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FactSet Interview Questions and Answers

Updated 9 Jun 2025
Popular Designations

160 Interview questions

A Research Analyst was asked
Q. Explain Financial Ratios.
Ans. 

Financial ratios are tools used to analyze a company's financial performance by comparing different financial metrics.

  • Financial ratios are used to evaluate a company's liquidity, profitability, solvency, and efficiency.

  • Examples of financial ratios include current ratio, debt-to-equity ratio, return on equity, and gross profit margin.

  • Financial ratios are calculated by dividing one financial metric by another to pro...

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A Research Analyst was asked
Q. What is the meaning of derivatives?
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...

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A Research Analyst was asked
Q. What is the 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 lab...

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A Research Analyst was asked
Q. What is the difference between a provision and a 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...

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🔥 Asked by recruiter 2 times
A Research Analyst was asked
Q. What is the 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 expen...

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A Research Analyst was asked
Q. 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 i...

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A Research Analyst was asked
Q. What is the 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 additio...

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A Research Analyst was asked
Q. Is a balance sheet a point-in-time statement or a period statement?
Ans. 

A balance sheet is a point statement, providing a snapshot of a company's financial position at a specific date.

  • A balance sheet reflects assets, liabilities, and equity at a single point in time, e.g., December 31, 2023.

  • Unlike income statements, which cover a period (e.g., Q1 2023), balance sheets do not show changes over time.

  • It helps stakeholders assess the company's financial health at a specific moment, aiding...

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A Research Analyst was asked
Q. What is the difference between provisions 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, conting...

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A Research Analyst was asked
Q. Differentiate between depreciation and amortization.
Ans. 

Depreciation is the decrease in value of tangible assets over time, while amortization is the decrease in value of intangible assets over time.

  • Depreciation applies to tangible assets like buildings, machinery, and vehicles.

  • Amortization applies to intangible assets like patents, copyrights, and trademarks.

  • Depreciation is calculated based on the useful life of the asset.

  • Amortization is calculated based on the estima...

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FactSet Interview Experiences

216 interviews found

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed in Nov 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

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.

Round 2 - Technical 

(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

Interview preparation tips for other job seekers - The interview panel consists of two members: the team leader and the manager. They specifically asked me detailed questions regarding finance, which included my percentage in my MBA, inquiries related to my projects, and how I learned about the company. While responding to the questions, it is essential to remain confident, and if a question is unfamiliar, we can articulate our response in our own words. We should answer them slowly instead of hurrying. Overall I have a great experience while answering the questions and panel members were polite persons.

Interview Questions & Answers

user image Anonymous

posted on 31 Dec 2024

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I appeared for an interview in Dec 2024.

Round 1 - Aptitude Test 

Core finance questions.

Round 2 - Technical 

(2 Questions)

  • Q1. Mergers and acquisitions, Stock split, Dividend.
  • Q2. Introduction,
Round 3 - One-on-one 

(1 Question)

  • Q1. Behavioral questions with manager
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected
Round 1 - Aptitude Test 

Verbal, reasoning and others

Round 2 - Technical 

(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,...

  • Answered by AI
  • 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...

  • Answered by AI
Round 3 - HR 

(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...

  • Answered by AI
  • 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...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

General question about finance.

Round 2 - One-on-one 

(2 Questions)

  • Q1. What is your knowledge of financial reports?
  • Ans. 

    I have a strong knowledge of financial reports including income statements, balance sheets, and cash flow statements.

    • Proficient in analyzing income statements to assess a company's revenue and expenses

    • Skilled in interpreting balance sheets to understand a company's assets, liabilities, and equity

    • Experienced in evaluating cash flow statements to determine a company's liquidity and financial health

  • Answered by AI
  • Q2. Different types of bonds
  • Ans. 

    Different types of bonds include corporate bonds, government bonds, municipal bonds, and convertible bonds.

    • Corporate bonds are issued by corporations to raise capital and typically offer higher yields but also higher risk.

    • Government bonds are issued by governments to finance public spending and are considered low-risk investments.

    • Municipal bonds are issued by local governments to fund public projects and are often exem...

  • Answered by AI

Interview Questions & Answers

user image Anonymous

posted on 11 Jan 2025

Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Hacker Rank Test is conducted which has multiple sections, including finance, logical reasoning, verbal ability, quantitative aptitude

Round 2 - Technical 

(2 Questions)

  • Q1. What are green bonds
  • Ans. 

    Green bonds are fixed-income securities designed to fund projects that have positive environmental or climate benefits.

    • Green bonds are issued by governments, municipalities, or corporations to finance projects such as renewable energy, energy efficiency, clean transportation, and sustainable water management.

    • Investors who purchase green bonds are supporting environmentally friendly initiatives while earning a return on...

  • Answered by AI
  • Q2. How is RSI (one of the technical indicators) derives its value
  • Ans. 

    RSI is calculated based on the average gain and loss over a specified period of time.

    • RSI is calculated using the formula: RSI = 100 - (100 / (1 + RS)), where RS = Average Gain / Average Loss

    • Typically, RSI is calculated over a 14-day period, but this can be adjusted based on the trader's preference

    • RSI values range from 0 to 100, with readings above 70 indicating overbought conditions and readings below 30 indicating ove...

  • Answered by AI
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Walk-in and was interviewed in Sep 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

English, Accounting,

Round 2 - Technical 

(5 Questions)

  • Q1. Finance & Accounting
  • Q2. Ms Excel ,ms word
  • Q3. Income statement
  • Q4. Profit & loss Account
  • Q5. Journal entries

Interview Preparation Tips

Interview preparation tips for other job seekers - opportunity is first step advice for job seekers
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected
Round 1 - Aptitude Test 

Quant ,lr , English, domain

Round 2 - Technical 

(1 Question)

  • Q1. Same like interview
Round 3 - HR 

(1 Question)

  • Q1. Basics only ,where do u see urself?
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Sep 2024.

Round 1 - Technical 

(1 Question)

  • Q1. Mostly on fixed income securities
Round 2 - One-on-one 

(1 Question)

  • Q1. More of like general and financial market related
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

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...

  • Answered by AI
  • 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...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
-

I applied via LinkedIn and was interviewed in Oct 2024. There was 1 interview round.

Round 1 - Coding Test 

Write code to return the maximum profit by buying and selling stocks using available money

Top trending discussions

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Interview Tips & Stories
2w
toobluntforu
·
works at
Cvent
Can speak English, can’t deliver in interviews
I feel like I can't speak fluently during interviews. I do know english well and use it daily to communicate, but the moment I'm in an interview, I just get stuck. since it's not my first language, I struggle to express what I actually feel. I know the answer in my head, but I just can’t deliver it properly at that moment. Please guide me
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FactSet Interview FAQs

How many rounds are there in FactSet 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 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 Analytics, Python, Analytical, SQL and Computer science.
What are the top questions asked in FactSet interview?

Some of the top questions asked at the FactSet 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
What are the most common questions asked in FactSet HR round?

The most common HR questions asked in FactSet interview are -

  1. What are your strengths and weakness...read more
  2. Share details of your previous j...read more
  3. Tell me about yourse...read more
How long is the FactSet interview process?

The duration of FactSet interview process can vary, but typically it takes about less than 2 weeks to complete.

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Overall Interview Experience Rating

4.3/5

based on 180 interview experiences

Difficulty level

Easy 13%
Moderate 82%
Hard 6%

Duration

Less than 2 weeks 74%
2-4 weeks 21%
4-6 weeks 2%
6-8 weeks 2%
View more

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