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FactSet Research Analyst Interview Questions and Answers
82 Interview questions
A research analyst gathers, analyzes, and interprets data to provide insights and support decision-making in various fields.
Data Collection: Research analysts gather data from various sources, such as surveys, databases, and academic journals, to inform their analysis.
Statistical Analysis: They use statistical tools and software (e.g., SPSS, R) to analyze data trends and patterns, helping to draw meaningful conclu...
Financial derivatives are contracts whose value is derived from underlying assets, used for hedging or speculation.
Types of derivatives include options, futures, forwards, and swaps.
Options give the holder the right, but not the obligation, to buy/sell an asset at a predetermined price.
Futures contracts obligate parties to buy/sell an asset at a future date for a price agreed upon today.
Swaps involve exchanging ca...
Preferred stock is a type of stock that pays fixed dividends, while debenture is a type of debt instrument with no collateral.
Preferred stock represents ownership in a company, but usually does not come with voting rights.
Preferred stockholders receive fixed dividends before common stockholders.
Debentures are unsecured debt instruments issued by corporations or governments.
Debenture holders are considered creditor...
A derivative is a financial instrument whose value is derived from an underlying asset or group of assets.
Derivatives can be used for hedging, speculation, or arbitrage.
Common types of derivatives include options, futures, forwards, and swaps.
For example, a stock option derives its value from the underlying stock.
Derivatives allow investors to take on leverage and potentially increase returns.
Mutual funds are actively managed, while ETFs are passively traded on exchanges like stocks.
Mutual funds are typically managed by a fund manager, while ETFs usually track an index.
ETFs can be bought and sold throughout the trading day, unlike mutual funds which are traded at the end of the day.
Mutual funds often have higher fees due to active management, whereas ETFs generally have lower expense ratios.
Example of ...
A balance sheet is a financial statement showing a company's assets, liabilities, and equity at a specific point in time.
Assets: Resources owned by the company (e.g., cash, inventory, property).
Liabilities: Obligations owed to outsiders (e.g., loans, accounts payable).
Equity: Owner's claim after liabilities are deducted from assets (e.g., common stock, retained earnings).
Example: A company with $100,000 in assets,...
I am flexible with both day and night shifts, as I prioritize the needs of the team and the organization.
I have experience working both shifts in previous roles, adapting my schedule as needed.
For example, during a project deadline, I willingly took on night shifts to ensure timely completion.
I understand that different shifts may require different levels of focus and energy, and I am prepared for both.
I believe t...
Private equity is a type of investment where funds are raised from institutional and high-net-worth investors to acquire equity ownership in companies.
Private equity firms typically buy out existing companies or invest in growing businesses to help them expand.
Investments are made with the goal of improving the company's performance and ultimately selling it for a profit.
Private equity investors often take an acti...
Balance sheet, income statement, and cash flow statement are three key financial statements used to assess the financial health of a company.
Balance sheet provides a snapshot of a company's financial position at a specific point in time, showing assets, liabilities, and equity.
Income statement shows a company's revenues, expenses, and profits over a specific period of time.
Cash flow statement tracks the flow of ca...
Depreciation is the allocation of the cost of a tangible asset over its useful life.
Depreciation is a non-cash expense that reflects the decrease in value of an asset over time.
It is used to spread out the cost of an asset over its useful life for accounting and tax purposes.
Common methods of calculating depreciation include straight-line, double declining balance, and units of production.
Examples of depreciable a...
FactSet Research Analyst Interview Experiences
97 interviews found
Anonymous
Selected
I applied via Campus Placement and was interviewed in Nov 2024. There were 2 interview rounds.
The test will comprise a total of 60 questions, divided as follows: 70% of the questions will focus on finance and accounting, while the remaining questions will cover aptitude and English.
(1 Question)
- Q1. Zero coupon bonds, long-term liabilities, return on equity, debt-equity ratio, captial budgeting and techniques, bonds and its types, debt instruments meaning, collateral, mortgage, spin off, demerger, mer...
