Family office - analyst role test

Hello everyone,

Have an upcoming test to take for a senior analyst role at a family office and from what I understand, the role is research-heavy. I received these email instructions: " As a potential next step in the process, we would like to share a short take-home exercise designed to assess research capabilities, analytical thinking, data organisation, and the effective use of AI tools in an investment context."

This is a 4-5 hours test and as someone with an M&A background, do not know exactly what to expect.

Anyone have any similar experience? Am I supposed to create an excel file with research and proposals about investment opportunities and a word memo?

1 Comments
 

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