Working at FactSet | Glassdoor

FactSet Overview

Norwalk, CT
5001 to 10000 employees
1978
Company - Public (FDS)
Financial Analytics & Research
$1 to $2 billion (USD) per year
FactSet creates data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial investment decisions. We combine hundreds of databases from ... Read more

Mission: FactSet’s mission: Solve our clients’ greatest challenges with the power of collaboration


Glassdoor Awards

Best Places to Work: 2010 (#17), 2009 (#13)

FactSet Video

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FactSet – Why Work For Us?


undefinedAbout FactSet

At FactSet, exceptional talent fuels every aspect of our business, from the constantly evolving financial software we develop to the unrivaled client service at our core. As we continue to grow, we rely on new ideas and creative thinking to maintain our position on the cutting-edge of financial services and software.

Do you want to work for one of FORTUNE's "100 Best Companies to Work For”?

Do you want to create innovative solutions in a fast-paced environment?

Are you ready to start not only a job, but your career?

Get Set. Go.

FactSet offers instant access to accurate financial data and analytics to thousands of investment professionals around the world. Our company combines hundreds of databases from industry-leading suppliers and clients' own proprietary data into a single, powerful information system, making FactSet a one-stop source for financial information.

With 35 years in the business, a lot has changed at FactSet, from technology to market conditions. What's kept FactSet focused on our clients, profitable for our shareholders, honest with each other, and exciting for employees are FactSet's values.

What We Do

FactSet helps the world's best investment professionals outperform. Without the tools and applications FactSet develops, clients just have raw data to perform financial analysis. We make it easy for clients to convert this raw data into powerful information.

Our Industry

Over the last 15 years, the online information industry has enjoyed supercharged growth. FactSet has established itself as the market leader and continues to find new ways to deliver financial information. FactSet is consistently recognized by BusinessWeekForbesFORTUNE, and top business analysts as a fast and steadily growing company.

Our Business

Our mission is to provide financial professionals with everything they need to do their jobs effectively and efficiently. Without the tools and applications we develop, clients just have raw data. We make it easy for them to convert this raw data into powerful information they can use in their analysis or reporting.

Our business is based on the idea that FactSet is here to help our clients in any way possible, from helping to build financial models to getting to the bottom of why a certain data point is being pulled. Our business model is smart, fair, and forward-thinking, and those values come through in every department around the world.

Our Clients

Our client retention rate has remained an astounding 90% for more than 15 years, a testament to the high degree of service and quality for which we’ve become known.

FactSet’s mission is to provide our 48,000 users at more than 2,300 client sites with everything they need to do their jobs effectively. Our clients — money managers, research analysts, portfolio managers, and investment bankers — access FactSet's information 24 hours a day, 7 days a week.

From downloading data on thousands of companies into a spreadsheet model to customizing returns analysis on portfolio holdings data, we help our clients become more productive.

undefinedOur Culture

Join us and you'll be surrounded by opportunities to get involved!

Serve Your Community

In every one of our offices, FactSetters volunteer our time and skills, running races in support of charity and giving back to those who are in need. You’ll find us collecting and serving food to the hungry, mentoring students, cleaning up parks and playgrounds, and fundraising for various charities.

FactSet employees around the world are committed to helping our local communities thrive. During the past year, more than 2,000 employees participated in hands-on community outreach around the world.

Community Outreach

Watch the video below to see how FactSetters contribute their time and skills through service activities. The variety of volunteering opportunities available is always changing. Employees work directly with Community Outreach coordinators around the globe to determine where FactSetters can be put to work!

FactSetters take the initiative to build teams of volunteers for projects like HomeFront, NY Cares Day, 
the Norwalk Mentor Program, and the Family & Children's Agency holiday gift collection. See how a group of FactSetters from Corporate Headquarters made a difference by working with HomeFront to help their neighbors in need.

Join Team FactSet

Being part of Team FactSet means you have a chance to interact with people in every area of our company. Win or lose, teams have a great time on and off the field playing softball, volleyball, soccer, basketball, kickball, and more. The relationships you build on the field create a more collaborative environment in the office, which means even greater success for everyone at FactSet!

