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FactSet Financial Advisor Interview Questions, Process, and Tips
Top FactSet Financial Advisor Interview Questions and Answers
- Q1. How would you manage a irate client.
- Q2. Difference between Stock market and index
- Q3. What is Dividends
FactSet Financial Advisor Interview Experiences
3 interviews found
Selected
I applied via Naukri.com and was interviewed before Oct 2023. There were 2 interview rounds.
(2 Questions)
- Q1. Difference between Stock market and index
- Ans.
Stock market refers to the overall market where stocks are bought and sold, while an index is a specific measurement of a section of the stock market.
Stock market is the overall market where stocks are bought and sold
Index is a specific measurement of a section of the stock market
Stock market includes various exchanges like NYSE, NASDAQ, etc.
Examples of indexes include S&P 500, Dow Jones Industrial Average, NASDAQ Comp
- Q2. Corporate actions?
(2 Questions)
- Q1. Do you have any idea on current ongoing financial news
- Q2. How would you manage a irate client.
- Ans.
I would listen to their concerns, empathize with their situation, apologize for any inconvenience, and work towards finding a solution.
Listen actively to understand the root cause of their frustration
Empathize with their situation to show that you understand their feelings
Apologize for any inconvenience caused, even if it wasn't directly your fault
Work towards finding a solution that satisfies the client's needs and re...
Giridhar Gopal Sharma
Selected
I applied via Company Website and was interviewed before May 2023. There was 1 interview round.
It was a thirty minutes online assessment aptitude test. Simple basic finance questions.
Interview Preparation Tips
Selected
I applied via Campus Placement and was interviewed before Sep 2023. There were 2 interview rounds.
Finance,Ratio Analysis,Finacial Management
(2 Questions)
- Q1. What is Dividends
- Ans.
Dividends are payments made by a corporation to its shareholders, usually in the form of cash or additional shares.
Dividends are a portion of a company's profits distributed to shareholders as a return on their investment.
They can be paid out regularly, such as quarterly or annually, or as a one-time special dividend.
Dividends can be in the form of cash, stock, or property.
Investors often look for companies with a hist...
- Q2. Types of Dividends
- Ans.
Types of dividends include cash dividends, stock dividends, property dividends, and special dividends.
Cash dividends are paid out in the form of cash to shareholders.
Stock dividends are paid out in the form of additional shares of stock.
Property dividends are paid out in the form of physical assets or property.
Special dividends are one-time payments that are not part of the company's regular dividend policy.
Top trending discussions
Interview questions from similar companies
Selected
I applied via Referral and was interviewed in Dec 2024. There were 2 interview rounds.
(2 Questions)
- Q1. What are derivatives in finance?
- Ans.
Derivatives in finance are financial instruments whose value is derived from the value of an underlying asset.
Derivatives can be used for hedging against risk, speculating on price movements, or gaining exposure to assets without owning them.
Common types of derivatives include options, futures, forwards, and swaps.
Options give the holder the right, but not the obligation, to buy or sell an asset at a specified price be...
- Q2. What are the different types of derivatives?
- Ans.
Derivatives are financial instruments whose value is derived from an underlying asset or group of assets.
Types of derivatives include options, futures, forwards, and swaps.
Options give the holder the right, but not the obligation, to buy or sell an asset at a specified price before or on a specified date.
Futures are contracts to buy or sell an asset at a future date for a price agreed upon today.
Forwards are similar to...
(4 Questions)
- Q1. What are the details of the stock market and its various products?
- Ans.
The stock market is a platform where investors can buy and sell shares of publicly traded companies.
Stocks represent ownership in a company and can be bought and sold on stock exchanges like NYSE and NASDAQ.
Bonds are debt securities issued by companies or governments to raise capital.
Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.
Options give i...
- Q2. Balance sheet,profit &loss account
- Q3. Journal entries
- Q4. Option in detail, economic crisis,
Interview Preparation Tips
Financial Analyst Interview Questions & Answers
Northern Trust Operating Services
Anurag Kedar
posted on 7 Jan 2025
(1 Question)
- Q1. What are options
I applied via LinkedIn and was interviewed in Aug 2024. There were 2 interview rounds.
(1 Question)
- Q1. What makes you a good candidate?
- Ans.
I am a good candidate because of my strong financial background, analytical skills, and ability to work well under pressure.
Extensive experience in financial analysis and reporting
Strong analytical skills to interpret data and make informed decisions
Proven ability to work well under pressure and meet tight deadlines
Excellent communication and interpersonal skills for building relationships with clients and colleagues
(1 Question)
- Q1. What is IFRC and USGaap?
- Ans.
IFRC stands for International Financial Reporting Standards and USGaap stands for United States Generally Accepted Accounting Principles.
IFRC is a set of accounting standards developed by the International Accounting Standards Board (IASB).
USGaap is a set of accounting principles used in the United States for financial reporting.
IFRC focuses on principles-based standards, while USGaap is more rules-based.
IFRC is used i...
(2 Questions)
- Q1. What are common control transactions
- Ans.
Common control transactions are transactions between entities under common control, where one entity has control over the other.
Common control transactions typically involve the transfer of assets, liabilities, or equity between entities under the same parent company.
These transactions are not considered arm's length transactions as the entities involved are related.
Examples of common control transactions include the t...
- Q2. What is risk assessment
- Ans.
Risk assessment is the process of identifying, analyzing, and evaluating potential risks in order to make informed decisions.
Identifying potential risks that could impact an organization's objectives
Analyzing the likelihood and impact of each risk
Evaluating the overall risk exposure and determining appropriate risk mitigation strategies
Risk assessment helps in making informed decisions and prioritizing resources
Example...
Senior Financial Analyst Interview Questions & Answers
BNP Paribas
Sumant Dalai
posted on 27 Dec 2024
(2 Questions)
- Q1. Can you explain your current professional profile?
- Q2. Salary exceptions
Financial Analyst Interview Questions & Answers
Ameriprise Financial
Anonymous
posted on 18 Nov 2024
I applied via Naukri.com and was interviewed in Oct 2024. There was 1 interview round.
(1 Question)
- Q1. Tell me one of your life experience
Interview Preparation Tips
(2 Questions)
- Q1. How do you handle escalations?
- Ans.
I handle escalations by remaining calm, listening actively, identifying the root cause, proposing solutions, and following up to ensure resolution.
Remain calm and composed when dealing with escalated situations
Listen actively to understand the concerns and perspectives of all parties involved
Identify the root cause of the escalation to address the underlying issue
Propose solutions or alternatives to resolve the escalat...
- Q2. How important is this job to you?
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FactSet Financial Advisor Interview Process
based on 3 interviews
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FactSet Financial Advisor Reviews and Ratings
based on 3 reviews
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