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FactSet Equity Research Analyst Interview Questions, Process, and Tips

Updated 18 Oct 2024

Top FactSet Equity Research Analyst Interview Questions and Answers

  • Q1. 1) how many financial statements 2) defference b/w share and debentures 3)why we prepare cash flow statement 4)what is non performing asset 5) derivatives 6)private equit ...read more
  • Q2. There are 5finacial statement is there 1)income statement 2) balance sheet 3) cash flow 4)she table( share holders equity ) 5)currency tarnsalation and exchange
  • Q3. Difference Between public and private comapnies
View all 10 questions

FactSet Equity Research Analyst Interview Experiences

9 interviews found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. Difference Between public and private comapnies
  • Ans. 

    Public companies are listed on stock exchanges and have shares available for public trading, while private companies are not listed and have limited shareholders.

    • Public companies have shares that are traded on stock exchanges, allowing for public ownership and trading.

    • Private companies are not listed on stock exchanges and have limited shareholders, often including founders, employees, and private investors.

    • Public comp...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Oct 2023. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - Aptitude Test 

Aptitude test ( test ours knowledge)

Round 3 - Technical 

(5 Questions)

  • Q1. Technical round
  • Q2. What about our company
  • Q3. Explain financial statements
  • Ans. 

    Financial statements are reports that provide information about a company's financial performance and position.

    • Financial statements include the income statement, balance sheet, and cash flow statement.

    • The income statement shows a company's revenues, expenses, and profits over a specific period of time.

    • The balance sheet provides a snapshot of a company's assets, liabilities, and shareholders' equity at a specific point ...

  • Answered by AI
  • Q4. Explain ratio analysis
  • Ans. 

    Ratio analysis is a method of evaluating a company's financial performance by analyzing relationships between various financial variables.

    • Ratio analysis involves comparing different financial ratios to assess a company's profitability, liquidity, efficiency, and solvency.

    • Common ratios used in ratio analysis include the debt-to-equity ratio, return on equity, current ratio, and gross margin ratio.

    • By analyzing these rati...

  • Answered by AI
  • Q5. Are you flexible to work different locations

Interview Preparation Tips

Interview preparation tips for other job seekers - HR

Equity Research Analyst Interview Questions Asked at Other Companies

asked in FactSet
Q1. 1) how many financial statements 2) defference b/w share and debe ... read more
asked in Lodha Group
Q2. How to do research of the company. How you analysis the company
Q3. What is the meaning of Debt/equity Ratio and what is its signific ... read more
asked in Daloopa
Q4. What are revenue drivers of a company?
Q5. What do you mean equity research analysts ?
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Wat is split off
  • Ans. 

    A split off is a corporate restructuring strategy where a subsidiary is separated from the parent company and becomes an independent entity.

    • Split off is a method used by companies to divest a portion of their business by creating a new standalone entity.

    • The new entity operates independently from the parent company and may have its own management team and shareholders.

    • Split offs can be done through a distribution of sha...

  • Answered by AI
  • Q2. What is tangible assets
  • Ans. 

    Tangible assets are physical assets that have a quantifiable value and can be seen or touched.

    • Tangible assets include property, plant, equipment, inventory, and vehicles.

    • These assets are used in the operations of a business and are recorded on the balance sheet.

    • Tangible assets can be depreciated over time to reflect their decreasing value.

    • Examples of tangible assets include buildings, machinery, and land.

    • Tangible asset...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Financial Reporting formats

Round 2 - One-on-one 

(1 Question)

  • Q1. Basic accounting questions
Round 3 - HR 

(1 Question)

  • Q1. Why did you want to join factset

FactSet interview questions for designations

 Senior Equity Research Analyst

 (1)

 Financial Research Analyst

 (1)

 Research Analyst

 (90)

 Investment Banking Analyst

 (1)

 Senior Research Analyst

 (2)

 Reconciliation Analyst

 (2)

 Research Associate

 (1)

 Analyst

 (2)

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Accounting questions
Round 2 - HR 

(1 Question)

  • Q1. Why did you want to join factset
Round 3 - Only 2 rounds  

(1 Question)

  • Q1. Salary discussion

Get interview-ready with Top FactSet Interview Questions

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Oct 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Based on Financial statements and small calculations

Round 2 - One-on-one 

(3 Questions)

  • Q1. What is EBITDA ?
  • Ans. 

    EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure of a company's operating performance.

    • EBITDA is calculated by adding back interest, taxes, depreciation, and amortization to net income.

    • It is used to analyze and compare profitability between companies and industries.

    • EBITDA provides a clearer picture of a company's financial health by excluding non-operating expenses.

