evaluate their financial needs and goals. In addition, I:

For exceeding all assigned goals and objectives, I was awarded Employee of the Month twice which was a great satisfaction for all the hard work and effort I always put in. Next, I am a Chartered Investment Manager (CIM) with a master's degree in Financial Economics from the University of Toronto. Offering a strong attention to detail and accuracy, exceptional critical thinking and problem-solving skills, and the important ability to work under pressure, I am also experienced with multiple software programs necessary for the role, for example, QuickBooks, SigFig Portfolio Tracker, and Morningstar. Finally, I would welcome the opportunity to meet with you in person and discuss the opportunity in further detail.

Thank you for your time and consideration.

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cover letter examples investment banker

Free cover letter template to help you break into Investment Banking (IB)

Attached at the bottom of this post is the FREE investment banking cover letter template that is sometimes used for WSO cover letter review clients.

We have decided to make it free to help those of you that can't afford a more tailored service .

This cover letter template uses bullets to keep the points succinct and format easy to read .

You'll also notice that the header matches the WSO  investment banking resume template format.

Investment Banking Cover Letter Template

Investment Banking Cover Letter Template: Advice from the WSO Community

Here's what you need to know about the IB cover letters from our community.

CompBanker: The cover letter holds almost no weight, other than to put you at risk for being dinged. Make it very simple, very bland, and just say all the usual things. If you have mistakes in it or make outrageous claims, your cover letter will be circulated and laughed at.

Why Do Cover Letters Matter?

Like @CompBanker said, you won't get the interview with your cover letter .

Your goal for the cover letter isn't to single-handedly land you an interview with your eloquence and grandiose; it's to check the box and make sure it's proper enough that it doesn't get you dinged .

cover letter examples investment banker

Less Is More for Cover Letters

Our users shared great input on why 'less is more' when it comes to cover letters.

bkm125: What you really want people to be looking at is the resume. The longer your cover letter is the larger the chance that you'll have a typo or say something stupid. Just tell them what job you're applying for, who you've been in touch with at the firm, and maybe a few sentences about your qualifications and lock up the deal with a solid resume.

cover letter examples investment banker

K.I.S.S: Keep It Simple Stupid.

Mention who you've talked to at the firm , your interest in the job, your qualifications , and briefly (very briefly) explain any gaps in your resume .

Avoid excuses , more on this later.

Two or three paragraphs is all you need for that. Any more than that , and you're giving them potential reasons to ding you .

Here's some great advice from @blackice".

blackice: The best thing you can do is name drop people you have talked to. That way I know you have done your homework, and I can ask the person you talked to how your chat was. I think cover letters are better when they are focused on your past work experience as opposed to general and arbitrary sentiments about how you are a "hard worker and team player with a strict attention to detail".

If you've talked to someone at the firm and they'd remember you, DO namedrop them in your cover letter.

cover letter examples investment banker

Common Cover Letter Mistakes

Here are some of the usual mistakes candidates make in their cover letter as mentioned by our member

This is an example of an excuse in a cover letter:

"I realize I have more professional experience in technology than in finance. I believe that was just due to bad luck due to graduating from my MBA program at the height of the 'Great Recession '. However, I am 100% committed and motivated to prove myself in a finance position."

cover letter examples investment banker

Bad luck? No, it's the shitty and difficult-to-read resume , cover letter , and 'research reports' that are the issue .

What goes on in the recruiters head: I'm almost certain you would be a terrible employee just by the quality of the work you sent me in a cold email . You graduated from college 10 years ago, by the way. I remember at least a few of those as being pretty good years. If you were halfway decent, you could have squeaked in the industry in more than a few of those years.

Please do not pin all of your circumstance on luck , especially in a cover letter .

Even if the reader is a big believer in luck , you're telling him you're unlucky .

Who wants to hire someone who's unlucky? It seems the bad luck streak started in utero, if you ask us.

Revealing Your Ignorance:

Even worse than just plain ignorance, is the below quote from an attached research report that a candidate had written. Since he thought it was worth including, I assume the report was something he was proud of, but it was cringe-worthy.

"I am placing a STRONG BUY recommendation on [company]. ("ticker") and believe that [the company], at the current price of $10.00, trades at a 123% discount to my estimated fair market value of $22.30" (Both made up numbers to scale to the actual numbers listed in the 'report')

cover letter examples investment banker

The report should have never been attached .

It made a weak applicant look even worse . He's clearly never done anything but 'book learn' on these subjects. It's painfully obvious by reading the report. He uses four valuation methodologies on the stock with the sole intention of showing that he knows more than one valuation method .

If you're thinking of including a research report on a company when you're cold emailing people, it's a high-risk strategy. Your research probably sucks unless you've been doing it professionally. If there is any doubt at all about including a 'research report', do not do it.

Side note: The research report had a lot of opinions and not a lot of facts, and it lacked connections between really basic facts about the current state of the business to the 'projections'.

The Hail Mary Cover Letter

If you don't think you have a chance to get the job, you can toss a Hail Mary with your cover letter .

Here's a cover letter an audacious undergrad used in an effort to stand out and grab the attention of its reader .

A big swing that's either a hit or miss . We don't recommend using this cover letter unless you lack the slightest chance of getting the interview in the first place.

Dear BLOCKED, My name is (BLOCKED), and I am an undergraduate finance student at (BLOCKED). I met you the summer before last at Smith & Wollensky's in New York when I was touring the east coast with my uncle, (BLOCKED). I just wanted to thank you for taking the time to talk with me that night. I am writing to inquire about a possible summer internship in your office. I am aware it is highly unusual for undergraduates from average universities like (BLOCKED) to intern at (BLOCKED), but nevertheless, I was hoping you might make an exception. I am extremely interested in investment banking and would love nothing more than to learn under your tutelage. I have no qualms about fetching coffee, shining shoes, or picking up laundry, and will work for next to nothing. In all honesty, I just want to be around professionals in the industry and gain as much knowledge as I can. I won't waste your time inflating my credentials, throwing around exaggerated job titles, or feeding you a line of crap (sic) about how my past experiences and skill set align perfectly for an investment banking internship . The truth is I have no unbelievably special skills or genius eccentricities, but I do have a near perfect GPA and will work hard for you. I've interned for Merrill Lynch in the Wealth Management Division and taken an investment banking class at (BLOCKED), for whatever that is worth. I am currently awaiting admission results for (BLOCKED) Masters of Science in Accountancy program, which I would begin this fall if admitted. I am also planning on attending law school after my master's program, which we spoke about in New York. I apologize for the blunt nature of my letter, but I hope you seriously consider taking me under your wing this summer. I have attached my resume for your review. Feel free to call me at (BLOCKED) or email at (BLOCKED). Thank you for your time. Sincerely, BLOCKED.

Interested in Investment Banking - Breaking In

cover letter examples investment banker

If you want to break into investment banking, you need to be well-prepared for the technical aspects of the interview. We advise you to check out our  Free Investment Banking Interview Guide  first, before investing in  our paid course , so that you have an idea of what to expect.

Two common mistakes that candidates make while recruiting for IB: 

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The Investment Banking Cover Letter Template You’ve Been Waiting For

If you're new here, please click here to get my FREE 57-page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking . Thanks for visiting!

investment banking cover letter template cover

A long time ago I said that we would never post a cover letter template here :

“I was tempted to post a Word template, but I don’t want 5,000 daily visitors to copy it and to start using the same exact cover letter.”

But hey, we already have resume templates that everyone is using, so why not go a step further and give you a cover letter template as well?

Plus, “investment banking cover letter” is one of the top 10 search terms visitors use to find this site – so you must be looking for a template.

The Template & Tutorial

Let’s jump right in:

Investment Banking Cover Letter Template [Download]

Download Template – Word

Download Template – PDF

Investment Banking Cover Letter Template

And here’s the video that explains everything:

(For more free training and financial modeling videos, subscribe to our YouTube channel .)

And if you’d rather read, here’s the text version:

Do Cover Letters Actually Matter?

At bulge bracket banks, people barely read cover letters.

Cover letters matter 10x less than resumes and 100x less than networking.

But there are a few special cases where they’re more important:

Similar to grades and test scores, a great cover letter won’t set you apart but a poor one will hurt you – so let’s find out how to avoid that.

Keep your cover letter compact and avoid 0.1″ margins and size 8 font.

With resumes you can get away with shrinking the font sizes and margins if you really need to fit in extra information, but this is questionable with cover letters.

Go for 0.75″ or 1″ margins and at least size 10 font.

With resumes there were a couple different templates depending on your level – but with cover letters that’s not necessary and you can use the same template no matter your background.

1 Page Only

Ok, maybe they do things differently in Australia (just like with resumes) but aside from that there is no reason to write a multi-page cover letter.

If you actually have enough experience to warrant multiple pages, do it on your resume instead and keep the cover letter brief.

Contact Information

List your own information – name, address, phone number, and email address – right-aligned up at the top.

Then, below that you list the date and the name and contact information for the person you’re writing to, left-aligned on the page.

If you don’t have this information you can just list the company name and address and use a “Dear Sir or Madam” greeting.

That’s not ideal – especially if you’re applying to smaller firms where cover letters actually get read – but it’s all you can do if you can’t find a person’s name.

If you’re sending the cover letter via email as the body of the email, you can omit all this information and just include the greeting at the top.

Paragraph 1: Introduction

This is where you explain who you are, where you’re currently working or studying, and how you found the bank that you’re applying to.

Name-drop as much as possible:

This first paragraph is all about grabbing their attention.

Example 1st Paragraph:

“My name is John Smith and I am currently a 3rd year economics major at UCLA. I recently met Fred Jackson from the M&A group at Goldman Stanley during a presentation at our school last week, and was impressed with what I learned of your culture and recent deal flow. I am interested in pursuing an investment banking summer analyst position at your firm, and have enclosed my resume and background information below.”

Paragraph 2: Your Background

You go through your most relevant experience and how the skills you gained will make you a good banker right here.

Do not list all 12 internships or all 5 full-time jobs you’ve had – focus on the most relevant 1-2, once again name-dropping where appropriate (bulge bracket banks / large PE firms / Fortune 500 companies).

Highlight the usual skills that bankers want to see – teamwork, leadership, analytical ability, financial modeling and so on.

If you worked on a high-impact project / deal / client, you can point that out and list the results as well.

This may be your longest paragraph, but you still don’t want to write War and Peace – keep it to 3-4 sentences.

Example 2nd Paragraph:

“I have previously completed internships in accounting at PricewaterhouseCoopers and in wealth management at UBS. Through this experience working directly with clients, analyzing financial statements, and making investment recommendations, I have developed leadership and analytical skills and honed my knowledge of accounting and finance. I also had the opportunity to work with a $20M net-worth client at UBS and completely revamped his portfolio, resulting in a 20% return last year.”

Paragraph 3: Why You’re a Good Fit

Now you turn around and link your experience and skills to the position more directly and explain that leadership + quantitative skills + accounting/finance knowledge = success.

There is not much to this part – just copy the template and fill in the blanks.

Example 3rd Paragraph:

“Given my background in accounting and wealth management and my leadership and analytical skills, I am a particularly good fit for the investment banking summer analyst position at your firm. I am impressed by your track record of clients and transactions at Goldman Stanley and the significant responsibilities given to analysts, and I look forward to joining and contributing to your firm.”

Paragraph 4: Conclusion

This part’s even easier: remind them that your resume is enclosed (or attached if sent via email), thank them for their time, and give your contact information once again so they don’t have to scroll to the top to get it.

Example 4th Paragraph:

“A copy of my resume is enclosed for your reference. I would welcome an opportunity to discuss my qualifications with you and learn more about Goldman Stanley at your earliest convenience. I can be reached at 310-555-1234 or via email at [email protected] Thank you very much for your time and consideration.”

Unusual Backgrounds

These examples cover how to apply to a bank if you’re in university, business school, or you’ve been working for several years.

If you have a more unusual background (e.g. you went to med school, graduated, started your residency, but then decided you wanted to be an investment banker), then you might need to add a few sentences to paragraph #2 or #3 explaining yourself.

Resist the urge to write your life story because no one will read it – interviews are a much better venue to prove how committed you are.

Email vs. Attachments

If you’re emailing your cover letter and resume, do you create a separate cover letter attachment?

Or do you make the body of your email the cover letter?

I think it’s redundant to create a separate cover letter and attach it, so don’t bother unless they ask specifically for a separate cover letter.

If you’re making the body of your email the cover letter, make it even shorter (4-5 sentences total) and cut out the address bits at the top.

Optional Cover Letters?

If you’re applying online and it says “Optional Cover Letter” should you still upload one?

You might as well because it takes 2 minutes once you have a good template – it’s not the end of the world if you don’t include one, but you never know what everyone else is doing and it’s not terribly time-consuming.

Cover Letter Mistakes

Remember the role of cover letters: great ones don’t help much, but poor ones get you dinged.

The biggest mistakes with cover letters:

If you think this sounds ridiculous, remember the golden rule: do not overestimate the competition .

For every person reading this site, there are dozens more asking, “What it’s like to be an investment banker?” at information sessions.

Sometimes you hear stories of people who write “impassioned” cover letters, win the attention of a boutique, and get in like that …

…And I’m sure that happens, but you do not want to do that at large banks.

If you do, your cover letter will be forwarded to the entire world and your “career” will be destroyed in 5 minutes .

More Examples

As with resumes, there are hardly any good examples of investment banking cover letters online.

Most of the templates are horribly formatted and are more appropriate for equities in Dallas than real investment banking.

Here’s a slightly different but also good templates you could use:

More questions? Ask away.

Still Need More Help?

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About the Author

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street . In his spare time, he enjoys memorizing obscure Excel functions, editing resumes, obsessing over TV shows, traveling like a drug dealer, and defeating Sauron.

Free Exclusive Report: 57-page guide with the action plan you need to break into investment banking - how to tell your story, network, craft a winning resume, and dominate your interviews

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279 thoughts on “ The Investment Banking Cover Letter Template You’ve Been Waiting For ”

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I love how hand downs and direct this page is. Trying to break into IB come from a (semi-)target school but very bad GPA, love how you are always motivating, but realistic. Keep it up!

cover letter examples investment banker

I am a sophomore and have a low gpa (2.5) should I include this on my cover letter? how do I stand out and not get dinged, low gpa because had to work full time freshman year because my dad lost his job, and my family had health issues. Am an only child.

All you can really do about a low GPA is network extensively so that people who know you can recommend you, and so you can avoid being filtered out by screening tools. See:

Maybe include a brief mention of why your GPA is lower in your cover letter, but focus on how you’ve improved since your first year (mention the higher GPA since then).

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Thanks for the write up!

If i am writing my cover letter in the body of the email, Do i write the name of the recipient instead of dear Madam ?

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I like it not bad

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Hey Brian – thanks for this article. Quick question: is there a certain point in your career (in my case, I’m an associate) when you can stop with the cover letters even if they give you the option?

Cover letters are pretty much always optional unless they ask for one.

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I was wondering for your template, you gave a solid and formal introduction. I also see other career advice sites that recommend making the cover letter “memorable” and straying away from the cookie cutter method with more flashy intros. As an example just from another online source: When I was seven, I wanted to be the GEICO gecko when I grew up. I eventually realized that wasn’t an option, but you can imagine my excitement when I came across the events manager position, which would have me working side by side with my favorite company mascot. So what’s your opinion on this? I’m sure it’s different for every field, so would you say the average investment banker appreciates something like this, or would it just make them roll their eyes and make you seem too keen/tryhard.

