Assessment Template For Financial and Investment Analysts

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Financial and Investment Analysts


Qustom Questions

Hiring success rate

icon chart bar

80% hiring better

Test Used

icon chart bar

17566 times

Popular Job Roles
AnalystCredit Products OfficerEquity Research AnalystFinancial AnalystInvestment AnalystPlanning AnalystPortfolio ManagerReal Estate AnalystSecurities AnalystTrust Officer


Technology Skills
Analytical or scientific software
Time Limit20 min


  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Collaborate with investment bankers to attract new corporate clients.

Technology Skills

Analytical or scientific software

IBM SPSS Statistics, SAS statistical software, The MathWorks MATLAB, Ward Systems Group NeuralShell Predictor

Word processing software

Google Docs, Microsoft OneNote, Microsoft Word, Report generation software

Financial analysis software

Delphi Technology, Moody's RiskCalc, Oracle E-Business Suite Financials, Wolfram Research Mathematica UnRisk Pricing Engine

Enterprise resource planning ERP software

Microsoft Dynamics GP, NetSuite ERP, Oracle Hyperion, Oracle JD Edwards EnterpriseOne

Data base user interface and query software

Microsoft SQL Server, Oracle software, Structured query language SQL, Yardi software

Call to action section illustrate

Our platform will answer your questions:

  • checkmark iconWhat are your candidate's cognitive abilities?
  • checkmark iconWhat's your candidate’s capacity to learn and grow?
  • checkmark iconHow will your candidates behave in the workplace?
  • checkmark iconWhat drives your candidates to engage in action?