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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
Anonymous
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
I applied via Campus Placement and was interviewed in Dec 2016. There were 5 interview rounds.
Interview Questionnaire
6 Questions
- Q1. A basic question on Bayes Theorem
- Q2. Few Complicated questions using Probablity which will be assisted by the interviewer as you interact with them
- Q3. Few Finance Questions
- Q4. Guesstimate to find number of Credit Cards in India
- Ans.
Guesstimate the number of credit cards in India.
Estimate the population of India
Determine the percentage of people who have credit cards
Consider the average number of credit cards per person
Factor in the growth rate of credit card usage
Consider the number of credit card issuers in India
- Q5. Other questions asking you to convince them you are good for the job
- Q6. Simple questions like how serious are you about Citicorp and how bad you want the job
Interview Preparation Tips
Duration: 1 hour
Round: Technical Interview
Experience: The first round of interview was identifying your interest and testing it. I told I am good at Math and Fin and I was asked all probab and Fin questions. Many others were asked Guesstimates and Puzzles
Tips: Be confident and keep talking and keep interacting, even when you are struggling- it's more about the ideas you put on the table than the answers. Be thorough in basics of probab including all kinds of distribution and all.
Also the job is for analysing Credit Card usage. And it is a gloabla financial firm. So for questions like, "Tell about yourself" or "Walk me through the resume", keep telling how you are good at handling data. And if you have Fin background, pitch about it.
Round: Technical + HR Interview
Experience: The interview was mostly a stress interview. They kept telling me that I am somehow not so good for the job and my knowledge in the field is insufficient. And I kept convincing them back that I am indeed a good candidate.
Tips: Keep calm. Prepare HR questions perfectly. You should talk to them as if you are dying too get this job and detail it to them that you are the best candidate for this job. You have to tell them that you have some special capability that others don't (I told about my knowledge in Fin). And you should be really special in that and be able to answer anything.
Round: HR Interview
Experience: Basic HR questions to test if you are really serious about the hjob and firm. If you did previous 2 intervies well, this must be a cakewalk.
Tips: Be ready to give answers convincing them that this job is the most important thing in your life
Skills: Mathematical Aptitude, Probabiity, Finance, Conversation Skills
College Name: IIT Madras
(1 Question)
- Q1. Why do you want to work for Bloomberg?
(1 Question)
- Q1. Which products do you know about Bloomberg?
- Ans.
Bloomberg offers a wide range of products for financial professionals, including the Bloomberg Terminal, Bloomberg Market Concepts, and Bloomberg News.
Bloomberg Terminal is a software platform used by financial professionals for real-time market data, news, and analytics.
Bloomberg Market Concepts is an e-learning course that provides an introduction to financial markets and the Bloomberg Terminal.
Bloomberg News is a gl...
Plum test, basic iq test format
(2 Questions)
- Q1. How would you prioritise your work?
- Q2. What is bond convexity?
- Ans.
Bond convexity measures the sensitivity of a bond's duration to changes in interest rates.
Convexity helps investors understand how the price of a bond will change in response to interest rate movements.
It provides a more accurate estimate of a bond's price sensitivity compared to duration alone.
Higher convexity means the bond's price is more sensitive to interest rate changes.
Convexity is important for managing interes...
Interview Preparation Tips
I was interviewed 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...
- 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...
- 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
Interview Preparation Tips
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
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
Parva Goyal
Interview Preparation Tips
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
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
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FactSet Financial Advisor Interview Process
based on 3 interviews
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