Interview Preparation Tips
Selected
Verbal, reasoning and others
(2 Questions)
- Q1. What is balance sheet? Examples
- Ans.
A balance sheet is a financial statement showing a company's assets, liabilities, and equity at a specific point in time.
Assets: Resources owned by the company (e.g., cash, inventory, property).
Liabilities: Obligations owed to outsiders (e.g., loans, accounts payable).
Equity: Owner's claim after liabilities are deducted from assets (e.g., common stock, retained earnings).
Example: A company with $100,000 in assets, $60,...
- Q2. Difference between mutual fund and ETF?
- Ans.
Mutual funds are actively managed, while ETFs are passively traded on exchanges like stocks.
Mutual funds are typically managed by a fund manager, while ETFs usually track an index.
ETFs can be bought and sold throughout the trading day, unlike mutual funds which are traded at the end of the day.
Mutual funds often have higher fees due to active management, whereas ETFs generally have lower expense ratios.
Example of a mut...
(2 Questions)
- Q1. Are you okay with day or night shift?
- Ans.
I am flexible with both day and night shifts, as I prioritize the needs of the team and the organization.
I have experience working both shifts in previous roles, adapting my schedule as needed.
For example, during a project deadline, I willingly took on night shifts to ensure timely completion.
I understand that different shifts may require different levels of focus and energy, and I am prepared for both.
I believe that w...
- Q2. What’s your salary expectations?
- Ans.
I am looking for a competitive salary that reflects my skills and experience, ideally in the range of $60,000 to $70,000.
Research industry standards: For a Research Analyst, salaries typically range from $55,000 to $75,000 depending on experience.
Consider my experience: With 3 years of experience in data analysis, I believe a salary closer to $70,000 is appropriate.
Location matters: Salaries can vary significantly by r...
I appeared for an interview in Apr 2025, where I was asked the following questions.
- Q1. Tell me about yourself
- Q2. What do you know about Factset
- Ans.
FactSet is a financial data and software company providing analytics and insights for investment professionals globally.
Comprehensive Data: FactSet offers extensive financial data, including market data, company fundamentals, and economic indicators.
Analytics Tools: The platform provides advanced analytics tools for portfolio management, risk assessment, and performance measurement.
Customizable Dashboards: Users can cr...
- Q3. What is mean by research analyst
- Ans.
A research analyst gathers, analyzes, and interprets data to provide insights and support decision-making in various fields.
Data Collection: Research analysts gather data from various sources, such as surveys, databases, and academic journals, to inform their analysis.
Statistical Analysis: They use statistical tools and software (e.g., SPSS, R) to analyze data trends and patterns, helping to draw meaningful conclusions...
Selected
I appeared for an interview in Mar 2025, where I was asked the following questions.
- Q1. What is your hobby
- Ans.
My hobby is photography, which allows me to capture moments and express creativity through visual storytelling.
I enjoy landscape photography, especially during sunrise and sunset for the perfect lighting.
I often participate in local photography contests to challenge myself and gain feedback.
Traveling to new places inspires my photography, as I love capturing different cultures and environments.
I also edit my photos usi...
- Q2. 5 assets and liabilities
(2 Questions)
- Q1. Balance sheet related questions
- Q2. Incomestatement
I appeared for an interview in Feb 2025, where I was asked the following questions.
- Q1. What is balance sheet and income statement
- Ans.
A balance sheet shows a company's financial position, while an income statement details its profitability over a period.
Balance Sheet: Snapshot of assets, liabilities, and equity at a specific date.
Income Statement: Summary of revenues and expenses over a period, showing net income.
Example of Balance Sheet: Assets = $500,000; Liabilities = $300,000; Equity = $200,000.
Example of Income Statement: Revenues = $400,000; Ex...
- Q2. Different type of golden rules of accounting
- Ans.
