An Assessment Tool for Investment Firms

Investment firms depend on people who remain disciplined when the stakes are high. Some roles demand deep analysis and precision, while others require client confidence and clear communication, and many require both. One of the greatest risks is a mismatch between the firm’s pace and pressure and a candidate’s decision style, attention to detail, and communication approach.

AVA® helps investment firms make job related selection decisions by measuring behavioral tendencies and, when paired with Job Demands Analysis, aligning candidates to the specific behavioral demands of each role.

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Common Investment Firm Roles AVA® Support

Investment Advisor
Investment advisors do their best work when they balance trust building with consistent follow through. AVA® highlights the behaviors behind clear communication, confident recommendations, and disciplined organization. This helps firms identify advisors who make members and clients feel supported from the first conversation through each ongoing review..

Investment Analyst
Investment analysts succeed by staying sharp, curious, and consistent with details. AVA® measures the behaviors tied to structured thinking, accurate analysis, and steady performance under deadlines. This helps organizations identify analysts who can turn complex information into clear insights the team can act on with confidence.

Client Services
Client services teams protect the relationship after the sale. AVA® measure the behaviors behind responsiveness, problem-solving, and calm communication. This helps organizations identify people who resolve requests efficiently, keep clients informed, and make issues feel manageable rather than disruptive.

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Frequently Asked Questions

Still have questions? Take a look at the FAQ or reach out anytime. If you’re feeling ready, go ahead and apply.

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  • The timing of the AVA assessment is determined by each organization based on its hiring process and internal practices. There is no single required point in the selection process.

    Most commonly, the AVA is administered to candidates who are being seriously considered for a position, such as finalists or a short list of applicants. In this context, the AVA provides additional job related behavioral insight to support interviews, reference checks, and overall decision making.

    Although the AVA can be used as part of the hiring process, it is not recommended to use the assessment as a pass or fail or no go tool. Instead, AVA results are intended to inform discussion, clarify behavioral tendencies, and support more thoughtful, well rounded decisions when combined with other selection components.

  • The AVA includes a wide range of measurements that reflect how an individual is likely to behave across different work situations. While the reports provide valuable information, an AVA Analyst plays a critical role in ensuring those results are interpreted accurately and in proper context.

    An AVA Analyst is trained to integrate the various AVA measurements and provide a complete, balanced picture of the individual. This includes identifying how different behavioral tendencies interact, clarifying nuances that may not be immediately evident in written reports, and translating results into practical, job related insights.

    By involving an AVA Analyst, organizations gain deeper understanding beyond surface level scores. This helps ensure assessment information is used appropriately, responsibly, and in alignment with the behavioral demands of the role.

  • There is no time limit to complete the AVA Assessment. On average, most individuals complete the AVA in approximately 10 to 15 minutes, though some may take a bit longer.

    We strongly encourage individuals to take their time and respond thoughtfully. The AVA is not a speed test, and careful consideration of each response helps ensure the most accurate and meaningful results.

  • We offer two primary pricing options for using the AVA: unlimited usage or per‑assessment pricing.

    Pricing is based on each client’s needs and how the AVA will be used. After an initial conversation to understand your goals, volume, and applications, we recommend the option that best fits your organization. We then provide a clear, transparent quote with no hidden costs.

  • There are many assessment tools available, and while some may appear similar on the surface, AVA is different in both its approach and application.

    AVA is built on decades of research focused on workplace behavior and is designed to deliver accurate, reliable, and job related insight. Rather than categorizing or labeling individuals, AVA looks at each person’s results as unique and situational, providing a more complete and balanced understanding of behavior.

    We take behavioral assessment seriously. AVA results are interpreted thoughtfully, communicated clearly, and used to support informed decisions rather than quick conclusions. It is not just what the assessment measures, but how the information is interpreted and applied that sets AVA apart.