SOC 13-2051 · Financial and Investment Analysts
Financial analysis, tested on the work
Write a diligence memo over a source packet whose claims are only settled by opening them.
The assignment
What the candidate is asked to do
The candidate produces a short investment or credit memo from a packet of filings, notes and third-party commentary, with an AI assistant available throughout.
Time: 40 to 60 minutes, hard-capped 15 to 20 minutes past whatever the case states and never above 75, with a short written debrief after. Paused time does not count against either.
SOC 13-2051
Financial and Investment Analysts. The benchmark is derived from live postings mapped to that code and re-derived each quarter.
What the reviewer watches for
The financial analysis failure modes
Each maps to a scored dimension, so the reviewer's finding arrives with the moment attached.
Is what the memo has to settle stated before anything is drafted?
Whether the opening move asks what is true, what is wrong, or what the options are — and whether a constraint or criterion is named in the same breath.
Is a source demanded for the rate the recommendation rests on, and opened?
Whether sources are demanded for a specific claim rather than requested in general — and whether at least one is actually opened.
Which figures are rebuilt by hand, and which arrive from the panel intact?
Whether the split between the assistant's work and the candidate's own acts is deliberate rather than convenient, read from the record of both.
Why this bank
Why we built the financial analysis bank
Financial services is the most compliance-conservative buyer in the category, which makes it the hardest bank to pass review and the most valuable one to have passed.
This bank is live and has passed author review at launch quality.
https://olive.is/benchmarks · Edition 2026 Q3Named up front
Write a diligence memo over a source packet whose claims are only settled by opening them.
The construct
Six dimensions, scored separately
- D1 · Problem framing Did the first move go after understanding, or straight for output?
- D2 · Evidence sourcing Did they demand evidence for the claim that mattered?
- D3 · Delegation boundary What did they keep, and what did they hand over?
- D4 · Working structure Did anything exist between the brief and the answer?
- D5 · Output rejection Was anything the assistant produced refused, and on what grounds?
- D6 · Verification Was anything tested against the world, and did the result change something?
SOC 13-2051
Run one financial analysis role, free
Ten attempts a month against this bank, with the full six-dimension report on every one. No card, no salesperson.