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#PBT-4331-101703
Supplemental Questionnaire

Last Name
First Name

 

Part A:  Minimum Qualifications Supplemental Questionnaire

All applicants are required to complete the Supplemental Questionnaire as part of the online application process. The purpose of the Supplemental Questionnaire is to determine whether applicants possess the minimum qualifications and the knowledge, skills and abilities in job-related areas that have been identified as critical for satisfactory performance in this position. The information provided should be consistent with the information on your application and is subject to verification.


1.

I possess a baccalaureate degree from an accredited college or university.

Yes No
2.

If Yes, please indicate your field of study. If No, please select Not Applicable.

Business Administration
Economics
Finance
Accounting
Mathematics
Statistics
Banking
Other closely related field
The baccalaureate degree I possess is not in any of the above listed or closely related field.
Not Applicable
3.

I possess a master's degree from an accredited college or university.

Yes No
4.

If Yes, please indicate your field of study. If No, please select Not Applicable.

Business Administration
Economics
Finance
Accounting
Mathematics
Statistics
Banking
Other closely related field
The graduate degree I possess is not in any of the above listed or closely related field.
Not Applicable
5.

I possess a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation.

Yes No
6.

How much relevant experience do you have in investment with a major financial institution, consulting organization, pension fund, endowment or foundation?

Less than one (1) year (less than 2000 hours).
At least one (1) year (minimum 2000 hours), but less than two (2) years (less than 4000 hours).
At least two (2) years (minimum 4000 hours), but less than three (3) years (less than 6000 hours).
More than three (3) years (more than 6000 hours).
I have none of this experience.

 

Part B:  Supplemental Questionnaire - Exam Questions

Please note that this section of the application will be 100% of each candidate's final score. The answers to the supplemental questionnaire below will be the main criteria for determining candidates' final scores and advancing to the next step of the selection process.

Please provide a full response to each question below and address each section of each question – even if the response may appear redundant. Do not write, "See application" or “See resume” and do not cut and paste materials from your resume.  These materials will also be used to evaluate your written communication skills.


1.

Please describe your experience with financial markets (include any relevant experience with public equities), manager research, and/or portfolio construction.

2.

SFERS' long-term required rate of return is approximately 7.4%.  Citing your education and/or work experience, discuss the role of Public Equity in an Institutional Portfolio.    


 

Note: For Question#3, the percentage for the developed international should be 25%.


3.

SFERS has approximately 55% of its public equity exposures in the U.S., 30% in developed international, and 20% in emerging markets.  What changes in this weighting might you suggest? Including educational and/or work experience, please discuss the factors you considered in making your suggestion.

4.

Describe your work experience if any, in manager research.  Select one investment manager (preferably a public equity manager, but not required) that you are particularly familiar with and discuss why you would recommend hiring the manager.  Consider both quantitative and qualitative issues in your response.

 

Certification:

I hereby certify that I am the author of this questionnaire and that all information is true and is based on my education, training, skills, and experience. I understand that any false or incorrect statement may result in my disqualification from the 4331 Security Analyst exam and/or dismissal from employment with the City and County of San Francisco. I also understand and agree that any information provided is subject to verification.