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
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80% hiring better
Test Used
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Popular Job Roles
AnalystCredit Products OfficerEquity Research AnalystFinancial AnalystInvestment AnalystPlanning AnalystPortfolio ManagerReal Estate AnalystSecurities AnalystTrust Officer
Occupation-Specific
Technology Skills
Analytical or scientific software
Questions30
Time Limit20 min
Tasks
- 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
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