Celebrate Success

In the summer, FactSet offices around the world enjoy the warm weather with a barbeque, on-site food trucks, music, swimming, and honored traditions like the UK bowling outing.

At the end of the year, from California to Hong Kong, FactSetters get into the holiday spirit. From an elegant dinner and dancing in Chicago to a nighttime visit to a medieval German sheep farm, we enjoy celebrating our year's successes together.

For Halloween, FactSetters of the future (the children of employees), converge on our corporate campus in their costumes for a Halloween Spook-tacular! With an office decorating contest, lots of photo ops, games and crafts, kids and FactSetters love a day of Halloween spirit.

Workplace Benefits

Around the globe, FactSet is committed to creating a workplace environment that is hardworking, flexible, 
and fun. Our employees hold themselves to high standards, but also enjoy a host of benefits that help us do our jobs better and set us apart from other companies.

A Sense of Balance

FactSet wants its employees to be active, healthy, and happy - not just in their jobs, but in their lives outside of work, as well. While the specifics of each region's wellness programs, vacation policies, and insurance coverage may vary, most offices offer a combination of the following, plus more:

  • Comprehensive medical, dental, and vision care for employees and their families, requiring minimal or no contribution from employees
  • Preventative care incentives
  • A competitive package offering generous paid time off for personal, vacation, and medical leave
  • Healthy snack options in the office
  • Discounted services at gyms and wellness facilities
  • A social community involved in sports, charities, and in-office events

Awards & Recognition

Every year, as we continue to grow, many publications recognize that our culture is the reason so many college graduates want to work here. So far, FactSet has earned the following awards for being such a great workplace:

  • Ranked #44 on FORTUNE's "Best Companies to Work For" list, for the fifth time in the U.S.
  • Named one of "UK's 50 Best Workplaces" and one of "France's 50 Best Workplaces" by the Great Place to Work Institute
  • Ranked #9 on Glassdoor's "Top Companies for Work-Life Balance" list, based on employee ratings
  • Named a "Top 10 Best Small-Medium Company to Work For" by the Business Research Guide
  • Ranked one of Connecticut's Best Places to Work in 2012
  • Named to The Guardian's list of "Top 300 UK Graduate Employers"

Global Perks

While each one of our offices reflects its own regional culture and values, FactSet's dedication to treating employees well reaches across country lines. Here are some perks that benefit most FactSetters around the world:

  • Free working lunch in the office
  • Sodas, juices, hot beverages, and a variety of snacks all day
  • Certification reimbursement for eligible expenses related to the CFA exams
  • Financial assistance for fully accredited, eligible academic coursework
  • Locations accessible by mass transit

Engineering

A Culture of Collaboration

The FactSet Engineering team is composed of highly talented and motivated individuals. Engineers are primarily selected from top-tier technical programs around the world, and most are hired directly out of college. We believe this approach fosters the continual introduction of new technologies and ideas, which has been critical to our success.

Our engineers are able to find the right balance with FactSet's flexible team environment in which everyone can contribute individually, yet at the same time cultivate a community where engineers can depend on each other for help, learning, and development. 

With our strong focus on technology, FactSet engineers are a vital part of the company's success. To help our engineers reach their full potential, we invest a great deal into our employees' training and adjustment to life at FactSet.

Starting as a FactSet Engineer

We begin our community in our comprehensive training program, which combines classroom lectures with hands-on programming. Training introduces engineers to the architecture of our system and the products we build. Following training, new engineers are paired with mentors, who can provide guidance on the company, department, and local area.

Flexibility to be Creative

Our management approach is to trust and expect the best. We believe in hands-off management and encourage developers to take initiative to complete projects, manage multiple tasks, and set their own individual day-to-day priorities. We also encourage creativity and innovation, since they benefit FactSet in the long run. In our friendly, professional atmosphere, FactSet offers an excellent opportunity to grow and be a part of a successful team.

