Investment Analyst Assessment Test

Candidates Assessed

21224+

Organizations Served

127+

Investment analyst aptitude test is the ideal pre-hire test for recruiters and hiring managers to assess candidates objectively. Our test is useful for hiring an Investment Analyst. This financial analyst test has helped our customers to reduce candidate screening time by 80% and increase interview-to-selection ratio by 62%.

About Investment Analyst Assessment Test

An investment analyst provides research and information to help traders, fund managers, and stock brokers make decisions about investments. The information they provide ensures investment portfolios are well managed and that potential investment opportunities are highlighted.

Some analysts work for investment management companies, providing information to in-house fund managers; others work for stockbrokers and investment banks, where their research is needed by portfolio managers or by clients who make their own investment decisions. An investment analyst is tasked with researching, collecting and analyzing information which helps investment managers to make effective and profitable decisions on behalf of clients whilst building a successful investment portfolio.

Investment analysts are employed by companies and investment trusts, stock trading and brokerage firms, insurance providers, investment banks, non-banking financial companies, and private equity firms. More often than not, analysts handle multiple projects and usually specialize in a particular industry segment, geographical area or class of investment.

KEY SKILLS:

RISK MODELLING AND RISK ANALYSIS – Excel Modelling
MANAGING COMPLEX TASKS – Abstract Reasoning
ANALYTICAL THINKING- Quantitative Aptitude
VERBAL AND WRITTEN COMMUNICATION SKILLS- Verbal Ability and Verbal Reasoning
UNDERSTAND QUALITATIVE AND QUANTITATIVE ANALYSIS – Statistics, Logical Reasoning
FINANCE KNOWLEDGE- FINANCIAL ANALYSIS, FINANCIAL MANAGEMENT, MANAGEMENT ACCOUNTING

Are you a jobseeker looking to sharpen your skills?

Test Summary

VERBAL ABILITY

Verbal ability is essential because grammar and vocabulary is a prerequisite for good spoken and written English.

VERBAL REASONING

Reading comprehension indicates an ability to comprehend and reason with the concepts on a written page.

QUANTITATIVE APTITUDE

Quantitative ability will indicate analytical thinking and problem-solving ability.

FINANCE

Finance and statistics questions will validate financial skills of an applicant

The investment analyst aptitude test may contain MCQ's (Multiple Choice Questions), MAQ's (Multiple Answer Questions), Fill in the Blanks, Descriptive, Whiteboard Questions, Audio / Video Questions, True or False Questions, etc.

Test Duration: 76 minutes

No. of Questions: 58

Level of Expertise: Entry/Mid/Expert

Useful for hiring

Investment Analyst

Topics Covered

Finance

iMocha’s financial analyst aptitude test helps to evaluate candidate’s knowledge about finance which deals with banking, debt, credit, money, and investments activities

Statistics

Our assessment helps to evaluate a candidate’s understanding about financial statistics which is the process of analyzing and interpreting valuable financial data

Excel Modelling

This test helps to assess applicant’s ability to prepare the expected financial statements to predict the financial performance in future

Verbal Reasoning

This financial analyst test helps to evaluate a candidate’s communication skills with effective words

Logical Reasoning

Our assessment helps to assess a candidate’s ability to solve logical questions or non-verbal questions

Abstract Reasoning

This financial analyst aptitude test helps to evaluate candidates' ability to solve problems based on the outside world with sense

Sample Questions

Choose from our 100,000+ question library or add your own questions to make powerful custom tests

Question types:

Multiple Option

Topic:

Difficulty:

Easy

Q 1. If the current ratio is 4:1 and the net working capital is $30,000, what is the amount for current assets?

$10,000

$40,000

$24,000

$6,000

Question types:

Multiple Option

Topic:

LOOKUP Formulas

Difficulty:

Hard

Q 2. The table indicates the weekly income generated by a freelancer, Jack. How will you calculate the income generated weekly from these activities?

Table showing weekly income

=OFFSET(A1,(ROW()-4)*n,0,n,1), where n is equal to 1,2,3, depending on the week you want to calculate.

=OFFSET(A1,(ROW()-4)*n,0,n,1), where n is equal to 0,5,10, depending on the week you want to calculate.

=SUM(OFFSET(A1,(ROW()-4)*n,0,n,1)), where n is equal to 1,2,3, depending on the week you want to calculate.

=SUM(OFFSET(A1,(ROW()-4)*n,0,n,1)), where n is equal to 0,5,10, depending on the week you want to calculate.

Sample Report

View Full Report . . .

Hire job-fit candidates using this test now

You can customize this test by

Setting difficulty level of test

Choose easy, medium or hard questions from our skill libraries to assess candidates of different experience levels.

Combining multiple skills into one test

Add multiple skills in a single test to create an effective assessment. Assess multiple skills together.

Adding your own questions to the test

Add, edit or bulk upload your own coding questions, MCQ, whiteboarding questions & more.

Requesting a tailor-made test

Get a tailored assessment created with the help of our subject matter experts to ensure effective screening.

Related Skills

Trusted By

“When hiring Business Analysts, I had to assess the applicants on their logical reasoning & aptitude. However, assessing a large pool of candidates & acquiring unbiased results without any human hustle is difficult without an automated solution. With iMocha, I was able to filter more than 500 candidates within a short span of time.”