Same Andrew again…

Sorry I should’ve watched your video fully before asking. But you mentioned to not get too fancy with fonts, photos, etc. But would the bit of personal information outside the cookie cutter approach separate you in the slightest? To me, cover letters sound like they have the same purpose as GPA. A 4.0 (good but generic cover letter) won’t give you any advantages, but a 2.5 (poorly done letter) will eliminate you from the application process.

Yes, cover letters are basically used to weed out people, not to select them. You can include some personal information such as an interesting student group, study abroad, or experience that led you to IB, but don’t go overboard with trying to appear “interesting.” Save that for actual networking and interviews.

If you are applying to traditional “high finance” roles such as investment banking, private equity, etc., you should not do anything creative with your cover letter. It will only backfire. Firms either do not read cover letters, or if they do, they simply look at them to make sure you didn’t do something silly or inappropriate. You’re taking a very big risk by writing a “creative” cover letter, and one that has very little upside with tons of downside.

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For online applications that request your resume, but do not specify whether a cover letter should be included, should I submit a cover letter? Also since you can only submit one document in these cases, should you compile resume and cover letter into one document?

Thanks so much.

If they just request your resume, just include your resume. I would not even bother with a cover letter or combining them into one document.

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Do we have to leave

“Enclosure: Resume”

At the bottom of the Cover Letter? Many thanks

*In Online Application where they ask you to attach your CV and Cover Letter – if that makes any difference

Brina, many thanks for the quick answer. Just a last question:

Shall we sign between sincerely and our name or under our name?Both options are good?

Alternative A:


Alternative B:

The first one is slightly better.

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I just wanted to thank you for not only this Cover Letter template but also your Resume template. I have used both and I have received great feedback from interviewers and getting my foot in the door for asset management.

Thanks! Glad to hear it. Good luck!

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This question targets the paragraph listing relevant experiences & skills gained through it.

As a University Student with some corporate finance and consulting experience but nothing directly related to investment banking, do you think it would be relevant to list explain skills gained during university classes (e.g. a term project that simulated the entire M&A process based on a real life deal) that involved valuation, simulated investor calls, etc. Or do you believe sticking to actual work experience would be best suited.

Thanks a lot for all the content you post.

Stick to your work experience if you have actual CF and consulting internships. Maybe add a line or brief phrase within a line that mentions your learnings from university classes as well.

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I live in the UK and I’ve been told cover letters carry a lot of weighting in the initial application process. I have written a cover letter which is 8 paragraphs but it’s still 1 page. Do you think this would be ok or should I take some stuff out? Thanks in advance, great website you have.

By the way, it’s still size 10 font but I had to reduce the line spacing between the paragraphs to fit it all in.

Cover letters only matter in the “negative” sense, i.e. if you write something stupid or have typos, you could lose an offer or interview opportunity. Your cover letter should be as short as possible, so 8 paragraphs is too long, especially if you had to reduce the font size to 10, which is too small. So, be more concise and realize that bankers glance at hundreds/thousands of these letters each recruiting season…

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How do one relate a tax internship experience which I acquired In an accounting consulting firm to an investment banking internship I hope to start with with BofA

Talk about how your tax findings/work affected the big picture… did they potentially change the company’s valuation? What was the impact on the company’s financial statements? Did anything you did result in changes to the internal controls at the company? Did you do any tax work related to M&A or equity/debt deals?

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Hi Brian, I have read that the header of a cover letter should match your resume. Is there a reason the header from the M&I resume template was not included in this cover letter template?

??? I think it would be very odd if your cover letter started with your name in a bigger font size at the top… so, no if that is what you are asking about. A cover letter should start with the normal heading of a letter. Your resume is different because it’s intended to present the key points in bullet/highlight format.

I agree. Thanks.

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I’m applying online to banks in the EMEA area and most banks ask for my motivation – they don’t require a cover letter. Could I still use this template? or wouldn’t it make any sense to use this template?

If its the case that this template would not be useful, do you have any tips on what to focus on in such a motivation letter?

I think this template is too long for a simple question about your motivation. Your motivation should basically be the last part of your “story” – assuming 150 words for a competency question and a 300-word story. See:

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How do you travel like a dug dealer? haha…You are funny. Great info. Thanks a lot. I’m trying to break the front door at Piper Jaffray so I can put my little two feet inside that door.

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hey, i am actually studying law in France but i wanted to go on trading/investment banking/hedge fund area. What would you suggest me ? Which arguments should I point out ?

Thanks a lot !

??? I’m not sure I understand your question.

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The links for Workbloom – Investment Banking Intern Template and Vanderbilt – Cover Letter Template are not valid anymore. Is it possible to fix that? Thank you very much!

Sincerely, Frank

We don’t have alternate links, sorry. But the template there wasn’t much different anyway.

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Hi Brian, I had a question in mind. I have been working with a Big four Audit firm in India for the past 10 months now, and have a Bachelors in Commerce degree from a non-target University here. The role here is Back-end, as in we do not have client interaction, and rather coordinate with the US/EMEA teams – which deal with the clients directly – for the work. Recently, I got a call from GS for an Analyst position under the Data Resource Group for its IB Division in India. How do you suggest I pitch my auditing experience to get an offer for this position? Also, considering the work I do here is back-end and basically, formatting files around and punching in numbers! Thanks in advance for your help!

I would just point out how your audit work led directly to results with clients and how you were a part of the client-interaction process, even if you didn’t speak with them directly. As a result, you have a good understanding of what they’re looking for and how to get them results most efficiently.

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Thanks for the template. Is it correct to include in the cover letter an entreprise which I am auditing or not?

Sure, you could, but you have to be able to tie that to whatever role(s) you’re applying for.

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Hi there, thanks for the cover letter template you provided. It’s a great help. Just wondering does the same template work for UK application? As you mentioned they tend to pay attention to cover letters.

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Yes this template works for UK applications.

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Thank you for sharing your blog, it helped a lot cos I am also having a hard time in writing a cover letter and I suck! Hope you can help more. Keep it up!

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Thank you for sharing the template and guide! I am a recent college grad and just started working in an economic consulting firm (last month). I want to make the career transfer to IB and I am trying my best networking everywhere. I am applying for an IB analyst position and editing my cover letter. Should I still mention in the cover letter my leadership roles in college or it does not matter much?

Many thanks!

You can mention them briefly, but you should focus on your current role.

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Thanks for the template! After working as an ER associate for 2 years in my hometown, I am moving from North America to Europe in the next few weeks. Should I mention in my cover letter something to the effect of “After visiting [country] several times over the past few years, I applied for and received my Work Visa” or will the recruiter assume I have a visa and do not require sponsorship? I just do not want to be passed over if they are assuming I will be a headache for them!

Furthermore, I am also hoping to move from ER to corporate. Besides tailoring the letter to reflect skills mentioned in the posting, are there any other changes that need to be made when moving out of capmarkets?

Thank you for your time!

Sure you can include this. Yes, I’d talk about why you want to move from ER to corporate and talk about why you prefer corporate over ER (perhaps you prefer the type of work in corporate better and you see yourself in a corporate vs. in a bank) and you want to move over to XX industry [the industry the corporate you’re applying for is in] given XX reason [ideally you’ve covered that industry in ER before]

Thank you Nicole. Should I be putting this explanation in paragraph 2? Or later on in the letter?

I’d probably list this later in the letter.

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Hi, I’m studying in the US and applying to summer IBD internship in 3 different locations (New York, London, HK), so who should I address to in my cover letter since there is only one cover letter for three different recruiters? Thanks!

I’d say Dear Sir/Madam or To Whom It May Concern

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when you express abbreviations, let’s say M&A, how do you put it in a cover letter? i.e., (“M&A”) or (M&A) without punctuations mark?

M&A is fine I believe

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Hi! You mentioned that putting the name of the recruiter is always better than just a “Dear Sir/Madam”. When applying in London, do you think it is appropriate to address the cover letter to a recruiter I haven’t personally met that I just found his name via an internet search, specifically from Linkedin. Also, there are dozens recruiters for the same company on Linkedin, should I still address the letter to a specific person? What about if it is the director of HR? Should I address it to him/her directly?

Yes, I’d address the email to Director of HR. If you don’t know the person’s name, I’d say “To Whom It May Concern” or “Dear Sir/Madam”

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Hey, I have a question concerning applying for an internship at G&S in Europe. Instead of a cover letter they want you to submit a motivational statement with 300 words when applying, which is according to them similar to the cover letter. But I am a bit unsure that I express my motivation for applying for an investment banking postion with this cover letter because it focuses more on previous internships. Should I outline my internships and then explain that I want to pursue an career in IB because of them? and should I mention my extra curriculare activities which involve leadership experience and exotic interests?

I’d briefly touch on your previous experience and focus on why IB, and why GS. If the previous experience can serve as your IB spark, use them. So yes you can mention that you want to pursue a career in IB because of your previous internships, but don’t dive too deep given word limit and you can address that in interviews. No, the latter part should be demonstrated on your resume, unless you have space in the statement

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What should you do in [Signature]?

I’m not sure I understand your question. I’d just insert your signature there.

Upload an image of your handwritten signature?

Yes you can do that. Copy and paste it below “Yours sincerely/Best Regards”

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I resigned from my previous role in April this year as we were planning a family move to another country However, it did not materialize due to some unexpected changes and I have to start looking for a job again. This has left an employment gap of about 3 months in my resume. During this period, I have taken the BIWS course to enhance my knowledge. Shall I mention my current status and address that in my cover letter? or leave it out and talk about it when asked during interview?

Xavier, you can list that on your resume and cover letter. You may also want to talk about other activities you’ve done during those 3 months.

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I am a first year associate working at a boutique bank on the trading floor and trying to switch into equity research/banking side. How is the cover letter different from the cover letter template above. Do I need to specifically state why I am switching?

Yes you need to address why you’re switching

Do you have any suggestions as to how I can gracefully address this? The reason why I am switching is because I don’t feel like I am learning much out of my positions – not being given much responsibilities, etc…

I’d focus on the positives on why you prefer the other division versus your current one; not what you’re lacking.

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Hi, I am wondering when introducing my skill sets and experience in the second paragraph of the cover letter, is it appropriate to use bullet points? e.g. my key skills/experience include: bullet point: A bullet point: B

Yes you can do that, though a lot of times we find that its best to follow our template, unless you’re a very experienced candidate

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I worked at a boutique investment bank for an internship and I was wondering how I may explain my low gpa on my cover letter. I would focus on my strengths and what I learned from the position but sooner or later the question of gpa will be addressed either during an interview or sent through email. How would I approach this?

This may come up in interviews and I’d address it then. I am not sure why you had a low GPA. If you had family/personal reasons you can list that. Otherwise if you were taking more advanced courses because you were too ambitious and got a lower GPA as a result of that you can list that too.

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I’m applying to various finance and IB positions and my documents will be seen as a package sent through my school. I created my resume in a very similar format to the template on your website, only using .5″ margins. I have the same header layout (with name and personal info) on both my resume and cover letter. My question is regarding holding these .5″ margins on both of my documents to keep a consistent look. I’m just curious as to whether this would be a good or bad idea, or as to whether you think it would even matter.

I haven’t seen the format of your resume so I am not 100% sure. 0.5 margins maybe a bit crowded but depending on your content it can be doable. If you have lots of solid content, yes this is applicable. Otherwise, I’d shorten your content and go for the standard margins

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Hey, this template isn’t just for investment banking right, it can be used for targeting internships in accounting as well? Same with the resume template?

If you change the paragraph from why IB to why accounting, you can use this template. The resume template is tailored to IB though you can use it for Accounting roles too

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I graduated from a top school 1.5 years ago, but unfortunately ended up at a not so impressive bank. What’s the best way to name drop the school in the cover letter? Thanks.

First paragraph – you can just say that you are working at XX bank and have recently graduated from XX school

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I am applying to three different divisions in the same investment bank that are different in nature (2 back office and one front) and there is only one cover letter for all three that asks you to describe your motivation for each. Since they are different positions, how do I go about this?

I’d be generic and focus on why finance and how you can make an impact to the firm

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How about adding the recommendations from the previous job? Is it worth? Should we add it even if they do not menton about that?

You can provide recommendations upon request

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Hi, I am wondering whether I need to include a signature in my cover letter for online application. If so, should I just insert it in the pdf document or scan a paper copy of the cover letter? Thanks!

Yes you can include it. Both works.

Yo’re welcome.

Just a follow-up question: I am applying for summer analyst position at CS, and they only allow one application per applicant. Should I use the same cover letter during campus recruiting (addressed to an alumnus) for my online application? Since I am applying to CS HK as well, I am wondering whether I should use a slightly different cover letter.

Sure I think this shouldn’t be a problem. Yes the HK one should be slightly different – i.e. why HK, why Chinese market

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Dear M&I staff,

I’m a master student in Europe. I’m currently attending a Master of Science in Finance after completing a bachelor in business administration. Do you have any specific suggestion about my first paragraph? Also, if I can’t find the name of the recruiter, how can I start the letter? I was thinking about expressions such as “To whom it may concern…”; does this work?

Thanks in advance

Yes it does, or Dear Sir/Madam.

First paragraph – I’d follow the template on the post

Dear Sir or Madam,

My name is [Insert Name] and I am currently pursuing a Master of Science in Finance at [Insert University Name] where I have also been awarded a Bachelor of Science with honors. How would this sound?

Sounds good, though I’d probably just use My name is [Insert Name] and I am currently pursuing a Master of Science in Finance at [Insert University].

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Hey Brian/Nicole, Thank you guys so much for this website. I spend days on it reading your articles! lol I’m just wondering when I do the name-dropping on the cover letter, is it alright to put the company names in bold? or is that too much? What do you guys think?

Thank you for your kind comment. You should credit Brian for his hard work! I don’t think its necessary to bold company names. I think its probably better to leave it “unbolded.”

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i a lil older i was originally an engineering major, left school (didnt graduate), started working as a stock broker, then mortgage broker, and then more sales background. I then re entered school and graduated with a degree with finance, gpa not so high bc of past screw ups, but now looking to break into finance. I love finance, and cant figure out how to convey that in a cover letter. can you help?

Focus on the impact you’ve made in your previous roles. Then say while you’ve enjoyed and learn a lot from your previous experience, you realize [Talk about your IB spark here], and that you realize you wanted to pursue IB because [XYZ]. Then say that you’re confident that your [XX] skills can be an invaluable asset to the firm (something around those lines)

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If I’m applying for a job based on an online job posting (LinkedIn / other job board), then in my 1st paragraph, ho would you address the section about how you learnt about the job / company ?

(I find it awkward to say that “I recently learnt about your company through your online ad on”)

ThankX Guys!

I recently learned about your company from [a contact/an event/an online job posting] and was impressed with what I learned of [List what you’re impressed with here]

Hey Nicole,

Thanks for your reply.

I’m finding it awkward to write “I learnt about your company from an online job posting” bcoz I feel it sounds like I did not know them before seeing the posting (which, in turn, sounds insulting for the company).

Instead, can I just say “I recently found out about the XYZ position at ABC Capital & want to apply for this position”?

