FactSet Interview Questions
& Process

The first step was an HR screening with mainly behavioral questions to get to know you, plus at least one technical question (finance related), mine was “what is a green bond”. nothing too crazy but definitely review core finance concepts. The second round was about 2 hours. The first hour was a technical Excel task — the interviewer shared her screen and I had to work through everything live. Mostly basic formulas (IF, ROUND etc) but make sure you know the top 15–20 Excel formulas and how they apply in a finance context (think valuations, analyst-type tasks, modeling logic), they’re basically mimicking what they do day to day. The second hour was more behavioral. This part really depends on who interviews you, so worth checking LinkedIn and doing a bit of prep around their background/team. The final stage involved prepping a short presentation on a topic of choice. Do proper research and try to link your topic back to their products/platform. Don’t just focus on the obvious stuff (e.g., AI), understand the broader product suite and how different clients would use it. After the presentation, there was another motivational/behavioral round, but more scenario-based — like “imagine a client says XYZ, what would you do?”. They’re testing how you’d think if you were already in the role. They’ll definitely ask where you see yourself in 5 yrs — avoid the generic “leadership” answer. Be specific and realistic. The last round had 3–4 interviewers, so communication + presentation skills matter a lot. They’ll notice if you’re nervous or waffling. Heard back with an offer about 1.5 weeks after the final round. Overall pretty positive experience and good support throughout. Top tip: build a good relationship with your recruiter — makes it much easier to ask questions as you go. All the best 👍

I had an initial HR interview that was pretty good. But then the hiring manager interview was really bad. They asked me technical stuff that wasn't even in the job description. When I told them that, the hiring manager just laughed and said they didn't even check the job posting. Their attitude and not matching the job description to what they wanted made me not want to continue.

So, there are 4 interviews in total. First, an initial chat with HR to go over common stuff like salary, office location, and so on. Then, a chat focusing on your past experience and education, basically some general questions to see if you have the skills needed for the job. After that, a technical interview with about 5-6 tasks that reflect the daily workflow and assignments. Lastly, a final interview with a senior recruiting manager and HR.

The interview process was pretty quick and straightforward. I think I went through about 2 or 3 interviews. My advice is just be yourself. It wasn't super difficult, but it was definitely stressful. Unfortunately, I couldn't make it to the final interview because of a scheduling conflict. I reapplied later, but didn't hear back. The company seems like a good place to work, based on reviews, and they offer good benefits.