01 · 15 QUESTIONS · 20 MINUTES
Financial Analysis
Checks how candidates work with ratios, cash flow, the time value of money, credit risk and valuation.
- Ratio analysis
- Cash flow
- Time value of money
Hire your next Investment Analyst with clearer evidence.
A ready-made selection of tests for Investment Analyst candidates. See how they approach the skills that matter, then focus your interviews on the results.
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5 free candidate results · No credit card required · See a sample report
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AM
Alex Morgan
CompletedInvestment Analyst assessment
A CLEARER VIEW OF THEIR SKILLS
More than one score.
Financial Analysis82%
Numerical Reasoning (Advanced)74%
Critical Thinking68%
Compare strengths. Explore the detail. Ask better questions.
Illustrative results · Fictional candidate
WHAT THE ASSESSMENT EXPLORES
A clearer view of finance skills.
The Investment Analyst template combines Financial Analysis, Numerical Reasoning (Advanced), Critical Thinking. Review the selection against the work your vacancy involves.
3tests50minutes45questions in total
02 · 15 QUESTIONS · 10 MINUTES
Numerical Reasoning (Advanced)
Shows how candidates read figures, tables and percentages, and what they conclude from them.
- Tables & charts
- Percentages & ratios
- Interpreting figures
03 · 15 QUESTIONS · 20 MINUTES
Critical Thinking
Shows whether candidates can judge an argument, spot what it assumes and tell which conclusions follow.
- Inference
- Recognising assumptions
- Deduction
A COMPLETE SKILLS PICTURE
One assessment. Different strengths.
Explore accurate figures, records and financial processes.
You receive a result for each included test: Financial Analysis, Numerical Reasoning (Advanced), Critical Thinking. Compare the relevant areas separately and use a follow-up task based on reconciling an invoice list before preparing a payment summary.
Keep the recommended selection or adjust it before inviting candidates.
A MULTILINGUAL TEST SUITE
English, plus 13 languages.
Assess candidates in the language they work in.
- English
- Chinese (simplified)
- Japanese
- Korean
- Thai
- Vietnamese
- Indonesian
- French
- German
- Spanish
- Portuguese
- Italian
- Dutch
- Arabic
Languages across our wider suite. Availability varies by test and level; check each test when preparing your assessment.
TRY AN EXAMPLE QUESTION
Try an example question.
Hiring an Investment Analyst, sometimes advertised as equity analyst? Try a Numerical Reasoning (Advanced) question built around reconciling an invoice list before preparing a payment summary.
Investment Analyst: reconciling an invoice list before preparing a payment summaryWorkplace example
The team gets through 20 ledger entries an hour across a 5-hour shift.
| Per hour | Hours |
|---|---|
| 20 | 5 |
A PRACTICAL GUIDE
Using the Investment Analyst assessment.
What does the full assessment tell you?
This template combines multiple-choice questions in Financial Analysis, Numerical Reasoning (Advanced), Critical Thinking. It brings together evidence about accurate figures, records and financial processes, giving you areas to explore when reconciling an invoice list before preparing a payment summary.
How can you use the results?
Review each result against your vacancy’s responsibilities. Use a short task based on reconciling an invoice list before preparing a payment summary to explore practical application. Ask them to explain the reconciliation, show their checks and describe how they would resolve a mismatch.
Which results matter for your vacancy?
- Financial AnalysisUse a short Financial Analysis work sample to explore how they apply ratio analysis and cash flow.
- Numerical Reasoning (Advanced)Ask them to interpret a table, calculate a rate and explain what the figures imply.
- Critical ThinkingUse a short Critical Thinking work sample to explore how they apply inference and recognising assumptions.
SEE THE RESULTS FOR YOURSELF
See the person behind the score.
Explore a complete sample report, from test results and candidate comparisons to focused interview questions.
BEFORE YOU START
Your questions, answered.
Can I tailor this assessment to my Investment Analyst vacancy?
Yes. Start with Financial Analysis, Numerical Reasoning (Advanced), Critical Thinking, then keep the tests that match your responsibilities. For example, use Financial Analysis to explore ratio analysis. You can add or remove tests before inviting candidates.
Does this assess practical Investment Analyst work?
Candidates answer multiple-choice questions in Financial Analysis, Numerical Reasoning (Advanced), Critical Thinking online. They do not complete your day-to-day work inside your own systems. Add a short work sample based on reconciling an invoice list before preparing a payment summary to explore application alongside the test results.
Why is Financial Analysis included?
Checks how candidates work with ratios, cash flow, the time value of money, credit risk and valuation. Use a short Financial Analysis work sample to explore how they apply ratio analysis and cash flow. Review whether this area reflects the responsibilities of your vacancy before retaining it.
How long does this Investment Analyst assessment take?
The recommended selection contains 3 tests and allows 50 minutes across its timed tests. Adding or removing tests, or adjusting time allowances, can change the total.
Will I see a separate result for each test?
Yes. Review Financial Analysis, Numerical Reasoning (Advanced), Critical Thinking separately so a strength in one area does not hide a gap in another. Use the detail to focus interviews and relevant work samples. View the sample report.
Can I try this assessment with real candidates for free?
After signup, your Investment Analyst selection is prepared for review. Adjust it, invite candidates and see your first 5 candidate results free. No credit card is required. See pricing for further results.
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