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FactSet Financial Advisor Interview Questions, Process, and Tips

Updated 24 Oct 2024

Top FactSet Financial Advisor Interview Questions and Answers

FactSet Financial Advisor Interview Experiences

3 interviews found

Interview experience
3
Average
Difficulty level
Hard
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 - One-on-one 

(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

  • Answered by AI
  • Q2. Corporate actions?
Round 2 - One-on-one 

(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...

  • Answered by AI

Financial Advisor Interview Questions & Answers

user image Giridhar Gopal Sharma

posted on 25 May 2024

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

I applied via Company Website and was interviewed before May 2023. There was 1 interview round.

Round 1 - Aptitude Test 

It was a thirty minutes online assessment aptitude test. Simple basic finance questions.

Interview Preparation Tips

Interview preparation tips for other job seekers - Go through the questions online for the role before the interview.

Financial Advisor Interview Questions Asked at Other Companies

Q1. If I give you one lakh rupees, where will you invest it? And how?
Q2. Who is the CEO of Icici prudential life insurance company
Q3. How you managed to travel paschim vihar as there is 2 weeks paid ... read more
Q4. How you build trust with US customer as they have received so man ... read more
Q5. How kuch experience do you have in this field ? What you know abo ... read more
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

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

Round 1 - Aptitude Test 

Finance,Ratio Analysis,Finacial Management

Round 2 - Technical 

(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...

  • Answered by AI
  • 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.

  • Answered by AI

Interview questions from similar companies

I applied via Walk-in and was interviewed before Jul 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. What are the types of derivatives?
  • Ans. 

    Derivatives are financial instruments that derive their value from an underlying asset or security.

    • Types of derivatives include futures, options, swaps, and forwards.

    • Futures are contracts to buy or sell an asset at a predetermined price and date.

    • Options give the buyer the right, but not the obligation, to buy or sell an asset at a predetermined price and date.

    • Swaps involve exchanging cash flows based on different finan...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare on Derviatives and structure of funds.

I appeared for an interview in Jan 2017.

Interview Questionnaire 

3 Questions

  • Q1. 1. Why do you want to join Citi?
  • Ans. 

    I want to join Citi because of its global presence, strong reputation, and opportunities for growth.

    • Citi is a global company with a presence in over 100 countries, which provides an opportunity to work with diverse teams and gain international exposure.

    • Citi has a strong reputation in the financial industry, known for its expertise and innovative solutions.

    • Citi offers excellent career development opportunities, includin...

  • Answered by AI
  • Q2. 2. Why do you want a career in banking? And not consulting or finance?
  • Ans. 

    I am interested in a career in banking because of the opportunities for growth, the dynamic nature of the industry, and my passion for financial analysis.

    • Opportunities for growth: Banking offers a wide range of career paths and opportunities for advancement. I am excited about the potential to develop my skills and progress within the industry.

    • Dynamic nature of the industry: Banking is constantly evolving, with new tec...

  • Answered by AI
  • Q3. 3. How has the Indian Economy performed in the past 2 years?
  • Ans. 

    The Indian economy has experienced mixed performance in the past 2 years.

    • GDP growth rate has fluctuated

    • Demonetization and GST implementation impacted the economy

    • Unemployment rate has been a concern

    • Inflation has remained relatively low

    • Foreign direct investment has increased

    • Agricultural sector faced challenges due to weather conditions

  • Answered by AI

Interview Preparation Tips

Round: Resume Shortlist
Experience: My resume had gotten shortlisted for the profile of an Analyst. This was the first stage.

Round: Group Discussion
Duration: 20 minutes

College Name: Lady Shri Ram College

Interview Preparation Tips

Round: Test
Experience: There were 25 MCQs and 2 case studies (one was guesstimate and other was a strategy case).

Round: Other Interview
Experience: We had 4 rounds of interviews, each lasting for about 15 minutes. In each one, they asked something from the resume and some puzzles, probability questions and this was again because I told them I like Maths. Last one was telephonic and they asked me about my family background.

General Tips: Be yourself. Prepare everything from your resume. Take a good sleep before the interview. Don't pretend to be over-smart and DO NOT argue with them.
Skills: Puzzle solving skills, Probability
College Name: IIT KANPUR

Analyst Interview Questions & Answers

Citicorp user image Parva Goyal

posted on 28 Jan 2015

Interview Preparation Tips

Round: Test
Experience: There were 25 MCQs. This was followed by 2 case studies, one guess estimate and the other was strategy case.

Round: Interview
Experience: It was for about 15 minutes. There were 4 such rounds. Questions were asked from resume, Some puzzles and questions on probability were asked because I told them that I like mathematics.

Round: Interview
Experience: This was over the telephone. They asked about my family background.

General Tips: Be yourself. Prepare from your resume thoroughly.
Have enough sleep before your interview as this will affect your performance.
Do not pretend to be over-smart, and DO NOT argue.
And lastly, prepare well, as in the end, it will all seem worth your efforts.
College Name: IIT KANPUR

Interview Preparation Tips

Round: Test
Experience: The test had 25 MCQs and 2 case studies, one guesstimate and the other was strategy case.
Total Questions: 25

Round: Other Interview
Experience: Had 4 rounds of interviews, of 15 minutes each.
Questions asked were from my resume, some puzzles and some questions on probability as I had mentioned my liking for maths.

Round: Other Interview
Experience: The last round was a telephonic one, where questions were asked about my family background.

General Tips: Prepare well from your resume. Rest well before your interview, it could affect your performance. And Do not to be over-smart. Do not argue with your interviewers.
College Name: IIT KANPUR

Analyst Interview Questions & Answers

Wells Fargo user image SNEHA KUMARI SHARMA

posted on 1 Jun 2017

I appeared for an interview in Aug 2016.

