Business Analyst Wealth Management Assessment

Topics covered

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

  • MAQ (Multiple Answer Question)
  • MCQ (Multiple Choice Question)
  • Descriptive Question
  • White Board Simulator
  • Coding Simulator
  • Audio Question
  • Video Question
  • Case Study Question

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. 

This pre-employment test is 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)

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

Business Analyst Wealth Management Test

Question #1 of 1

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 ensure the governance from a BA perspective is above board and all the required documents and processes are documented before the Design phase begins. 

Congratulations! You have successfully finalised and obtained sign off for all the required BA artefacts expected from the Analysis Phase. But as a project team, you’re only half way and as a BA now the Design phase begins.

Which artefact is a result of the Design phase?

    • Technical Specification

    • Functional Requirement Specification

    • Test Cases

    • Test Plan

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24.00 Out of 40.00
Pass
60%
03
23 Minutes

Java EE

9/10

Hibernate

3/10

Oracle PL/SQL

7/10

Analytical Thinking

5/10

Note:If score<= 30% then its a Weakness. If score >=70% then its a Strength.

Strengths

Java EE, Oracle PL/SQL, Analytical Thinking

Weaknesses

Hibernate

Happy

It was a good test for me, the questions were on the latest technology of java on which I am currently working. It was a great experience. Thank you!

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