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Portfolio Analyst Skills Test
Test duration:
No. of questions:
Level of experience:
Entry Level/Mid

Portfolio Analyst Skills Test

Use iMocha's strategically designed assessment to evaluate individual's analytical skills and market trend knowledge. Our Portfolio Analyst test helps L&D managers identify and fix skill gaps within the organization quickly and reduces hiring costs by 60% for Talent Acquisition professionals.

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Portfolio Analyst Skills Test

Who is a Portfolio Analyst?

A portfolio analyst makes well-curated and researched investment decisions and manages investment portfolios.

They use various analytical techniques to identify the most profitable investment opportunities and make recommendations to their clients based on their financial goals and risk tolerance.

Why Use iMocha's Portfolio Analyst Skills Test

iMocha's test has been designed to evaluate how seamlessly an applicant can undertake portfolio analysis and financial risk mitigation. Some major concepts of portfolio analysis assessed in the test are investment strategies implementation, financial modeling, data analysis, etc.

This test is a part of our finance test suite and can evaluate various skills like financial data analysis, risk mitigation, interpreting financial ratios, asset allocation, etc.

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How it works

Test Summary

A variety of skills can be assessed using iMocha's Portfolio Analyst Skills Test:

  • Financial goal management according to the latest market trends and requirements.
  • Risk tolerance to correctly evaluate the volatility of an investment.
  • Asset management to maintain the investments and increase their value over time.
  • Investment analysis to research and assess the security of an investment in reference to the market trends.
  • Operation risk management to identify and focus on the right investment strategies.
  • Diversification and rebalancing to rightly spread the investments within different classes of the asset.

iMocha's Portfolio Analyst Skills Test is highly reliable and will effectively evaluate an employee or candidate's knowledge of portfolio analysis and functionalities.

Useful for hiring
  • Portfolio Analyst
  • Portfolio Investment Analyst
  • Portfolio Quantitative Analyst
Test Duration
No. of Questions
Level of Expertise
Entry Level/Mid
Topics Covered

Investment Beta

This assessment helps recruiters and L&D managers to assess the test candidate's ability to measure a stock's volatility relative to the trends of the financial market.

Diversification benefit

Our strategically designed test helps TA and TD professionals to check candidates for reducing the risk of their financial portfolio by investing in a variety of assets.

Capital Asset Pricing Model

This portfolio analyst test assesses test candidates' calculations of expected returns for assets using risk-free rate, market risk premium, and asset beta.

Asset management factors

A portfolio analyst test checks knowledge of factors that impact a portfolio, like liquidity, volatility, market trends, and diversification.

Types of investment

This assessment helps recruiters and L&D managers check an employee or candidate's knowledge of stocks, bonds, mutual funds, exchange-traded funds, real estate, commodities, derivatives, etc.

Statistical Financial modelling

This test allows you to assess whether applicants can successfully create mathematical models to analyze financial data and make predictions.
Sample Question
Choose from our 100,000+ questions library or add your own questions to make powerful custom tests.
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Topics covered


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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.
How is the Portfolio Analyst skills test customized?
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iMocha's Portfolio Analyst skills test can be customized according to specific demands. Various primary and secondary skills related to portfolio analysis can be tested, like regression analysis, time series analysis, liquidity, risk adjustment, etc. Some other customizable elements of the test are test duration, length, and difficulty level.

What are the most common interview questions?
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Some common interview questions related to iMocha's Portfolio Analyst skills test are:

  • How do you prioritize investment decisions when there are competing opportunities?
  • What are some statistical models you have used till now for financial risk analysis?
  • Can you describe all the steps you take while building a financial model?
What are the required skillsets to work as Portfolio Analyst?
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Mentioned below are some of the skills required to work as a portfolio analyst:

  • Financial risk mitigation
  • Data analysis
  • Financial analysis
  • Investment analysis
  • Statistical financial modelling
  • Regression analysis
  • Industry knowledge
What are the roles and responsibilities for this role?
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Mentioned below are some roles and responsibilities of a portfolio analyst:

  • Portfolio management
  • Investment performance monitoring
  • Selecting relevant investment
  • Risk mitigation and management
What is the package of a Portfolio Analyst?
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The annual package of a portfolio analyst can range between $66,165 to $93,100.