Sure, this sounds good. No, this isn’t insulting – this is why companies post on job postings! It is best if you have already spoken to people at the company and use that as an intro. line.

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please i am an undergraduate in my final year with just one internship experience and one teaching experience, that was before i gained admission. i want to know if it is appropriate to include my date of birth and list of referees; i will also like to know the maximum length of resume ideal for some one in my category. Thanks.

Please see

No, I don’t think you need to include your DOB and list of referees. Maximum length of your resume would be 1 page.

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Hi Brian, thanks so much for creating this awesome website.

I’m a year one student in a non-target uni in HK who’s interested in IBD. My first semester GPA wasn’t stellar because I had a hard time balancing family issues and adapting to a new country.

I’m currently applying for several pre-internship programs, and am afraid my less-than-3 GPA will cause my immediate disqualification. What can I do?

I’ve had several leadership positions in high school, am great at networking/socializing, and speak a few languages. But my first semester GPA is lackluster. Please advice, should I explain in my cover letter?

Best Regards, Sara

Yes, your GPA is likely to be alarming to interviewers. Sure, you can explain the above on your cover letter, though I would focus on your strengths and what you have achieved first. You want to draw people to your strengths. I’d also try as hard as you can to boost your GPA next semester and craft a very good explanation when you land interviews.

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Hey there M&I,

Firstly, I’d just like to thank you for this template – it truly is priceless.

I’m from Melbourne, Australia and I’d like to break into Investment Banking for a long-term career.

I’m starting a Bachelor of Commerce degree at The University of Melbourne and I was thinking of double majoring in Accounting and Finance.

I feel as though this will put me in a good position for Investment Banking and will also provide me with a few alternatives should I be unable to make it to Investment Banking or decide that it’s not for me.

Sorry about the long-winded explanation, I guess what I want to know is whether or not the double major sequence I have suggested is desirable in Investment Banking or there is a better sequence you could suggest to me.

Also, what do you have to say about people getting summer internships after first year? I haven’t heard of anyone doing this before, but have you? How should I go about trying to increase my chances?

Thanks very much!

Thanks. Yes, that sequence is fine but I don’t know if it would give you an advantage. From what I understand about Australia, I believe most people who get into banking there actually have dual Commerce and Law degrees.

Summer internships after year 1: very tough. You’d have to aim for small local firms. And probably not common in Australia.

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I’m applying to a Private Equity internship and I completed the BIWS fundamental and advanced modeling courses. Should I talk about this in my cover letter? Right now I just have a general statement about it and that I worked on some case studies.I was wondering whether I should go more in depth and mention a specific case? Leave it as a general statement? Or take it out completely

Yes, definitely mention the specific case studies as that makes it sound much better than just saying you completed the courses.

Document for listing them on your resume (you may be able to apply parts of this):

Thanks Brian,

I took your advice and mentioned specific case studies.

One other thing, currently in the second paragraph of my cover letter I talk a lot about my internship experience, but this internship doesn’t have to do with IB, its accounting and sales for a hotel. I did spin it in away that says that I picked up skills from this internship that I can apply to IB, PE, etc. Should I focus less about this and more on the BIWS courses, and projects in school I worked on since it doesn’t directly relate?

I would probably do an even split in that case.

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I found this guide and template very useful. I was wondering, though, if I were to apply online to bb investment banks that didn’t make any meeting at my university and require a cover letter, what should I write in: “I was recently introduced to your firm via [Friend / Contact at Firm / Presentation] and was impressed with what I learned of [Your Culture / Working Environment / Bank-Specific Info.].”

I know about these banks just because of their fame, so should I just skip this part?

Sure though having this line may be more convincing.

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I am now applying to Société Générale M&A summer internship in Power, Utilities and Infrastructure department. I tried to find some alumni working there. I could manage to find one via linkedin; however, i cannot contact him because he sets a permission. I wonder what should i write on cover letter if i can’t find a contact in SG?

Dear Sir or Madam / [Name of Recruiter if you have it]

Dear Nicole,

I feel sorry not to explain it clearly.

Quoted from the IB template: ” I was recently introduced to your firm via [Friend / Contact at Firm / Presentation] and was impressed with what I learned of [Your Culture / Working Environment / Bank-Specific Info.] ”

I searched SG career website but they mention the work environment and culture very vague. I tried to find an alumni working there; however,the alumni office hasn’t replied me yet.Even worse, SG hasn’t held any campaign event at our uni. At present moment,I can’t manage to get a contact at firm. I did search they have an aggressive expansion plan for the department 2 years ago. Should I mention this instead?

Much thanks

It would help if you have spoken to a contact who is working/worked there or attending one of their info sessions. Otherwise, yes it may be useful to mention of their department’s aggressive expansion plan.

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Hi! What if I have not attended any presentation and I do not know nobody that work in a specific bank? Can I still apply online? I am applying to investment banks in London and I know that they recruit using the online application process.

Yes you can still apply online.

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Hi Nicole/Brian,

Adding to what Paolo has mentioned, what about the cover letter? Since we do not know anybody that work in that specific bank (nor attend any presentations), who do we address the cover letter to? (Or is it better not to submit one if the cover letter is optional?)

Secondly, is it alright to say that we found out about the job/vacancy by browsing through their website?

Again, thanks for your continuous kind support.

Regards, Rifki

Quoting from the article:

“If you don’t have this information you can just list the company name and address and use a ‘Dear Sir or Madam” greeting.’ ”

If it’s optional, I wouldn’t even bother submitting it especially if you don’t know anyone there. Yes saying you saw it through a website is OK.

Thanks Brian!

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I’ve just graduated in Finance and Accounting but wasn’t able to get summer internships in my 2nd year. What else can I write in section 2+3? I’ve got work experience in wholesale, an accounting firm and an insight day at a Merrill Lynch which were just before I started uni, i.e. 2009 can I still use these in this section or would it look bad since they are old?

I’ve taken part in many trading simulation games in teams etc which show all the skills you have mentioned in the paragraph, would it be acceptable to use this as an example even though it was a simulation?

They wouldn’t look bad but not exactly current. Ideal if you have recent experiences to list. Otherwise you can list them

Yes – show the returns you generated

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Thanks for the useful resources.

Last year, I hadn’t as much insight and experience with IB (I was coming from law and bearely started to study a MSc-Finance in a good school). I still got two interviews with a nice boutique and a bb. I got reject at the final round.

This year I’m applying again (I’m currently doing an off cycle M&A internship)

1. Shall I mention I applied last year, and why I like the firm so much? or shall I just make a regular cover letter and avoid to mention I applied a year ago?

2. How many interviews should I go through to secure an offer, or what is the average? I’d like to know whether I am doing something bad or just if it is because you need to go through several interviews to finally get something?

3. What would shall I do with the current market if I secure another off cycle internship or a full time M&A position in a leading law firm? (I prefer finance than law, but I m getting old and need to start working as oppose to “intern”)

Sorry for this long thread, thanks for your help.

1. you can mention it if you want though I don’t think its necessary 2. hard to say – depends on you. people generally go through more than several rounds of interviews to land an offer 3. network a lot

Last year, I hadn’t as much insight and experience in IB profiles (I am coming from law and bearely started to study a MSc-Finance in a good school). I still got two interviews with a nice boutique and a bb. I got reject at the final round.

— Shall I mention I applied last year, and why I like the firm so much

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Hi, I have an upcoming interview with a bulge bracket bank in Capital Markets. I submitted my resume about 1 month ago and got selected recently. My resume was updated recently and is much much more in depth than before. Should I reach out to the recruiters and ask if I can have them replace the resume on the website with my new one? Or would this be frowned upon? Thanks!

Yes, please do that!

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Thank you for your tips, they are great!I have two questions:

1. All templates I find are about experienced people. If you are a person with no experience (or with a very short experience in a different area), how can you turn this fact around and convince someone to hire you? Should you really emphasize your academic background?

2. I started a PhD but early on I realized that it was not the right fit for me. How and where should I mention this? Should I explain why? I am afraid that no one will be considering me for a job position because I am quitting the PhD…

Thank you so much!

1. There are templates for inexperienced hires – pls look for the one for undergraduates. If you have NO work experience at all, I’d suggest you to emphasize your academic background and extracurricular activities. 2. Explain this on your cover letter & interviews. No, it shouldn’t be a problem if you know how to spin your story. Most jobs don’t require a PhD these days anyway.

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Hi, Thank you very much for uploading the template.

But what if I don’t have background info or experiences specific to the investment banking industry even though I have banking experience in a different field such as Loan Officer? Will that matter?

I will be considered as a fresher in that case how can I convince anybody about changing my profession to investment banker or wealth management analyst from this profession?

And can you also please help me with a sample C.V for freshers in Invest and Wealth Management.

I do have an MBA in finance.

You’ll have to figure out why IB and pitch your story well.

You can use the same template for Wealth Management – just focus on your research and investment experience

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I’m planning to use this short cover letter as my email body. My question : “Should I opt for a longer version with more elaborate details?”

— Dear Sir/ Madam [or the recruiter’s name],

I would like to express my interest in a position as [position] for [company].

As you may perceive from my summary, I’ve been leveraging my consulting and technical skills from my previous career as an IT Consultant to break into the finance industry. Thus, I’m adapt at translating clients’ problems into a satisfying, concrete solution. I also possess good leadership skill and can work well with others. [ + other skills the company valued / demanded for this specific job]

I would love to expand my career with your company, and am confident that I would be a beneficial addition to your company. I have enclosed my resume and I would welcome a personal interview at your earliest convenience.

[Name and contact address] —

Any input would be greatly appreciated. Thanks

I’d keep your email short, sweet and succinct. Anything longer than that is too much.

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Hello, my question is regarding the introduction —

“Paragraph 1: Introduction This is where you explain who you are, where you’re currently working or studying, and how you found the bank that you’re applying to.”

I have nearly 2 years of consulting experience, but have recently been laid off. Since I’m no longer working or studying, how would I approach this as far as introduction?

Just introduce yourself and tell interviewer you’ve been laid off due to the lackluster economy – they should understand. Tell them what you’ve been doing with your free time i.e. traveling, studying, picking up a new hobby, etc. As long as you sound like you are doing something productive/interesting with your life, you should be fine

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Errors – If there are minor typos that most people don’t see at a glance, are you in the clear? I’m not sure if people read cover letters that closely especially during OCR when hundreds of people apply at the same time from one school.

It depends on whether your reviewer is attentive to details or not!

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I don’t exactly have a stellar GPA, so I was wondering if the cover letter is where I would explain myself? Or is it better to just not mention it? Thanks! And love this website!

It depends why you don’t have a stellar GPA – if you have a legit reason i.e. you had sick parents you needed to take care of etc I think it would help

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Thanks for the article. I just had a quick question. I was originally interested in marketing and completed two internships my freshman year undergraduate (currently a junior applying for summer analyst positions). Since then I have had several research internships. Would it be a good idea what lead my decision to go from marketing to banking in my cover letter?

Any input would be awesome. Thanks!

Yes I would explain why you changed your mind in your cover letter and point to a specific person/incident

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I am studying at a “frontier market” university and am currently an exchange student at a highly ranked (Top 100) universities.

Should I use an exchange studies university in a cover letter instead of a university where I’ll be graduating and mention it accordingly (I am currently an exchange student at…)?

No, I think you should still use the university where you’ll be graduating

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ha frontier market. I am putting where I am an exchange student with the frontier school I attend.

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I’m applying for an internship in the US, but I’m studying in Germany. Should I mention that my University/Business School, is one of the best business schools in Germany?

Thank you for your answer!

I don’t think it makes a difference. You could try but reviewers might not necessarily care too much re that

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Hi, thanks so much for this article. I am writing a cover letter to J.P. Morgan, but I cannot find the office address in HK, shall I omit it at the top?

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But what if I don’t have background info or experiences specific to the investment banking industry? does that automatically rule me out as a candidate even though they specify that finance background is not necessary?

Could I simply emphasize my skills and abilities that I have gained through other experiences such as working for an NGO?

Not necessarily.

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just one other quick question. At Goldman Sachs, one could apply for internship in several divisions and they have asked motivation for applying to different divisions. Would it make this impression that you yourself do not know what division is right for you when you make applications for several divisions? Thanks a lot.

With Goldman, yes. However, in a way you still need to hedge your bets because one division’s MD might like you and the other’s MD might not.

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I’ve shown my CL to the Head of HR in my firm and he adviced me to write something “catching” as a title between the date and “Dear Sir or Madam,..”. So do you think it would be okay to write there: “Why I am a good fit for taking part in your spring programme”? Or does this sound too arrogant?

Thanks a lot! Jevira

This sounds generic.

Have you got another idea or just put there: Spring Programme at XYZ. :D Thanks, and sorry for the time you lose with all my questions..

Come up w something original he said right? I don’t know if the above is original. You should just ask him what his suggestions are. I’d love to help but I need to think through it and have to look at your CL; wouldn’t be fair to other customers who are paying for our CL editing service.

Thanks very much for your helps. I have a few questions and I would greatly appreciate if you could help me. I am doing a double degree master in Complex Systems Science (A multidisciplinary field), so I have studied one year at Warwick, UK and now I am studying the second year at Ecole Polytechnique, France. 1) Should I mention anywhere that I have had a multidisciplinary approach since in my field I have to interact with people with completely diverse backgrounds, from Physics and math to economics and Philosophy? 2)I have got a full scholarship from European commission for my studies. How should I mention it? 3)I think many people are not very acquainted with the structure of such joint programs between two universities in two different countries. In my CV, shall I mention it as two masters and not saying that they are in fact joint? 4)My master thesis has been about financial contagion and I do not have ant job or internship opportunity, so how should I write the second paragraph?

Thanks in advance and sorry it becomes too long. Mostafa

1. Not sure how you will be wording this one. Difficult to use this to stand out 2. Yes 3. No, put joint but you can separate the two in diff lines 4. Can’t help you on this one.

Hi, it’s me again. Does this template also apply for online applications where you have to upload the cover letter? Or can my personal adress, the banks adress and the date can be removed withous replacement?

Yes these templates apply to online apps too

No, I don’t think you should remove the details you mentioned

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I’m a first year university student in the UK, and looking to apply to a spring division internship at Goldman Sachs (and probably many others in the near future).

I have litte actual experience in terms of working for firms, but have competed in many stock market challenges/competitions, and I have come to university a year early, having been moved up a year.

Clearly with my lack of experience, I will need to slightly change the template you have provided above; how would you recommend I do this?

Many thanks.

I nearly asked the same thing – but my question didn’t even appear.

You should elaborate on your stock market challenges/competitions

Is it okay to write under my asset mgmnt firm that I “increased producivity of checking several entries by about 60%”? It was an excelsheet with about 120 rows in which I had to find the entries which were more than once in these rows. (it was an excel formula I made for that).

Or does it sound ridiculous?

Oh, its in the CV, not the cover letter.

yes it does sounds a bit ridiculous and monotonous. Sorry.

So I’ll delete :) Thanks. Its very difficult to boost your CV.

btw: may I send you, Nicole, my CV that you could look over that? You see my email adress, i guess. I’d really appreciate it! Thinking, that it sounds “too” ridiculous…

We’re not offering resume editing at the moment but will be introducing it shortly, so you can watch for that announcement.