Every year, engineers participate in a 24-hour long Hackathon that takes place simultaneously in all of our global offices. Check out the Chicago FactSetters hard at work through the night in the video below!

Sales & Consulting

Consulting at FactSet

As a FactSet Consultant, you'll join a group of enthusiastic professionals committed to maintaining a reputation for industry-leading service.

Consultants work in nearly every FactSet office around the globe, and most come directly from top-tier technical finance, business, mathematics, or MIS programs (although grads from all majors are encouraged to apply).

Through one-on-one contact with leaders in the financial industry, Consultants form personal relationships with clients and work together to develop innovative ways to streamline research and analysis.

Our Consultants do not provide financial advice nor do they perform management consulting functions.

Starting as a FactSet Consultant

FactSet Academy for Consultant Development is a curriculum designed specifically to support Consultants through their first two to three years of employment. You'll begin building your community in our five-week training program, which combines classroom lectures and hands-on product assignments. Core training classes provide an overview of the financial industry, financial statement analysis, and FactSet databases and applications.

In addition to dedicated new hire trainers and fellow trainees, each new Consultant is paired with a mentor during training, offering a number of opportunities to build valuable connections and friendships right away.

We also encourage our Consultants to earn the Chartered Financial Analyst (CFA) designation and award bonuses for successfully completing each level.

Continuing Beyond Consulting

Through their roles, Consultants become versatile businesspeople as they expand their knowledge of financial markets working with a diverse range of clients: sector analysts, portfolio managers, research associates, marketing administrators, and IT experts. Often, Consultants will apply the knowledge gained forming relationships with clients to careers in any of the following areas:

  • Sales, where they can provide a unique combination of products and services to new and existing clients.
  • Management, where they can apply lessons learned to help develop future employees.
  • Product Development, where they can make clients' requests a reality by Implementing new applications and enhancing existing ones.
  • Product Specialty Areas, where they can build upon the product knowledge gained from clients to enhance FactSet's product line.

FactSet Reviews

3.7
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Phil Snow
432 Ratings
  • "Consultant"

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    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at FactSet full-time

    Pros

    Work Environment, free lunch, ability to work with those around you.

    Cons

    Not much to move up without going to CT

See All 1,371 Reviews

FactSet Photos

FactSet photo of: Celebrating how we help clients #SeeTheAdvantage as we ring the opening bell at Nasdaq.
FactSet photo of: FactSet is committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists.
FactSet photo of: In an atmosphere radiating support and collaboration, FactSetters have the ability to demonstrate individual achievement and grow within the company.
FactSet photo of: Our teams have cultivated a smart, inventive environment in which employees capitalize on their problem-solving skills to develop unique and relevant solutions for clients.
FactSet photo of: Two FactSetters collaborating.
FactSet photo of: Our four offices in India celebrate employing over 3,000 FactSet employees in India.
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FactSet Interviews

Experience

Experience
64%
24%
12%

Getting an Interview

Getting an Interview
38%
37%
11%
8
3
2
1

Difficulty

3.0
Average

Difficulty

Hard
Average
Easy
  1. Helpful (14)  

    Consulting Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. I interviewed at FactSet.

    Interview

    The day started by going out to lunch with two young FactSet Consultants. Following lunch, we returned to the office. We were given a demo of the software and we were then interviewed by four of the FactSet managers. Each manager had their own set of questions. During one of the interviews we were asked to complete a brain teaser quiz.

    Interview Questions

    • What is the worst thing you've gotten away with?   1 Answer
See All 1,063 Interviews

FactSet Awards & Accolades

  • 100 Best Companies to Work For, Fortune, 2013
  • UK's 50 Best Places to Work, Great Place to Work Institute Europe, 2012
  • Top 25 Companies for Work-Life Balance, Glassdoor, 2012
  • Best Place to Grow, CareerBliss, 2013
  • Best Places to Work in Connecticut (Large)(#3), Best Companies Group, 2012
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Pledges & Certifications

First Job Programs

Maintain entry-level hiring and career development programs to give people career starts

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