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
If yes, please indicate your major coursework.
Banking
Business
Economics
Finance
Other; please indicate below:
Other major coursework:
2.
I possess a graduate degree from an accredited college or university.
Yes
No
If Yes, please indicate your major coursework.
Business Administration
Economics
Other; please indicate below:
Other major coursework:
3.
I possess:
Less than three (3) years of relevant investment experience with a major financial institution, consulting organization, pension fund, endowment or foundation.
Three (3) years of relevant investment experience with a major financial institution, consulting organization, pension fund, endowment or foundation.
More than three (3) years of relevant investment experience with a major financial institution, consulting organization, pension fund, endowment or foundation.
4.
I am proficient in using Windows-based software for database management, word processing, spreadsheets and investment-related analytical tools.
Yes
No
5.
I possess:
a Chartered Financial Analyst (CFA) designation
a Chartered Alternative Investment Analyst (CAIA) designation
None of the above
Part B: This section of the application will be 100% of each candidate’s final score.
Please provide a full response to each question below and address each section of each question – even if the response may appear redundant. Please 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 experience with the financial markets, investment due diligence and modeling, and/or other relevant work and academic experience. Discuss how your experience will help you contribute to SFERS’ Private Debt and Public Fixed Income portfolios.
2.
Some of the characteristics most important to success in the Security Analyst role are motivation and attention to detail, strong communication skills, and a desire and willingness to learn over time. 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.
SFERS' long-term required rate of return is approximately 7.5%. Discuss the role of Private Debt and Public Fixed Income (Liquid Credit and US Treasuries) in an Institutional Portfolio.
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.
An important component of the role is evaluating external fund managers and writing memoranda that discusses the merits and risks of investment strategies offered by such managers. What factors might you consider when making a recommendation?
6.
To be successful in the Security Analyst position it will be necessary to efficiently multi-task and meet deadlines as part of a team. Please discuss an important project you have worked on as part of a team. What do you think are some of 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