This assessment goes beyond textbook theories and market trends. The Investment and Asset Management Test simulates the dynamic, high-stakes environment where professionals must analyze opportunities, manage risks, and deliver performance. Each question pushes you to apply both technical skill and sound judgment in practical scenarios.

You’ll be evaluated across six core competencies that define high-performing investment and asset managers:
• Portfolio Management & Asset Allocation
Demonstrate your ability to build diversified portfolios and allocate capital for optimal risk-return balance.

• Investment Analysis & Valuation
Showcase your skill in evaluating investment opportunities, performing valuations, and making informed buy/sell decisions.

• Financial Modeling & Forecasting
Build robust models to project performance and assess future outcomes under different scenarios.

• Due Diligence & Risk Management
Assess risk factors, perform thorough due diligence, and develop strategies to protect capital.

• Asset Performance Analysis & KPI Management
Track, interpret, and act on performance metrics to maximize returns and manage underperforming assets.

• Capital Structure & Investment Financing
Evaluate and select appropriate financing options to support investment strategies and optimize capital structure.

This is where analytical rigor meets real-world decision-making—where every recommendation can shape portfolio outcomes.

If you can perform here, you’re more than an analyst—you’re a trusted steward of capital. Let’s get started.