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FactSet Research Analyst Interview Questions, Process, and Tips

Updated 28 Feb 2025

Top FactSet Research Analyst Interview Questions and Answers

  • Q1. What is income statement how do u calculate net profit? What is stock split and merger and takeover and depreciation and amortization and net worth and retaining earnings ...read more
  • Q2. How do you differentiate between fixed income and variable income of securities
  • Q3. What is the difference between assets and liabilities?
View all 78 questions

FactSet Research Analyst Interview Experiences

90 interviews found

I applied via Job Portal

Interview Questionnaire 

3 Questions

  • Q1. I am fresher I don't have eany work experience if give an opportunity I will poor my self my strength are fixble,quick learner,I am good communication skills.as I have all such qualites in me you may hire ...
  • Q2. Quick learner-i am quick learner,I will learn everything in very less time. I am good at my research and analyziation skills
  • Q3.  Flexible-i am very flexible person,so I can adjust to any working conditions easily like whether to work in a night shifts and other locations.

Interview Preparation Tips

Interview preparation tips for other job seekers - I have much rounded in this factset company .

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

Interview Questionnaire 

5 Questions

  • Q1. Accounting standards, Dual concept, Accrual basis, Bad debts
  • Q2. Difference between provision and reserves
  • Ans. 

    Provision is a charge against profits, while reserves are profits set aside for future use.

    • Provision is an estimated expense, while reserves are a part of profits.

    • Provision is a charge against profits, while reserves are a part of equity.

    • Provision is a liability, while reserves are an asset.

    • Examples of provisions include bad debts, warranties, and taxes, while examples of reserves include general reserves, contingency

  • Answered by AI
  • Q3.  Types of accounts, Golden rules of accounts
  • Ans. 

    Types of accounts and golden rules of accounts

    • Types of accounts include assets, liabilities, equity, revenue, and expenses

    • Golden rules of accounts are based on the accounting equation: Assets = Liabilities + Equity

    • The golden rules are: Debit what comes in and credit what goes out, Debit the receiver and credit the giver, Debit all expenses and losses and credit all incomes and gains

  • Answered by AI
  • Q4. Finance related questions
  • Q5. Finace vs accounting, fundamental vs technical, merger, accquisition, amalgamation

Interview Preparation Tips

Interview preparation tips for other job seekers - If you are attending for research analyst, firstly be prepared with your resume of strengths & weakness. And be thorough with Finance related questions.

Research Analyst Interview Questions Asked at Other Companies

asked in FactSet
Q1. What is income statement how do u calculate net profit? What is s ... read more
asked in Amazon
Q2. Stream of Characters Problem Statement You are provided with a li ... read more
asked in Amazon
Q3. Ninja and MathematicsNinja is a genius in mathematics. He got an ... read more
asked in FactSet
Q4. How do you differentiate between fixed income and variable income ... read more
asked in FactSet
Q5. What is the difference between assets and liabilities?
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Mar 2023. There was 1 interview round.

Round 1 - Technical 

(1 Question)

  • Q1. What is amortization
  • Ans. 

    Amortization is the process of spreading out the cost of an intangible asset over its useful life.

    • Amortization is commonly used in accounting to allocate the cost of intangible assets such as patents, copyrights, and trademarks over their useful life.

    • It is similar to depreciation, which is used for tangible assets like buildings and equipment.

    • Amortization expenses are recorded on the income statement and reduce the val...

  • Answered by AI
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 Resume tips
Round 2 - Aptitude Test 
Round 3 - Technical 

(1 Question)

  • Q1. Cash flow statement, Golden rules of accounting

Interview Preparation Tips

Interview preparation tips for other job seekers - You have to know accounting and investment banking

FactSet interview questions for designations

 Senior Research Analyst

 (2)

 Equity Research Analyst

 (9)

 Financial Research Analyst

 (1)

 Senior Equity Research Analyst

 (1)

 Research Associate

 (1)

 Analyst

 (2)

 Business Analyst

 (1)

 Junior Analyst

 (1)

I applied via Company Website and was interviewed in Nov 2021. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Golden Rules of Accounting
  • Ans. 