What does “shortly” mean? Within this month? And will it be free? If not, how much would it cost? If you’re launching in the very near future, please reserve one place for me :-).

Haha yes but not free. Sure.

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Thanks for your work!

My question is that if I apply for some regions where original language is not English i.e. China, Japan, will it be ok I send a 2-page resume/cl with one in English and another Chinese/Japanese/whatever? or seperately in 2 .pdfs?

Thanks again

No. Not necessary. Just send a one-page resume in English

If bilingual required?

No still submit one pager unless they ask

Thanks Nicole.

Another not-related question, do you think that a 4-month full time internship in PE department of commercial banks, say, standard chartered, strong enough to pass the summer/FT online selection? prior to that i had internship in big-4. a senior in university and will pursue a finance master degree right after. thanks

Should do but again it depends on what position you are interviewing for and which division you are looking at. Also depends on who is screening you..However, I believe your experience should suffice

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Do you think sending a cover letter with a CV directly to the Head of investment banking dpt is inappropriate? The bank is hiring (according to website). Sent my CV to HR a month ago, no responce.

Sure, just send him a brief email and your resume. No point in sending a cover letter – address what you need to say briefly on the email

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What is your opinion about listing client names. Obviously working in a deal situation it would not be acceptable to mention a client name and the transaction itself if this is not public but in my case I have done a lot of work which didn’t result in deals however I am quite keen on mentionning the clients as I have worked with many PE and large Corporate clients. Is it fine to write: “selected list of clients: A,B,C,D,E…

Why would you want to use names there? Just for more credibility when you discuss deals? I would still avoid using names if possible for dead deals. You can still mention that you’ve worked with some big PE names such as X but I wouldn’t go into details; pretend deal is still ongoing even if it died, and leave out the names.

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You do such a great service for idiots like me!Keep it up.

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Hi! For my motivation letter, which the company requires on their application website, shouldn’t I just say I like money and that I want to work for their company because I would like to earn a lot? Or should I go with the “It’s my passion… I like to be challenged… I’d like to contribute innovations for the growth of the business…” bits? Thank you!

applications for bulge brackets. thanks!

Um #2, always

Okay, thanks!

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I am beginning to write my cover letter for a number of boutique banks in the fall to apply for analyst positions. What do I if I don’t know anyone at the firm and can’t namedrop a presentation I attended (1st paragraph)? Can I just say

“My name is John Smith, and I am a recent graduate of Fordham University (Class of 2011). I am interested in applying for an analyst position at XYZ firm”

Is there anything else I can add to the first paragraph to flesh out my cover letter a bit? Thank you very much and keep up the good work!

That’s fine

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Hi, I recently switched to a major in economics from engineering. The engineering curriculum at my school is very challenging and had a negative impact on my GPA over my freshman/sophomore year (3.4 currently). Would it be appropriate to list that I was previously an engineering major on my resume to reflect the challenging curriculum I was previously engaged in?

Yes that’s a good idea or at least reflect coursework on there

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Thanks for the cover letter and resume templates, they’re really helpful. A friend of mine used your templates to score a summer internship in corporate finance advisory at a big four company in london and I was able to score a SA offer in the IBD of a BB firm in frankfurt, germany. we’re both germans btw.

depending on how fulltime recruiting develops we should set something up for a “breaking into IB in europe”-feature if you see the demand for this. So long, Nick

Congrats, interesting to hear that it works in other countries. There are a few articles on Europe (UK, Germany, Italy) already but could use more if you have a unique angle.

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A company was recruiting at my college, and all they asked for was for us to send them a 1-page motivational letter? Any idea what I can include in the letter? Eg, why me? Why should I get the offer? Why should I get the bursary? My strengths and weaknesses?

They don’t want a cv, they just want a motivational letter. I’m not too sure what to include in it. Any help would be appreciated.

I would just follow the cover letter template here and expand on it a bit… don’t go into strengths/weaknesses, just follow the outline above.

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Thanks Brian for putting up such a nice website and sharing valuable stuff with us aspirers. I might be using a wrong space to look for your suggestions anyways here I go. My challenge here is to make a successful transition from a business development/ strategy side (prior 3 yrs of exp. with a commercial bank) to IB. Being done an MBA recently from a decent B school in UK where I gained the required skill sets for IB, I was targeting at BB which doesnot seems to be working out my way so I m considering the small boutiques as well to start with. I thought a good cover letter can win recruiters attention in my case. Any advice on the approach I should carry to enter into IB & put my prior experience into use to encash it is highly appreciated.

If you do a search for “Networking” and “Cold-calling” you’ll see the most helpful advice – cover letters do not make a difference, focus on your cold-calling and networking skills and do not give up until you try hundreds of places.

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is it okay to put stuff on your resume you don’t mention in your cover letter? or should your resume ONLY include stuff from your cover letter?

It’s fine, you can’t even mention everything in the cover letter anyway

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In the 3rd paragraph you explained that we should say something along the lines of “I am impressed by your track record of clients and transactions at Goldman Stanley…”

This is obviously a great way to tailor your cover letter, but I was wondering where you find out information of transactions. I’ve found some doing a simple Google search, but is there an independent authority that tracks all of these? As well, how do you know which transactions to mention? The ones that the firm is particularly proud of or ground-breaking?

Use the WSJ Deal Journal or NYT Dealbook to find recent deals they’ve done, anything sizable or significant e.g. the Goldman / Facebook deal

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I realized I made a grammatical error in the last paragraph of my cover letter today. I never noticed it before and I’ve sent it to three places already, one BB and two boutiques. Big deal?

No, no one reads cover letters anyway

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Firstly thanks for the website, it’s great.

My question is: in most summer IB internships, they ask several cover letter-like questions like “In 250 words max, describe your career aspirations” etc., however there’s usually an option to upload a cover letter as well. Would you advise keeping it concise or would you include examples of IB-related things, adapted to the question, despite the fact you’re effectively rewriting the cover letter?

This is in UK by the way.

Thanks in advance.

Just keep it concise – competency questions are not a big factor vs. CV/interviews.

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Thank you for the template.

Quick questions:

Should we use the email format for a doostang message as well?

No keep it way shorter like 2-3 sentences maybe

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Dear M&I,

I guess I’m the most complicated case here. I’m currently doing BA in Art History and Italian at UCL, London, now doing my Erasmus in Italy. However, last summer I worked as a M&A Summer Analyst in a small boutique bank specializing in cross-border M&As. There, I started from scratch, with no finance experience/knowledge, but learnt a lot and had lots of hands-on experience, since the company was really small and I was involved in literally everything.

I’m applying for summer internships in large investment banks and about to start writing my cover letters. I assume I must explain myself for studying Art History & Italian and my out-of-the-blue interest in I-Banking, plus use my last summer experience as a selling point. Any other specific hints?

Thanks in advance for your help!

Well, why did you work there? What made you interested in doing that? Reference a specific person or if nothing comes to mind use something from the news or your background e.g. I was always really interested in Italy and the UK and got interested in finance as a result of [xx] so I wanted to explore cross-border M&A and leverage my skills/interests like that.

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Hi, I have completed my masters in Drug Discovery and Translational Biology. But currently I am planning to apply for any investment banking positions. As I don’t have any background or experience in the given field, i don’t what to write in the 2nd and 3rd paragraph.

Can you please help me,

Talk about the analytical skills you gained and how they apply, or the leadership / project management skills or anything else like that from previous internships or school.

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Hey guys, this letter just repeats what is inside the Resume anyway. What is the additional value for the potential employer to read this kind of resume? There are no additional information. Wouldnt it be better to wite about your motiviation, your personal (not work) background, and reasons to chose this department/bank ? Or would it harm to do this?

Furthermore, the letter includes the information about resume enclosure 3(!) times. I like this site but this template really does not look too promising for me!

So don’t use it? The point is that no one reads cover letters, but in case they do, you don’t want to screw up by saying anything controversial or anything that could be misinterpreted.

If you start writing your personal story, bankers might mistake it for a soap opera script rather than cover letter.

Cover letters have no value at all, but just like grades if you screw one up it could hurt you. This template is intentionally boring and gives very little information because otherwise people would download this and insert pictures of unicorns, write about their past relationships, and other nonsense.

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Great comment, made me laugh

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Do you recommend being creative in cover letters, ie varying sentence structure, using big/expressive words ?

No, creativity is for marketing or poetry – this is finance.

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I’m a US student currently at Oxford for my junior year. All the applications for the UK offices are online. I know you have already answered the question before, but I don’t want to make any mistakes. So just to clarify:

1. Omit the physical addresses, mine as well as theirs. 2. Omit the recruiters name leaving only the name of the bank 3. Omit the signature 4. Do not enclose resume since that is a separate attachment

Thanks so much in advance.

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Hie ,i realy luv ur advice!.,Im doing a Bsc in Financial modelling with this a good start for a career in investment banking?.i finish next year, could u tell wat i can do to make myself marketable after graduation.

Honestly, I’m not sure on that one because I’m not familiar with the school. If a lot of banks recruit there, it’s fine; otherwise you should transfer elsewhere.

Its University of SouthAfrica ,im also staying in there something i could do 2 giv me an added advantage over my coleagues?.

This article has some tips on South Africa:

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Hey M&I,

What’s your take on headlines (i.e.Application for IB Analyst) and postscripts? I’ve heard from many friends to add them on because they will grab attention. But then again, they aren’t going into banking.

Thanks, Mack

Not applicable for banking

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i will be applying to merrill lynch. In the template, you stated many of the internship and job roles that provide the skills required to be a great investment analyst. However, i was just wondering, if i have a perfect gpa, perfect sats score, how can i use these to my advantage in my cover letter?

You can’t really, just list them and be done with it – no point in trying to emphasize those because there’s not much to say and they speak for themselves.

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Hi, If the firm’s online application says “you can only attach one file: this should contain your CV, cover letter and any other materials relevant for the position”, does it mean in the word document file I upload, the 1st page is resume, the 2nd page is cover letter and the 3rd is transcript? It looks pretty strange because the document is gonna be 4-5 pages. But since they only allow me to upload one file, I’m not sure what to do with the cover letter and the transcript. Or can I just omit them and attach the resume document only? Thanks a ton.

I would not send the transcript unless they specifically ask for it, otherwise just create a 2-page file with your cover letter and CV

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First of all, great website! It’s really helpful and I think you guys are doing a great job.

I am visually impaired, however I have always followed regular education and have performed like anybody else (also in jobs, at associations, etc). Many banks stress their emphasis on diversity and now I am wondering if I should include this fact in my cover letter / online application? On the one hand I feel it would fit great into the whole “what are you most proud of”-question, but I am also scared it might work against me?

Please note I’m applying London, not NY. (I think European regulations might differ from US-ones). I go to a European target school.

Personally I would not list it on your CV / cover letter / online application, but maybe bring it up in an interview if it fits in naturally.

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Hi Brian, I was beginning to start writing coverletters–atleast get them going, but I’m confused on where to find the unique strength of each BB, which makes it diff from its competitions. One of the things which makes a good cover letter is that its specific to a firm, but I dont know how to find such information. For instance, I was looking at MS, Barclays website in the section ,’Why MS’ or ‘Why Barclays’, and it seems every firm had the same agenda. We are committed to diversity , team player etc. Obv I need to go into more depth than this. Brian where I can find information specific to each BB on their website? I would really appreciate it. Thanks a lot.

You should read the WSJ Deal Journal blog and look for recent mentions of the bank and what deals they have been advising on – then reference those in the cover letter.

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Hi Brian, I’m in a similar position as the above poster. For companies without a personal contact I want to talk about a specific deal they’ve advised on.

I’m just unsure how to formulate such a sentence without encouraging diffcult to answer questions.

E.g. I was thinking of something along the lines of “I was impressed with your company’s role as target advisor in the $X bn acquisition of companyX”

I’m afraid this would result in the question of ‘why were you impressed?’.

Any chance you could give a sample sentence of how you would talk about a deal in a cover letter?

P.S.: Keep up the good work with BIWS, love the constant updates. Highly recommended, well worth the money!

You can say something like “I recently saw news of your role as an advisor in the $X bn acquisition of company X and was immediately interested, since I’ve followed the [X] industry for awhile.”

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Hi, I graduated from a target, went to medical school after graduation, but left after two years to pursue a career in investment banking. I now work at a small investment research firm, and I am applying for 2011 analyst class.

How much “explanation” do I need to do in cover letter? Or should I just focus on my job experience and modeling skills?

I don’t think you need much explanation since you quit medicine after 2 years, so just focus on other aspects

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Is the physical address at the top still necessary if you’re attaching the cover letter as a .PDF in an online form?

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I can’t thank you enough for all these info Brian,

In all honesty, I did have a sudden family death last year for which I had to leave school in the middle of the semester and come back after about two weeks. I got in a lot of psychological stress and uncertainty and I ended up messing up my grades significantly for two semesters. However, I did improve last semester with a full workload (maximum number of credit hours allowed at my school + advanced level classes) and got near 4.0.

How should I mention this on my cover letter? Also, how would I do that on an electronic cover letter which should only be about 4-5 sentences?

Thanks again in advance.

I would just say you had a health issue and had trouble balancing everything, but quickly learned your lesson and received perfect grades right after that. Giving a family excuse sounds fake so I would probably not write that even if it’s true.

Thanks but the thing is that wasn’t my freshman year. It was my sophomore year. So I did well my freshman year than poorly as a sophomore and improved as a junior.

Also, what about the electronic cover letter? Would it be ok to take up some sentences to explain my situation?

Just say you did poorly “at first” and then improved and have perfect grades this past year. I would still keep your cover letter short as no one has time to read a lot.

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I would appreciate your advice on this.

I’m a senior at a target school in Far East Asia. It’s really tough to get into a BB here and I’m thinking of visiting each BB and handing them my resume and cover letter to ask for a junior equity research position. I doubt I’d be able to personally meet the head of research or a senior analyst without prior arrangement, so I’d be probably handing my resume and cover letter to HR. I need to stand out but I have no equity research internship experience. What I do have, is a equity S&T internship at a BB and a RA (intern) at a top-tier mgmt. consulting firm. Plus experience managing a personal portfolio and trading derivatives in notable amounts.

Now, my problem is this. I made it to the final round for a junior ER position at GS but unfortunately was not given the offer (the offer ended up going to someone with some full-time experience in ER; had I been competing against fresh-out-of-college candidates would the result have been different?). I would like to mention this in my resume or cover letter hoping that it would serve as evidence that I’m really interested in ER and that I have the potential. But I’m worried that this might send the wrong signal. Who would like to accept a candidate knowing that he was unsuccessful elsewhere? I’m worried that I might appear arrogant in their eyes. I’m thinking of visiting CS, UBS, Citi, MS, ML, JPM, etc. In ER here in Asia, they’re at least at par with GS if not better…

I realize that answer to this may depend on the culture here. Please advise. Thanks.

I would not mention an unsuccessful interview with GS for the reasons you mentioned.

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Hi Brian! Long time reader, first time poster. I’m currently a rising senior at a target school on the tale end of my internship at a strong boutique bank in New York. I only have one week left, and I’ve been given zero modeling opportunities. I’m very disappointed. I figure that I should ask for some modeling work. But I have some questions.

1) Does it reflect poorly in interviews for full-time that I didn’t do any modeling? Should I “stretch” the truth?

