Business Analyst Wealth Management Assessment

Topics covered
  • pay trail commission
  • risk management
  • market capitalization
  • net asset value
  • Treynor - Black Model
  • Test Duration: 30 minutes
  • No. of Questions: 30
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.

  • add your own questions
    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.

Start hiring job-fit candidates using this assessment
Trusted by leading brands worldwide

“Thanks to Customer Success Team of Interview Mocha, they have shared the best practices of quick test creation & also helped us in training all our recruiters for various functionalities of the tool. Now my team of 25 recruiters has adopted this measure & it has done wonders for our clients.”

Vipin Sharma, Mobile Programming
Vipin Sharma, Mobile Programming
Start inviting candidates in next 2 minutes
About Business Analyst Wealth Management Assessment

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. 

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

The Wealth Management Business Analyst Test Contains:

  • Business Analyst: 10 Questions 10 minutes

  • Wealth Management: 10 Questions 10 minutes

  • Analytical Thinking: 5 Questions 5 minutes

  • Writing Skills: 5 Questions 5 minutes

This Business Analyst Wealth Management Assessment 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)