Are you a candidate looking to sharpen your skills? Try our practice tests or view sample interview questions & Get hired by the best. Click Here×

Business Analyst Wealth Management Assessment

Topics Covered

  • pay trail commission
  • risk management
  • market capitalization
  • net asset value
  • Treynor - Black Model

Useful for hiring

  • Business Analyst Wealth Management (0-2 years experience)
  • Wealth Management Analyst (0-2 years experience)
  • Jr. Wealth Management Business Analyst (0-2 years experience)

Start hiring job-fit candidates using this assessment

GET A DEMO

"Our recruiters no longer rely only on the telephonic interviews. We shortlist candidates based on assessment reports. The detailed test reports provide skill wise analysis of each candidate. This has helped our clients reduce their time to hire by 60%."

Vipin Sharma, Mobile Programming,
General Manager HR & Recruitement
Question

You are the first Business Analyst to join an innovative software development company. They are about to embark on a progressive software project. The project will use the SDLC Framework. The Project Manager has requested that you should ensure the governance from a BA perspective. Also, you should make sure that all the required documents and processes are documented before the Design Phase begins. 

Congratulations! You have successfully finalized and obtained sign off for all the required BA artifacts expected from the Analysis Phase. But as a project team, you are the only halfway and now the Design Phase begins.

Which artifact is a result of the Design Phase?

Answer
    • Technical Specification
       

    • Functional Requirement Specification
       

    • Test Cases
       

    • Test Plan
       

Test details:

The test enables employers and recruiters to identify potential hires by evaluating working skills and job readiness. For this reason, the emphasis is laid upon evaluating the knowledge of applied skills gained through real work experience, rather than theoretical knowledge. 

Questions : 30 
Duration : 30 minutes

 

  • Business Analyst: 10 Questions 10 minutes

  • Wealth Management: 10 Questions 10 minutes

  • Analytical Thinking: 5 Questions 5 minutes

  • Writing Skills: 5 Questions 5 minutes

Test description:

The Business Analyst for Wealth Management mainly works on supporting the Wealth Managers to manage the existing and new client relationship. These analysts assist in various projects including portfolio reviews and preparing financial and tax projections using software tools. 

The Business Analyst for Wealth Management test is designed to assess the candidates in the area of financial planning, risk and return, contracts, markets, asset allocation, etc. This test consists of meaningful questions on pay trail commission, risk management, market capitalization, net asset value, Treynor - Black Model and many more. 

Using powerful reporting, you will have detailed analysis of test results to help you make better decisions and predict candidate and employee success. 

Good News! You can customize this test as per your requirement

  • Choose and add questions from Interview Mocha question libraries

  • Add your own set of questions

  • Customize test settings like duration, number of questions, passing score, web proctoring and much more

  • Mail us at support@interviewmocha.com to create a custom test

Looking for a tailor-made test, to suit your assessment needs?

Get in touch

Global companies using Mocha assessments

  • altran
  • credit suisse
  • sephora
  • nielsen
  • capgemini
  • akamai

How Mocha assessments are brewed

Speed up your IT recruitment with Interview Mocha

  • 500+ IT skill tests
  • 20+ coding languages
  • 50+ domain knowledge tests
  • 100+ digital 2.0 skill tests
  • Customer focus aptitude tests
  • Enterprise ready features & more...
GET A DEMO

Why hiring managers and recruiters across the globe love Interview Mocha

Take your first step to hire job fit candidates

GET A DEMO