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Supplemental Questionnaire

Last Name
First Name


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.

This section of the application will be 100% of each candidate’s final score

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” or “Cut and Paste” materials from your resume.  These materials will also be used to evaluate your written communication skills.


Please describe your work experience and how it will help you contribute to the efforts of SFERS’ Private Credit and Public Fixed Income portfolios.


SFERS' long-term required rate of return is approximately 7.5%.  Discuss the role of Private Credit and Public Fixed Income (Liquid Credit and US Treasuries) in an Institutional Portfolio. 


Discuss your experience in evaluating limited partnership agreements, private placement memorandums, investment management agreements, and preparing subscription agreements.


To be successful in this role, it is imperative that the Security Analyst is motivated and have an excellent attention to detail, strong communication skills, and a desire and willingness to learn over time. Describe your attention to detail in the following: analyzing offering memorandums, preparing subscription documents, writing investment recommendations, and completing capital calls and other similar operational needs of an investment. Also, discuss how you think you will be able to succeed in this role based on your experience.


The Security Analyst role will involve writing detailed investment memoranda along with performing analytical, administrative, operational and reporting functions. Briefly describe your writing experience and your current day-to-day responsibilities.


Private markets investments face tight deadlines in terms of completing and furnishing investment recommendations and fund documents on time, arranging for funds to be transferred when capital is called, etc.  Discuss your experience completing tasks such as these while facing deadlines.



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.