2) Do you have any other relevant comments about doing a junior year internship and not getting any modeling experience? I’m concerned with how this hurts my full-time credentials, how this might affect my resume, and how overall my standing will decrease relative to my peers because I didn’t get modeling experience.

It’s quite common not to have modeling experience… just say you did research and assisted with potential clients / potential buy-side deals but don’t say anything about modeling. Most people do no modeling in their internships so it doesn’t matter much anyway.

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What’s a better part-time fall internship, BB PWM or no-name boutique (I mean no name.. say 3-7 employees)?

Both are about the same, but the boutique is better for your resume because you can write “Investment Banking Analyst”

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off-topic question:

I often read though it’s June interviews are still taking place.

When do banks in America/Europe begin accepting applications for: 1) summer interns (analyst) 2) full-time (analyst/associate)

Is the end of a summer intern equivalent to the end of the full-time offer application period? Because ppl. might are offered a full-time offer after their summer intern.

To put it in a nutshell: When is recruting/application time generally?

Summer interns are December/January, full-time is August-September.

And when do you start as summer intern, when u successfully applied in dec/jan or successfully applied for aug/sep?

Summer interns usually start in June

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This post reminded me of the classic cover letter to Lehman that was on Leveraged Sellout. I tried to see it, but it appears LSO has shutdown. Is this the case? Are the days of re-reading the same, hilarious stories over?

I don’t know because it’s not my site, but yes it appears to be down. Maybe check the google cache.

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Thanks for the release of this article, much appreciated.

Curious on an unrelated question though, when you try to develop relationships with bankers and do the initial outreach to set up an information interview, how far ahead should you plan? I mean should you give them dates within the week you email, 2 weeks ahead, etc?

Also, for specific time slots you ask for, what time is it usually best for a banker to talk to someone about that? Like early morning, late night, right after lunch, etc?

Thanks again, H

Give dates within the next 1.5 weeks so they have a few days to respond. Usually right after lunch is best for bankers, for traders you have to call after market hours are over

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Hi Brian, Thanks for the website, I have a quick question for you. I am in one of the new Masters in Finance/Management programs. I am at a target school for undergrad/MBA (think UNC/Duke/UVA). However, since the program is very new, banks don’t know much about it. Aditionally, although I have had some Wealth Management internship experience, I don’t have an I-Banking internship.

Given my situation, do you think it is better for me (in terms of B-school and exit opportunities) to go into a top ten consulting firm (excluding MBB) or try for mid-market/boutique investment banks (My school is very good in placing people in consulting), assuming I don’t get into a BB. I ultimately want to end up in PE or HF (preferably PE).

Thanks for your help.

I would still say banking because consulting –> PE is very tough unless you go for firms like Golden Gate Capital that hire a lot of ex-consultants… and even there they’re mostly from MBB. Much easier to go from smaller bank –> PE than to go from smaller consulting firm –> PE.

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Should I mention the fact that my company is in F500? It’s know in Europe, but I doubt it is known in North America.

You can add it in, yes

' src=

I don’t have any inside experience about the recruiting process, but a friend/colleague of mine (BB) mentioned that while recruiting for regional european branches/off-cycle internships often look at the cover letter, they almost never do it for summer positions in London.

Everyone seems to have different stories re: cover letters, but they are certainly less important than resumes, networking, or interviews

' src=

What about for laterals?

Same template applies but talk about how your previous banking experience applies to the new position you’re applying for

' src=

I appreciate your template for its compactness, I understand I shouldnt overestimate the competition, but Im trying to sell myself to the recruiter, so simply mentioning my skills and experience will not differentiate me from the “competitor”…?

I personally dont have so much experience in the finance realm (although Im genuinely interested in it and have managed to get a ten day insight into a BB) so do you encourage mentioning transferable skills I acquired through extra curricular activities, ie football = teamwork, etc, etc…

Cover letters are not really the place to “sell” yourself, which is why this is short… much safer to keep it boring and then do the selling via networking / interviews.

' src=

I know this is supposed to be basic, but the first paragraph is pretty useless. Your name, university/job position and contact details will already be on your resume so what’s the point in wasting time and space repeating the details on your cover letter. Also, saying “I am interested in pursuing an [Investment Banking Analyst / Associate] position at your firm” is also somewhat redundant, since the recruiter knows what position you’re applying for.

The template is good as a starting point, but on the off chance someone actually does read your cover letter, I would try to do a lot more than just make redundant statements.

This template is for both email and traditional letters… and in email it’s certainly not redundant. Even with traditional letters you are introducing new information by giving the name of the person you met at their firm as well as your major / where you’re working more specifically.

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so do you expect the same stats as what you have written for the resume template? A given population, and a limited percentage will download it, and even a limited percentage will copy it word for word?

Cheers, thanks for all the great info!

In the grand scheme of things, yes – online a lot of people use these templates but most people who apply to banks do not use them.

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I’m currently a rising junior at a semi target looking to be a SA next summer. This past summer I interned at a discount brokerage firm but had significant responsibilities (they didn’t have to hire an additional broker because of me) and got a lot of experience and face time with clients.

I have an opportunity to apply for a PWM internship for the fall with Morgan Stanley Smith Barney. Should I continue with my current internship through the fall or would it look better to move to the more distinguished name? I imagine the work would be similar. thanks

Go to the better name

' src=

nice template, it sure will be easier for internationals like me to write one now. thanks.

' src=

Thank you for the cover letter template.

“If you’re making the body of your email the cover letter, make it even shorter (4-5 sentences total) and cut out the address bits at the top.”

Do you mean we should drastically cut down the entire 4 paragraph cover letter into 4-5 sentences?

Yes, make it so they don’t have to scroll much (if at all) when reading on a Blackberry. 1-2 sentence intro, 2 sentences on your work experience and how it makes you fit for the job and then 1 sentence conclusion.

' src=

A nicely put article! Anyway, I like the new template for the website too!

A question that is unrelated to the article:

How far does an interviewer expect you to know in a previous live deal that you were previously involved in as an INTERN? I mean really, to be fair, often times, even if interns are being put into live deals, they are only doing menial works (including me), such as researching, data mining, presentation slides building, etc.

How far of financial analysis would the interviewer expect you to know?

Also, in terms of financial modeling, you’ve said it before that it is the kind of work that everyone should want to be exposed to. But what if the financial modeling is not for a live deal, but for a potential deal? Would it still look better than the menial works in live deals?

Thank you! You have no idea how helpful you have been.

They expect you to know what you indicate you know… so don’t set expectations very high. And yes any type of modeling work is better than menial tasks

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Investment Banking Cover Letter

19 September 2022 | By Aaron Case, CPRW | Reviewed by the CV Genius CPRW Team

To get hired as an investment banker, you need to write a cover letter that highlights your relevant skills and experience. View our investment banking cover letter example, download the free template, and read our writing tips to learn how to make a job application that convinces employers to invest in you.

Not invested in this cover letter? Find another cover letter template in our portfolio of free designs.

Related CV & Cover Letters

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Retail cover letter, investment banking cover letter template (text format).

Be sure you use the proper cover letter format to make your cover letter readable and professional.

[Today’s Date]

[Contact Person’s Name] [Company Name] [123 Company Address] [Town] [Postcode] [(xxx) xxx-xxxx] [[email protected]]

Dear [Mr/Mrs/Mx][Contact Person’s Surname],

My name is [Your Name], and I am an investment banker with 8+ years’ experience analysing and coordinating mergers and acquisitions, managing risk, and developing fruitful client relationships. When I read your job advert on LinkedIn, I knew I had discovered the perfect fit for my skills and career aspirations. You’re looking for an investment banking veteran to oversee mergers and acquisitions and attract new high-value clients — and that’s what I do best.

For the past two years in my current role, I have successfully coordinated multiple multi-billion pound deals, including a private equity firm’s £3.5 billion acquisition of a public organisation. I’ve also reeled in 100+ new corporate clients, generating £20 million in revenue.

My further relevant expertise includes:

I have admired your commitment to ESG from afar for years, and I know I can immediately contribute to your firm’s continued success. I look forward to meeting with you in person to discuss my qualifications further. You can reach me by phone at 07325 664 890 or email at [email protected]

Thank you for your time and consideration.

[Your Name]

How to write an investment banker cover letter

Before you begin writing, make sure you know how to write a cover letter in a way that makes you seem like the best candidate for the job.

Investment bankers typically work for investment banks, commercial banks, or securities firms, raising capital for their organisation or clients by issuing and selling securities.

A career in investment banking isn’t for everyone, though. Investment bankers must be able to think on their feet, manage multiple projects simultaneously, and make decisions under pressure.

So if you’re applying to an investment banking job, you’ll need to make a cover letter that highlights your industry-relevant experience and skills. Here are three tips for writing an investment banking cover letter that gets you hired:

1. Use the proper format for your investment banking cover letter

When you apply for an investment banking job, it’s essential to format your cover letter correctly. Your cover letter is usually the first part of your application a potential employer will read, so it’s important to make a good impression with professional formatting.

Here’s how to format your investment banking cover letter:

Remember that your cover letter should be no more than one page long. If it’s too long, the bank’s recruiter may not bother reading it.

2. Lead with your most valuable investment banking skills and achievements

When it comes to writing an investment banking cover letter, the opening is key. You want to make sure that your cover letter instantly grabs the reader’s attention and gives them a reason to keep reading.

This is how to start your cover letter for an investment banking job:

Here’s an example of an opening paragraph from a job-winning investment banking cover letter:

An investment banking cover letter opening paragraph written to grab the reader's attention

3. Quantify your investment banking experience

Your investment banking cover letter is an important opportunity to demonstrate your quantitative skills. Hard numbers are the language of investment banking, and your cover letter is a chance to show that you can use them to make persuasive arguments.

So when you write your cover letter, focus on results rather than descriptions of your investment banking job duties. Include concrete details like percentage increases and dollar amounts. For instance, if you led a team that generated $10 million in new business, that’s the number you should highlight.

Here’s another example of how to quantify your experience in your investment banking cover letter:

For the past two years in my current role, I have successfully coordinated multiple multi-billion pound deals, including a private equity firm’s £3.5 billion acquisition of a public organisation. I’ve also reeled in 100+ new corporate clients , generating £20 million in revenue .

Other Great CVs & Cover Letters from this Industry:

Cover Letters:

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Investment Banking Cover Letter Example

November 2, 2020 | By the Resume Genius Team | Reviewed by Samuel Johns, CPRW

Ready to take a step up in your investment banking career? Our investment banking cover letter sample and writing tips are your best bet at winning that next big job.

An investment banking cover letter example with red header text

Download one of our other unique cover letter templates if you don’t like the design of this sample.

Additional Examples Similar to an Investment Banking Cover Letter

Investment banking resume, certified public accountant (cpa) cover letter, data analyst cover letter.

Investment Banking Cover Letter Template (Text Format)

The best way to make sure your cover letter looks professional is by using the correct cover letter format .

[Today’s Date]

[Hiring Manager]

[Company Address]

[Company City, State xxxxx]


[[email protected]]

Dear [Mr./Ms.] [Manager’s Name],

My name is Jamie Hass, and I’m writing in support of my application for the Investment Banking Associate position at David Blair & Company. While a Bachelor’s Degree in Finance and a Master’s Degree in Business Administration have given me the fundamental knowledge necessary to be a successful investment banker, it’s the 2+ years at LTA Inc that’s significantly furthered my expertise.

Over the last 2 years as an analyst in the M&A division at LTA Inc, I’ve contribute meaningfully to 6 M&A deals totaling in excess of $3.8 billion , serving as the lead analyst in 3 of these deals. Apart from being integrally involved in valuation and financial modeling for these deals, I was also responsible for maintaining pitch books and ensuring that all stakeholders, both internal and external, had all the information they needed at the right time.

I’ve been praised by my seniors for the attention to detail and clarity in my reports, especially my executive summaries. One of the MDs termed my executive summary for a critical $1.3 billion M&A deal the “ most well-written report I’ve come across in years .” I understand how critical data and reports are in decision making, which is why approach writing even the simplest of reports or updates with utmost diligence.

Another facet of my personality that I’d like to highlight is my networking and people skills. I am proud of my ability to effectively interface with colleagues — be it peers or higher ups — as well as clients, both actual and potential. In fact, I was assigned a summer intern to assist with my tasks while I was just 10 months into my analyst role, a first in my firm. This is a testament to how quickly I settled into my role and my manager’s faith in my people management abilities.

I’m now ready for a more impactful role in a larger firm, which is what motivated me to apply for the position you advertised. I’ll be happy to answer any questions you have in person or online, at your earliest convenience. I can be reached at (phone number) and (email).

Investment Banking Cover Letter Writing Tips

Learning how to put together a cover letter for the specific job(s) you want will help you land more interviews.

Investment bankers perform a range of tasks, from business valuation and financial planning to helping clients raise public and private funds.

Show employers you’re a great fit for the job by showcasing your skills in a well-written cover letter.

Here are three tips for writing an investment banking cover letter that’s sure to make your job prospects bullish:

Highlight investment banking skills

As an investment banker, you’ll spend a lot of time meeting with clients, conducting research, and developing financial models. So it’s important to highlight essential soft skills in your cover letter in addition to your quantitative abilities.

For example, here are some of the soft skills that are vital to success in the field of investment banking.

Just as important, however (if not more important), are the technical skills associated with investment banking. Here are some industry-specific hard skills to highlight in your investment banking cover letter:

Open with a strong introduction

Working with capital markets means a job in investments is fast-paced and competitive. So employers need to know that you have the dedication and work ethic to keep up with the demands of this job.

Get them interested in learning more about you by writing a strong cover letter introduction.

Here’s how to write an impressive introduction for your investment banker cover letter:

Provide examples of your achievements (with numbers)

Investment banking is high stakes, so employers will want to hear how you can drive results. In your cover letter, provide examples of your accomplishments and use numbers to back them up.

Here’s how you can incorporate data in your investment banker cover letter:

Quantifying your skills will give employers a sense of what you can contribute and it helps them visualize how you’ll fit in.

Additional Investment Banking Cover Letters, Resumes, & CVs:

Cover letters:.

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Investment Banking Cover Letter: Examples & Templates (2023)

I had an interview yesterday and the first thing they said on the phone was: “Wow! I love your cover letter.” Patrick I love the variety of templates. Good job guys, keep up the good work! Dylan  My previous cover letter was really weak and I used to spend hours adjusting it in Word. Now, I can introduce any changes within minutes. Absolutely wonderful! George

1. Investment Banking Cover Letter Examples

Example #1: experienced investment banking cover letter, example #1: experienced investment banking cover letter—text version, example #2: entry-level investment banking cover letter, example #2: entry-level investment banking cover letter—text version, 2. how to write a cover letter for investment banking jobs step by step (template), 1. start with the best investment banking cover letter format, 2. list the right contact info in your cover letter heading, investment banking cover letter example template: heading, 3. introduce yourself and cite the job title, investment banking cover letter sample: paragraph #1, 4. list investment banking skills & accomplishments from the ad, example cover letter for investment banking: paragraph #2, 5. ask for an interview, sample cover letter for investment banking jobs: call to action, was it interesting here are similar articles.

