Business Analyst Wealth Management Assessment

Candidates Assessed


Organisations Served


iMocha’s business analyst wealth management test is the preferred pre-employment test for recruiters and hiring managers to hire job-fit candidates for roles such as Business Analyst Wealth Management (0-2 years' experience), Wealth Management Analyst (0-2 years' experience), and Jr. Wealth Management Business Analyst (0-2 years' experience). Our test has helped our customers to reduces time-to-hire by 45%.

About Business Analyst Wealth Management Assessment

The business analyst for wealth management mainly works on supporting the wealth managers to manage the existing and new client relationship. These analysts assist in various projects including portfolio reviews and preparing financial and tax projections using software tools.   

The business analyst for wealth management test is designed to assess the candidates in the area of financial planning, risk and return, contracts, markets, asset allocation, etc. This test consists of meaningful questions on pay trail commission, risk management, market capitalization, net asset value, Treynor - Black Model and many more.

Are you a jobseeker looking to sharpen your skills?

Test Summary

Business analyst wealth management test enables employers and recruiters to identify potential hires by evaluating working skills and job readiness. For this reason, the emphasis is laid upon evaluating the knowledge of applied skills gained through real work experience, rather than theoretical knowledge. Using powerful reporting, you will have a detailed analysis of test results to help you make better decisions and predict candidate and employee success.

The Wealth Management Business Analyst Test Contains:

  • Business Analyst: 10 Questions 10 minutes

  • Wealth Management: 10 Questions 10 minutes

  • Analytical Thinking: 5 Questions 5 minutes

  • Writing Skills: 5 Questions 5 minutes

Test Duration: 30 minutes

No. of Questions: 30

Level of Expertise: Entry/Mid/Expert

Useful for hiring

  • Business Analyst Wealth Management (0-2 years experience)
  • Wealth Management Analyst (0-2 years experience)
  • Jr. Wealth Management Business Analyst (0-2 years experience)

Topics Covered

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Pay Trail Commission

This business analyst wealth management test helps recruiters to assess candidate’s ability to manage wealth of business by which trail commission is to be paid by investor

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Risk Management

Our test evaluates candidate’s proficiency in minimizing risk of financial loss related with risks to assets or business

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Market Capitalization

This test assesses candidate’s understanding about market capitalization which refers to the total market value of a company's shares of stock

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Net Asset Value

This test evaluates candidate’s ability to calculate Net Asset Value (NAV) of company which is calculated by subtracting total liabilities from total assets of a company

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Treynor - Black Model

Our wealth management business analyst test helps in assessment of candidate’s knowledge about Treynor-Black Model which also called portfolio optimization model which seeks to maximize a portfolio's Sharpe ratio 

Sample Report

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Skill wise performance report by iMocha

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You can customize this test by

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

Trusted By

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“As a Talent Acquisition Manager, I observed that my team spent too much time in interviewing irrelevant candidates. So our team created an Aptitude evaluation test called Uneecops Common Aptitude Test (UCAT) with the help of iMocha. Now, we share the test with the candidates & based on the assessment report we were able to filter 170 good candidates from the pool of 300.”

Nisha Chandila, Talent Acquisition Manager, UNEECOPS

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