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Business Analyst Wealth Management Test
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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%.

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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
No. of Questions
Level of Expertise
Topics Covered

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

Risk Management

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

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

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

Sample Question
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Question type
Topics covered
Strategy Implementation


Q 1. As a business analyst, you are working on a project where you are initiating the automation process. You need to mention the current state and the process after implementation to enable the team's understanding of the process. Which of the following options will help you in this task?

Analyze the automation potential of the process and create a descriptive report.
Conduct a meeting with all the teammates to discuss the automation process stage by stage.
You will prepare a report around the discovery phase, listing all the factors for calculations to analyze the automation process.
You will prepare the process design document mentioning all the required details.
A helicopter view of the employee's progress
Test Report
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