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Business Analyst Wealth Management Test

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HomeBusiness Analyst Tests
Business Analyst Wealth Management Test
Test duration:
30
min
No. of questions:
30
Level of experience:
Entry/Mid/Expert

Business Analyst Wealth Management Test

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%.

A business analyst wealth management logo
Capgemini
Deloitte
The United Nations
Fujitsu
The United Nations

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.

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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
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)
Test Duration
30
min
No. of Questions
30
Level of Expertise
Entry/Mid/Expert
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

Treynor - Black Model

Our wealth management business analyst test helps in assessment of candidate’s knowledge about Treynor-Black Model (also called portfolio optimization model) which seeks to maximize a portfolio
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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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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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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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A helicopter view of the employee's progress
Test Report
You can customize this test by

Setting the difficulty level of the test

Choose easy, medium, or tricky 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 and assess multiple skills together.

Adding your own
questions to the test

Add, edit, or bulk upload your coding, MCQ, and whiteboard questions.

Requesting a tailor-made test

Receive a tailored assessment created by our subject matter experts to ensure adequate screening.
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