Portfolio Management Online Test

Candidates Assessed


Organisations Served


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%.

About 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 he/she earns the maximum profits within the estimated time frame.

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 (SME) to evaluate and hire a portfolio manager as per the industry standards.

Why use iMocha’s portfolio management online test?

This portfolio management online test helps employers in many ways including hiring a job-fit candidate within a short period, taking unbiased employee performance appraisal decisions and reducing hassle in mass recruitment. Reduce hiring time up to 40% with our portfolio manager assessment test.

Are you a jobseeker looking to sharpen your skills?

Test Summary

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

  • Ability to manage and advise on multi-asset class portfolio’s 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.

Test Duration: 30 minutes

No. of Questions: 20

Level of Expertise: Entry/Mid/Expert

Useful for hiring

  • Portfolio Manager

Topics Covered

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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) which shows relationship between risks and expected return for assets

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Portfolio Management Risks

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

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Investment Betas

This portfolio manager assessment test assesses candidate’s knowledge about investment betas measurement which helps to measure stock’s volatility

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Portfolio Management

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

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Investment Motive

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

Sample Questions

Choose from our 100,000+ question library or add your own questions to make powerful custom tests

Question types:

Multiple Option


Capital Asset Pricing Model



Q 1. 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.

Question types:

Multiple Option


Portfolio Management



Q 2. A and B have both been investing in company shares, thereby enhancing their portfolios. A has shares of companies that are associated with ice cream and also a standalone cellphone production company. B, on the other hand, has shares invested in two banks that are similar in nature. Which of the following is true?
A is likely to gain more than B
B is likely to gain more than A
A faces more risks as the companies are not at all related
B faces more risks as the companies are very much related

Sample Report

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Skill wise performance report by iMocha

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You can customize this test by

difficulty level
Setting difficulty level of test      

Choose easy, medium or hard questions from our skill libraries to assess candidates of different experience levels.                       

multiple skills
Combining multiple skills into one test

Add multiple skills in a single test to create an effective assessment. Assess multiple skills together.                                              

adding own skill
Adding your own questions to the test

Add, edit or bulk upload your own coding questions, MCQ, whiteboarding questions & more.                       

tailor made test
Requesting a tailor-made test                  

Get a tailored assessment created with the help of our subject matter experts to ensure effective screening.

Trusted By

Rehana Nisar, Global Product & Services Recruitment Head, Gartner
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“We realized that to acquire quality talent, our recruitment process was in dire need of automation. Too many of our technical team were simply wasting hours conducting interviews that did not yield the desired results. For us, the foremost criteria was to find a recruitment partner who could tick all the right boxes.”

Rehana Nisar, Global Product & Services Recruitment Head,


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