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Business Analyst Wealth Management Assessment sample questions Business Analyst Wealth Management Assessment sample questions

Business Analyst Wealth Management Assessment

Topics covered

  • Pay Trail Commission: This business analyst wealth management test helps recruiters to assess candidate’s ability to manage wealth of business by which trail commission is to be paid by investor
  • Risk Management: Our test evaluates candidate’s proficiency in minimizing risk of financial loss related with risks to assets or business
  • Market Capitalization: This test assesses candidate’s understanding about market capitalization which refers to the total market value of a company's shares of stock
  • Net Asset Value: This test evaluates candidate’s ability to calculate Net Asset Value (NAV) of company which is calculated by subtracting total liabilities from total assets of a company
  • Treynor - Black Model: Our wealth management business analyst test helps in assessment of candidate’s knowledge about Treynor-Black Model which also called portfolio optimization model which seeks to maximize a portfolio's Sharpe ratio 
  • Test Duration: 30 minutes
  • No. of Questions: 30
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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)