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 field of study. If No, please select Not Applicable.
Business Administration
Economics
Finance
Accounting
Mathematics
Statistics
Banking
Other closely related field
The baccalaureate degree I possess is not in any of the above listed or closely related field.
Not Applicable
3.
How much relevant experience do you have in investment with a major financial institution, consulting organization, pension fund, endowment or foundation?
Less than one (1) year (less than 2000 hours).
At least one (1) year (minimum 2000 hours), but less than two (2) years (less than 4000 hours).
At least two (2) years (minimum 4000 hours), but less than three (3) years (less than 6000 hours).
At least three (3) or more years (minimum 6000 hours or more).
I have none of this experience.
4.
I possess a master's degree from an accredited college or university.
Yes
No
5.
If Yes, please indicate your field of study. If No, please select Not Applicable.
Business Administration
Economics
Finance
Accounting
Mathematics
Statistics
Banking
Other closely related field
The graduate degree I possess is not in any of the above listed or closely related field.
Not Applicable
6.
I possess a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation.
Yes
No
Part B: Supplemental Questionnaire - Exam Questions
Please note that this section of the application will be 100% of each candidate's final score. 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 as it relates to private markets investing. What strategies do you have experience with (venture, buyouts, private credit, real assets, etc.)?
2.
Please describe your background and experience with investment analysis, financial modelling, and manager due diligence. Please provide examples of projects where you performed quantitative and qualitative analysis. What tools did you utilize?
3.
The investment analyst position requires a high degree of organization, attention to detail, ability to multi-task, and working together in a team setting. The analyst is expected to own the administrative functions of the private equity portfolio. Please describe your strengths in these areas as well as any areas for growth. Please provide examples from your current or prior work experience.
4.
Excellent Excel, PowerPoint, writing and communication skills are essential for the investment analyst position. Please describe projects from your current or prior work experience where you had to utilize such skills.
5.
A core component of the role is evaluating external fund managers and analyzing the merits and risks of potential investments. Based on your experience, what factors might you consider when evaluating managers and making recommendations? Provide an example(s) from your previous experience.
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 Investment 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