VP Investor Relations

Candidate Self-Assessment Survey

Purpose of This Self-Assessment

We want to get a better understanding of your values, abilities, and skills to facilitate efficient matchmaking between what you are like and what is required for our open position.

There are no right or wrong answers and no such thing as an individual disqualifying response to a given question. We value your honest self-reflection, as it helps both you and us determine whether this opportunity is a mutual fit.

Complete all sections to submit

Question 1: Values

The following list of values are generally positive things that motivate you as you make decisions about where you choose to work and how you choose to pursue goals at work. Many people would say they value each item on this list. This is a question of degree and your relative alignment with these goals. When these values are at odds (e.g., you must choose a path that favors one value vs. another), which one "wins" in helping you determine your next set of actions? Please force rank your alignment with these values with strongest alignment on top and relatively weakest alignment on the bottom. Again, putting a value on the bottom of this hierarchy does not mean that you do not value it, you just align with this value to a lesser degree than the other values that are ranked ahead of it.

How to reorder: On desktop, click and drag items. On mobile/tablet, tap and hold an item, then drag it to your desired position.

Abilities

Rate yourself compared to your industry-wide (alternative investments) peer group.

Understanding the Rating Scale: Per the SEC, there are approximately 4,000 investment advisers in the US with over $150M in assets under management. Raising the AUM threshold to $1B AUM conservatively reduces this number to approximately 1,000 firms. With these assumptions, a top percentile person would have a peer in their role of equal or superior capability in up to 10 firms; top decile: up to 100 firms; top quartile: up to 250 firms (across all regions in the USA).

Skills

Rate yourself compared to your industry-wide (alternative investments) peer group.

Understanding the Rating Scale: Per the SEC, there are approximately 4,000 investment advisers in the US with over $150M in assets under management. Raising the AUM threshold to $1B AUM conservatively reduces this number to approximately 1,000 firms. With these assumptions, a top percentile person would have a peer in their role of equal or superior capability in up to 10 firms; top decile: up to 100 firms; top quartile: up to 250 firms (across all regions in the USA).