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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 Naukri.com and was interviewed in Oct 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. First they are asked my self details and then project details. Most of the questions asked me related to my finance topics. I faced my interview at online mode. It is my first interview. Im scared and nerv...

Interview Preparation Tips

Interview preparation tips for other job seekers - To maintain good communication, interaction skills
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Company Website and was interviewed before Feb 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 tips
Round 2 - Aptitude Test 

Basic Aptitude test along with financial sector

Round 3 - One-on-one 

(2 Questions)

  • Q1. Profile related interview 1- What is mutual fund 2- What is difference between real account and personal account 3- Cash flow statement 4- Balance sheet
  • Q2. Where do you see after Five years

Interview Preparation Tips

Interview preparation tips for other job seekers - Read all basic of accountancy and focus on job profile and company details

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?

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

Round 1 - One-on-one 

(1 Question)

  • Q1. What is Nifty50? Explain about it
  • Ans. 

    Nifty50 is the benchmark index of the National Stock Exchange (NSE) of India, comprising of 50 actively traded stocks.

    • Nifty50 is a stock market index that tracks the performance of 50 large-cap Indian companies listed on the NSE.

    • It is calculated using the free-float market capitalization weighted methodology.

    • The index is reviewed twice a year and changes are made based on market capitalization and liquidity.

    • Nifty50 is ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be Confident when Ur Answered so No tension

I applied via Company Website and was interviewed in Jan 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 

It's an aptitude test, mostly questions related to financial statements and data interpretation.

Interview Preparation Tips

Interview preparation tips for other job seekers - You can easily crack it if you have practiced CAT DILR.

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)

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Jan 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 tips
Round 2 - Aptitude Test 

Basic questions about reasoning, Knowledge about computer, Speaking writing listening skills

Round 3 - Technical 

(2 Questions)

  • Q1. Explain about your project. Accounts and mental ability questions
  • Q2. What is IPO What is account payable
  • Ans. 

    IPO stands for Initial Public Offering. It is the first time a company's stock is offered to the public.

    • IPO is a way for companies to raise capital by selling shares of their stock to the public

    • It is a process where a private company becomes a public company

    • The company hires an investment bank to underwrite the IPO and help set the price of the shares

    • Examples of successful IPOs include Facebook, Alibaba, and Uber

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well about Finance and accounts. They ask our

Get interview-ready with Top FactSet Interview Questions

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

Interview Questionnaire 

2 Questions

  • Q1. 1st round would be online assessment were they mainly focus on accounting and finance related questions
  • Q2. 2nd round would be technical assistance that is HR round were they are going to pose questions only on accounts and finance

Interview Preparation Tips

Interview preparation tips for other job seekers - Focus on basic questions of accounts and finance

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

Round 1 - Aptitude Test 

Quantitative aptitude , Reasoning , Accounting Questions. , 1 hr Exam

Round 2 - HR 

(1 Question)

  • Q1. Past Experience , are if your a fresher , then college experiences and Achievements.
Round 3 - Technical 

(4 Questions)

  • Q1. All Accounting and Finance Related Questions.
  • Q2. Accounting entries , Ratios , Some of situation based questions .
  • Q3. Situation based questions. which are available in so many YouTube videos. prepare from that.
  • Q4. Major finance related questions , like depreciation , Amortization Accounting types.

Interview Preparation Tips

Interview preparation tips for other job seekers - Always Prepare with your Resume , Study it first . Then go for Technical and definitely you need to keep a note of our past happiest , saddest , challenging situations in what ever the position you are i.e., if your fresher , then the things in your college days ., if you are experienced then about past experience . so please make some memories and challenging situations and some Achievements just to keep yourself ready for next new interviews.

I applied via Naukri.com and was interviewed in Sep 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Tell me about ur self

Interview Preparation Tips

Interview preparation tips for other job seekers - Be more confident in this answer. It is very important for the interview.

I applied via Company Website and was interviewed before Oct 2020. There were 3 interview rounds.

Interview Questionnaire 

18 Questions

  • Q1. Self details
  • Q2. Research Analyst?
  • Q3. Gloden rules of Accounting
  • Ans. 

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

    • The first golden rule is the Personal Account rule, which states that all personal accounts are debited for the receiver and credited for the giver.

    • The second golden rule is the Real Account rule, which states that all real accounts are debited for what comes in and credited for what goes out.

    • The third golden rule is ...

  • Answered by AI
  • Q4. Difference between provision and reserve
  • Ans. 

    Provision is a liability that is uncertain in timing or amount, while reserve is a portion of profits set aside for specific purposes.

    • Provision is a liability that is recognized in the financial statements when there is uncertainty about the timing or amount of an obligation.

    • Reserve is a portion of profits that is set aside by a company for specific purposes, such as future investments, contingencies, or dividends.

    • Prov...

  • Answered by AI
  • Q5. Balance sheet is point statement or period statement.
  • Q6. Stock split
  • Q7. Difference between semi variable and variable costs
  • Ans. 

    Semi-variable costs have both fixed and variable components, while variable costs change proportionally with output.