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Investment Banker Cover Letter

cover letter examples investment banker

About this sample

This Investment Banker cover letter is a professional document that is used to introduce yourself to a potential employer and highlight your skills and experience in the field of investment banking. This template is optimized to get interviews by clearly outlining your relevant qualifications and showcasing your ability to provide financial advice and services to clients . With skills such as analytical thinking, financial analysis, and communication , you can demonstrate your ability to handle the demands of an investment banking position and showcase your potential as a valuable employee. By using this template, you can help your cover letter stand out from other applicants and increase your chances of getting an interview.

Here's how Rezi AI Cover Letter Writer works

Create a resume with a targeted job description.

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Sample Investment Banking Cover Letter

Learn how to grow your finance job opportunities with this investment banking cover letter sample..

Landing an investment banking job requires strong negotiation skills and persuasion. An investment banker cover letter may act as your initial public offering between you and an employer. Below, Monster will show you how to make an investment banking cover letter your best asset in your job search.

If you’re just starting out, your cover letter should mention your university education, internship experience, and skills and qualifications that make you a good fit for the job. Even if you’re applying for an entry-level position, employers want to know what you’ve accomplished. Discuss what you did during your internship and who you worked for. For example, you could mention the most notable projects you took on (e.g., business model analysis, forensic reviews, etc.), as well as any positive feedback you’ve received from your supervisor.

Are you a seasoned investment banker? Show off your most notable accomplishments by including numbers on your cover letter (e.g., dollar amounts in funding through IPOs). If you have any technical skills relevant to the job, be sure to mention them (e.g., Excel, SAP, and Oracle). Finish up by listing any compliance applications you are proficient in.

Want to see how your investment banking cover letter should read? Check out the free sample below.

Investment Banking Cover Letter

Jonathan Green

Chicago, IL 55555 | (555) 555-5555 | [email protected] 

Investment Banking Analyst

Financial Modeling | Valuations | ROI Analysis | Financial Analysis | Project Management

Month XX, 20XX

Ms. Sherry Maxwell Director, Human Resources Company One 555 Maple Ave. Chicago, IL 55555

Re: Investment Banking Analyst

Dear Ms. Maxwell:

As a recent graduate of University One with a BS in finance, I am eager to launch my career in investment banking. Your entry-level analyst opening provides an excellent fit to my qualifications and aspirations, and I hope to have the chance to interview for this position.

In addition to my academic credentials, I offer hands-on experience in finance gained through a six-month internship with Company Two, one of the largest full-service investment banks in the U.S. I contributed to complex projects that included valuations, forensic reviews, debt restructures and business model analysis.

I thrived in this fast-paced, client-centered setting. My supervisor called me an “integral member of the Investment Banking Department, willing to jump in to assist whenever necessary to help the department and clients achieve their goals.”

Rounding out my qualifications are computer proficiencies in Excel, SAP and Oracle, and an understanding of compliance applications within securities transactions (SEC and FINRA).

I realize that this is a unique opportunity to join the investment team of a bank that has generated strong long-term returns for its constituents, and I would like to be part of your continued success. Please call me at (555) 555-5555 or email [email protected] to arrange an interview.

I look forward to hearing from you.

Once you finish your investment banker cover letter, turn your attention towards creating your investment banker resume .

Being an investment banker offers plenty of job security. According to the Bureau of Labor Statistics, jobs for securities, commodities, and financial service sales agents are expected to increase by 10% over the next decade.

Monster’s salary data shows that investment analysts earn a median salary of $82,107 per year . However, you could earn anywhere from $61,522 to $105,165 per year, depending on your experience level and location. Monster’s Salary Tool can give you insight into the median salary and pay range for investment banking analysts in your area.

Want to know where investment banking analysts are in the highest demand? Consider looking for opportunities in these five U.S. metro areas:

Or, you can keep your options open by searching for investment banker jobs across the U.S.

Create a Cover Letter With More Value and Less Risk

Now that you’re ready to create your investment banking cover letter, consult with Monster’s writing team . We’ll write you a cover letter that’s easy to navigate and highlight the key metrics that make you stand out as an investment banker. The final product is well worth the investment.

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Investment Banker Cover Letter

Created by cowrite's cover letter builder.

Need that perfect cover letter for a positions as an Investment Banker? You’ve come to the right place! Scroll down and you’ll find a cover letter that you can use as inspiration or as a template.

Furthermore we’ve written a guide on the basics of writing a great cover letter. Take a look here !

And finally, don’t forget that you can use our Cover Letter Builder. Creating an account is free and you don’t pay anything unless you like what you see. Click on the button below to get started!

Judicious and achievement-oriented investment banker ready for new challenges

Working as an investment banker at [Company Name] has been one of the most enjoyable experiences of my life. I have learned a great deal about the financial sector and have met many interesting people along the way. I have always known that it would take an extraordinary opportunity for me to consider leaving my current job to take on a new challenge.

When I read about the available position as investment banker at [Company Name], I felt compelled to submit my application right away.

I’m confident that I can meet, and even exceed, the expectations you have on your new investment banker.

There are many reasons for this, but I would like to emphasize the following:

First and foremost, I know that my previous work experiences have given my the knowledge and skills required to be able to handle and learn the tasks that are essential to the investment banker position. Aside from providing me with the tools to handle the challenges any company in the financial sector might face, my work as an investment banker at [Company Name] has also allowed me to explore my interest in risk management. Furthermore, I have gained experience in mergers and acquisitions, which I believe would be very useful when working as an investment banker.

Secondly, I feel that my educational background makes me well suited for a job at [Company Name]. I have a Master’s degree in finance from Harvard University and I have also completed management training.

Last, but certainly not least, I think that my personal traits and abilities make me the right person for this job. I have a high analytic ability, especially when it comes to numbers, and I know that my ability to exercise good judgment has been appreciated by my previous employers.

Furthermore, I am achievement-oriented, and strategic in my professional role.

I hope this application has been of interest to you, and please do not hesitate to get in touch with me if you want me to expand on anything, or if you want to learn more about me. It would be a pleasure to meet you for an interview!

Best regards,

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Investment banking cover letter tips and samples

Cover letter

First, is a cover letter necessary for investment banking jobs ? In many cases, no, but in some cases, yes, as it turns out.

At bulge bracket investment banks , the recruiters are unlikely to read a cover letter for just-out-of-school positions; they may only see your resume. But some insist on cover letters for graduate positions for a sort of first assessment.

Generally, a cover letter is more likely to be read in smaller or local banks. If you can write a good cover letter and it gets read, you have made an impressive start.

But if you have drafted a poor cover letter, you have already ruined your chances before you’ve even started.

If you’re applying to investment banks in New York, London, Mumbai or Singapore- or if you’re hoping to get into Citi, BNP Paribas, Deutsche Bank, Credit Suisse, Goldman Sachs, HSBC, JP Morgan, Morgan Stanley or any other investment banking team – we hope this article helps you put your best step forward.  

Investment banking cover letter for candidates without experience

For candidates who are only completing their business school programs or recently completed them with internships but have no work experience, the investment banking cover letter consists of four parts: Introduction, Background, Fit, and Conclusion.  


The introduction is best written in three or four sentences. Introduce yourself, and mention where you’re studying or doing your internship.

You should give the school name regardless of whether it is well known (you may give your GPA if it is really great), and the name of the company/group where you did your internship, especially if it is well known.

How did you find the company? Did you attend a campus seminar organized by them? Did you read an article written or presentation made by the company CEO or an interview with her? Mention names. What position are you applying for? Be specific, especially with smaller firms.  

I am (name), a third year business major at (school). I recently met (name) from the M&A team at (company name) at a conference organized at our school.

In the paragraph giving your background, focus on your relevant internship experience and how the knowledge and skills that you picked up would help the company you are applying to.

If you have had a half dozen internships, don’t mention all of them but only the relevant ones.

As far as possible, try to relate any experience that you have to banking skills such as financial modelling and valuation. Here, too, four sentences may be your maximum limit.  

I have completed accounting internships at (company name) and trained in wealth management at (company name).

During these internships, I (mention your work, such as “analyzed financial statements and made investment recommendations”), and (your takeaways, such as “honed my accounting and financial skills and developed my leadership capabilities”).

Explain, in the next paragraph, how your personality and abilities make you a good fit. Show that you understand the bank’s work culture and its people and will get along with them. You may mention any relevant extracurricular activity.  

I am confident that I can bring my experience and skills in (area of expertise) to the position of (analyst or associate) at (company name).

I am impressed by the track record of your transactions and responsibilities given to (analyst or associate) at your organization and also your corporate culture that includes (corporate social responsibility program, etc.).

Winding up the cover letter, you should express thanks, remind them that your resume is enclosed (a call to action), provide your phone number or email once again for quick reference, and indicate that you would love to hear from to discuss your qualifications.  

Cover letter for emailed applications

If you are emailing your cover letter or resume, it is perhaps not a good idea to attach a separate cover letter, as it might not be read at all.

If you are forwarding your resume by email, the body of your email can itself serve as the cover letter.

But you should remove the addresses on top and make the cover letter much shorter, say, three or four sentences in all.

If you’re applying on the website of companies, and there’s provision for “Optional cover letter,” you could still write a short letter.  

Investment banking cover letter for experienced candidates

For most positions for which experience is required, most recruiters may see only your resume. But for graduate positions, some recruiters do like to see cover letters.

In fact, some banks, such as Morgan Stanley, Goldman Sachs, Barclays, insist that candidates send their resumes along with cover letters. Goldman Sachs, for example, required a personal-statement-type cover letter in 300 words or less.

The best cover letter for positions that require experience uses a narrative structure, giving your story and your life choices, and numbers that show your achievements.

The worst looks like it has been written with SEO in mind, and contain factual, grammatical, or spelling errors along with irrelevant information.

You should write a cover letter separately for every company or position, but you can have a basic template.

An expert suggests the sequence “Why they should hire you,” “Why you want this job,” “Why this bank,” and Conclusion.  

Sample introduction

  As mentioned, if you can say you came to know about the recruitment through a company program or a presentation made by a company official or the recruiter himself, or an article or interview by the CEO, nothing like it. Names-dropping works.  

Why they should hire you

In the second paragraph, you explain your personality in a nutshell. Keep away from inane phrases such as “I am a motivated, hard-working person.”

Use words or ideas from the job description for the post without making this obvious. Say why you feel you have these attributes.

Provide factual figures from your current job/s to support your achievements, such as, “ensured 20 percent return for a $50-million investor and revamped her investment portfolio”).

Among the crucial words to use are, of course, the names of well-known companies that you may have worked for (Fortune 500 companies, bulge bracket banks, large PE firms).

If you can mention projects that have had an impact on your company, you should mention those and what role you played.

The other good words to use that bankers like to see are “financial modeling,” “analytical ability,” and “leadership and team-building skills.”

You can also mention any relevant academic achievement. For example, if you studied relationship management but not finance, narrate your success dealing with a client.

Mention an award that you won for an activity relevant to an attribute required for the position.  

Why you want this job

As you are an applicant with experience, you should say why you want to move on to a larger canvas or take on more responsibilities.

Do you feel you have excellent leadership and team-building skills? What about people skills and your power to communicate effectively?

Provide specific instances where the keywords mentioned in the job description resonate in your cover letter. You should also know your sector thoroughly.  

Why this bank

Here, the key is to say good things about the recruiter bank without denigrating other banks. Show that you understand their strategy and plans and why these appeal to you. Mention some of the bank’s recent achievements or a positive analysis about the bank by an expert.

Have you also read an article explaining why this bank is a great place to work? Did you meet some of the bank’s employees at a conference or seminar? Say that and how they came across as a positive team. You need to impress upon the recruiter that you would love to work with this team.  

The basics of writing cover letters

Finally, let’s tackle the typographical aspects. Don’t use a font size less than 10 points or a margin less than three-quarters of an inch.

Stick to a readable font such as Calibri, Times New Roman, Ariel, Verdana, and Cambria, rather than a stylish one. Don’t go for bold; prefer normal.  

How long should your cover letter be? Don’t write multipage cover letters that say in long form all that you are mentioning in your resume. So, limit it to just a single page.

In any case, don’t expect the recruiter to flip the page and go to a second page. If you’re emailing your cover letter and resume, make your letter even shorter.  

Start with your name, contact address, phone number, and email address, which should be at the top, right-aligned or centered. In the next line, below, mention the date, the name, designation, and contact information of the person whom you’re writing to, left-aligned.

Here, try to find out the name of your intended recipient as far as possible, as this would help strike a personal touch at the start.

If you can’t do that, just the designation and the company name and contact address will have to do. If you have the name, start with “Mr. (Name)” or “Ms. (Name),” or else, say “Dear Sir / Madam.”  

Giving it a spin

Applicants with no experience such as an internship may not get a second look.

Those who have done internship at a bank but have no relevant work experience could make any exposure to finance work, such as running a school investment fund or analyzing businesses (for a financial blog), useful, and thereby get noticed.

You could write a great cover letter, but remember to give the same attention to your resume. In the end, people land jobs not for writing a good letter but for what they have done with their lives and for thinking outside the box.  

Investment Banking Cover-letter Writing Tips

  Also read – Investment Banking from a non-target school   References: 1, 2, 3, 4, 5, 6, 7, 8, 9

MBA Song | Start here | Success stories | Reality check | Knowledgebase | Scholarships | Services Serious about higher ed? Follow us:                

Sameer Kamat

6 thoughts on “Investment banking cover letter tips and samples”

Hi , Sameer

I am a mid level manager, with a private sector bank , having 10 years of experience across different departments of the bank.Though , i don’t have any leadership experience, but have expertise across functionalities in various departments, across Assets and Liabilities.

I am planning to go for an Executive MBA , from IIMs , and i have applied for the same with a GMAT Score of 700.

Need your say on the possibility of getting a call from IIMs , with my kind of experience.

Nilanjan Choudhury Nilanjan

Sir I want to do mba with finance after 3 years ,now I want to do accountant job and I have also another option is available which is sales support job in banking sector,so I am confused about which one job is better as a experience for MBA finance. Which one job should do me because I want some experience that is prove better after MBA with Finance?plzzz tell me sir

Greetings! I’m Kunal, and I am currently pursuing Bachelor of Management Studies (BMS) from Shaheed Sukhdev College of Business Studies, University of Delhi. My question for you is, should i sit for placements in my college for companies like Bain, BCG etc (which offer analyst positions), or should i go for a Masters in Finance or Business Analytics abroad to get placed in front end consulting directly? Does it justify the costs? My ultimate aim is to work as a front end consultant in MBB.

Present I’m studying in MBA second year specilization in finance after completing MBA How to develop in my career and job .please help me

I was a bit confused about the whole ‘study abroad’ process. Emphasizing on the education loan and visa process. Which one comes first? There is a requirement of visa application in the education loan-requirement list and on the other hand, visa filing requires my bank statement and if I am capable financially. Can somebody help me with this dilemma?

@Nilanjan: No point in asking others to speculate after you’ve already submitted your applications, right?

@Jlio: Forget about what MBA admission officers will think and choose the role that excites you.

@Kunal: Go for a job, work for a few years, and then apply to a top tier firm where your dream companies recruit.

@Rammurthy: We’ve shared some thoughts here:

@Kaur: Admission first, followed by education loans, and then visa. The visa officer would want to see where you are going, for how long and whether you have funds to cover you throughout the period.

