HomeFinance Tests
Portfolio Management Online Test
Test duration:
No. of questions:
Level of experience:

Portfolio Management Online Test

iMocha’s portfolio management online test is the ideal pre-hire test for recruiters and hiring managers to assess candidates objectively. This portfolio manager assessment test is useful for hiring a Portfolio Manager. Our portfolio manager assessment test helps to reduce hiring time by 40% and increase interview-to-selection ratio by 62%.

Person checking off items on a checklist
Trusted by 500+ Enterprises

Portfolio Management Online Test

A portfolio is known for different investment tools namely stocks, shares, mutual funds, and bonds, cash which are all combined together depending on the investor’s income, budget, risk appetite and the holding period. Portfolio Management is the art and science of making decisions about the investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. It mainly refers to managing an individual’s investments in the form of bonds, shares, cash, and mutual funds so that users earn maximum profits within the estimated time. Portfolio management online test helps recruiters and hiring managers to assess candidate’s investment portfolio management skills. Portfolio manager assessment test is designed by experienced Subject Matter Experts (SMEs) to evaluate and hire a portfolio manager as per industry standards.

Why use iMocha’s portfolio management online test?

This portfolio management online test helps employers to hire job-fit candidates quickly, make unbiased employee performance appraisal decisions and reduce hassle in mass recruitment. Reduce hiring time up to 40% with our portfolio manager assessment test.

Wondering what other skills we have in our World’s Largest Skills Assessment library?
Visit here
How it works

Test Summary

Portfolio Administration skills test helps you to screen candidates who possess skills as follows:

  • Ability to manage and advise on multi-asset class portfolio
  • ability to analyze credit portfolio
  • Excellent knowledge of financial instruments and financial analysis techniques
  • Knowledge of banking regulations, lending policies, procedures, and techniques

Assessing candidates with a portfolio administrator online test is secure and reliable. You can use our role-based access control feature to restrict system access based on the roles of individual users within the recruiting team. Features like window violation and webcam proctoring help detect cheating during the test. Portfolio manager skills test may contain MCQs (Multiple Choice Questions), MAQs (Multiple Answer Questions), Fill in the Blanks, Whiteboard Questions, Audio/Video Questions, AI-LogicBox, Job-based Simulations, True or False Questions, etc.

Useful for hiring
  • Portfolio Manager
Test Duration
No. of Questions
Level of Expertise
Topics Covered

Capital Asset Pricing Model

iMocha’s portfolio management online test helps recruiters and hiring managers to evaluate candidate’s understanding about Capital Asset Pricing Model (CAPM) that shows the relationship between risks and expected return for assets

Portfolio Management

Our assessment helps to evaluate a candidate’s ability to manage a portfolio by considering the right investment policy

Portfolio Management Risks

Our test helps to evaluate a candidate’s understanding of the portfolio risk management process that identifies, assesses, measures and manages risk within the portfolio

Investment Motive

This portfolio administration skills test helps recruiters to assess applicant’s understanding about right investment strategy

Investment Betas

This portfolio manager assessment test assesses the candidate’s knowledge of investment betas measurement that helps to measure the volatility of stocks

Sample Question
Choose from our 100,000+ questions library or add your own questions to make powerful custom tests.
Question type
Multiple Option
Topics covered
Capital Asset Pricing Model


You have been approached to buy shares from Sigma Ltd. whose shares are now widely in demand. You have heard that even though they have a beta of 2.3, their shares are currently trading at 100% over their nominal value. Should you invest in the share?


  • Yes, as it is likely to profit.
  • Yes, as the beta is 2.3.
  • No, the beta is too high.
  • No, they are trading shares over their nominal value.
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.