    • Semi-variable costs have a fixed portion that remains constant regardless of output, and a variable portion that changes with output.

    • Examples of semi-variable costs include utilities, phone bills, and maintenance costs.

    • Variable costs change proportionally with output, such as direct materials and labor co...

  • Answered by AI
  • Q8. Gross profit formula
  • Ans. 

    The gross profit formula calculates the profit made after deducting the cost of goods sold from the total revenue.

    • Gross profit = Total revenue - Cost of goods sold

    • Total revenue includes all sales revenue generated by the company

    • Cost of goods sold includes the direct costs associated with producing or purchasing the goods sold

    • Gross profit is an indicator of a company's profitability before considering other expenses

    • Exam...

  • Answered by AI
  • Q9. Difference between direct and indirect expenses
  • Ans. 

    Direct expenses are related to production while indirect expenses are not directly related to production.

    • Direct expenses are incurred in the production process and can be easily traced to a product or service.

    • Indirect expenses are not directly related to production and cannot be easily traced to a product or service.

    • Direct expenses are variable costs while indirect expenses are fixed costs.

    • Examples of direct expenses i...

  • Answered by AI
  • Q10. Activities in Cash Flow Statement
  • Ans. 

    Activities in Cash Flow Statement include operating, investing, and financing activities.

    • Operating activities involve cash flows from day-to-day business operations, such as sales and expenses.

    • Investing activities include cash flows from buying or selling long-term assets, like property or equipment.

    • Financing activities involve cash flows related to raising or repaying capital, such as issuing stocks or paying dividend...

  • Answered by AI
  • Q11. Methods of depreciation
  • Ans. 

    Depreciation methods include straight-line, declining balance, and sum-of-the-years' digits.

    • Straight-line method charges an equal amount of depreciation each year.

    • Declining balance method charges a higher percentage of depreciation in the early years of an asset's life.

    • Sum-of-the-years' digits method charges more depreciation in the early years and less in the later years.

    • Other methods include units of production and M...

  • Answered by AI
  • Q12. Derivatives meaning ?
  • Ans. 

    Derivatives are financial contracts that derive their value from an underlying asset or security.

    • Derivatives can be used for hedging or speculation.

    • Examples of derivatives include futures, options, and swaps.

    • Derivatives can be traded on exchanges or over-the-counter.

    • Derivatives can be used to manage risk or to take on additional risk for potential profit.

    • Derivatives can be complex and require specialized knowledge to u

  • Answered by AI
  • Q13. Primary and secondary market
  • Q14. Difference between marginal costs and additional costs
  • Ans. 

    Marginal costs refer to the cost of producing one additional unit of a product, while additional costs refer to any extra costs incurred beyond the initial cost.

    • Marginal costs are the cost of producing one more unit of a product, while additional costs are any extra costs incurred beyond the initial cost.

    • Marginal costs are variable costs that increase or decrease with the production of one more unit, while additional c...

  • Answered by AI
  • Q15. ABC analysis
  • Q16. Methods of calculating Goodwill
  • Ans. 

    Goodwill can be calculated using the acquisition method or the impairment method.

    • Acquisition method involves subtracting the fair value of net assets acquired from the purchase price.

    • Impairment method involves comparing the carrying value of goodwill to its implied fair value.

    • Goodwill is only recognized in a business combination.

    • Goodwill is tested for impairment annually or when there is a triggering event.

    • Goodwill is ...

  • Answered by AI
  • Q17. What is EPS?
  • Ans. 

    EPS stands for Earnings Per Share, which is the portion of a company's profit allocated to each outstanding share of common stock.

    • EPS is a financial metric used to evaluate a company's profitability.

    • It is calculated by dividing the company's net income by the number of outstanding shares.

    • EPS can be used to compare the profitability of different companies or to track a company's performance over time.

    • A higher EPS indica...

  • Answered by AI
  • Q18. How much u rate yourself in accounting? Options :Very Good, Average, Below Average
  • Ans. 

    I rate myself as Very Good in accounting.

    • I have a strong understanding of accounting principles and practices.

    • I have experience in preparing financial statements and analyzing financial data.

    • I am proficient in using accounting software such as QuickBooks and Excel.

    • I have received positive feedback from previous employers and colleagues on my accounting skills.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Overall interview questions are Basic Accounting and Finance Questions.
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website 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 tips
Round 2 - Aptitude Test 

Aptitude, English, Finance and accounting

Round 3 - One-on-one 

(1 Question)

  • Q1. Resume, Finance

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.

Tell us how to improve this page.

FactSet Research Analyst Interview Process

based on 65 interviews

4 Interview rounds

  • Aptitude Test Round - 1
  • Aptitude Test Round - 2
  • Technical Round
  • Personal Interview1 Round
View more

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FactSet Research Analyst Salary
based on 2.8k salaries
₹1.8 L/yr - ₹5.2 L/yr
22% less than the average Research Analyst Salary in India
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FactSet Research Analyst Reviews and Ratings

based on 483 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

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