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FactSet Investment Banking Analyst Interview Questions and Answers

Updated 6 Sep 2022

FactSet Investment Banking Analyst Interview Experiences

1 interview found

I applied via Company Website and was interviewed in Aug 2022. There was 1 interview round.

Round 1 - Technical 

(4 Questions)

  • Q1. Fund accounting and reconciliation and
  • Q2. Fund accounting and reconciliation
  • Q3. General private equity funds Fund register Gp and Lp difference
  • Ans. 

    Private equity funds are investment vehicles that pool capital from investors to acquire and invest in companies.

    • General private equity funds are not focused on a specific industry or sector

    • Fund register is a document that contains information about a private equity fund, including its investment strategy, fees, and terms

    • GP (General Partner) is the manager of the private equity fund, responsible for making investment d...

  • Answered by AI
  • Q4. Kkp launching the new fund
  • Ans. 

    KKP is launching a new fund.

    • The new fund may have a specific focus or investment strategy.

    • KKP may be targeting a certain demographic or market with the new fund.

    • The launch of a new fund could indicate growth and expansion for KKP.

    • Investors may be interested in the new fund and its potential returns.

  • Answered by AI

Interview Preparation Tips

Topics to prepare for FactSet Investment Banking Analyst interview:
  • Investment banking
  • Fund accounting a
  • Accuraval concept
  • Cash reconciliation
Interview preparation tips for other job seekers - Hii
This is kadem Gunteiah
Job role fund accounting and investment banking

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
More than 8 weeks
Result
Not Selected

I applied via Naukri.com and was interviewed before Jan 2024. There was 1 interview round.

Round 1 - Assignment 

Made a model and report

Interview experience
2
Poor
Difficulty level
-
Process Duration
-
Result
-

I applied via Recruitment Consulltant and was interviewed in Apr 2024. There were 2 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 

(5 Questions)

  • Q1. Basic questions over excel function
  • Q2. Dashboard preparation with formulas
  • Q3. Vlookup and hlookup
  • Q4. Sum sumif tex formula
  • Ans. 

    SUMIF is a function in Excel used to sum values based on a specific condition.

    • SUMIF formula syntax: =SUMIF(range, criteria, [sum_range])

    • Example: =SUMIF(A1:A10, ">10", B1:B10) will sum values in B1:B10 where corresponding value in A1:A10 is greater than 10

    • Criteria can be a number, expression, or text

    • Sum_range is optional and if omitted, the range is used for both sum and criteria

  • Answered by AI
  • Q5. Countif countifs pivot advance excel formulas

Interview Preparation Tips

Interview preparation tips for other job seekers - Please don't go with 3rd party pay roll *Nityo Infotech* they don't take ur responsibility, no incriment in any year less number of holiday compare to other vendor.
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Need to give aptitude test

Round 2 - Technical 

(2 Questions)

  • Q1. Tell me about your self
  • Q2. Questions about process

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident on what you say.

I applied via Naukri.com and was interviewed in Aug 2022. There were 2 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 

Basic aptitude questions including work time, relationship and cost problems.

Interview Preparation Tips

Interview preparation tips for other job seekers - Revise basic mathematics, linear algebra hard probability problems for your exam.

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

Interview Questionnaire 

3 Questions

  • Q1. Conflict management
  • Q2. Financial forecasting and vendor management
  • Q3. Alteryx, SQL

Interview Preparation Tips

Interview preparation tips for other job seekers - - Be prepared.
- Read the JD to understand the probable questions.
- Ask your queries and understanding about the requirements.
- Smile
- Be yourself
- Prepare introduction in line with the job

Interview Questionnaire 

1 Question

  • Q1. Different types of risk in finance
  • Ans. 

    Different types of risk in finance include market risk, credit risk, liquidity risk, operational risk, and legal risk.

    • Market risk refers to the potential for losses due to changes in market conditions, such as fluctuations in interest rates, exchange rates, or stock prices.

    • Credit risk is the risk of default by borrowers or counterparties, leading to potential losses for lenders or investors.

    • Liquidity risk is the risk o...

  • Answered by AI

I applied via Naukri.com and was interviewed before Aug 2019. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Technical and behavioral questions only. I went through Manpower. It was third party payroll.

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare as per job description.

I applied via Recruitment Consultant and was interviewed before Jun 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Project Overview BA/PO related questions Domain and Behavioral questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Freshen up the domain learnings
Be confident of the behaviour questions as per the past and practical experience

I applied via Naukri.com and was interviewed before Feb 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Be well prepared for technical round as this will be a make or break for you

Interview Preparation Tips

Topics to prepare for HSBC Group Business Analyst interview:
  • Technical
Interview preparation tips for other job seekers - Prepare well for technical round

FactSet Interview FAQs

How many rounds are there in FactSet Investment Banking Analyst interview?
FactSet interview process usually has 1 rounds. The most common rounds in the FactSet interview process are Technical.
What are the top questions asked in FactSet Investment Banking Analyst interview?

Some of the top questions asked at the FactSet Investment Banking Analyst interview -

  1. General private equity funds Fund register Gp and Lp differe...read more
  2. Kkp launching the new f...read more
  3. Fund accounting and reconciliation ...read more

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