Investment Analyst Interview Form
Please complete this form to evaluate the candidate's qualifications and fit for the Investment Analyst role.
Candidate Full Name
*
First Name
Last Name
Candidate Email Address
*
example@example.com
Candidate Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Position Applied For
*
Interview Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Interviewer Name
*
First Name
Last Name
Technical Competency Assessment
*
Rows
Needs Improvement
Meets Expectations
Exceeds Expectations
Financial Modeling
1
2
3
Market Analysis
4
5
6
Valuation Techniques
7
8
9
Excel/Technical Skills
10
11
12
Industry Knowledge
13
14
15
Behavioral Competency Assessment
*
Rows
Needs Improvement
Meets Expectations
Exceeds Expectations
Communication Skills
16
17
18
Analytical Thinking
19
20
21
Attention to Detail
22
23
24
Teamwork
25
26
27
Adaptability
28
29
30
Case Study/Scenario Evaluation
Outstanding analysis and recommendations
Good analysis with minor gaps
Acceptable but needs improvement
Unsatisfactory
Not applicable / Not assessed
Overall Candidate Rating
*
1
2
3
4
5
Strengths and Areas for Improvement
Interviewer's Recommendation
*
Strongly Recommend
Recommend
Neutral
Do Not Recommend
Submit Evaluation
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