Golden rules of accounting guide how transactions are recorded in financial statements.
1. Debit what comes in, credit what goes out. Example: When cash is received, debit cash account.
2. Debit the receiver, credit the giver. Example: When goods are sold on credit, debit the customer account.
3. Debit all expenses and losses, credit all incomes and gains. Example: When rent is paid, debit rent expense.
- Q3. Different betwen direct and indirect expens
- Ans.
Direct expenses are directly tied to a product or service, while indirect expenses are not directly linked and support overall operations.
Direct expenses include costs like raw materials and labor directly involved in production.
Indirect expenses encompass overhead costs such as utilities, rent, and administrative salaries.
Example of direct expense: Cost of ingredients in a restaurant.
Example of indirect expense: Month...
Revathi
(2 Questions)
- Q1. Market capitalisation
- Q2. Stock market re latest questions
Interview Preparation Tips
(2 Questions)
- Q1. Financial statements
- Q2. Bonds vs spilt ?
- Ans.
Bonds and stocks are two different types of investments with varying levels of risk and return potential.
Bonds are considered safer investments compared to stocks as they offer fixed interest payments and return of principal at maturity.
Stocks, on the other hand, represent ownership in a company and offer potential for higher returns but also come with higher risk.
Investors often choose a mix of bonds and stocks in the...
90MINS, MATHS AND DILR
(2 Questions)
- Q1. What do you know about balance sheet, income statement and cashflow statement?
- Ans.
Balance sheet, income statement, and cash flow statement are three key financial statements used to assess the financial health of a company.
Balance sheet provides a snapshot of a company's financial position at a specific point in time, showing assets, liabilities, and equity.
Income statement shows a company's revenues, expenses, and profits over a specific period of time.
Cash flow statement tracks the flow of cash in...
- Q2. What is EPS? What is PE ratio?
- Ans.
EPS stands for Earnings Per Share, a financial metric that indicates a company's profitability. PE ratio is Price-to-Earnings ratio, used to evaluate a company's stock price relative to its earnings.
EPS is calculated by dividing a company's net income by the number of outstanding shares.
A higher EPS indicates higher profitability for the company.
PE ratio is calculated by dividing the current stock price by the EPS.
A lo...
Interview Preparation Tips
Venu Gopal Nayak
I applied via Naukri.com and was interviewed in May 2024. There was 1 interview round.
(2 Questions)
- Q1. What are the financial statements?
- Ans.
Financial statements are formal records of the financial activities and position of a business, organization, or individual.
Financial statements include the balance sheet, income statement, cash flow statement, and statement of changes in equity.
Balance sheet shows assets, liabilities, and equity at a specific point in time.
Income statement shows revenues and expenses over a period of time.
Cash flow statement shows the...
- Q2. What do you know about Factset?
- Ans.
Factset is a financial data and software company providing analytics, research, and data to investment professionals.
Factset offers a wide range of financial data and analytics tools for investment professionals
It provides real-time data, research, and analysis on global financial markets
Factset's software solutions help users make informed investment decisions
The company was founded in 1978 and is headquartered in Nor...
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FactSet Interview FAQs
Some of the top questions asked at the FactSet Research Analyst interview -
The duration of FactSet Research Analyst interview process can vary, but typically it takes about less than 2 weeks to complete.
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FactSet Interviews By Designations
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FactSet Research Analyst Reviews and Ratings
based on 525 reviews
Rating in categories
|
Research Analyst
3k
salaries
|  ₹2.4 L/yr - ₹5.2 L/yr |
|
Senior Research Analyst
809
salaries
| ₹3.5 L/yr - ₹7 L/yr |
|
Equity Research Analyst
365
salaries
| ₹2 L/yr - ₹4.9 L/yr |
|
Software Engineer III
277
salaries
| ₹14.4 L/yr - ₹23.4 L/yr |
|
Senior Software Engineer
268
salaries
| ₹20.8 L/yr - ₹36 L/yr |
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