Appraisal Letter For Investment Analyst

[Mention the name of the sender]

[Mention the name of the company of the sender]


[Zip code]


[Phone Number]


Subject: Appraising your performance as an Investment Analyst

Dear: [Mention the name of the addressee]

You have been a major asset to [mention name of the company or organization] since the last [mention no. of years].

A young, independent, self-motivated person like you with a unique approach towards work is best suited for this role indeed. We have always looked forward to the kind of results your hard work and continued efforts have provided.

We feel fortunate to have an employee like you on our team. Your confident attitude, determination to rise higher in the field, use of self-motivating approach when under huge work pressure, analytical and problem-solving skills have always managed to impress the clients without a fail and in turn proved beneficial for our company.

Your successful assistance in client meeting materials and presentations on the economy, investment portfolio performance, assistance with the coordination and management of internal and external service providers.

Performing preliminary and advanced work for the selection of potential investment managers, developing and improving frameworks for analyzing investments and macro scenarios was worth noticing.

You have never been shy to willingly volunteer for another employee or hesitant to ask for a set of extra loads ever since you started working for [mention the name of the company or organization].

You may not have known, but we have always appreciated and acknowledged your dedication and passion for your work.

We would like to suggest you give an extra amount of time to improving your IT skills though, before your yearly evaluation and you are bound to achieve greater success in life.

Wishing you all the best for your future accomplishments here!


[Mention the name of the sender]

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