    Golden rules of accounting are basic principles that guide the recording of financial transactions.

    • The first golden rule is the principle of debit and credit.

    • The second golden rule is the principle of consistency.

    • The third golden rule is the principle of conservatism.

    • The fourth golden rule is the principle of materiality.

    • The fifth golden rule is the principle of relevance.

    • The sixth golden rule is the principle of objec

  • Answered by AI
  • Q2. Ratios and Capital market

Interview Preparation Tips

Topics to prepare for FactSet Research Analyst interview:
  • Accounting and Finance market
Interview preparation tips for other job seekers - Basic and Depth Questions prepare well for Interview +12 questions are asked in Starting later they will go by your way of answering

Get interview-ready with Top FactSet Interview Questions

Round 1 - Assignment 

Basic aptitude questions.finance questions

Round 2 - Technical 

(1 Question)

  • Q1. Finance questions like derivatives.types of derivatives.buyback of shares.IPO

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident.go through what you have learned in MBA Finance. Keep going.Good luck.

Research Analyst Jobs at FactSet

View all

I applied via Walk-in and was interviewed in Jun 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 Resume tips
Round 2 - Aptitude Test 

Accounting and other related questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident that the one thing expected from every candidate.

I applied via Campus Placement and was interviewed in Jan 2022. There were 2 interview rounds.

Round 1 - Aptitude Test 

Concept cover the Altitude, reasoning, English,core finance

Round 2 - One-on-one 

(1 Question)

  • Q1. We should know basic financial concepts.

Interview Preparation Tips

Interview preparation tips for other job seekers - Easy to crack it with basic financial concepts knowledge.
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Apr 2022. There were 3 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 Resume tips
Round 2 - Aptitude Test 

English test , aptitude , accounts

Round 3 - Technical 

(3 Questions)

  • Q1. Entries, behaviour questions
  • Q2. Previous experience if any
  • Q3. More into general accounts

Interview Preparation Tips

Interview preparation tips for other job seekers - Get deep knowledge in accounts. Balance sheet, cash flow, Income statements

I applied via Referral and was interviewed in Sep 2021. There were 2 interview rounds.

Round 1 - Aptitude Test 

Multiple choice questions relating to aptitude and finance

Round 2 - Technical 

(2 Questions)

  • Q1. Technical interview by team lead and manager
  • Q2. Deferred revenue Stock split Intangible assets, types, formula for goodwill

Interview Preparation Tips

Interview preparation tips for other job seekers - Confidence is the key. Basic knowledge about finance and accounts with good confidence will help in clearing the interview.
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FactSet Interview FAQs

How many rounds are there in FactSet Research Analyst interview?
FactSet interview process usually has 2-3 rounds. The most common rounds in the FactSet interview process are Aptitude Test, Technical and One-on-one Round.
How to prepare for FactSet Research Analyst 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 Auditing, Analytics, Process Improvement, Stock Exchange and Research Analysis.
What are the top questions asked in FactSet Research Analyst interview?

Some of the top questions asked at the FactSet Research Analyst interview -

  1. What is income statement how do u calculate net profit? What is stock split and...read more
  2. How do you differentiate between fixed income and variable income of securit...read more
  3. What is the difference between assets and liabiliti...read more
How long is the FactSet Research Analyst interview process?

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 Research Analyst Interview Process

based on 66 interviews

4 Interview rounds

  • Aptitude Test Round - 1
  • Aptitude Test Round - 2
  • Technical Round
  • Personal Interview1 Round
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FactSet Research Analyst Salary
based on 2.9k salaries
₹1.8 L/yr - ₹5.2 L/yr
22% less than the average Research Analyst Salary in India
View more details

FactSet Research Analyst Reviews and Ratings

based on 486 reviews

3.8/5

Rating in categories

3.3

Skill development

4.0

Work-life balance

3.2

Salary

3.9

Job security

4.0

Company culture

2.9

Promotions

3.4

Work satisfaction

Explore 486 Reviews and Ratings
Research Analyst

Hyderabad / Secunderabad

0-4 Yrs

Not Disclosed

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