Appraisal Letter For Investment Banker

[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 Banker

Dear: [Mention the name of the addressee]

We have regarded you as one of our best employees ever since you started with [mention the name of the company or organization]. You have proved yourself to be a valuable addition to the corporation on several occasions.

We are pleased to have you working with us. We have always been impressed with your ability to give your best no matter how hard the situation gets. A reliable, trustworthy, dependable employee like you is hard to get nowadays.

Your strong sense of professionalism at all times, good communication skills, self-motivated attitude have always been notable features about you. Your ability to work in a fast-paced team-based environment, working knowledge of deal structuring and closing principles have always been beneficial for us.

We acknowledge your hard work and consistent efforts throughout like making valuable recommendations on which stocks to buy or sell as part of a long or short investment strategy, building a forecast based on input from consensus estimates and internal opinions of the businesses.

You are indeed a very valuable addition to us and you definitely do justice to your role which is critically one of the most important roles in the company.

A special incident worth mentioning is when you have played your part of a financial advisor extremely well, helping the client raise a big amount and in turn adding value to the corporation.

Please take note that the only area where you need to improve a little bit is your time management skills and with that, we are confident that you will be taking the goals of the company to greater heights.

All the very best in your future endeavors and we hope your collaboration continues with us for a long time.


[Mention the name of the sender]

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