Financial Analyst (Investment Analyst)

Duties This position is located in the Office of Investment and Innovation (OII). OII promotes small business and startup investment and innovation by providing access to capital, networks, and assistance critical for businesses to incubate, expand and sustain. OII partners with Small Business Investment Companies (SBICs), Innovation Accelerator Networks, Universities, and the SBIR (Small... Business Innovation Research)/STTR (Small Business Technology Transfer Program community). • In a developmental capacity, performs financial analyses of private investment funds to evaluate investment return potential and monitor investment risk. • In a developmental capacity, monitors operations of private funds for regulatory compliance. • In a developmental capacity, serves as a technical authority in the development and interpretation of guidelines. • In a developmental capacity, prepares and presents recommendations on organizational improvement and/or program effectiveness to address concerns on policies and practices adopted by the agency. Salary Range: GS-09: $68,405 to $88,926 GS-11: $82,764 to $107,590 Requirements Conditions of Employment • You must be a U.S. Citizen • You must successfully complete a background investigation. • You may be required to serve a one-year probationary period. Qualifications For the GS-09: Experience: One year of specialized experience, equivalent to the GS-07 grade level in the Federal service, obtained in either the private or public. This experience included: 1. Reviewing economic, financial, investment portfolio data or investment firm operational risk or experience in business and strategy management or consulting; and 2. Assisting with research in the areas of investments, finance, economics, or business strategy; and 3. Assisting with communicating business, financial or investment information clearly. These qualifications must be clearly referenced in your resume. OR Education: Successfully completed a master's or equivalent graduate degree or have completed 2 full years of progressively higher-level graduate education leading to such a degree, (or have completed a LL.B. or J.D, if related) with a major field of 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. This education must demonstrate the knowledge, skills, and abilities necessary to do the work of this position. NOTE: Applicants must submit a copy of transcripts. OR Combination of Education and Experience: Have an equivalent combination of the specialized experience and graduate level education described above. (To calculate your combined amount, first determine the amount of your specialized experience as a percentage of the requirement listed in A above. Then determine the amount of your graduate education in excess of one full year (18 semester hours) as a percentage of the requirement listed in B above; then add the two percentages. The total percentages must equal at least 100 percent to qualify.) This education must demonstrate the knowledge, skills, and abilities necessary to do the work of this position. NOTE: Applicants must submit a copy of transcripts. For the GS-11: Experience: One year of specialized experience, equivalent to the GS-09 grade level in the federal service, obtained in either the private or public sector performing the following tasks: 1. Assisting with evaluating economic, financial, investment portfolio data or investment firm operational risk or experience in business and strategy management consulting; and 2. Performing research in the areas of investments, finance, economics, or business strategy; and 3. Presenting financial, investment or economic data and analysis to senior executives; and 4. Communicating business, financial or investment information clearly. These qualifications must be clearly referenced in your resume. OR Education: Successfully completed a Ph.D. or equivalent doctoral degree or have completed 3 full years of progressively higher-level graduate education leading to such a degree, (or have completed a LL.M., if related) with a major field of 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. This education must demonstrate the knowledge, skills, and abilities necessary to do the work of this position. NOTE: Applicants must submit a copy of transcripts. OR Combination of Education and Experience: Have an equivalent combination of the specialized experience and graduate level education described above. (To calculate your combined amount, first determine the amount of your specialized experience as a percentage of the requirement listed in A above. Then determine the amount of your graduate education in excess of two full years (36 semester hours) as a percentage of the requirement listed in B above; then add the two percentages. The total percentages must equal at least 100 percent to qualify.) This education must demonstrate the knowledge, skills, and abilities necessary to do the work of this position. NOTE: Applicants must submit a copy of transcripts. Additional information on the qualification requirements is outlined in the OPM Qualifications Standards Handbook of General Schedule Positions. It is available for your review on OPM's Qualifications web site: Financial Analysis Series 1160 Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g. Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). 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. Quality Ranking Factor (QRF): This position has a quality ranking factor. A QRF is defined as possessing the knowledge, skills, or abilities (KSA's)/competencies that could be expected to significantly enhance performance in the position but are not essential for satisfactory performance. You will be asked to select up to three areas that best demonstrate your experience in finance in the Occupational Questionnaire. • Acquisitions/Contracting • Equity research analysis • Finance and strategy consulting • Government Accounting • Investment banking • Managing a portfolio of co-investments or direct private investments • Organizational budget analysis • Public Accounting • Purchasing for an organization • Private equity, growth or venture fund investment analysis All qualification requirements must be met by 11:59 pm (Eastern Time) on 07/23/2024. Education TRANSCRIPTS: To qualify based on education, you must submit a legible copy of unofficial or official transcripts from an accredited institution with your name, school name, credit hours, course level, major(s), type of degree awarded (if applicable) and grade-point average or class ranking. Transcripts do not need to be official, but if you are selected for this position and you used your education to qualify, you must provide official transcripts before you can begin work. GRADUATE EDUCATION: One academic year of graduate education is considered to be the number of credits hours your graduate school has determined to represent one academic year of full-time study. Such study may have been performed on a full-time or part-time basis. If you cannot obtain your graduate school's definition of one year of graduate study, 18 semester hours (or 27 quarter hours) should be considered as satisfying the requirement for one year of full-time graduate study. APPLICANTS PLEASE NOTE: 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 (particularly positions with a positive education requirement.) Therefore, applicants must report only attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Verify School accreditation. All education claimed by applicants will be verified by the appointing agency accordingly. *** If you are using foreign education to meet qualification requirements, you must send a Certificate of Foreign Equivalency with your transcript in order to receive credit for that education. *** For further information, click on: Foreign Education. Additional information This is a bargaining unit position with AFGE Local 228. This is not a drug testing designated position (TDP). Career and InterAgency Career Transition Assistance Programs: Career Transition Assistance Plan (CTAP) is a program that helps "surplus" or "displaced" federal employees improve their chances of finding a new job in their current agency (intra-agency, i.e. SBA employees only). Inter-Agency Career Transition Assistance (ICTAP) is a program that helps "surplus" or "displaced" federal employees improve their chances of finding a new job at another agency (inter-agency; i.e. not applying to their current or former agency). You are eligible for CTAP/ICTAP if: 1. You are a current federal employee who meets the definition of a "surplus" or "displaced" employee meaning you have received official notice that your job is no longer needed or that you will lose your job by Reduction-in-Force (RIF). 2. Your agency, or the agency to which you are applying, is accepting applications from within or outside of the permanent workforce. 3. The position to which you are applying MUST BE in the Local Commuting Area of the position of record from which you are being displaced. 4. You meet the qualifications and other requirements of the job for which you are applying. This includes being rated as well-qualified for the position (score of 85 or better based on your responses to the competencies and associated questions listed within the assessment). 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. For additional information visit www.sss.gov. Consistent with work requirements and current SBA Policy, and all applicable provisions of the collective bargaining agreement with AFGE the SBA offers employees opportunities to perform work at an alternative location (e.g. home). Telework may be available. For information on Telework visit: http://www.telework.gov/ Additional vacancies may be filled from this vacancy announcement if additional vacancies occur within 180 days of the date the certificates were issued. • Benefits A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How You Will Be Evaluated You will be evaluated for this job based on how well you meet the qualifications above. Applicants meeting basic eligibility requirements will be further evaluated based on the information provided in the Occupational Questionnaire. To preview this questionnaire, click on the following link: https://apply.usastaffing.gov/ViewQuestionnaire/12468777. You will be rated based on your responses to the occupational questionnaire. The occupational questions relate to the following Competencies required to do the work of this position: • Financial Analysis • Oral Communication • Program Evaluation • Quality Ranking Factor • Writing Structured Resume Review: In order to be considered for this position, you must complete all required steps in the process. In addition to the application and application questionnaire, this position requires successful completion of additional assessments, including a structured resume review. Subject matter experts (SMEs) will review your resume to determine your technical qualifications for this position based on the required specialized experience. Applicants passing the structured resume review will move on to the next phase of the assessment process. Your application will be evaluated under the Category Rating method based on your responses to the assessment questions. You will receive a score based on the responses to the assessment questions. If, after reviewing your resume and or supporting documentation, a determination is made that you have inflated your qualifications and or experience your score can and will be adjusted to more accurately reflect your abilities. If you meet basic requirements for the position, your application will be evaluated and placed into one of three categories: 1. Best-Qualified: highly proficient with an overall comprehensive level of knowledge, skills and abilities related to the job based on a complete review of experience, education, and training as described in an applicant's responses to the assessment questions and resume. 2. Well-Qualified: competent in the position with an overall accomplished level of knowledge, skills, and abilities related to the job based on a complete review of experience, training, and education as applicable, as described in an applicant's responses to the assessment questions and resume. 3. Qualified: an overall basic level of knowledge, skills, and abilities related to the job based on a complete review of experience, education, and training, as described in an applicant's responses to the assessment questions and resume. Candidates eligible for veterans' preference will be placed ahead of other candidates in the appropriate category for which they have been rated. Additionally, preference eligibles who have a compensable service-connected disability of at least 10 percent and who meet Minimum Qualification Requirements will automatically be placed in the Best Qualified Category. Career and InterAgency Career Transition Assistance Programs: To receive selection priority for this position, you must: 1. meet CTAP or ICTAP eligibility criteria as described under "Additional Information" above; and 2. submit the appropriate documentation to support your CTAP/ICTAP eligibility claim which can be found under the Required Documents section of this vacancy announcement. • Benefits A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. • Required Documents As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies. Failure to submit any of the required documents by the closing date/time of the vacancy will result in your removal from consideration for this position. Please review your application prior to final submission and ensure you have submitted all appropriate documents. Uploading documents to USAJobs does NOT ensure inclusion with your application to our system. You must verify that the documents are in the system with your application prior to final submission. 1. Your Resume - must contain the following information: • Name, address, telephone number, email address; • Supervisor's contact information, if available (indicate if you would prefer to be notified before your supervisor is contacted); • Job Title (if Federal Service, provide series and grade; if not in GS plan, provide GS equivalent grade); • If qualifying based on related unpaid (e.g. volunteer service) experience, you must provide hours worked per week and beginning/ending dates (mm/dd/yyyy to mm/dd/yyyy); • If other than full time you must provide hours worked per week. • An integral part of our selection process includes the completion of reference checks. Please provide the names and telephone numbers of three professional references (e.g., current and/or former supervisors, college or university professors, managers or coordinators of volunteer activities, etc.) who know your qualifications relative to this position and who we can contact to verify your credentials. Do not list personal friends or relatives. • PLEASE BE CLEAR AND SPECIFIC. WE WILL NOT MAKE ASSUMPTIONS REGARDING YOUR EXPERIENCE. If your resume/application does not support your questionnaire answers, we will not allow credit for your response(s). Your resume must contain sufficiently detailed information upon which to make a qualification determination. Please ensure that your resume contains specific information such as position titles, beginning and ending dates (mm/dd/yyyy - mm/dd/yyyy) of employment for each position, average number of hours worked per week, and if the position is/was in the Federal government, you should provide the position series and grade level. • Should you submit multiple resumes, only the latest uploaded resume will be reviewed. • If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. https://help.usastaffing.gov/Apply/index.php?title=Reasonable_Accommodations_for_USA_Hire 2. A complete Occupational Questionnaire 3. In addition