Duties

Summary

The FRTIB is looking for a highly qualified and motivated individual to serve as a Financial Analyst.

This Job Opportunity Announcement (JOA) may be used to fill other Financial Analyst, GS-1160-11/12/13 positions within the FRTIB in the same geographical location with the same qualifications and specialized experience.
Learn more about this agency

Responsibilities

This vacancy is also being announced concurrently with vacancy announcement FRTIB-21-DE-026-11089944 under Delegated Examining procedures. NOTE: Applicants must apply separately for each announcement in order to be considered.

The major duties of the position are:

• -Provide investment expertise and assistance to identify and resolve investment and asset management problems in an institutional asset management client setting.
• -Perform complex mathematical operations and complex excel spreadsheet work on investment management related issues in an institutional asset management client setting.
• -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 client setting.
• -Coordinate and monitor the efforts of investment managers to optimize their contributions to the overall investment results in an institutional asset management client setting.
• -Monitor and analyze all transactions, cash flow, fees, and other data resulting from any investment manager's efforts on behalf of FRTIB and create reports as needed in an institutional asset management client setting.
• -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 client setting.
• -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 client setting.
• -Participate in final determination of investment policies in an institutional asset management client setting.
• -Attend and/or represent the Organization at meetings, conferences and events that relate to areas of responsibility in an institutional asset management client setting.
• -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 client setting.
• -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 client setting.
• -Participate in designing and implementing innovative and far-reaching strategies and techniques to achieve critical investment objectives in an institutional asset management client setting.
• -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 client setting.
• -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 client setting.
• -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 client setting.
• -Perform periodic performance reviews of investment managers and evaluations of prospective managers in an institutional asset management client setting.
• -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 client setting.
• -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 client setting.
• -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 client setting.
• -Performs other duties as assigned.

Travel Required

Occasional travel - You may be expected to travel for this position.

Supervisory status
No

Promotion Potential
13

Requirements

Conditions of Employment

U.S. citizenship is required.

All qualification requirements must be met by 05/07/2021. Your application package will not be considered if it is missing any of the required documents listed under the "Required Documents" tab.

Probationary Period. One-year probationary period may be required.

Selective Service. If you are a male applicant born after December 31, 1959, you must certify that you have registered with the Selective Service System , or are exempt from having to do so under the Selective Service Law.

Background Suitability Investigation. Continued employment is contingent upon satisfactory completion of a background investigation and the granting of a federal suitability or security clearance. If selected, you may be offered tentative employment until the background investigation has been fully adjudicated.

Applicants who have held a General Schedule (GS) position within the last 52 weeks must meet the Time-in-Grade Requirement, which is 52 weeks of federal service at the next lower grade, GS-09 for GS-11, GS-11 for GS-12 and GS-12 for GS-13.

Qualifications

To qualify for this position, applicants must meet the Basic Experience and Specialized Experience as described below.

Basic Requirement: Successful completion of an undergraduate or graduate degree in an accredited college or university with a major study in finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology.
OR
Experience such as performing financial analysis and evaluation work requiring a comprehensive knowledge of (1) corporate finance and any specialized fields of finance required such as public finance, securities, international finance, money and securities markets, investments, and banking, and (2) the financial and management structure, operations, and practices of corporate and other organizations.

Specialized Experience: Applicants must have at least one year of full-time specialized work experience comparable in scope and responsibility to the next lower level, GS-09 for GS-11; GS-11 for GS-12; and, GS-12 for GS-13, in the federal government. Specialized experience is defined as:

GS-11: One year of specialized experience equivalent to the GS-9 grade level in the Federal service. Such experience includes working in a major institutional asset management vendor setting, a major private, public, or non-profit sector institutional asset management plan sponsor setting, or in an investment consultant setting for major institutional asset management assignments; demonstrated high comfort level with statistical methods, complex mathematical operations and complex excel spreadsheet development work, making a business case verbally and in writing; and substantial experience in one or more of the following: investment consulting, accounting, fund accounting, financial analysis, financial audit, statistics, econometrics, budgeting, securities markets, investment portfolio management, portfolio analysis, analyzing investment portfolio performance and attribution, portfolio support, asset allocation, investment evaluation, investment operations and/or settlements, trading, research, modeling and forecasting.
OR
Ph.D or equivalent doctoral degree in a field that provided the knowledge, skills, and abilities necessary to conduct the work of this position. Such fields include finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology.
OR
Completion of three full years of progressively higher level graduate education leading to a Ph.D. or equivalent doctoral degree, or LL.M. in a field (see above) that provided the knowledge, skills, and abilities necessary to conduct the work of this position.
OR
A combination of specialized experience as stated in this announcement and higher level graduate education in an appropriate discipline that, when combined, equal 100% of the total requirement. (This will be calculated using your resume and unofficial transcripts or a list of courses/course hours submitted with your application).

