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The investment banker test is a role-specific, text-based assessment designed to evaluate critical decision-making, financial analysis, and communication abilities in high-stakes banking roles. Tailored for pre-hire and post-hire use, it measures how candidates handle complex transactions, time-sensitive client demands, and regulatory scrutiny. This mobile-responsive investment banker assessment replicates real deal-making and compliance tasks—ensuring candidates align with both technical expectations and workplace behaviors like accountability and influencing. From pitchbook preparation to risk evaluation, the investment banking associate test identifies candidates ready for real-world corporate finance execution. Ready to benchmark top-tier talent?
The Investment Banker Test is crafted to assess candidates across core investment and corporate banking functions—from M&A and equity structuring to regulatory compliance and project execution. The assessment mirrors high-pressure work environments, evaluating how well candidates perform under tight deadlines, interact with stakeholders, and manage high-value transactions.
The test measures behavioral traits such as accountability, attention to detail, and influencing skills, along with cognitive and functional strengths including critical thinking, financial literacy, and written communication. Candidates respond to deal-based case studies, regulatory interpretation exercises, and scenario-driven writing prompts simulating client proposals and risk memos.
Designed for scalability, it integrates seamlessly with ATS platforms and provides instant insights, enabling faster shortlisting for entry to leadership roles.
Use Cases by Banking Division:
Assesses ownership of deal deliverables, deadlines, and compliance adherence in high-stakes environments.
Evaluates accuracy in financial models, pitchbooks, and regulatory documents.
Tests judgment in evaluating investment options, risk exposure, and business fit.
Assesses understanding of deal structures, market regulations, and capital deployment.
Evaluates ability to coordinate cross-functional teams and prioritize complex transactions.
Tests clarity in investment memos, client updates, and strategy reports.
Validates interpretation of regulatory changes, market briefs, and legal documents.
Evaluate Deal Readiness Upfront
Assess candidates’ ability to manage pressure, craft client narratives, and interpret financial data before the interview stage.
Filter for Strategy & Execution Fit
Identify professionals who align with your team’s modeling accuracy, compliance discipline, and relationship approach.
Customize for Division-Specific Roles
Adapt the test for M&A, corporate lending, or capital markets with role-relevant modules.
Accelerate Leadership Hiring
Benchmark candidates for VP-level roles using project-based simulations and regulatory case responses.
Standardize Hiring Across Locations
Ensure consistent selection standards for global investment or corporate banking teams.
Support Internal Promotions
Use post-hire to identify future leaders for client-facing and strategic banking roles.
Globally Validated
Language Agnostic
Advanced Analytics
Reliable & Validated
Seamless Integration
Real-time Reporting
Proctoring
Choosing PMaps means opting for a comprehensive and transformative assessment solution designed to address your most critical talent management needs. Our platform sets itself apart by delivering precision in talent acquisition and development through a suite of robust psychometric assessments. By leveraging our advanced analytics and expertise, organizations can seamlessly navigate the complexities of hiring, succession planning, and employee development.
Quickly select and deploy tests from our extensive library in just one click.
Conveniently share test links with candidates directly from the platform.
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Boost completion rates with a candidate experience that’s seamless across all devices.
Gain clear insights from detailed reports to make informed candidate evaluations
We found it well within our budget, which saved us a lot of time during the hiring process. The assessment was highly relevant and accurately matched our hiring needs—extremely effective and efficient overall.
The test categories—including logical thinking, quantitative assessment, qualitative analysis, and verbal reasoning—were very effective in identifying candidates who best fit our requirements. The structured division of the test criteria was particularly helpful in streamlining our selection process
PMaps has transformed our hiring process by providing deep insights into candidates' personality traits, enabling us to make better decisions based on their IQ and EQ.
Flexible customization options to suit your needs
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Choose from beginner, intermediate, or advanced questions within our extensive skill libraries to challenge candidates at appropriate levels.
Integrate multiple skill sets into one efficient test to evaluate candidates' competencies across the board comprehensively.
Easily insert your specialized questions, be they coding problems, multiple-choice questions, or case studies, to tailor the test to your company’s profile.
Collaborate with our experts to develop bespoke assessments that effectively pinpoint the best candidates for your team.
Select from established industry benchmarks or work with us to create customized criteria that meet your unique organizational needs.
Utilize our advanced proctoring feature to maintain test integrity, ensuring a fair and secure assessment environment.
The Investment Banker Test is engineered for high-stakes hiring in investment and corporate banking environments, where accuracy, composure, and client impact are non-negotiable. Recruiters can deploy tailored assessments to evaluate candidates’ ability to manage multi-million-dollar transactions, interpret regulatory shifts, or present strategic proposals under tight deadlines.
With pre-configured modules and real-time scoring, it streamlines bulk hiring for analyst pools while also supporting strategic VP and director-level appointments. Whether you're recruiting for advisory, lending, or capital markets teams, the test delivers role-specific insights into analytical thinking, financial fluency, and communication precision. It integrates seamlessly into your ATS and allows customization for team or region-specific benchmarks.
For sharper alignment, explore our Investment Banker Job Description—crafted to define candidate expectations across transaction-heavy roles. To ensure interview panels maintain consistency and depth, share our Investment Banker Interview Tips Blog with your team—built to guide structured evaluations across global banking teams.
Learn more about PMaps through commonly asked questions:
It assesses candidates on deal execution, financial modeling, regulatory interpretation, and business communication under pressure.
Yes. Modules can be adapted to fit M&A, credit, or capital markets roles.
Absolutely. It includes business writing, pitch summaries, and client response drafting.
Most candidates complete the test in 45–60 minutes, depending on configuration.
Yes. It includes scenario-based simulations relevant to associate, VP, and director roles.
Yes. The Investment Banker Test integrates with all major applicant tracking systems.
Reports offer clear scoring on behavioral, cognitive, and domain competencies—perfect for fast, confident shortlisting.
