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 software such as Bloomberg, Morningstar, Albourne. MSCI Barra, RiskMetrics, StyleAdvisor, StyleResearch and Wilshire.
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.
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.
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.
3.
Describe your background and experience with financial modeling, portfolio management and risk models, specifically with the asset classes in which SFERS is invested.
4.
Describe a challenging professional or academic goal that you achieved, the steps you took to meet your objectives, and what you learned from the experience. What have you enjoyed most about your prior work or academic experiences, and what are the attributes of a role or an organization that will help you meet challenges and produce your best work?
5.
Describe your investment philosophy as it relates to risk management, incorporating both quantitative and qualitative applications. Also describe your approach for a tail risk management.
6.
This position requires a high degree of organization, and the ability to multi-task, conduct 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. What do you think are the most important aspects of successful teamwork, working with different personalities, and collaborating across teams within an organization?
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.
Department of Human Resources