FactSet Management Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 20 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at FactSet.
FactSet
Business Consultant
Mid Difficult Positive experience Accept offer 3 rounds
Interview process
Recruiter call Technical screen Onsite
Interview formats
Behavioral Technical Presentation
I had an HR Interview first, it was a get to know you kind of chat. Then, there was a 60 min interview with Managers where they asked a lot of questions all related to the financial markets, instruments, calculations etc. After that, I had a Second Interview with Team Members. This last one was based on a homework exercise I had to prepare. All in all, it takes up to 3 weeks to complete the process.
Confirmed questions5 questions
- Can you tell me about financial instruments?
- What do you know about financial markets?
- How do you measure a portfolio?
FactSet
Graduate Consultant
Entry Difficult Negative experience No offer 4 rounds
Interview process
Recruiter call Technical screen Group Presentation Onsite
Interview formats
Behavioral Technical Coding Presentation Group
The interview had 4 stages. First was an online application with cover letter, CV, and competency questions. Then, a 2h30m session with a short, informal chat about FactSet and the role, plus my CV, and 3 tests (numeracy, finance, Excel) with 30 mins each - they were pretty easy. Next was an Assessment Centre day to check personality. It included a group exercise, a demo of FactSet software with tasks, and a microteach (they explain it when you're invited, just follow instructions). There was also a presentation about the role and a chance to meet consultants; take notes from this for later. The final stage was an interview with two senior managers. To prep, know what a Graduate Consultant does and why you'd be good at it. If you know that and are genuinely interested in financial services, you'll be ready.
Confirmed questions1 question
- What was your reason for not wanting to be an analyst?
FactSet
Consulting Intern
Intern Average Positive experience Accept offer 6 rounds
Interview process
Phone screen Onsite
Interview formats
Behavioral Technical
The interview process included a phone screen and then a super day where I interviewed with five current consultants. The interviews were mostly behavioral, with questions about strengths, weaknesses, and the S&P 500. It wasn't too difficult.
Confirmed questions5 questions
- Tell me about your strengths.
- What about your weaknesses?
- Can you explain what the S&P tracks?
FactSet Management Consultant Interview Questions
Quoted word for word from FactSet interview reports.
“What is the formula for calculating Market Cap?”
Read reports →“Can you explain duration and how interest rates affect bond prices?”
Read reports →“What distinguishes Investment Banking, Investment Management, and fixed income?”
Read reports →“Could you explain the difference between IM and IB?”
Read reports →“What would you bring to a deserted island?”
Read report →“What sets FactSet apart from its competitors? What advantages do they have?”
Read report →“Can you explain the EPS test using excel summary stats?”
Read report →“Can you explain the differences between investment management, investment banking, and fixed income?”
Read report →“Can you explain the key differences between FS and Bloomberg?”
Read report →Formats, difficulty and experience
Across all 20 FactSet interview reports.