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#19-005038-0001
Supplemental Questionnaire

Last Name
First Name

 

***Please note that your answers on the supplemental questionnaire must correspond to the information provided on your application to receive credit. Applications that do not include a completed supplemental questionnaire will be considered incomplete and may be subject to disapproval.***


1.

Please describe your experience working with mingled funds and investment managers within the private and public resources and infrastructure sector? If yes, please describe the job duties performed, name(s) of employer(s), and dates of employment. If you do not have this experience, please enter N/A.

2.

Do you have five years or more experience in the financial services performing investment research and analysis recommendations? If yes, please describe the job duties performed, name(s) of employer(s), and dates of employment. If you do not have this experience, please enter N/A.

3.

Do you have five years or more experience working in a plan sponsor environment? If yes, please describe the job duties performed, name(s) of employer(s), and dates of employment. If you do not have this experience, please enter N/A.

4.

Do you have experience working with principles, practices and procedures of investment management? If yes, please describe the job duties performed, name(s) of employer(s), and dates of employment. If you do not have this experience, please enter N/A.

5.

What experience or knowledge do you have on investment asset classes? If yes, please describe the job duties performed, name(s) of employer(s), and dates of employment. If you do not have this experience, please enter N/A. 

6.

Do you possess a Master’s degree in Business Administration or Finance?

Yes No
7.

Are you certified as a Chartered Financial Analyst (CFA)? If so, please include a copy of your certification with your application.

Yes No

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