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FactSet Financial Advisor Interview Questions and Answers for Experienced
Updated
25 May 2024
1 interview found
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Popular
Giridhar Gopal Sharma
Interview experience
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected
I applied via Company Website and was interviewed before May 2023.
1 Interview Round
1
Aptitude Test Round
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.
Top trending discussions
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Interview Tips & Stories
2w (edited)
a consultant
Alternate documents for Employee verification?
My new employer asked for my previous offer letters and salary slips. When I inquired, they said it was for background verification.
However, I feel that providing these documents might affect salary negotiations, and it feels a bit unethical too.
What alternative documents can I provide for employment verification?
Got a question about FactSet?
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Interview questions from similar companies
Interview experience
Excellent
Difficulty level
-
Duration
-
Result
-
1 Interview Round
1
Technical Round (2 Questions)
- Q1. What are common control transactions View Answers (1)
- Q2. What is risk assessment View Answers (1)
Interview experience
Bad
Difficulty level
-
Duration
-
Result
-
1 Interview Round
1
Technical Round (1 Question)
- Q1. What is derivatives and its types View Answers (1)
Interview experience
Excellent
Difficulty level
Hard
Duration
Less than 2 weeks
Result
Selected
I applied via Referral and was interviewed in Mar 2023.
4 Interview Rounds
1
Resume Shortlist Round
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
2
HR Round (1 Question)
- Q1. Discussion regarding company worked Add Answer
3
One-on-one Round (1 Question)
- Q1. Based on resume Add Answer
4
Technical Round (1 Question)
- Q1. General trivia related to regular work analysis and checking skills Add Answer
Interview experience
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected
I applied via Company Website and was interviewed before Mar 2023.
2 Interview Rounds
1
HR Round (1 Question)
- Q1. Tell me about yourself and previous company details Add Answer
2
One-on-one Round (3 Questions)
- Q1. Questions related to knowledge in US mortgage and communication skillls Add Answer
- Q2. What is Forward mortgage View Answers (1)
- Q3. WhatI reverse mortgage View Answers (1)
Interview Preparation Tips
Interview preparation tips for other job seekers - Have a little experience knowledge on US mortgage sector
I applied via Recruitment Consulltant and was interviewed before Dec 2021.
4 Interview Rounds
1
Resume Shortlist Round
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
2
Practice casestudy Round (1 Question)
- Q1. They provide some practice case study . For preparation of financial statements.
Given some excel questions.
They give some concept for e mail drafing Add Answer
3
Technical Round (1 Question)
- Q1. This round is some toughest out of all rounds,
They asked more about accounting standards,
Forex,
Defferd revenue concepts,
Practical case study analysis, Add Answer
4
Behavioral Round (1 Question)
- Q1. They should check on communication skills,
Questions on prior experience. Add Answer
Interview Preparation Tips
Topics to prepare for Aon Financial Service Consultant interview:
Should have good excel, communication skills.
- Forex, insurance
Should have good excel, communication skills.
Senior Financial Analyst Interview Questions
State Street Corporation
Anonymous
posted on 6 Jul 2022
I applied via Naukri.com and was interviewed in Jan 2022.
2 Interview Rounds
1
One-on-one Round (1 Question)
- Q1. This interview is all about the experience and decision making skills Add Answer
2
One-on-one Round (1 Question)
- Q1. The second interview was taken by the VP it was about the past experience and skill test Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - Be confident and talkative be on cam well dressed and explain about your experience in brief. Goodluck
I applied via Naukri.com and was interviewed in Mar 2022.
2 Interview Rounds
1
Resume Shortlist Round
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
2
One-on-one Round (1 Question)
- Q1. Tell me about yourself
Explain past experience
Financial terms
Flow of Corporate Action Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - Be confident while answering every question.
Interview experience
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected
I applied via Naukri.com and was interviewed before Jan 2022.
5 Interview Rounds
1
Resume Shortlist Round
Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all tips
2
HR Round (3 Questions)
- Q1. Details about the current profile Add Answer
- Q2. Details about the current package Add Answer
- Q3. Reason for job switch View Answers (1)
3
Aptitude Test Round
Test of financial knowledge. Objective, subjective and case study based questions.
4
Technical Round (4 Questions)
- Q1. First round of interview by a Manager. Add Answer
- Q2. Questions related to past experience, nature of work performed. Add Answer
- Q3. Work related knowledge check Add Answer
- Q4. Knowledge of functions tools Add Answer
5
Technical Round (3 Questions)
- Q1. Interview by a Director/ Sr. Manager Add Answer
- Q2. Test of overall personality and knowledge Add Answer
- Q3. Expectations from the company View Answers (1)
Interview Preparation Tips
Interview preparation tips for other job seekers - Be prepared and read about the company and it's business. Sound knowledge of financial products and taxation.
Financial Analyst Interview Questions
Northern Trust Operating Services
Anonymous
posted on 14 Jun 2021
I applied via Naukri.com
1 Interview Round
Interview Questions
- Q1. Technical questions
Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - I'm feeling good
FactSet Interview FAQs
How many rounds are there in FactSet Financial Advisor interview for experienced candidates?
FactSet interview process for experienced candidates usually has 1 rounds. The most common rounds in the FactSet interview process for experienced candidates are Aptitude Test.
How to prepare for FactSet Financial Advisor interview for experienced candidates?
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 for experienced candidates?
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People are getting interviews through
based on 1 FactSet interview
Company Website
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Confidence
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Interview Questions from Similar Companies
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48%
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than the average Financial Advisor Salary in India
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FactSet Financial Advisor Reviews and Ratings
based on 3 reviews
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|  ₹1.6 L/yr - ₹6 L/yr |
|
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745
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| ₹2.8 L/yr - ₹8.5 L/yr |
|
Equity Research Analyst
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| ₹2 L/yr - ₹4.8 L/yr |
|
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salaries
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