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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

Research Analyst Interview Questions & Answers

user image Dandotikar Srinath

posted on 13 Feb 2020

I applied via Naukri.com and was interviewed in Jan 2020. There were 5 interview rounds.

Interview Questionnaire 

8 Questions

  • Q1. Tell me about Ur self.
  • Q2. Explain about finance
  • Ans. 

    Finance is the management of money and investments.

    • Finance involves managing money, investments, and financial risks.

    • It includes activities such as budgeting, investing, and financial analysis.

    • Examples of finance include personal finance, corporate finance, and public finance.

  • Answered by AI
  • Q3. How do you differentiate between fixed income and variable income of securities
  • Ans. 

    Fixed income securities provide a fixed return while variable income securities provide a return that fluctuates based on market conditions.

    • Fixed income securities provide a fixed rate of return, such as bonds or CDs

    • Variable income securities provide a return that fluctuates based on market conditions, such as stocks or mutual funds

    • Fixed income securities are generally considered less risky than variable income securit...

  • Answered by AI
  • Q4. Define bonds
  • Ans. 

    Bonds are financial instruments that represent a loan made by an investor to a borrower, typically a government or corporation.

    • Bonds are debt securities that pay interest over a fixed period of time.

    • They are used by governments and corporations to raise capital.

    • Investors who purchase bonds are essentially lending money to the issuer in exchange for regular interest payments and the return of the principal amount at mat...

  • Answered by AI
  • Q5. Different types of bonds
  • Ans. 

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

    • Government bonds are issued by national governments to finance their activities and are considered low-risk investments.

    • Corporate bonds are issued by corporations to raise capital and typically offer higher yields than government bonds.

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

  • Answered by AI
  • Q6. Zero coupon bonds
  • Q7. Call bonds and put bonds
  • Q8. Prepentual bonds

Interview Preparation Tips

Interview preparation tips for other job seekers - First round usually writing general topics and then next round technical (hr) round u have to fully prepared to finance they gonna ask about company how do you know about this company they ask every possible point of finance in depth like split shares, corporate actions, credit ratings sometimes they also give problem and says u to solve it.if u r selected u have to Skype call(or) telephone call with manager he asks Ur basic and explain about company norms and done.
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.

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
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
  • Q2. Difference between mutual fund and ETF?
Round 3 - HR 

(2 Questions)

  • Q1. Are you okay with day or night shift?
  • Q2. What’s your salary expectations?
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed before Feb 2024.

Round 1 - Technical 

(3 Questions)

  • Q1. What is derivative
  • Q2. What is equity and mutual fund
  • Q3. What is prefered stock and debenture

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)

 Associate Analyst

 (1)

 Business Analyst

 (1)

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. Balance sheet related questions
  • Q2. Incomestatement

Get interview-ready with Top FactSet Interview Questions

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. Market capitalisation
  • Q2. Stock market re latest questions

Interview Preparation Tips

Interview preparation tips for other job seekers - 2 rounds, online test and technical round
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(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...

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

90MINS, MATHS AND DILR

Round 2 - Technical 

(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...

  • Answered by AI
  • 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...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be well prepared with core finance.

Research Analyst Interview Questions & Answers

user image Venu Gopal Nayak

posted on 23 Jun 2024

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Naukri.com and was interviewed in May 2024. There was 1 interview round.

Round 1 - One-on-one 

(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...

  • Answered by AI
  • 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

  • Answered by AI
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

It includes questions from all areas like account verbal ability no series

Round 2 - One-on-one 

(2 Questions)

  • Q1. What is golden rules of accounting
  • Ans. 

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

    • The three golden rules of accounting are: Debit what comes in, Credit what goes out, Debit the receiver, Credit the giver, Debit all expenses and losses, Credit all incomes and gains.

    • These rules help ensure that financial transactions are accurately recorded and classified in the accounting system.

    • For example,...

  • Answered by AI
  • Q2. What is the role of research analyst
  • Ans. 

    Research analysts are responsible for gathering, analyzing, and interpreting data to provide insights and recommendations for decision-making.

    • Conducting research to gather data from various sources

    • Analyzing data using statistical techniques and software

    • Interpreting findings to provide insights and recommendations

    • Preparing reports and presentations to communicate findings to stakeholders

    • Staying updated on industry trend

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Need to study finace related questions
Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. Regarding the job you will do.
Round 2 - Technical 

(1 Question)

  • Q1. Regarding the exam and some behavioural questions
Round 3 - One-on-one 

(1 Question)

  • Q1. Senior manager normal discussion.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and prepare from your resume.

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 64 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
View more details

FactSet Research Analyst Reviews and Ratings

based on 481 reviews

3.8/5

Rating in categories

3.3

Skill development

4.0

Work-life balance

3.2

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3.9

Job security

4.0

Company culture

2.9

Promotions

3.4

Work satisfaction

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