- Position Title
- Financial Analyst
- Agency
- Federal Retirement Thrift Investment Board
- Announcement Number
- FRTIB-23-MP-021-11863341 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 veteran who separated from active duty under honorable conditions and you:
- have a rating by the Department of Veterans Affairs showing a compensable service-connected disability of 30% or more OR
- retired from active military service with a service-connected disability rating of 30% or more
If eligible, submit a copy of your latest Certificate of Release or Discharge from Active Duty, DD-214 (copy indicating character of service) or other proof of your service which includes character of service. Please also provide the disability letter from the Department of Veterans Affairs or Armed Service and the Application for 10-Point Veteran Preference, Standard Form 15.
For more information, review USAJOBS Veterans resources.
3.
Are you the spouse of a member of the Armed Forces who has been issued orders for a permanent change of station (PCS)?
If yes, confirm that you are indicated on the PCS orders; and you
- have been married to the military member on or prior to the date of your spouse's PCS orders
- are relocating with your spouse to the new duty location AND
- have not previously been appointed using this authority under these orders.
-OR-
Are you the spouse of a member of the Armed Forces who retired with a disability rating at the time of retirement of 100 percent or the spouse of a member of the Armed Forces who retired or separated from the Armed Forces and has a disability rating of 100 percent from the Department of Veterans Affairs?
-OR-
Are you the un-remarried widow or widower of a member of the Armed Forces killed while in active duty status? For more information, review USAJOBS Veterans resources.
4.
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.
5.
Were you employed overseas as an Appropriated Fund employee AND did you
- complete 52 weeks of creditable overseas service in an appropriated fund position(s) as a family member during the time you accompanied a sponsor officially assigned to an overseas area
- receive a fully successful or better (or equivalent) performance rating AND
- return to the United States to resume residence less than 3 years ago?
6.
Are you currently employed as a civilian employee in the competitive service in the agency hiring for this position?
If eligible, submit a copy of your separation Notification of Personnel Action, Standard Form 50 or equivalent personnel action form reflecting your permanent, competitive status with the Federal Retirement Thrift Investment Board.
Your Notification of Personnel Action, Standard Form 50 (or equivalent personnel action form) must reflect career or career-conditional (Tenure 1 or 2) and
Your Notification of Personnel Action, Standard Form 50 (or equivalent personnel action form) must reflect your status was in the competitive service (Position Occupied is 1).
If eligible, submit a copy of your separation Notification of Personnel Action, Standard Form 50 or equivalent personnel action form reflecting your permanent, competitive status with the Federal Retirement Thrift Investment Board.
Your Notification of Personnel Action, Standard Form 50 (or equivalent personnel action form) must reflect career or career-conditional (Tenure 1 or 2) and
Your Notification of Personnel Action, Standard Form 50 (or equivalent personnel action form) must reflect your status was in the competitive service (Position Occupied is 1).
7.
Have you completed three years of substantially continuous service immediately before separation from an unlimited, career-type Foreign Service appointment that meets a requirement for career tenure?
-OR-
Have you had service that began with a non-temporary Foreign Service appointment counting towards the 3-year service requirement for career tenure and have been separated within the past 30 days from the career-type appointment in the Foreign Service?
8.
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.
9.
Interchange Agreement - Are you a current excepted service employee of a Federal agency that has a current, unexpired interchange agreement with the U.S. Office of Personnel Management for which you meet eligibility for appointment in the competitive service (https://www.opm.gov/policy-data-oversight/hiring-information/competitive-hiring/#url=InterchangeAgreementsWithOtherMeritSystems)? The agencies are:
Tennessee Valley Authority; or
Nuclear Regulatory Commission; or
Veterans Health Administration of the Department of Veterans Affairs; or
Department of Defense (The Defense Civilian Intelligence Personnel System) Agreement; or
Nonappropriated Fund (NAF) employees of the Department of Defense; or
Federal Aviation Administration; or
Department of Homeland Security, Transportation Security Administration; or
AmeriCorps (Corporation for National and Community Service); or
Other Agency currently under an Interchange agreement with OPM
A copy of your most recent SF-50, Notification of Personnel Action must be submitted and you must meet the eligibility requirements of your agency's agreement and those outlined in the link above.
