Financial statement & ratio analysis
Income statements, balance sheets, cash flow, profitability, liquidity, leverage, efficiency, quality of earnings, and normalisation.
Investment analysis skill assessment
Measure how candidates research, value, and compare investment opportunities with an Investment Analysis Assessment Test.
Assess financial statements, valuation, DCF, relative multiples, market and industry research, security analysis, portfolio construction, risk-return thinking, investment theses, and performance measurement.
Statements, ratios & quality of earnings
DCF, multiples & intrinsic value
Markets, industries & securities
Portfolio, risk & investment thesis
Skill signals
What this Investment Analysis Assessment Test helps you evaluate
Measure how candidates interpret financial information, value securities, assess markets and risks, construct portfolios, and communicate evidence-based investment recommendations.
DCF & intrinsic valuation
Forecasting cash flows, discount rates, terminal value, WACC, sensitivity analysis, assumptions, and valuation-range interpretation.
Relative valuation & market multiples
Comparable companies, precedent transactions, P/E, EV/EBITDA, EV/Sales, P/B, growth adjustments, and multiple selection.
Market, industry & company research
Macroeconomic drivers, industry structure, competitive position, business models, management quality, catalysts, and research synthesis.
Security analysis
Equities, fixed income, funds, credit quality, duration, yield, instrument features, return drivers, and security-specific risks.
Portfolio construction & diversification
Asset allocation, diversification, correlation, concentration, benchmark choice, rebalancing, constraints, and portfolio fit.
Risk-return & performance analysis
Volatility, downside risk, beta, Sharpe ratio, alpha, drawdown, benchmark-relative performance, attribution, and risk-adjusted returns.
Investment thesis & real-world scenarios
Recommendation structure, evidence, valuation support, catalysts, key risks, monitoring triggers, scenario analysis, and practical judgement.
Assessment flow
A practical structure for fair investment-analysis screening
Run a consistent assessment with realistic valuation and portfolio cases, structured scoring, and decision-ready reports.
Set the investment context
Choose asset class, market, role level, analytical depth, benchmark, time limits, and scenario difficulty.
Run realistic investment tasks
Candidates analyse statements, value a security, compare alternatives, assess risk, construct a portfolio, and write a recommendation.
Auto-evaluate
Score numerical accuracy, assumptions, valuation logic, research quality, risk thinking, portfolio judgement, and communication.
Review detailed reports
Compare competency breakdowns, calculation accuracy, scenario decisions, response quality, and evidence-based recommendations.
Evidence-based thesis
Score breakdown
Example investment-analysis score areas
Higher return
Higher risk
92Statements &
ratio analysis 90DCF & intrinsic
valuation 88Relative valuation
& research 86Security &
market analysis 84Portfolio &
diversification
ratio analysis 90DCF & intrinsic
valuation 88Relative valuation
& research 86Security &
market analysis 84Portfolio &
diversification
Use cases
Where this assessment fits best
Investment analyst and equity-research hiring
Evaluate statements, valuation, market research, investment theses, risk analysis, and recommendation quality.
Asset management, wealth and portfolio roles
Assess candidates who compare securities, construct portfolios, monitor risk, interpret performance, and communicate investment decisions.
Graduate finance hiring and internal development
Identify candidates with numerical accuracy, research discipline, commercial awareness, risk thinking, and evidence-based judgement.
Use realistic investment-analysis tasks, automated evaluation, and explainable score reports to improve research, asset-management, portfolio, and finance hiring.
Identify candidates who can value investments, assess risk, and communicate a clear evidence-based thesis.
Use structured tasks, automated evaluation, and clear reports to shortlist stronger engineering candidates faster.