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#PBT-4331-105993
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.

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).
At least three (3) or more years (6000 hours or more).
I have none of this experience.
4.

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

Yes No
5.

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
6.

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

Yes No

 

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 background and experience with different investment strategies, asset classes, including public and private markets, and specifically the asset classes in which SFERS is invested. 

2.

Please describe your background and experience with financial modeling, portfolio management and risk models, specifically with the asset classes in which SFERS is invested.  

3.

Some of the characteristics most important to success in the Investment Analyst role are attention to detail, a desire to learn, and the ability to produce a high volume of high quality analysis, including written and oral communications.  Describe your particular strengths in these areas as well as any areas for growth.  Please cite examples from your current or prior work experience.

4.

Describe a situation where you assisted senior management in achieving an investment objective as it relates to portfolio construction or risk management incorporating both quantitative and qualitative applications. 

  

5.

This position requires a high degree of organization, ability to multi-task, in-depth analysis, meet deadlines, and work together as a team.  Please discuss an important experience where you have worked as part of a team.  Also please discuss your experience requiring a high degree of organization and the ability to manage multiple tasks and meet deadlines. 

 

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 Investment 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.