Tennessee Valley Authority; or
Nuclear Regulatory Commission; or
Veterans Health Administration of the Department of Veterans Affairs; or
Department of Defense (The Defense Civilian Intelligence Personnel System) Agreement; or
Nonappropriated Fund (NAF) employees of the Department of Defense; or
Federal Aviation Administration; or
Department of Homeland Security, Transportation Security Administration; or
AmeriCorps (Corporation for National and Community Service); or
Other Agency currently under an Interchange agreement with OPM
A copy of your most recent SF-50, Notification of Personnel Action must be submitted and you must meet the eligibility requirements of your agency's agreement and those outlined in the link above.
10.
Are you a current Federal employee in the competitive service in tenure group 1 or 2 or former Federal employee of the competitive service who was in tenure group 1 upon separation or tenure group 2, if the separation occurred less than 3 years ago and you hold or held a position that is below the full performance level of the position being advertised? (Your SF-50, Notification of Personnel Action, must reflect career or career-conditional status indicated by tenure group 1 or 2 AND reflect that your position occupied is "1," indicating competitive service. If you are a former Federal employee, your final (separation) SF-50 must indicate the same).
11.
Are you a current Federal employee who currently holds a career or career conditional appointment in the competitive service and has held a permanent (not time limited) position in the competitive service at the same grade or higher full performance level as the position being announced? (Your SF-50, Notification of Personnel Action, must reflect career or career-conditional status indicated by tenure group 1 or 2 AND reflect that your position occupied is "1," indicating competitive service).
12.
Are you a former Federal employee who held a career or career conditional appointment in the competitive service that was permanent (not time limited) and at the same grade or higher full performance level as the position being announced? (Your separation/final SF-50, Notification of Personnel Action, must reflect career or career-conditional status indicated by tenure group 1 or 2 AND reflect that your position occupied is "1," indicating competitive service. If your tenure group was 2, your separation must have been within the last 3 years).
13.
Are you a current federal employee of an agency who operates under an appointing authority outside of 5 CFR, as listed at https://www.opm.gov/policy-data-oversight/hiring-information/competitive-hiring/#url=InterchangeAgreementsWithOtherMeritSystems? You must submit a copy of your current SF-50 or PS-50. The employee listed below may be considered for noncompetitive hire:
• Postal Career Service Employee
• Postal Rate Commission Employee
• Government Accountability Office (GAO) Employee
• Administrative Office of the U.S. Courts Employee
• Postal Career Service Employee
• Postal Rate Commission Employee
• Government Accountability Office (GAO) Employee
• Administrative Office of the U.S. Courts Employee
14.
Are you a former Peace Corps volunteer or VISTA member who has completed your service within the past twelve months?
-OR-
Are you a former Peace Corps volunteer or VISTA member who has completed your service within the past 36 months and is requesting an extension of your non-competitive eligibility due to your military service, status as a full-time student or other experience related to this position?
-OR-
Are you a current or former Peace Corps employee who has completed at least 36 months of continuous service and has been separated from the Peace Corps for less than three years?
If yes, submit a copy of your description of service or other proof of non-competitive eligibility.
If you are a former Peace Corps volunteer or VISTA member who is requesting an extension of your non-competitive eligibility, please also provide the necessary documentation to support your request.
15.
Are you eligible for appointment under the Excepted Service authority (Schedule A) for Individuals with intellectual disabilities, severe physical disabilities or psychiatric disabilities? [5CFR 213.3102(u)]
16.
Are you a veteran whose latest discharge was under honorable conditions and you:
- served three or more years of continuous active duty service in the military (NOTE: if released shortly before completing a 3-year tour, you are considered to meet the eligibility) OR
- are entitled to veterans' preference If eligible, submit a copy of your latest Certificate of Release or Discharge from Active Duty, DD-214 (copy indicating character of service) or other proof of your service which includes character of service. For more information, review USAJOBS Veterans resources.
17.
Are you a veteran who separated from active duty under honorable conditions and you:
- recently separated (within the past 3 years)
- are a disabled veteran • served on active duty during a war, campaign or expedition OR
- received an Armed Forces Service Medal If eligible, submit a copy of your latest Certificate of Release or Discharge from Active Duty, DD-214 (copy indicating character of service) or other proof of your service which includes character of service. If claiming disability preference, provide the disability letter from the Department of Veterans Affairs or Armed Service and the Application for 10-Point Veteran Preference, Standard Form 15.
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.