Official SealDepartment of Budget and Management


#18-005485-0006
Supplemental Questionnaire

Last Name
First Name
1.

Please describe your experience in managing and trading a portfolio of fixed income investments.  Include employer, job duties, dates of employment and number of hours worked per week.  If no experience, indicate N/A.

2.

Are you certified as a Chartered Financial Analyst (CFA)?

Yes No
3.

Please indicate if you possess a graduate degree in any of the following:

Math
Science
Economics
Finance
Business Administration
Public Administration
Other
None
4.

Please describe your experience managing or trading a portfolio of fixed investments.  Include employer, job duties and dates of employment.  If no experience, indicate N/A.

5.

Describe your experience sourcing, selecting and managing private credit funds.  If no experience, indicate N/A.

6.

Describe your experience using Microsoft Excel (including tasks’ automation skillset); Word and PowerPoint; Bloomberg (including PORT and AIM) and Factset.  If no experience, indicate N/A.


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