Investment Analyst Assessment Test

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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.


  • MANAGING COMPLEX TASKS – Abstract Reasoning 
  • ANALYTICAL THINKING- Quantitative Aptitude 
  • VERBAL AND WRITTEN COMMUNICATION SKILLS- Verbal Ability and Verbal Reasoning 

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Test Summary


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


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


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


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

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

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

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Excel Modelling

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

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Verbal Reasoning

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

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Logical Reasoning

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

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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





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

Question types:

Multiple Option


LOOKUP Formulas



Q 2. The below table indicates weekly income generated by a freelancer Jack. How will you calculate the amount of income generated on a weekly basis 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 a week you want to calculate.
=OFFSET(A1,(ROW()-4)*n,0,n,1), where n is equal to 0,5,10 depending on a week you want to calculate.
=SUM(OFFSET(A1,(ROW()-4)*n,0,n,1)), where n is equal to 1,2,3 depending on a week you want to calculate.
=SUM(OFFSET(A1,(ROW()-4)*n,0,n,1)), where n is equal to 0,5,10 depending on a week you want to calculate.

Sample Report

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Skill wise performance report by iMocha

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Trusted By

Pedro Furtado, Capacity Manager, Altran-Portugal
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“Finding quality talent is a challenge more so when you consider the sheer number of resumes we get each year. To top this, the time we spent on our recruitment process was humongous. iMocha helped us to cut down on our candidate filtration time by 40 %, making it our preferred assessment tool.”

Pedro Furtado, Capacity Manager, Altran-Portugal

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