FactSet Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 378 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at FactSet.
FactSet
Consultant
Entry Average Positive experience No offer 3 rounds
Interview process
Recruiter call Onsite Panel
Interview formats
Group Presentation Behavioral Technical
It was a 3 step process. First there was an initial screening with HR. Then, I had my first in person interview with a Senior Consultant. This involved a round table discussion with other candidates and a presentation on a topic of my choice. The third interview was a one on one with two senior consultants.
Confirmed questions3 questions
- What information do you have regarding Factset?
- Can you answer some basic Finance questions?
- What is the current share price of Factset?
FactSet
Consultant
Entry Easy Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical
It started with a virtual interview with HR, followed by a meeting with the US-based manager. The HR person was nice and replied quickly to emails. The manager seemed inexperienced with interviews, admitting it himself, and seemed to prefer someone who wouldn't need onboarding. He stated he didn't expect deep knowledge of equity when asking about it, but then cited a lack of equity knowledge as the reason for not getting the job. I was unhappy with this dishonest approach. The decision felt rushed, as they only responded after I followed up, suggesting they might have already picked someone.
Confirmed questions3 questions
- Can you tell me about yourself?
- What motivates you to pursue a career in consulting?
- Questions about equity
FactSet
Solutions Consultant
Senior Difficult Negative experience Accept offer 4 rounds
Interview process
Recruiter call Group Presentation Onsite
Interview formats
Behavioral Presentation Technical
Had a Zoom call with HR that was really friendly and welcoming, they made me feel comfortable. They just wanted to get an understanding of my interests and how they align with the role, and also what I know about finance. The group assessment was really fun, again online due to covid. I prepared a 10 min presentation to teach a skill. I taught Welsh as I knew this probably wouldn't have been done before, and it was interactive. The most important thing is that you engage the other people and get them involved. I was the only one who passed that stage out of 3 because they approached it like a lecture. The final interview was a little bit more pressure, they ask you about your CV, why the role, and what skills do you think are best fit for the role. Just research FactSet and understand their product, they have a lot of different clients that use it differently.
Confirmed questions2 questions
- What are the three most crucial traits for a consultant?
- In what ways does FactSet excel over its competitors?
FactSet Consultant Interview Questions
Quoted word for word from FactSet interview reports.
“In Excel, there are numbers from 1 to 5000, but one is missing. How would you find it?”
Read reports →“How does the organizational structure of an investment management firm differ from that of an investment bank?”
Read reports →“What kind of information does Factset's software provide, and how would you use it for M&A transactions?”
Read reports →“Can you explain the stock market in a way a 2nd grader would understand?”
Read reports →“Imagine you have 100 million US dollars to invest; what would you do?”
Read report →“Given a sheet, which stock would you choose as the best investment and why?”
Read report →“What specific data would professionals in Investment Banking or Investment Management be seeking within the FactSet software?”
Read report →“Can you explain how the Factset terminal is utilized in Investment Management (IM), Investment Banking (IB), and Private Equity (PE)?”
Read report →“Can you present two statements, one factual and one untrue, and then field questions to determine which is which?”
Read report →Formats, difficulty and experience
Across all 378 FactSet interview reports.