Interview Questionnaire 

11 Questions

  • Q1. Basics of programming language
  • Q2. Basics of programming language
  • Q3. Microprocessor basics
  • Q4. Logic of traffic light functionality
  • Ans. 

    Traffic lights use a set sequence of colors to control the flow of vehicles and pedestrians.

    • Traffic lights use red, yellow, and green lights to indicate when vehicles and pedestrians should stop, slow down, or go.

    • The sequence of colors is typically red, yellow, green, and then back to red.

    • Different traffic lights may have different timings for each color depending on the traffic flow and pedestrian activity.

    • Traffic lig...

  • Answered by AI
  • Q5. Logic of elevator operation
  • Ans. 

    The logic of elevator operation involves a system of sensors, controls, and algorithms to efficiently transport passengers between floors.

    • Elevators use sensors to detect the presence of passengers and determine their desired floor.

    • Controls process this information and calculate the most efficient route for the elevator to take.

    • Algorithms prioritize elevator assignments based on factors like proximity, floor traffic, an...

  • Answered by AI
  • Q6. Coding on paper.
  • Q7. How was the technical I review experience
  • Q8. How was the technical I review experience
  • Q9. Why wells Fargo?
  • Ans. 

    Wells Fargo is a reputable and established financial institution with a strong track record in the industry.

    • Wells Fargo has a long history dating back to 1852, making it one of the oldest and most established banks in the United States.

    • The company has a strong reputation for providing a wide range of financial services, including banking, investments, and insurance.

    • Wells Fargo has a large network of branches and ATMs, ...

  • Answered by AI
  • Q10. Comments on the moto of the company
  • Q11. General questions related to resume included details.

Interview Preparation Tips

Round: Test
Experience: Computer based Test
Enrollment round
Followed with other test rounds with one minute timer for each question.
Tips: Be quick,still careful.
Time management is the key to score.

Total Questions: 75

Round: Technical Interview
Experience: Computer based Test
Enrollment round
Followed with other test rounds with one minute timer for each question.
Tips: Be quick,still careful.
Time management is the key to score.


Round: Technical Interview
Experience: A general introduction of oneself.Hobbies and inclination towards IT sector job and why wells Fargo followed by different subject knowledge and basics .

Tips: Be confident.
Revise coding basics.
Know your microprocessor basics.
Be frank to say if u are unable to recall an answer at that moment.


College Name: Sikkim Manipal University

I appeared for an interview in Feb 2017.

Interview Questionnaire 

5 Questions

  • Q1. Tell us about yourself
  • Ans. 

    I am a detail-oriented analyst with a strong background in data analysis and problem-solving skills.

    • I have a Bachelor's degree in Economics with a focus on statistical analysis

    • I have experience using various data analysis tools such as Excel, SQL, and Tableau

    • I have successfully completed projects that involved forecasting trends and identifying key insights from data

  • Answered by AI
  • Q2. Why this company
  • Ans. 

    I chose this company because of its strong reputation, innovative projects, and commitment to employee growth.

    • Strong reputation in the industry

    • Innovative projects and technologies

    • Commitment to employee growth and development

  • Answered by AI
  • Q3. Which position are you interested in?
  • Ans. 

    I am interested in the Analyst position.

    • Strong analytical skills

    • Experience with data analysis tools

    • Ability to interpret complex data

    • Excellent problem-solving abilities

  • Answered by AI
  • Q4. Any skills that you possess which resonates with the position you want?
  • Ans. 

    I possess strong analytical skills, attention to detail, and proficiency in data analysis tools.

    • Strong analytical skills demonstrated through previous data analysis projects

    • Attention to detail shown in accuracy of reports and presentations

    • Proficiency in data analysis tools such as Excel, SQL, and Tableau

  • Answered by AI
  • Q5. How many airplanes take off from the Delhi airport each day?
  • Ans. 

    The number of airplanes taking off from Delhi airport daily is not available.

    • The exact number of airplanes taking off from Delhi airport each day is not publicly available.

    • The number of flights can vary depending on the day of the week and time of day.

    • Factors such as weather conditions and air traffic can also affect the number of flights.

    • However, Delhi airport is one of the busiest airports in India and handles a larg...

  • Answered by AI

Interview Preparation Tips

Round: Test
Total Questions: 60

Round: HR Interview
Experience: Basic introduction. Some specific questions and you just need to make then understand who you are as a person

Round: HR Interview
Experience: Basic introduction. Some specific questions and you just need to make then understand who you are as a person

Skills: Communication And Confidence, Problem Solving Abilties
College Name: Lady Shri Ram College

FactSet Interview FAQs

How many rounds are there in FactSet Financial Advisor interview?
FactSet interview process usually has 1-2 rounds. The most common rounds in the FactSet interview process are Aptitude Test, One-on-one Round and Technical.
How to prepare for FactSet Financial Advisor interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at FactSet. The most common topics and skills that interviewers at FactSet expect are Analytical, Analytics, Client Solutions, Financial Markets and Interpersonal Skills.
What are the top questions asked in FactSet Financial Advisor interview?

Some of the top questions asked at the FactSet Financial Advisor interview -

  1. How would you manage a irate clie...read more
  2. Difference between Stock market and in...read more
  3. What is Divide...read more

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FactSet Financial Advisor Interview Process

based on 3 interviews

Interview experience

4
  
Good
View more

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FactSet Financial Advisor Salary
based on 12 salaries
₹5.5 L/yr - ₹8 L/yr
57% more than the average Financial Advisor Salary in India
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