Please submit responses to the following questions along with your employment application to the San Joaquin County Human Resources Division. When answering the questions below related to your experience, please provide a detailed description that includes the name of your employer, your dates of employment, and your job title. Please note that your answers will be reviewed by the screening panel in evaluating your qualifications - answers such as "see resume" or "see application" will be considered as non-responsive.
1.
Describe your recent experience professionally managing institutional investment portfolios at the multi-million dollar or greater level. Include in your response the asset size, the portion of the portfolio (size and asset types) you oversaw, and your role (primary lead with independent decision-making authority, team member implementing others' decisions, etc.)
2.
Describe your experience working with third party vendors such as investment consultants, custodial banks and investment managers.
3.
Describe your professional experience working with public boards or commissions.
4.
Do you currently possess designation as a Chartered Financial Analyst (CFA) by the CFA Institute?
San Joaquin County Human Resources Division