    • Inves...

  • Answered by AI
  • Q2. Difference between depreciation and amortization
  • Ans. 

    Depreciation is for tangible assets like buildings and machinery, while amortization is for intangible assets like patents and copyrights.

    • Depreciation is the allocation of the cost of tangible assets over their useful life.

    • Amortization is the allocation of the cost of intangible assets over their useful life.

    • Depreciation is typically used for assets like buildings, machinery, and vehicles.

    • Amortization is typically used...

  • Answered by AI
  • Q3. Types of ratios and their formulas
  • Ans. 

    Types of ratios include profitability, liquidity, solvency, and efficiency ratios with formulas to analyze financial performance.

    • Profitability ratios measure a company's ability to generate profit, such as Return on Equity (ROE) = Net Income / Shareholder's Equity.

    • Liquidity ratios assess a company's ability to meet short-term obligations, like Current Ratio = Current Assets / Current Liabilities.

    • Solvency ratios evaluat...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't get nervous of panic during interview feel free and a little smile on face when answering 😊
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Oct 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Financial questions and reporting questions

Round 2 - Technical 

(2 Questions)

  • Q1. Accounting methods
  • Q2. EPS IPO BS IS and CF
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected

I applied via Approached by Company and was interviewed before Oct 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - Aptitude Test 

Accounting related questions and aptitude and reasoning and English grammar questions

Round 3 - Technical 

(2 Questions)

  • Q1. 1) how many financial statements 2) defference b/w share and debentures 3)why we prepare cash flow statement 4)what is non performing asset 5) derivatives 6)private equity funds 7)nav calculation and mutua...
  • Ans. 

    Answers to various questions related to finance and accounting.

    • Financial statements include balance sheet, income statement, and cash flow statement.

    • Shares represent ownership in a company, while debentures are a form of debt.

    • Cash flow statement helps in analyzing the cash inflows and outflows of a company.

    • Non-performing assets are loans or advances that are not generating income for the bank.

    • Derivatives are financial ...

  • Answered by AI
  • Q2. There are 5finacial statement is there 1)income statement 2) balance sheet 3) cash flow 4)she table( share holders equity ) 5)currency tarnsalation and exchange
  • Ans. 

    The 5 financial statements are income statement, balance sheet, cash flow statement, shareholders' equity statement, and currency translation and exchange.

    • Income statement shows a company's revenues and expenses over a period of time.

    • Balance sheet provides a snapshot of a company's financial position at a specific point in time.

    • Cash flow statement shows how cash is generated and used by a company.

    • Shareholders' equity s...

  • Answered by AI

I applied via Company Website and was interviewed in Dec 2021. There were 3 interview rounds.

Round 1 - Assignment 

Exam link will be provided after applying

Round 2 - HR 

(3 Questions)

  • Q1. Share details of your previous job.
  • Q2. What are your strengths and weaknesses?
  • Q3. Tell me about yourself.
Round 3 - Aptitude Test 

Interview Preparation Tips

Interview preparation tips for other job seekers - Asking about the finance related questions..

Interview questions from similar companies

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Aug 2023. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. 3 rounds of 1-1 interviews with the team
  • Q2. Why UBS? Asking about stocks and company valuation
Round 3 - Case Study 

Building simple financial model and doing some calculations

Interview Preparation Tips

Interview preparation tips for other job seekers - • Study stocks and have genuine interest
• Learn as much as you can about the company

FactSet Interview FAQs

How many rounds are there in FactSet Equity Research Analyst interview?
FactSet interview process usually has 2-3 rounds. The most common rounds in the FactSet interview process are Aptitude Test, HR and Technical.
What are the top questions asked in FactSet Equity Research Analyst interview?

Some of the top questions asked at the FactSet Equity Research Analyst interview -

  1. 1) how many financial statements 2) defference b/w share and debentures 3)why w...read more
  2. There are 5finacial statement is there 1)income statement 2) balance sheet 3) ...read more
  3. Difference Between public and private comapn...read more

Tell us how to improve this page.

FactSet Equity Research Analyst Interview Process

based on 8 interviews

1 Interview rounds

  • Aptitude Test Round
View more

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FactSet Equity Research Analyst Salary
based on 348 salaries
₹2 L/yr - ₹4.8 L/yr
65% less than the average Equity Research Analyst Salary in India
View more details

FactSet Equity Research Analyst Reviews and Ratings

based on 78 reviews

3.3/5

Rating in categories

2.6

Skill development

3.4

Work-life balance

2.7

Salary

3.5

Job security

3.3

Company culture

2.3

Promotions

2.8

Work satisfaction

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