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factset Recruitment Process, Interview Questions & Answers

FactSet’s interview process includes quantitative aptitude tests and multiple interview rounds assessing financial data analysis skills and cultural fit. Candidates should prepare for case studies and technical questions.
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About factset

Company Description

FactSet is a leading global provider of integrated financial information and analytical applications for investment professionals. Founded in 1978, the company has earned a reputation for delivering high-quality data and powerful analytical tools that help clients make informed investment decisions. FactSet's work culture is characterized by a commitment to collaboration, innovation, and continuous learning. The company fosters an inclusive environment where employees are encouraged to share ideas and contribute to the development of cutting-edge financial technology solutions. With a focus on employee well-being, FactSet offers flexible work arrangements and a supportive atmosphere that promotes work-life balance.

Software Engineer Interview Questions

Q1: What programming languages are you proficient in?

I am proficient in several programming languages including Python, Java, and C++. I have utilized these languages in various projects, focusing on their strengths in data processing and application development.

Q2: Can you describe a challenging technical problem you've encountered and how you solved it?

In a previous project, I faced a significant performance bottleneck in a data processing application. I analyzed the code and identified inefficient algorithms. I refactored the code using more efficient data structures, which improved the processing speed by over 50%.

Q3: How do you ensure the quality of your code?

I follow best practices such as writing unit tests, conducting peer code reviews, and utilizing static code analysis tools. This helps catch errors early and ensures the code meets the required standards.

Q4: What experience do you have with cloud computing platforms?

I have experience using AWS and Azure for deploying applications and managing databases. I have set up serverless architectures and utilized containerization for efficient deployment.

Q5: Describe your experience with version control systems.

I have extensive experience with Git. I use it for version control in all my projects, allowing for collaboration with teammates and ensuring that we can track changes effectively.

Financial Analyst Interview Questions

Q1: What tools do you typically use for financial modeling?

I often use Excel for financial modeling, complemented by software like Tableau for data visualization. I also utilize Python for data analysis and automation of repetitive tasks.

Q2: Can you explain a time when you had to analyze complex financial data?

In my previous role, I analyzed a large dataset of historical financial performance across various sectors. I used statistical methods to identify trends and presented my findings to senior management, which helped in strategic decision-making.

Q3: How do you stay updated on financial regulations and market trends?

I regularly read financial news sources, subscribe to industry newsletters, and participate in webinars and professional development courses to stay informed about changes in regulations and market developments.

Q4: Describe a situation where you had to present financial information to a non-financial audience.

I once presented a financial forecast to the marketing team. I simplified complex financial jargon into understandable terms and used visual aids to help convey the key points, ensuring they grasped the implications for their budget.

Q5: What is your approach to risk assessment in financial analysis?

I assess risk by conducting scenario analysis and sensitivity testing, evaluating the potential impact of various factors on financial outcomes. This helps in making informed recommendations to mitigate risks.

Sales Executive Interview Questions

Q1: How do you approach building relationships with clients?

I focus on active listening and understanding the client's needs. I prioritize building trust through transparency and consistent communication, ensuring clients feel valued and understood.

Q2: Can you describe your experience with CRM software?

I have utilized Salesforce and HubSpot extensively for managing customer relationships, tracking sales metrics, and automating follow-up tasks, which has improved my efficiency in managing leads.

Q3: What strategies do you use to meet or exceed sales targets?

I set specific, measurable goals and develop a structured plan to achieve them. I also leverage data analytics to identify high-potential leads and prioritize my outreach efforts accordingly.

Q4: Tell me about a time you turned a 'no' into a 'yes.'

A potential client initially rejected our proposal. I took the initiative to follow up, asking for feedback. By addressing their concerns and providing tailored solutions, I was able to convince them to reconsider, ultimately securing the deal.

Q5: How do you handle objections from clients?

I listen carefully to the client's objections, validate their concerns, and then provide clear, factual information to address them. My goal is to turn objections into opportunities for further discussion.

Data Scientist Interview Questions

Q1: What programming languages and tools do you typically use for data analysis?

I primarily use Python and R for data analysis, along with libraries like Pandas, NumPy, and Scikit-learn. I also use SQL for database queries and Tableau for data visualization.

Q2: Can you describe a project where you used machine learning techniques?

In a recent project, I developed a predictive model to forecast customer churn using logistic regression. By analyzing historical data and customer behavior, I was able to identify key predictors and improve retention strategies.