GS-12: One year of specialized experience equivalent to the GS-11 grade level in the Federal service. Such experience includes working in a major institutional asset management vendor setting, a major private, public, or non-profit sector institutional asset management plan sponsor setting, or in an investment consultant setting for major institutional asset management assignments; demonstrated high comfort level with statistical methods, complex mathematical operations and complex excel spreadsheet development work, making a business case verbally and in writing; and substantial experience in two or more of the following: investment consulting, accounting, fund accounting, financial analysis, financial audit, statistics, econometrics, budgeting, securities markets, investment portfolio management, portfolio analysis, analyzing investment portfolio performance and attribution, portfolio support, asset allocation, investment evaluation, investment operations and/or settlements, trading, research, modeling and forecasting.

GS-13: One year of specialized experience equivalent to the GS-12 grade level in the Federal service. Such experience includes working in a major institutional asset management vendor setting, a major private, public, or non-profit sector institutional asset management plan sponsor setting, or in an investment consultant setting for major institutional asset management assignments; demonstrated high comfort level with statistical methods, complex mathematical operations and complex excel spreadsheet development work, making a business case verbally and in writing; and substantial experience in three or more of the following: investment consulting, accounting, fund accounting, financial analysis, financial audit, statistics, econometrics, budgeting, securities markets, investment portfolio management, portfolio analysis, analyzing investment portfolio performance and attribution, portfolio support, asset allocation, investment evaluation, investment operations and/or settlements, trading, research, modeling and forecasting.

*Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations. Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.

Specialized experience must meet 52 weeks equivalent to the next lower grade level. A full year of work is considered to be 35-40 hours of work per week. Part-time experience will be credited on the basis of time actually spent in appropriate activities. Applicants wishing to receive credit for such experience must indicate clearly the nature of their duties and responsibilities in each position and the number of hours a week spent in such employment.

If requested to interview, you may be required to submit a brief multiple page professional writing sample that demonstrates an ability to make a business case, to present analytical work in a concise and understandable fashion, to communicate a plan, or to establish a policy or procedure. You may also be required to submit an Excel spreadsheet that demonstrates your capabilities for working with numbers in spreadsheets or requested to demonstrate your spreadsheet capabilities during the interview process.

Education

If there is an education requirement, or if you are using your education to qualify for this position, you must provide your transcripts to support your educational claims. Transcripts may be unofficial copies, but they must come from an accredited college or university, and they also must include course names and the number of credit / semester hours. Click here to search the database of accredited institutions.

Foreign Education. If you are using education completed at foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in the interpretation of foreign education programs. Foreign education must be deemed equivalent to that gained at an accredited U.S. education program. For further information visit the U.S. Department of Education's website concerning foreign qualifications.

Education may not be substituted for experience at the GS-12 and GS-13 grade levels.

Additional information

The FRTIB offers a comprehensive benefits package that includes paid time off*, life insurance, health benefits, and participation in the 3-tier federal retirement system. The FRTIB also has wonderful benefits and work/life-balance flexibilities that may be right for you. We offer, if applicable:

• -Flexible work schedule options. The FRTIB offers three flexible work schedules, the Gliding Schedule, the Flexible 5-4/9 Schedule, and the Maxiflex Work Schedule. All work schedules allow for an arrival time between 6:30 and 9:30 am. Employees on the Gliding Schedule work 8 hours plus a 30-minute unpaid lunch period. Employees on the Flexible 5-4/9 Schedule work eight 9-hour days and one 8-hour day (plus the 30-minute unpaid lunch period) in each biweekly pay period, and receive one scheduled day off. Employees on the Maxiflex Work Schedule work between 4 and 10 hours per day, and core work hours apply; the latest departure time under Maxiflex is 8 pm.
• -Telework up to 2 days per week for eligible positions.
• - Employee Assistance Program (EAP) . The EAP provides employees with free confidential assistance for help with personal issues that may be affecting work life. The program also provides consultation to supervisors who are trying to best help an employee with performance and/or attendance problems.
• -Work Life 4 You. The FRTIB provides all employees and their family members with access to the Federal Occupational Health managed referral and information service to assist in dealing with life, family, health, education, work, and finance. This service is provided at no cost to the employee.
• -*Annual and sick leave (paid time off). Employees of the FRTIB accrue both annual and sick leave depending on years of service with the federal government. Annual leave may be used for vacation or other personal reasons. Sick leave may be used when you are ill, when you have a doctor, dental, or optical appointment, or when you need to provide care to an ill family member.
• -Fitness center. The FRTIB employees, at no cost, have access to the fitness center conveniently located on the main level of the building featuring state of the art weight training and cardiovascular equipment.
• -Extensive training programs and tools supportive of enhancing organization effectiveness and employee development.
• -A monthly transit subsidy for a portion of your commuting costs to help defray the commuting costs of employees who use mass transportation, including commuter bus, Metrorail or Metrobus, or commuter rail systems.
• -Child care program. The FRTIB's childcare subsidy program offers up to $600 in monthly subsidy paid to qualified child care providers of employees meeting the eligibility requirements.
• -Student loan repayment or recruitment bonus, when applicable.

The FRTIB offices are conveniently located within a few blocks of the Union Station metro station. In addition, private parking is available in the building at the posted daily and monthly rates.

