Aptitude Tests for Finance Jobs
Finance employers—banks, asset managers, insurers—use aptitude tests to screen for analytical and numerical skills. Here's what to expect and how to prepare.
Why Finance Uses Aptitude Tests
Finance roles require strong numerical reasoning, data interpretation, and logical thinking. You'll work with figures, ratios, and complex information. Aptitude tests assess whether you can handle these demands before interviews.
Common Test Types for Finance
Expect numerical reasoning (charts, percentages, financial data), abstract reasoning (patterns and sequences), and often Watson Glaser (critical thinking, arguments). Verbal reasoning is also common. Tests are timed and usually online.
When You'll Take the Test
Tests typically come early in the process—after application, before or with first-round interviews. Investment banks and large asset managers often use them as a first filter. Check your invitation for exact formats.
How to Prepare
Practice is essential. Use find the right test to practise numerical reasoning (focus on percentages, ratios, trends) and abstract reasoning. Add Watson Glaser for roles requiring critical analysis. Practise under timed conditions; finance cut-offs are competitive.
Frequently Asked Questions
Do all finance jobs require aptitude tests?
Most graduate and analyst roles at banks and large firms do. Smaller firms or non-analytical roles may not.
Can I use a calculator during finance aptitude tests?
Some tests allow it; others don't. Check your invitation. Either way, practise mental arithmetic and data interpretation.
How important is numerical reasoning for finance?
Very. It's usually the heaviest-weighted section. Focus your preparation there first.