Leave a Comment Cancel reply

Investment Banking Analyst Cover Letter Examples

Investment Banking Analysts perform research and gather information that helps traders and fund managers take decisions related to investments. This job is suitable to someone who can handle large amounts of complex information and who can determine investment potential as accurately as possible. Common work activities for an Investment Banking Analyst include researching market data, updating their knowledge of market trends, monitoring their clients’finances, analyzing cash flow, reading financial news, preparing reports for client use, and making recommendations to fund managers.

Based on our collection of cover letter samples for Investment Banking Analysts, the most sought-after skills for this job are:

Not exactly what you are looking for? Check our complete library of over 1000 cover letter examples .

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For help with your resume, check out our extensive Investment Banking Analyst Resumes .

For more information on what it takes to be an Investment Banking Analyst, check out our more complete Investment Banking Analyst Job Description .

Don't send your resume without a cover letter. Find out how to create a professional cover letter in our guide.

Include These Investment Banking Analyst Skills

Below is provided an example cover letter demonstrating comparable Hospital Pharmacist abilities.

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.

Lawrence E. Jennette

A professional cover letter is the first step toward your new job!


support your career

get the interview & get the job

Investment Officer Cover Letter Example

Your introduction to the hiring manager will be through a cover letter for an investment officer. Employers want you to highlight your relevant work history and skills in relation to the position you’re applying for if you want to stand out. Exposing your pertinent achievements in your cover letter can help you stand out and land that job interview, regardless of whether you’re looking for an entry-level position or have been in your career for a while.

Our cover letter examples were created by professional cover letter writers, and they serve as a great example of what hiring managers look for in a resume and cover letter for an investment officer. Use this sample as a guide as you write your own cover letter, or use this simple cover letter builder to get help quickly with all the steps involved in creating a resume.

Check out our Investment Officer Resume Example in addition to the Investment Officer Cover Letter Example.

Investment Officer Cover Letter Example 1

I’m thrilled to be submitting an application for the position of Investment Officer at Topdown Investment. I believe that my skills and experience would be a valuable addition to your team because I have more than ten years of experience in the investment industry.

I have a track record of accomplishment in the investment industry. I have consistently provided my clients with strong investment returns while also upholding a high standard of customer service. I have the ability to develop original investment strategies that satisfy the needs of my clients because I am a strategic thinker. I am also a very organized person who can manage numerous projects at once and adhere to strict deadlines.

I have a strong interest in the investment sector and am dedicated to developing professionally. I am thrilled about the chance to work with such a talented group of people at Topdown Investment, and I look forward to making a positive difference in your success.

Thank you for your time and consideration. I am attaching my resume for your review. I hope to hear from you soon.

Investment Officer Cover Letter Example 2

Regarding the vacant Investment Officer position at your company, I’m writing to you. I am sure that I am the best candidate for the position because I possess the necessary abilities, background, and qualifications.

For the past three years, I have worked in the investment industry and have accumulated a wealth of experience and knowledge. I am confident in my ability to make wise investment decisions because I have a thorough understanding of financial analysis and investment strategies. I am also well-versed in risk management and portfolio management.

I’ve had success in the investment business in the past. I consistently provide my clients with excellent results, and I am able to grow their investments while lowering risk. I am sure I can accomplish the same for your business.

I am an ambitious and hardworking person who is constantly seeking out new opportunities and challenges. I have faith that I can add value to your business and that I can assist you in achieving your goals and objectives.

I want to thank you for your consideration and time, and I hope to hear from you soon.

Investment Officer Cover Letter Example 3

I’m writing to express my interest in the position of investment officer at your business. I think I’d be a great fit for this job based on my background and education.

I’ve been a financial analyst for the past three years, and during that time I’ve learned a lot about the financial markets. Additionally, I have experience working with a variety of investment instruments, such as stocks, bonds, mutual funds, and options. I have also gained useful experience in researching market trends and using that knowledge to choose investments wisely.

I’ve had the chance to work with a variety of clients thanks to my experience. I’ve assisted big businesses and small investors in managing their portfolios. I’ve had the chance to hone both my analytical and interpersonal skills thanks to this. I am certain that these abilities will be useful in the Investment Officer position at your company.

I’d like to express my gratitude for your consideration of me for this job. I am confident that my background and training will enable me to make a significant contribution to the success of your business. I look forward to hearing from you soon.

Investment Officer Cover Letter Writing Tips

The experience and competencies you have that are pertinent to the position of investment officer should be highlighted in your cover letter. Some of the most important skills to focus on include:

Customize your cover letter

The requirements for each investment officer position will vary, so it’s crucial to modify your cover letter for that position. For instance, if a particular type of investment experience is mentioned in the job description, be sure to emphasize any relevant experience you may have.

Show your passion for the job

To succeed, investment professionals need to be enthusiastic about what they do. Be sure to discuss why you’re interested in the position and what excites you about the role in your cover letter.

Proofread your cover letter

It’s crucial to check your cover letter for errors, just like with any other job application. Candidates with a focus on detail and a command of grammar will be sought after by hiring managers.

My Successful Investment Banking Cover Letter + Free Template

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Relationship Banker Cover Letter Example

Relationship Bankers are responsible for providing exceptional customer service and developing long-term relationships with customers. They help customers with their banking needs, including checking and savings accounts, loans, investments, and other financial services. They also guide financial products and services, help customers open and manage accounts, answer questions, and process transactions. They must have an in-depth knowledge of banking products and services, and be able to explain them in a clear, concise manner.

A Relationship Banker Cover Letter provides additional information that is not mentioned on the resume to the employer. In your cover letter, you have to cover exceptional qualities and highlight all those aspects that add weight to your application. Sending a cover letter along with the resume helps the employer to sort easily and pick the right candidate. Unable to draft an eye-catchy cover letter?  Use our Relationship Banker Cover Letter Samples.

Relationship Banker Cover Letter example

A Relationship Banker is a customer-facing role that assists people with their banking needs. They provide advice and guidance to customers on banking products and services, such as savings and investments, loans and mortgages, credit cards, and insurance. They also help customers open new accounts, provide account information, and answer customer inquiries. Relationship Bankers are expected to be knowledgeable about their bank’s services and able to explain them in an easy-to-understand way.

What to Include in a Relationship Banker Cover Letter?

Roles and responsibilities.

Education & Skills

Relationship banker skills:.

Relationship Banker Education Requirements:

Relationship Banker Cover Letter Example (Text Version)

Dear Mr./Ms.

I am writing to express my interest in the Relationship Banker position currently open at [Company Name]. With my extensive experience in customer service, banking, and financial services, I am confident I am the perfect fit for this role.

I have six years of experience in the banking industry and have a strong focus on providing excellent customer service. I am adept at diagnosing customer needs, proactively offering solutions, and providing world-class customer service. I am also well-versed in banking products and services, allowing me to have meaningful conversations with customers and provide tailored banking solutions.

Key accomplishments include:

My interpersonal and communication skills make me an asset in any teamwork environment. I am confident I can use my knowledge, communication, and problem-solving skills to advise customers on the best banking options for their needs.

Additionally, I have a deep understanding of the banking industry and am able to quickly and accurately process customer transactions. I am eager to bring my enthusiasm and banking knowledge to [Company Name] and am confident I can help the company meet its financial goals. I would welcome the opportunity to discuss my qualifications in more detail.

Thank you for your time and consideration.

Sincerely, [Your Name]

When writing a cover letter for a Relationship Banker position, be sure to demonstrate your knowledge of banking services, customer service skills, and sales abilities. Your letter should also include any relevant experience and certifications that demonstrate your qualifications. Furthermore, highlight your interpersonal and communication skills, as well as your ability to work well with people from diverse backgrounds. Lastly, make sure to emphasize your ability to anticipate customer needs and provide exceptional service.

For a flawless and totally accurate resume, download our Relationship Banker Resume Samples now!


Customize Relationship Banker Cover Letter

Get hired faster with our free cover letter template designed to land you the perfect position.

Related Accounting & Finance Cover Letters

Accounting Officer Cover Letter Example

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Investment Banking Cover Letter Sample (Internships Also)

Investment Banking Cover Letter Sample (Internships Also)

This guide offers a great investment banking cover letter to copy-paste and use as an example. Plus, expert tips on how to write a cover letter for investment banking jobs.

Christian Eilers, CPRW

You’re about to compose a job-winning investment banking cover letter .

Whether you want to become a boutique investment analyst or get a lucrative Lloyds Banking Group internship, you’re a high-value commodity.

But first—

They need proof.

To get them to invest in you, you must write a perfect finance cover letter you can bank on.

Don’t worry.

This investment banking cover letter guide will show you:

Want to write your cover letter fast?  Use our cover letter builder. Choose from  18 professional cover letter templates  that match your CV. See actionable examples and get expert tips along the way.

Create your CV now

investment banking CV and cover letter set

Investment Banking Cover Letter for a CV— See more cover letter templates and create your cover letter here .

Want to explore your options further? See our full selection of cover letter examples for every career:  Best Cover Letter Examples

First, here’s our take on the perfect cover letter for investment banking analyst jobs:

Investment Banking Cover Letter Sample

Moira Taylor

105  Guild Street

March 1, 2019

Nigel Bruce

IB Hiring Manager

8 Canada Square Canary Wharf

Dear Blythe,

As the recent acquirer of an MBA from the London Business School, I was excited to see the junior investment analyst opening. My previous Lloyds Banking Group internship experience has honed my accounting, risk, international markets, financial statement analysis, and financial modelling skills, and I know I have the knowledge required to take HSBC to the next level.

During my Lloyds Banking Group internship, I further developed the investment strategy and finance skills I learned in my MBA program. My experience researching for foreign direct investment and up-and-coming tech companies make me an excellent prospect.

At Lloyds Banking Group, I’ve had several proud achievements:

As my wins clearly demonstrate, I am very capable with the workings for investment banking, whether it’s for foreign investment or finding funds for domestic startup capital. If given the chance to join HSBC, I would bring that same passion for success.

I would welcome the opportunity to discuss your investment plans for the coming year and show you how my wins at Lloyds Banking Group can easily translate to the same at HSBC.

P.S. I’d love to explain my formula for achieving 95% valuation recommendations and how I believe I can do even better with the vast resources available at HSBC. Perhaps over a coffee at that diner on 57th Street?

How about that?

It’s solid and only just over 250 words.

Writing a strong investment analyst cover letter that Warren Buffet would drool over is easier than you think. Read on to learn more!

1. What’s the Best Format for an Investment Banking Cover Letter?

Preceding investment in the next unicorn, you’ll research, analyse risk, and do due diligence.

Same here—

Before you start writing, you need to make sure your cover letter is properly formatted like the final draft of a 10-K filing.

Here’s a sample investment banking cover letter outline to use as a guide:

Investment Banking Cover Letter Template—Format Sample

If you stick to this cover letter format, they’ll see all alpha and no beta .

How long should a cover letter be for investment banking jobs? Keep your investment letter of application to between 200–300 words, depending on your previous experience. That’s plenty of space to talk up your work history and achievements.

To read more about choosing the best investment advisor cover letter components, see this article: What to Put in a Cover Letter?

2. An Investment Banking Cover Letter Intro Finance Managers Love

Securities, commodities, and financial service jobs are projected to increase 6% between 2016 and 2026 in the US alone, adding more than 23,000 jobs.

What does that mean for you?

You need to stand out like Jamie Dimon on a trading floor.

For that to happen, write a Wall Street cover letter opening that’ll put dollar signs in their eyes.

Open with the hiring manager’s name.

People respond best when hearing their name, according to MRI scans —their first name, in particular.

Here’s how convoluted that is:

Investment Banking Cover Letter Examples—Salutation

Easy as dollar cost averaging.

Search the bank’s website and do some LinkedIn research to locate the hiring manager’s name.

If you want to hedge and be more formal, their last name beats no name: Dear Ms. Summers .

Can’t find their name?

No worries.

Dear Hiring Manager is still much better than To whom it may concern !

Don’t care for the Dear part? Not able to find a name? We’ve got other options for various scenarios: How to Start a Cover Letter [20+ Opening Line Examples]

What’s next?

Like the after-hours earnings announcement for Morgan Stanley, they’ll be focused on your introductory statement.

So you need to hook them. Otherwise, they won’t read the rest.

Here’s how to start a cover letter for investment banking right:

Cover Letter for Investment Banking Job Examples—Introduction

That first one is awful—

It’s all about you, greedy as Gordon Gekko, and full of gag-inducing cliches.

The next one, though, starts with your background, segues cleanly into banking skills, and compels them to continue to the next paragraph.

That’s a solid, blue chip investment!

Pro Tip : Don’t make a general cover letter for investment banking jobs. Tailor it specifically to this one bank and specific position to achieve the most impact. Want to apply at a second investment bank? Spend 10 minutes writing a new cover letter.

There are other ways to go about your investment banker cover letter introduction. For more ideas, see: How to Write a Cover Letter: A Complete Guide

3. Write a Great Middle for Your Cover Letter for Investment Banking 

Now, the main body of your cover letter—

Like banks wooing the next startup IPO during a beauty contest, you’ve got to sell yourself as the best investment bank candidate for the position.

In the following 2 or 3 paragraphs, here’s what you need to include:

Here’s an investment banking cover letter sample body:

Investment Bank Cover Letter Example—Body Paragraphs

During my Lloyds Banking Group internship, I further developed the investment strategy and finance skills I learned in my MBA program. My experience researching for foreign direct investment and up-and-coming tech companies make me an excellent prospect.

These three paragraphs are brief, but they are detailed and super impactful. It paints a clear picture for them like a perfect prospectus so they can easily see you as the next great investment analyst at their firm.

You’ll be making bank in no time!

Pro Tip : Use keywords on your cover letter just as you did on your investment banking CV. Also, keep it legible by using the best cover letter fonts.

Need more ideas on how to tweak these middle bits? We’ve got all the cover letter dos and don’ts here: 14 of the Best Cover Letter Tips

4. How to Close Investment Banker Cover Letters Like a Boss

A transaction isn’t finalized until you have that tombstone framed and a deal toy on your desk.

A buy-side analyst cover letter isn’t ready to send until you close it off and sign your name.

First, let’s look at a good closing paragraph:

Investment Banking Cover Letter Examples—Closing Paragraph

The first example is curt and robotic—

They’ll want you like they want negative carry.

The second example, however, is just right. You are professional yet polite, and you close it off with a call to action—but leave the decision to them.

It attracts them like a great ROI.

The closing sentiment and your full name:

Cover Letter Investment Banking Valediction—Example

Easy as the Rule of 72!

And lastly, a postscript.

A P.S. below your name isn’t necessary on a cover letter for investment banking.

It’s a great after the bell hack to steal their attention once more before they put your cover letter down.

Here’s an example postscript:

Investment Analyst Cover Letter Samples—Postscript

You add one more accomplishment here in case they weren’t sold before, and you entice them by promising them similar results.

Finally, you add a nice personal touch and a friendly nudge for them to discuss.

That’s as hard to ignore as an SEC investigation, but in a good way.

Pro Tip : Are you writing a cover letter for investment banking internships ? Keep the same advice in mind. Use the job description to assist you in writing your cover letter, and use wins and skills from your education and past jobs to make the deal happen.

Looking for more ideas on how to end a cover letter for investment advisors and analysts? We’ve a great guide right here: How to End a Cover Letter [20+ Sign Off Examples]

Key Takeaway

Now you know that writing an investment banking cover letter that lands more job interviews isn’t that hard.