to the online application (resume and responses to the occupational questionnaire), you are required to submit the following forms, if applicable. It is the responsibility of the applicant to ensure all documents are legible: • Federal employees must submit proof of your permanent career/career-conditional competitive status ("1" or "2" in Tenure, block 24 and "1" in Position Occupied, block 34). Submit SF-50 showing current grade and tenure and an SF-50 showing highest (permanent) grade ever held, if different. NOTE: An award or detail SF-50 will not be accepted as proof of status. • If you are using education as a substitution for experience (the announcement will state whether this is allowed), or if there is an educational requirement for this position, you must submit a copy of your transcripts (unofficial or official) that clearly describes your qualifying education. If selected, official transcripts will be required; If you are claiming Veteran status, you must submit a copy of all required documents to support your claim (including a DD-214 showing character of service) • -see VetGuide; • To receive consideration for a special appointment authority (30% Disabled Vet, Schedule A, Peace Corps, VRA, etc) you must submit all required documentation supporting your claim for Special Appointing Authorities; • Veterans who are still in the service may be granted tentative preference on the basis of information contained in their applications, but they must produce a DD-214 (showing the character of service) or other proof of service to receive consideration for veterans' preference. For more information on Veterans' Preference, please visit FedsHireVets.gov. • CTAP/ICTAP/RPL Applicants: Surplus or displaced employees eligible for CTAP, RPL, or ICTAP priority must provide proof of eligibility (RIF separation notice, notice of proposed removal for declining a transfer of function or directed reassignment to another commuting area, notice of disability annuity termination), SF-50 documenting separation (if applicable), your most recent SF-50 noting position, grade level, and duty location with your application per 5 CFR 330, and your most recent performance appraisal. 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. • How to Apply Please follow all instructions carefully. Errors or omissions will affect your rating. If, after reviewing your resume and/or supporting documentation, a determination is made that you have inflated your qualifications and/or experience your rating may be adjusted to more accurately reflect your abilities. Please read the entire announcement and all the instructions before you begin an application. To apply for this position, you must complete the initial online application, to include the initial online assessment and submission of the required documentation specified in the Required Documents section below. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows: 1. To begin the application process, click the Apply Online button. 2. Answer the questions presented in the application and attach all necessary supporting documentation. 3. Click the Submit Application button prior to 11:59PM (ET) on the announcement closing date. 4. You may be asked to complete an additional Assessment. Structured Resume Review: In order to be considered for this position, you must complete all required steps in the process. In addition to the application and application questionnaire, this position requires successful completion of additional assessments, including a structured resume review. Subject matter experts (SMEs) will review your resume to determine your technical qualifications for this position based on the required specialized experience. Applicants passing the structured resume review will move on to the next phase of the assessment process. To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account. There you will find a record of your application, the application status, and an option to Update Application. This option will no longer be available once the announcement has closed. To verify the status of your application both during and after the announcement open period, log into your USAJOBS account at https://www.usajobs.gov/ All of your applications will appear on the Welcome page. The application record in your USAJOBS account provides an Additional Application Information page that provides information regarding the documentation you submitted and any correspondence we have sent related to this application. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status/ Agency contact information Lorraine Atencio-Curry Email lorraine.atencio-curry@sba.gov Address Office of Investment and Innovation 409 3rd Street SW Suite 6300 Washington, DC 20416 US Next steps Based on your application and your responses to the application questionnaire, you may be presented with instructions on how to complete any additional required assessments. To be considered for the position, you must meet all qualifications, including meeting or exceeding any possible cut score on the required assessments. SUITABILITY, CLEARANCE & REQUIREMENTS: A background investigation may be required for all new hires. Appointment will be subject to the applicant's successful completion of a background investigation and favorable adjudication. Failure to successfully meet these requirements will be grounds for termination. • Fair and Transparent The Federal hiring process is set up to be fair and transparent. Please read the following guidance. • Criminal history inquiries • Equal Employment Opportunity (EEO) Policy • Financial suitability • New employee probationary period • Privacy Act • Reasonable accommodation policy • Selective Service • Signature and false statements • Social security number request Required Documents Failure to submit any of the required documents by the closing date/time of the vacancy will result in your removal from consideration for this position. Please review your application prior to final submission and ensure you have submitted all appropriate documents. Uploading documents to USAJobs does NOT ensure inclusion with your application to our system. You must verify that the documents are in the system with your application prior to final submission. 1. Your Resume - must contain the following information: • Name, address, telephone number, email address; • Supervisor's contact information, if available (indicate if you would prefer to be notified before your supervisor is contacted); • Job Title (if Federal Service, provide series and grade; if not in GS plan, provide GS equivalent grade); • If qualifying based on related unpaid (e.g. volunteer service) experience, you must provide hours worked per week and beginning/ending dates (mm/dd/yyyy to mm/dd/yyyy); • If other than full time you must provide hours worked per week. • An integral part of our selection process includes the completion of reference checks. Please provide the names and telephone numbers of three professional references (e.g., current and/or former supervisors, college or university professors, managers or coordinators of volunteer activities, etc.) who know your qualifications relative to this position and who we can contact to verify your credentials. Do not list personal friends or relatives. • PLEASE BE CLEAR AND SPECIFIC. WE WILL NOT MAKE ASSUMPTIONS REGARDING YOUR EXPERIENCE. If your resume/application does not support your questionnaire answers, we will not allow credit for your response(s). Your resume must contain sufficiently detailed information upon which to make a qualification determination. Please ensure that your resume contains specific information such as position titles, beginning and ending dates (mm/dd/yyyy - mm/dd/yyyy) of employment for each position, average number of hours worked per week, and if the position is/was in the Federal government, you should provide the position series and grade level. • Should you submit multiple resumes, only the latest uploaded resume will be reviewed. • If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. https://help.usastaffing.gov/Apply/index.php?title=Reasonable_Accommodations_for_USA_Hire 2. A complete Occupational Questionnaire 3. In addition to the online application (resume and responses to the occupational questionnaire), you are required to submit the following forms, if applicable. It is the responsibility of the applicant to ensure all documents are legible: • Federal employees must submit proof of your permanent career/career-conditional competitive status ("1" or "2" in Tenure, block 24 and "1" in Position Occupied, block 34). Submit SF-50 showing current grade and tenure and an SF-50 showing highest (permanent) grade ever held, if different. NOTE: An award or detail SF-50 will not be accepted as proof of status. • If you are using education as a substitution for experience (the announcement will state whether this is allowed), or if there is an educational requirement for this position, you must submit a copy of your transcripts (unofficial or official) that clearly describes your qualifying education. If selected, official transcripts will be required; If you are claiming Veteran status, you must submit a copy of all required documents to support your claim (including a DD-214 showing character of service) • -see VetGuide; • To receive consideration for a special appointment authority (30% Disabled Vet, Schedule A, Peace Corps, VRA, etc) you must submit all required documentation supporting your claim for Special Appointing Authorities; • Veterans who are still in the service may be granted tentative preference on the basis of information contained in their applications, but they must produce a DD-214 (showing the character of service) or other proof of service to receive consideration for veterans' preference. For more information on Veterans' Preference, please visit FedsHireVets.gov. • CTAP/ICTAP/RPL Applicants: Surplus or displaced employees eligible for CTAP, RPL, or ICTAP priority must provide proof of eligibility (RIF separation notice, notice of proposed removal for declining a transfer of function or directed reassignment to another commuting area, notice of disability annuity termination), SF-50 documenting separation (if applicable), your most recent SF-50 noting position, grade level, and duty location with your application per 5 CFR 330, and your most recent performance appraisal. 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. Help This job is open to • The public U.S. Citizens, Nationals or those who owe allegiance to the U.S