FactSet Financial Consultant Interview Questions | Glassdoor

FactSet Financial Consultant Interview Questions

14 Interview Reviews

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Financial Consultant Interview

Anonymous Interview Candidate in Santa Clara, CA
No Offer
Neutral Experience
Average Interview

Application

I applied through college or university. The process took 1 day. I interviewed at FactSet (Santa Clara, CA) in February 2016.

Interview

On Campus Interview. Got the interview after going to an information session and introducing myself to the speaker. The speaker was a manager and ended up being the one who interviewed me. The interview was myself, the speaker, and his colleague. They each asked me questions.

Interview Questions

  • What was the name of the CEO? What is the current stock price ?   Answer Question
  • What experience do you have which would fit with this position?   Answer Question
  • Tell me more about your experience with financial software.   Answer Question
  • What research did you do for this interview?   Answer Question

Other Interview Reviews for FactSet

  1.  

    Financial Consultant Interview

    Anonymous Interview Candidate in San Francisco, CA
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied through college or university. The process took 1 day. I interviewed at FactSet (San Francisco, CA) in June 2015.

    Interview

    I just had a phone interview and it went much quicker than i am used to. Interviewer said they would let know whether i made it to the next round by the end of the week and didn't get back to me until the following week. Seems like an interesting company though.

    Interview Questions

    • Basic questions about my experience and why I'm interested in the company.   Answer Question

  2.  

    Financial Consultant Interview

    Anonymous Interview Candidate in Norwalk, CT
    Declined Offer
    Neutral Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 2 weeks. I interviewed at FactSet (Norwalk, CT) in May 2015.

    Interview

    Phone screening then in person interview. I was referred so the phone call was very informal and straight forward. Based on my previous internships and academic profile they were very interested but the position was not geared towards my desired career path.

    Interview Questions

    • What past experiences have prepared you for this position and why?   Answer Question
  3.  

    Financial Consultant Interview

    Anonymous Interview Candidate in San Francisco, CA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 2+ weeks. I interviewed at FactSet (San Francisco, CA) in March 2015.

    Interview

    They’ll bring you in at 9am and you’ll sit down with a Consulting Manager who will take you through an informational 30 min segment on the company w/ 3-4 other candidates. From here you’re broken into 4 separate interviews, in random order: Technology Interview; Finance Interview; Leadership Interview; Helping Others interview

    Interview Questions

    • Q: What's a P/E ratio? What are common market indexes investors refer to; explain EBITDA; why your major? What makes you a good leader? Who do you look up to? explain a common misconception people have about you? Name a split-second decision? Talk about a B/S, I/S, CF statement; What's EPS and FactSet's stock price?   Answer Question

  4. Helpful (1)  

    Financial Consultant Interview

    Anonymous Interview Candidate
    No Offer

    Interview

    The interview process is not hard. It is an on campus interview. There are some general questions about your resume and then they ask if you have relative experience. They introduce what they do and what kind of training program they will provide to you. It is about a 20 minutes interview.

    Interview Questions


  5.  

    Financial Consultant Interview

    Anonymous Interview Candidate in Video (Brazil)
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at FactSet (Video (Brazil)) in March 2016.

    Interview

    applied online process took 2-3weeks
    Video interview with HR. Try to stay relaxed during interview my interviewer was making notes herself so didn't really have time to look up at my body languages etc i made some key notes on the side and referred to it quickly. I wasn't really interested in factset so was happy with the outcome used it more for interviewing preparation for other companies. Hope this helps someone who's keen to work there

    Interview Questions

    • Whats the difference between buy/sell side
      what is difference between M and IB
      Why factset
      When have you dealt conflict within a team   1 Answer

  6.  

    Financial Consultant Interview

    Anonymous Interview Candidate in London, England (UK)
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at FactSet (London, England (UK)) in July 2014.

    Interview

    Initial stage - Online tests: I was given a numerical test, an excel test (basic; know how to use vlookup, conditional formatting etc), and a financial knowledge test (all calculation questions have formulae provided, but you should know things like index and exchange locations)

    Face to face interview: Basic questions about why factset, why finance etc, along with some financial competency questions (difference between IB/IM, how would a portfolio manager use our software)

    Interview Questions

    • What company indicators would someone in M&A look for in our software when looking to make an acquisition? How would a buy side trader use our software compared to sell side?   Answer Question

  7.  

    Financial Consultant Interview

    Anonymous Interview Candidate
    No Offer

    Application

    I applied online. The process took 2+ weeks. I interviewed at FactSet.

    Interview

    They took me to written test that had easy excel and basic finance question. However, it might be a little difficult if one hasn't taken any finance courses.

    Interview Questions

  8. Helpful (1)  

    Financial Consultant Interview

    Anonymous Interview Candidate
    No Offer

    Interview

    3 test
    Maths
    Finance
    Excel

    Interview Questions

    • Maths test- Just general calculations nothing special
      Finance test- Some random questions, but a broad idea and knowledge of the financial world is of help..
      Excel test- basic Excel sorting and so on, VLOOKUPS AND PIVOT TABLES   1 Answer

  9. Helpful (1)  

    Financial Consultant Interview

    Anonymous Interview Candidate in London, England (UK)
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through other source. The process took 2 weeks. I interviewed at FactSet (London, England (UK)) in March 2013.

    Interview

    Once you submit the CV and cover letter and get through the 3 test (financial, numerical and excel) which are pretty easy compared to the other tests. Then theres the assessment centre, where you have a group exercise which is just prioritising a list of tasks and then what they call a micro teach, you are told to prepare in advance something to teach (non-finance related - the simpler the better for 10 minutes. Lastly theres the final interview which is with two consultant managers. Questions were pretty standard: why this particular industry? where else have you applied? questions on your CV? where would you invest your money right now? what finance topic interests you at the moment? who are the competitors - how does FactSet differ? The interviewers were very nice but do ask a lot of questions so know why you want to work there

    Interview Questions


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