Let’s put it all together.

Here’s how to write a perfect cover letter for investment banking jobs:

Now THAT’S an investment banking cover letter that everyone agrees has a solid BUY rating!

Have any questions on how to write a cover letter for investment banking jobs? Not sure how to talk up your finance skills or relate your trading achievements? Get at us in the comments below, and we’ll answer your questions. Thanks for reading!

Christian Eilers, CPRW

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Banking Cover Letter Example

Banking Cover Letter Example

Sometimes it’s bad news when you get a letter from the bank. But let’s talk about writing a letter to the bank. Because if you’re a banker looking for work, you’re going to need to write one — a persuasive banker cover letter.

Even if you’ve already created the perfect resume, you’re only half done. This article will discuss the crucial other half of your banker application, the cover letter. is a leading provider of job search advice and tools, with resources that include more than 180 occupation-specific writing guides and corresponding cover letter examples.

The guide you're reading now is backed by a banking cover letter example that you can adapt for your own use.

What we’ll discuss here:

The job outlook for banking

“Banking” is a blanket term for a wide variety of finance-related occupations, everything from investment banking to starting out as a bank teller, but in general bankers are well-paid and in demand. For example, loan officers earned a median annual salary of $63,960 in 2020, according to the Bureau of Labor Statistics. J ob growth of 1% was anticipated for this profession from 2020 through 2030, much slower than the occupational average.

The banking industry grows a bit more complicated every year as new financial products are designed and new technologies develop to manage and move money globally. Banks also have to guard against the increasingly sophisticated cybercrimes that banking activity inevitably attracts. 

The good news is, if you’re a banker seeking a job, all you need are two pieces of paper. Just two! Imagine a business loan application that was so simple.

The two documents you need are an outstanding resume and an irresistible cover letter. The resume covers your employment history, education and skills. But the cover letter is how you get your foot in the door.  

For more ideas, take a look at some other cover letter writing guides and examples in our accounting & finance category listed below. 

Why a banker needs a cover letter

Imagine you’ve been working at a bank for six years and you’d like to be considered for promotion to a new position. Would you just stick your resume under your boss’s door and wait to hear back? 

Hopefully, you would approach your boss in person, ask if s/he had a moment to talk, and then make a brief but persuasive pitch, emphasizing your previous achievements on the job and explaining why you’re ready to embrace some new challenge. Then you can hand the boss your resume. Which of these strategies do you think would be more successful — the resume stuck under the door or the personal approach?

The whole point of a cover letter is to make a personal approach to someone who has the power to offer you a job. While your job application may be subjected to all kinds of electronic filters, ultimately you’ll need a human being to offer you a job. This is your chance to introduce yourself to that person. 

There may be debate about whether or not to write a cover letter, but according to LinkedIn , you’re always better off making the extra effort.

Surveys of hiring managers have found that one of the top reasons resumes are rejected is because they aren’t accompanied by cover letters. A resume without a cover letter is like a flyer stuck under a windshield wiper: People usually throw them away.

Getting the tone right for your banker cover letter

Banking is among the most traditional and buttoned-down professions. Investment bankers don’t go to their jobs on Wall Street wearing tank tops. There’s a formality that pervades the industry, and it’s reflected in the way letters are written. Unless you belong to an uncontacted tribe in the Amazon, you’ve probably received a letter from a bank. Letters from banks tend to be friendly but professional, getting to the point quickly and informatively, and then inviting you to contact the bank if you have any questions or need any help.

Your cover letter should hit all the same notes. Keep it short, friendly and professional, yet use this space to make an irresistible pitch, and close with a call to action. The whole point of a cover letter is to establish a personal connection to a hiring manager. So while you’re writing a formal business letter, it should also be written with a personal touch.

Hold your cover letter to one page, with a maximum of 400 words, and put some thought into writing it. You need to find the right tone, and use that voice to highlight your experience, training and other qualifications for the job.

Always include a cover letter with a resume unless you are specifically asked not to. A few employers prefer that you send a resume only, and of course you have to respect their wishes. But it’s their loss, because a cover letter is a better vehicle than a resume to convey a candidate’s personality, enthusiasm, friendliness and professionalism.

How to write a cover letter - expert guide [2023]

Here is exactly how you can write a cover letter that will stand out from the crowd, and help you land that interview.

Best format for a banking cover letter

While your bank cover letter offers a lot of latitude when it comes to the tone and content, most cover letters should follow the same basic structure:

Below is a banker cover letter example that you can customize for the position and hiring organization.

17 August, 2020

Dear Mr. Looker,

As a fluent Arabic speaker with four years of investment banking experience in the US/MEA markets, the analyst position at Borton would offer a fascinating next step in my international investment banking career.

After my bachelor’s degree in Finance, I spent three years working in corporate finance, but after my online MBA from Wharton, I started an analyst role in the M&A team at Flux Capital. Over the past four years at Max, I have been the lead analyst for six deals totalling $1.8 billion and have collaborated closely on dozens of others. I have considerable experience in accounting and risk analysis in international markets, with FDI experience concentrated around the Middle East.

As well as working on the valuations and financial viability assessments, I created and updated pitch books and became proficient in writing executive summaries. I enclose non-confidential examples of my best writing work — words make a difference when you are building trust. Giving the right data to the right person gets any deal across the line.

Given that Flux Capital was a boutique firm, I was tasked with raising our profile at networking events and conferences, allowing me to finesse my influencing skills. I am applying to Borton because your scale offers a broader range of opportunities, but I am certain that my “small guy” business development mentality will nevertheless prove useful.

I am familiar with the culture and reputation of Borton as my uncle is a client and it has been a long-held ambition to work for you. When a role became available, I simply had to put my name in the running for an interview.

Yours sincerely,

Let’s explore what each cover letter component should contain.

Cover letter header

The header of your letter should be an attractively designed section at the top that contains your name, address, phone number and email. Often it will also mention your occupation — for instance, “Investment Banker”.

Other than letting the company know how to reach you, the header is a design element that provides some visual relief from what would otherwise be solid paragraphs of black text.

Your banker resume and cover letter should be designed in the same style — fonts, font sizes and formatting. This gives you a “visual brand” and shows that you’re organized and you pay attention to detail.

Mixing several different fonts and styles will make your resume and cover letter look like Frankenstein’s monster — random parts badly stitched together. Strive for a coherent and consistent design.

Goal of the cover letter header: Distinguish yourself from other job applicants with a visually distinctive style that makes your letter inviting to read. Prominently displaying your contact information makes it easy for impressed recruiters to get in touch.

Greeting for a banker cover letter 

This is the line that says, “Dear Mr. (or Ms.),” followed by the last name of the hiring manager. 

You should almost always try to address your letter to a specific individual rather than the entire company. People like to read their own names, and letters that are addressed to an individual rather than an entire company are more likely to get a reply. Also, it shows your attention to detail if you’ve gone to the trouble of finding out the name of the appropriate person to address.

If you’re responding to a job listing that doesn’t mention the name of the hiring manager, it may be worthwhile to call the company and inquire. But if the company prefers that letters be addressed more generically, follow its wishes. Sometimes you have to use a greeting that says something like “Dear (Employer) Hiring Team.”

Goal of the cover letter greeting: Start off on a professional note while making a direct personal connection with the hiring manager.

Cover letter introduction

Your intro should be an attention-grabbing paragraph that identifies your job objective and briefly previews your qualifications for the job. Use energetic, lively language that shows enthusiasm and confidence, but beware of crossing a line into arrogance or excessive familiarity. Set the right tone from the beginning, and write an opening paragraph that will make your correspondent want to read more.

Goal of the cover letter introduction: Capture the hiring manager’s attention with an intriguing preview of your qualifications that motivates further reading..

Here’s an introduction idea from our banking cover letter sample.

Sample of a cover letter body 

In the central two or three paragraphs of your letter, you have to make your primary case. This is where you describe your work experience, your past achievements in banking and any other qualifications that make you a good fit for the job you’re seeking.

Be specific in describing your accomplishments at past jobs, using facts and figures wherever possible (think numbers, dollar figures, percentages, etc.). Also, try to use an anecdote or two to describe a specific challenge you faced in the past as a banker and how you resolved it.

You may also choose to use the body of your letter to discuss your education, any special certifications or credentialing, and perhaps the reasons for your interest in this particular company. Compare your cover letter to your resume, and while some cross-over is inevitable, try to use the valuable space in your letter to say something your resume doesn’t.

Remember that your letter should not be about why you deserve a job, but about how you can help this company solve its problems, save money or increase efficiency. Emphasize how you can help them, not how they can help you.

Goal of the cover letter body: Persuade this employer that your contributions as a banker would be beneficial..

Our banker cover letter sample illustrates what you might include in the middle part.

Cover letter conclusion and signature

Your last paragraph should contain some kind of call to action —you are looking forward to a reply, you would be delighted to schedule an interview, etc. 

You may even wish to ask if you could call in a week or so to follow up. This shows that you’re serious about this particular job and not just mailing letters at random. Put yourself in the shoes of the person you’re writing to — wouldn’t you pay just a bit more attention if you knew that this letter writer would be calling you soon?

However, it’s possible that some employers might find such a suggestion a bit pushy. Study your target, and write your pitch accordingly.

Your sign-off should generally be a simple “Sincerely” or the equivalent, followed by a space and your typed name. You can also insert your actual scanned signature if you like, though this is not considered essential in electronic correspondence.

Goal of the cover letter closing: End on a positive, self-assured note that suggests you expect the hiring manager will get in touch.

Below is the closing section of our banker cover letter example.

Layout, design and formatting of your banker cover letter

Your letter should look as good as it reads, and that’s why it’s important to follow some basic rules for good design and formatting.

The psychology of writing a cover letter for a banker job

Never forget that you are writing a letter to a human being, and you need to think about how it will be received. Put yourself in the shoes of your correspondent, and write in a human voice that is professional but personable.

Psychologists say we all react to different stimuli with a combination of emotional and rational responses. Emotional responses are quicker and more automatic, but more deeply felt. Rational responses are slower and more deliberative. An ideal cover letter should inspire both.

So while this is a professional business letter, don’t hesitate to include language that appeals to the heart as well as the head. “Emotional language” might include some reference to your passions and desires, while “rational language” could be a more factual recitation of your employment history and banking career achievements.

Try using the AIDA model to inject your letter with emotional appeal:

It’s important to study each employer carefully to determine the best approach. If you’re aware of specific needs or problems the company has, and if you have your own strategy for resolving them, say so. It’s always a good idea to include something in a cover letter that shows you’re writing to a specific employer and not mass-mailing a letter to all.

You should also look at the tone of voice the company uses in addressing the public. Most banks use a friendly but formal voice on their websites and in communications with customers. You should endeavor to match the style and tone used by your prospective employer.

You should also consider your position as a banker relative to the employer. If a bank is seeking a new CEO and you’re eminently qualified, you would probably write in a more authoritative voice than a college student looking for her first internship.

Mistakes to avoid in a banking cover letter

Here are some of the common mistakes people make in writing cover letters:

Banking cover letter sample with no experience

You may feel that you are stuck in a circular situation: You can’t get a banking job without experience and you can’t get experience without a banking job. That’s a frustration every worker has felt, yet they all got their first job somehow. 

The key is to start with the skills you do have. If you are new to the banking industry, but not to the workforce, explain in your banker cover letter why you want to move into banking. Then, highlight the skills you used in your previous jobs that will transfer to banking. 

Any business or project manager work ranks high, so check out cover letter examples for those fields, too. Emphasize your communication, organization and problem-solving skills — all abilities that will stand you in good stead in any career.

Consider mentioning your emotional intelligence , also known as emotional quotient or EQ, because, according to Forbes , hiring managers know that a vast majority of their high performers also rank high in this area.

Key takeaways for a banking cover letter

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Banking CV example

Banking cv sample, jobs for banking cvs, elements of a banking cv, banking cv examples you can use, faq: banking cv examples.

Banking CV example document with blue block in the top left corner.

The banking industry is one of the most important industries that most people don’t think about regularly. However, if it weren’t for banking professionals helping with loan applications, allowing you to open new accounts and generally helping with financial services, people wouldn’t be able to make financial transactions. If you’re interested in becoming one of the people who provide these services, there are many ways to prove you have the necessary skills. Here’s what you need to know about creating the perfect CV for a banking job title.

Build My CV

A banker CV may look different than a typical CV depending on the specific banking position you’re aiming for. If you’re hoping to get a job in any of these areas, you might benefit from a professional CV explanation for the banking industry:

In general, recruiters are looking for similar skills with all of these job titles. While the CV writing process will definitely be different for each job title, use the guidance in this article to help with any and all of them.

Typically, hiring managers are looking for a solid skills section and certifications for jobs in this industry. The importance of work history will vary depending on which job you’re pursuing. Entry-level job titles will typically place less importance on relevant experience and more importance on how well you understand the skills you’re supposed to be proficient in.

Speaking of your skills section, what should you include? Depending on the job and your CV format, you’ll generally want to list at 8-10 relevant skills, which may include:

Both hard skills (technical skills) and soft skills are important for banking CVs. Technical skills are certainly important here for jobs that require knowledge of financial processes and software. However, you’ll also be interacting with customers all day, so you need to know how to talk to people effectively. Certain banking experts, like investment bankers, may need more soft skills, as you might be talking to customers more frequently.

Work experience/history

Your experience section will vary depending on what specific job you’re pursuing. An entry-level job likely doesn’t need professional experience, while a managerial job may require more experience in the field. Lead off this section with any professional work you’ve had, and add any related academic, internship and even volunteer experiences if you’re short on standard work history. If you had cash management responsibilities at a previous job, you can include that, even if the job isn’t directly related to banking.

Achievements and awards

If you have gained some achievements (such as recognition as an employee of the month) through previous banking experiences, include them in a separate achievements and awards section of your CV.


Many certifications are either required or recommended for a banking CV template. For example, you may choose to get one of these certifications, especially if you’re planning on making banking your long-term career goal:

Applicant tracking systems (ATS) which employers use to scan your CV for keywords, will likely be looking for these types of certifications if they’re present in the job description. Make sure you include these certifications if you have them.

If you’re looking to create a great banking CV, having banking CV samples available to review can be a major plus. You can find hundreds of CV examples at CVHelp, including plenty of banking CV samples for any job title. Our CV builder is also a great starting point for any CV, including a banking CV.

Tips for Creating Your Banking CV:

Q: Do I need to submit a cover letter with banking CVs?

It’s always a good idea to submit a cover letter with your banking CV. An investment banking cover letter example can help you see what a cover letter will really look like, which will help you create the best one for your needs. Even if the job description doesn’t require a cover letter, adding one will boost your chances of getting the job.

Q: Can I get a banking job with no experience?

Yes. You just need to angle for entry-level banking jobs. There are plenty of roles, and the more you work on these entry-level jobs, the better your chances of eventually working up the ladder. Just don’t assume that you can get a higher-level job with no experience.

Q: Is it a good idea to change my banking CV for every job posting?

Personalising your banking CV for each job posting is key to landing the job. The more you personalise your CV to the job posting, the more likely you’ll be to have a hiring manager actually call you back. This helps you tailor your CV to exactly what the hiring manager wants to see in a candidate.

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Move your CV to the top of the yes pile!

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