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Investment Management Test
Test duration:
20
min
No. of questions:
10
Level of experience:
Entry/Mid/Senior

Investment Management Test

This Investment Management Test assesses candidates' knowledge of portfolio management, risk analysis, and financial planning. Recruiters can evaluate analytical and decision-making skills critical for finance roles. With iMocha's assessments, organizations can hire investment professionals who optimize returns and manage financial assets effectively.

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Capgemini
Deloitte
The United Nations
Fujitsu
The United Nations

Investment Management Skills Test

Investment management is a type of asset management used to manage financial assets and budgets at an organizational level. It also refers to managing the investment portfolio of stocks, bonds, and many other investments based on the company's goals. Investment managers play a vital role in investment management. They mostly handle all the responsibilities related to investments and further develop strategies and executions of all the financial activities planned in an organization.

The investment management skills test helps recruiters & hiring managers assess the investment management skills of a candidate. The investment management skills assessment test is designed by experienced subject matter experts (SMEs) to assess & hire investment managers as per the industry standards.

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How it works

Test Summary

The investment management skills test helps to screen the candidates who possess traits as follows:

  • Ability to handle all types of financial investments, budgets, funds, and assets
  • Knowledge of risk management in various investments
  • Excellent knowledge of real estate, property management, and other securities
  • Familiarity with the capital asset pricing model

The investment management skills test is designed considering EEOC guidelines; it will help you to assess & hire diverse talent without bias. With role-based access control, you can now maintain security within your account by providing access to each user based on their established role. Moreover, with the help of our advanced cheating prevention tools, you can allow candidates to take the test from anywhere in the comfort of their time zone.

This test may contain MCQs (Multiple Choice Questions), MAQs (Multiple Answer Questions), Fill in the Blanks, Audio/Video Questions, LogicBox (AI-based essay evaluation), Job-based Simulations, True or False Questions, etc.

Useful for hiring
  • Investment Manager
  • Investment Management Specialist
  • Investment Management Analyst
Test Duration
20
min
No. of Questions
10
Level of Expertise
Entry/Mid/Senior
Topics Covered
Shuffle

Investment Motive

This test assesses understanding of the motives behind investments, including risk appetite, return expectations, and portfolio objectives.

Investment Management Risks

The assessment evaluates knowledge of key risks in investment management, such as market risk, liquidity risk, and credit risk.
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Investment Management

This test covers core principles of investment management, including asset allocation, diversification, and portfolio strategies.
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Capital Asset Pricing Model

The assessment tests understanding of the CAPM framework, focusing on expected returns, risk-free rates, and market risk premiums.
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Investment Beta

This test evaluates knowledge of beta as a risk measure, assessing how assets respond to market volatility and its role in portfolio decisions.
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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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