- Position Title
- Financial Analyst
- Agency
- Federal Retirement Thrift Investment Board
- Announcement Number
- FRTIB-23-DE-021-11858484 Opens in new window
- Open Period
- Tuesday, March 7, 2023 to Friday, April 7, 2023
For preview purposes only. To apply, please return to the USAJOBS announcement and click the Apply button.
Eligibilities
1.
Do you claim Veterans’ Preference?
2.
Are you a current or former federal employee displaced from the agency hiring for this position?
If yes, confirm:
- you are located in the same local commuting area of the vacancy
- your grade is equivalent to or below the grade level of the vacancy AND
- your last performance rating of record is at least fully successful or the equivalent.
3.
Are you a current or former federal employee displaced from a position in a federal agency other than the agency hiring for this position?
If yes, confirm:
- you are located in the same local commuting area of the vacancy
- your grade is equivalent to or below the grade level of the vacancy AND
- your last performance rating of record is at least fully successful or the equivalent.
Preferences
1.
Select the lowest grade you are willing to accept for this position.
Assessment 1
Thank you for your interest in the Financial Analyst position with the Federal Retirement Thrift Investment Board. We will evaluate your resume and your responses to this Occupation Questionnaire to determine if you are among the best qualified for this position. Please review your responses for accuracy before you submit this questionnaire.
1.
From the descriptions, please select the one statement that best describes how you meet the Basic Requirements for the Financial Analyst position at the GS-11, GS-12 and/or GS-13 levels.
2.
From the descriptions below, please select the one statement that best describes the experience you possess that demonstrates your ability to perform the work of a Financial Analyst at the GS-11 grade level or equivalent.
3.
From the description below, please select the one statement that best describes the experience you possess that demonstrates your ability to perform the work of a Financial Analyst at the GS-12 grade level or equivalent.
4.
From the description below, please select the one statement that best describes the experience you possess that demonstrates your ability to perform the work of a Financial Analyst at the GS-13 grade level or equivalent.
For each item, select the one response that most accurately describes your current level of experience and capability using the scale below.
5.
Provide investment expertise and assistance to identify and resolve investment and asset management problems in an institutional asset management setting.
6.
Perform complex mathematical operations and complex Excel spreadsheet work on investment management related issues in an institutional asset management setting.
7.
Plan, develop, coordinate, and implement performance monitoring, cash flow analysis, investment management policies and strategies, and design and implement strategies and techniques to achieve objectives in an institutional asset management setting.
8.
Coordinate and monitor the efforts of investment managers to optimize their contributions to the overall investment results in an institutional asset management setting.
9.
Monitor and analyze all transactions, cash flow, fees, and other data resulting from any investment manager's efforts on behalf of the Financial Institution and create reports as needed in an institutional asset management setting.
10.
Maintain periodic comparison of indices of return for various asset classes and relate achieved and projected returns to benchmark indices in an institutional asset management setting.
11.
Develop, initiate, maintain, and revise policies and procedures for the compliance program and its related activities to prevent and detect illegal, unethical, or improper conduct in an institutional asset management setting.
12.
Contribute meaningfully to formulation of investment policy options in an institutional asset management setting.
13.
Participate in final determination of investment policies in an institutional asset management setting.
14.
Attend and/or represent the Organization at meetings, conferences and events that relate to areas of responsibility in an institutional asset management setting.
15.
Maintain contact and monitoring of prospective investment management firms to determine and evaluate the techniques and resources available to meet the Organization's future needs in an institutional asset management setting.
16.
Participate in and help conduct studies related to the present state of investment management and the application of various state-of-the-art strategies, products, and techniques to further objectives in an institutional asset management setting.
17.
Participate in designing and implementing innovative and far-reaching strategies and techniques to achieve critical investment objectives in an institutional asset management setting.
18.
Establish and maintain effective relationships with management officials and professional/technical specialists in other areas in order to effectively plan, manage, collaborate on, and integrate investment program activities in an institutional asset management setting.
19.
Represent the Organization before senior managers, executives of other organizations, external investment managers, consultants and others concerning compliance program activities in an institutional asset management setting.
20.
Conduct and coordinate investment manager selection and reviews, transition management, custodian evaluation, securities lending evaluation, risk management, performance reporting, and other similar matters in an institutional asset management setting.
21.
Perform due diligence of external investment managers, including reviewing portfolio holdings and strategies, monitoring securities lending programs, monitoring custodian programs and analyzing performance and compliance with investment guidelines in an institutional asset management setting.
22.
Perform periodic performance reviews of investment managers and evaluations of prospective managers in an institutional asset management setting.
23.
Participate in, and provide expert technical advice and guidance on, strategic program planning activities pertaining to investment management in an institutional asset management setting.
24.
Report progress as needed to senior management by preparing timely, periodic statistical analyses of various alternatives and their impact on objectives in an institutional asset management setting.
25.
Perform program administration and management duties for senior management or other Financial Analysts with administrative backup and assistance as required in an institutional asset management setting.
26.
Review and respond to written and oral inquiries from asset management plan participants relating to investments to help resolve exception processing cases in an institutional asset management setting.
27.
As previously explained, your responses to this Assessment Questionnaire are subject to evaluation and verification based on the documents and references you submit.
Later steps in the selection process are specifically designed to verify your ratings. Deliberate attempts to falsify information may be grounds for your non-selection or for your dismissal. If, after reviewing your resume and/or supporting documentation, a determination is made that you have overstated your qualifications and/or experience, you may be removed from consideration and will be marked ineligible. Please take this opportunity to review your responses to ensure their accuracy.
Later steps in the selection process are specifically designed to verify your ratings. Deliberate attempts to falsify information may be grounds for your non-selection or for your dismissal. If, after reviewing your resume and/or supporting documentation, a determination is made that you have overstated your qualifications and/or experience, you may be removed from consideration and will be marked ineligible. Please take this opportunity to review your responses to ensure their accuracy.