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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 major coursework. If No, please select Not Applicable.

Banking
Business
Economics
Finance
Another field closely related to those listed above.
The baccalaureate degree I possess is not in any of the above listed or closely related field.
Not Applicable
3.

I possess a graduate 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
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 am proficient in using Windows-based software for database management, word processing, spreadsheets and investment-related analytical tools.

Yes No
6.

I possess:

a Chartered Financial Analyst (CFA) designation
a Chartered Alternative Investment Analyst (CAIA) designation
None of the above
7.

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

Less than three years (less than 6000 hours).
At least three years (minimum 6000 hours).
At least four years (minimum 8000 hours).
More than four years (more than 8000 hours).
I have none of this experience.

 

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

Please note that 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.

Describe your experience with the financial markets, investment analysis, and/or portfolio construction.

2.

Discuss the role of private markets (private equity and real assets) within an institutional portfolio.

3.

A core component of the role is evaluating external fund managers and creating memoranda that discuss the merits and risks of potential investments.  What factors might you consider when evaluating managers and making recommendations?    

4.

Briefly describe your current day-to-day responsibilities and why you are interested in the position.

5.

Communication and attention to details are critical skills for the role as the analyst is expected to own the administrative functions for the private equity and real assets portfolios.  Please provide examples of administrative responsibilities you have in your current role and describe your communication skills, attention to detail, and ability to work in a team.

 

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.