Finance Interest Profiler Test! Trivia Quiz

8 Questions | Total Attempts: 46

Finance Interest Profiler Test! Trivia Quiz - Quiz

Finance interest profiler test trivia quiz! Finance is a very broad field that has many careers within it and if you are yet to make your decision on which path to make this quiz is for you. Through this short assessment, you will get an understanding of the top finance career field of interest. Knowing your top interest can help you determine the best course of action for your job search.


Questions and Answers
  • 1. 
    Check the box(s) of the tasks that interest you the most
    • A. 

      Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.

    • B. 

      Create presentations that illustrate the funds past performance, strategy, and past investors for fundraising.

    • C. 

      Help clients create income or growth sufficient for the everyday needs of their clients.

    • D. 

      Gather performance metrics from portfolio companies and summarize them for the partnership.

    • E. 

      Document financial transactions.

  • 2. 
    Check the box(s) of the tasks that interest you the most.
    • A. 

      Prepare financial reports.

    • B. 

      Work with deal teams to help source and evaluate investment opportunities.

    • C. 

      Balance assorted types of investments to create the most tax efficient combination for the client.

    • D. 

      Put together various financial models and identify key investment rationale for senior management regarding why the fund should invest capital in such investments.

    • E. 

      Perform various valuation methods: comparable companies, precedents, and DCF.

  • 3. 
    Check the box(s) of the tasks that interest you the most
    • A. 

      Help portfolio companies revamp operations and increase operating efficiency (EBITDA margins, ROE, cost-cutting) (Managing investments and portfolio companies).

    • B. 

      "Asset protection," which helps the wealthy guard against losing money in civil lawsuits.

    • C. 

      Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.

    • D. 

      Analyze complex data sets to identify crucial financial and business information.

    • E. 

      Perform trend analysis.

  • 4. 
    Check the box(s) of the tasks that interest you the most.
    • A. 

      Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations and pitchbooks.

    • B. 

      Screen for potential buyers, build analyses to compare offers.

    • C. 

      Drive business results and acquire new assets, both from existing client base and new client acquisition.

    • D. 

      Help manage portfolio company reporting, oversight, and operations.

    • E. 

      Recognize problems in data.

  • 5. 
    Check the box(s) of the tasks that interest you the most.
    • A. 

      Develop relationships with new and existing clients in order to expand the business.

    • B. 

      Conducts research, ratio analysis and gives interpretations on private companies.

    • C. 

      Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.

    • D. 

      Conduct due diligence of potential investments opportunities.

    • E. 

      Create pricing strategies.

  • 6. 
    Check the box(s) of the tasks that interest you the most.
    • A. 

      Perform due diligence, research, analysis, and documentation of live transactions.

    • B. 

      Manage an investment portfolio or fund, which comprises partial or whole interest in the equity of the private companies in which they invest.

    • C. 

      Partner with internal specialists to provide interdisciplinary expertise to clients when needed.

    • D. 

      Develop and expand fund partnerships and relationships.

    • E. 

      Create/monitor company budgets.

  • 7. 
    Check the box(s) of the tasks that interest you the most
    • A. 

      Create presentations for client portfolios.

    • B. 

      Raise money from private companies, banks, and high net worth individuals to maximize returns beyond those that are offered by public stock exchanges.

    • C. 

      Energetic and entrepreneurial business builder who thrives and excels in a competitive industry.

    • D. 

      Build detailed financial models for new companies.

    • E. 

      Explain financial data to company managers.

  • 8. 
    Check the box(s) of the tasks that interest you the most
    • A. 

      Execute detailed tasks involved in all phases of M&A and private placement engagements.

    • B. 

      Experts who forecast the return on an investment of a company and also define the best usage of certain investment.

    • C. 

      Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

    • D. 

      Conduct market, strategic, and industry analysis.

    • E. 

      Write company financial policies.

Back to Top Back to top