
FactSet Analyst Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 21 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at FactSet.
Analyst
They met us on campus for the first round, and the second round was in person. It was a pretty fast process with a good turnaround time. The in-person interviews included a group case study that wasn't super analytical. I also had to do a presentation where I taught a manager something. The advice was to do something interesting and have fun, and not to over-prepare or overthink it.
- What is your greatest strength?
Analyst
I applied online and got a call for a phone interview the same day, the whole thing moved super fast. My phone interview went well, and they immediately scheduled a second round at their corporate HQ, which is two hours away. There, I had a quantitative test with word problems and data retrieval, which wasn't too tough. The same HR person from the phone interview conducted this second one and told me I'd have a third and final interview with the team at the job's location. This last interview involved meeting with 6 people and working through a case study. Some good things were the quick pace, how straightforward it was, and the company culture. On the downside, they asked for my college transcript but didn't let me discuss it, even though they said it was a big part of the process. Also, one of the case interviewers seemed bored from the start.
- A lengthy case study was presented.
Summer Analyst
I applied online and also had a quick chat with someone who referred me. This was for a sales/BD internship for summer 2022. The first step was an online test covering basic reading comprehension, logic, and data analysis, similar to GRE/GMAT questions. I thought I did okay, but the platform said I missed some assessments and logged me out. I suspect a tech issue, but maybe they just didn't like my profile. If you have tech problems, contact someone ASAP. I didn't care too much about this role since I already accepted another offer, so it's no big deal to me. The role was listed in Boston, but they hire interns for this position in multiple offices like New York and Texas.
- Jessica has 4 shoes (2 blue, 2 red), and half are right-footed. Given these facts, which statement must also be true [logical extrapolations]?
FactSet Analyst Interview Questions
Quoted word for word from FactSet interview reports.
“What is the logarithm of 0?”
Read reports →“Jessica has 4 shoes (2 blue, 2 red), and half are right-footed. Given these facts, which statement must also be true [logical extrapolations]?”
Read reports →“Who are Factset's main competitors?”
Read reports →“Can you explain what a financial statement is in simple terms, like to a child?”
Read reports →“Could you explain the difference between the sell side and the buy side in finance?”
Read report →“Tell me about basic financial instruments such as Bonds, Swaps, Futures, and ETFs.”
Read report →“Would you, as an analyst, recommend investing in Facebook or Google stock to a client?”
Read report →“What information do you have about FactSet?”
Read report →“Can you explain how to use pivot tables in Excel and conduct analysis?”
Read report →Formats, difficulty and experience
Across all 21 FactSet interview reports.