Relocation expenses are not authorized for this position; however, other recruitment incentives may be authorized.

How You Will Be Evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

To preview the occupational questionnaire, click on the following link https://apply.usastaffing.gov/ViewQuestionnaire/11089946 .

You will be evaluated for this job based on how well you meet the above qualifications.

Once the application process is complete, a review of the resume and supporting documentation will be made and compared against your responses to the assessment questionnaire to determine if you are qualified for this job. If, after reviewing your resume and/or supporting documentation, a determination is made that you have inflated your qualifications and/or experience, you may lose consideration for this position. Please follow all instructions carefully. Errors or omissions may affect your eligibility.

Your qualifications will be evaluated on the following competencies (knowledge, skills, abilities and other characteristics):

Financial Analysis: Knowledge of and skill in the theory and practice of finance, in order to plan, coordinate, and oversee a broad range of investment management activities.

Financial Policy: Skill in developing and applying Agency policies and standards, and applying advanced knowledge of complex and sensitive issues in order to develop and evaluate alternative and innovative investment strategies and approaches.

Partnering: Expert skill in interacting with individuals within and outside the Agency on sensitive issues, and serving as an effective/contributing team leader or member.

Project Management: Expert organizational and project management skills in order to provide effective planning, direction, coordination, and development of personnel involved in special projects/teams critical to the financial investment functions of the Agency. Expert knowledge of and skill in project management practices for planning, directing, scheduling, and advising on multiple projects, activities, and accomplishments.

Written Communication: Ability to prepare and present technical financial and investment analyses to senior officials and other personnel, and to make sound recommendations on investment and asset management.

Veterans' Preference. If you are claiming veterans' preference you must submit supporting documentation as described in the "Required Documents" section. Visit the Feds Hire Vets website for more information regarding veterans' preference.

Interagency Career Transition Assistance Program (ICTAP). The ICTAP provides eligible displaced federal competitive service employees with selection priority over other candidates for competitive service vacancies. If your agency has notified you in writing that you are a displaced employee eligible for ICTAP consideration, you may receive selection priority if this vacancy is within your ICTAP eligibility, you apply under the instructions in this announcement, and you are found Well Qualified for this vacancy. Well Qualified means you must meet all the minimum qualification standards listed above and be assessed and assigned the rating of at least Well Qualified to receive special selection priority. Well Qualified is further defined as possessing the Basic Qualifications and meeting the specialized experience noted above.

You must provide proof of eligibility with your application to receive selection priority. Such proof may include a copy of your written notification of ICTAP eligibility or a copy of your separation personnel action form. Information about ICTAP eligibility is on OPM's Career Transition website .

Background checks and security clearance

Security clearance
Not Required

Drug test required
No

Position sensitivity and risk
Moderate Risk (MR)

Trust determination process
Suitability/Fitness

Required Documents

Please be advised, the following documents are required even if you are already a current federal employee or employee of the FRTIB:

1. Resume (please include on your resume the experience you wish to be considered for the review of your qualifications, the dates of employment with month, day and year, and hours worked per week). Resumes that do not contain all of the necessary information to determine qualifications may be marked as insufficient and applicants may not receive consideration for this position. Your latest resume submission is the one that will be used to determine your qualifications.

2. Responses to the occupational questionnaire.

3. You must submit supporting documents verifying your eligibility to apply to this vacancy, selection priority eligibility, or any preference eligibility along with your application package. Omitting these documents may result in no preference being adjudicated for you. These documents may include, but are not limited to:

• -SF-50 documenting current or previous employment in the federal service; the date on your SF-50 must clearly show you meet the time-in-grade requirements to be eligible to apply for this job opportunity.
• -Veteran's documentation. All veterans must submit a DD-214, Member Copy 4. If you are currently on active duty you must submit an official statement of service from your command or other official documentation that proves your military service was performed under honorable conditions.
• -Preference eligible documentation. If claiming 10-point preference you must submit the final VA letter including percentage (please do not include letter from VA noting specific private medical information), as well as the DD-214 Member Copy 4. The SF-15 will be requested if selected.
• -ICTAP documentation. RIF separation notice along with your last performance rating or appraisal.
• -Schedule A documentation. A qualifying letter from a doctor's or vocational rehabilitation office indicating you are eligible for hire under the Schedule A hiring authority .

4. College transcripts. Transcripts must be legible and possess the school name imprinted on the transcript or be on school letterhead; you may be asked to submit official transcripts upon selection.

5. Please submit a copy of your most recent performance appraisal / evaluation which you have received in the last 3 years. You must submit performance appraisal / evaluation documentation which will be forwarded to the selecting official. The selecting official may use this documentation to assign a due weight point value to be considered during the overall selection process. If you do not have a current performance appraisal you must submit a statement as to why it is not available, and if your performance was at an acceptable level . Applicants that do not have an appraisal must submit a statement saying they do not have an appraisal stating why it is not available. If you fail to submit this documentation your application may be marked as insufficient and may not receive consideration for this position.

If you are relying on your education to meet qualification requirements:

Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education .

Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.