Q3: How do you approach cleaning and preparing data for analysis?

I start by exploring the dataset for inconsistencies and missing values. I then apply techniques such as normalization, encoding categorical variables, and removing duplicates to ensure the data is ready for analysis.

Q4: What is your experience with big data technologies?

I have experience with big data technologies such as Hadoop and Spark. I have used them to process and analyze large datasets efficiently, leveraging distributed computing for scalability.

Q5: How do you communicate complex data findings to stakeholders?

I focus on tailoring my communication to the audience. I use visualizations to illustrate key points and present actionable insights in a clear, concise manner, avoiding technical jargon when necessary.

factset Interview Questions and Answers

Updated 21 Feb 2026

Quantitative Researcher Interview Experience

Candidate: Emily R.

Experience Level: Entry-level

Applied Via: Campus recruitment

Difficulty: Hard

Final Result: Rejected

Interview Process

3

Questions Asked

  • Explain the Black-Scholes model.
  • Write code to implement a Monte Carlo simulation.
  • Discuss a research project you have worked on.

Advice

Strengthen your quantitative finance knowledge and coding skills in Python or R.

Full Experience

I applied through my university's career fair. The first round was a written test, followed by two technical interviews. The questions were very technical and required deep understanding of financial models. Although I didn't get the offer, the experience was valuable.

Sales Associate Interview Experience

Candidate: David S.

Experience Level: Mid-level

Applied Via: Recruiter outreach

Difficulty:

Final Result:

Interview Process

2

Questions Asked

  • How do you handle rejection in sales?
  • Describe your experience with CRM tools.

Advice

Demonstrate your interpersonal skills and familiarity with sales processes.

Full Experience

I was contacted by a recruiter on LinkedIn and had two interviews: one with HR and one with the sales manager. The interviews focused on my sales experience and ability to build client relationships. The environment was professional and supportive.

Product Manager Interview Experience

Candidate: Catherine L.

Experience Level: Senior

Applied Via: LinkedIn application

Difficulty: Hard

Final Result:

Interview Process

4

Questions Asked

  • How do you prioritize features in a product roadmap?
  • Describe a time you managed conflicting stakeholder interests.
  • Design a product for financial data visualization.

Advice

Prepare for behavioral questions and product design case studies relevant to financial services.

Full Experience

The process was intense with multiple rounds including HR, technical PM, and a final presentation. The interviewers expected strong domain knowledge and clear communication. I found the product design exercise challenging but rewarding.

Data Analyst Interview Experience

Candidate: Brian K.

Experience Level: Entry-level

Applied Via: Referral

Difficulty: Easy

Final Result: Rejected

Interview Process

2

Questions Asked

  • How do you handle missing data in a dataset?
  • Explain a time you used data to influence a business decision.

Advice

Gain more experience with SQL and Excel, and prepare to discuss your analytical projects clearly.

Full Experience

I was referred by a friend and had two interview rounds: a phone interview and an in-person interview. The questions were straightforward but I struggled to provide detailed examples from my internship experience. I was told I lacked practical experience.

Software Engineer Interview Experience

Candidate: Alice M.

Experience Level: Mid-level

Applied Via: Online application via company website

Difficulty:

Final Result:

Interview Process

3

Questions Asked

  • Explain the difference between REST and SOAP APIs.
  • Write a function to reverse a linked list.
  • Describe a challenging bug you fixed in a past project.

Advice

Brush up on data structures and algorithms, and be ready to discuss past projects in detail.

Full Experience

I applied through the company website and was contacted within a week. The first round was a phone screen focusing on my background and basic coding questions. The second round was a technical interview with coding problems, and the final round involved a system design discussion. The interviewers were friendly and gave me hints when I was stuck.

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Frequently Asked Questions in factset

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Common Interview Questions in factset

Q: In a sports contest there were m medals awarded on n successive days (n > 1). 1. On the first day 1 medal and 1/7 of the remaining m - 1 medals were awarded. 2. On the second day 2 medals and 1/7 of the now remaining medals was awarded; and so on.On the nth and last day, the remaining n medals were awarded.How many days did the contest last, and how many medals were awarded altogether?

Q: A hare and a tortoise have a race along a circle of 100 yards diameter. The tortoise goes in one directionand the hare in the other. The hare starts after the tortoise has covered 1/5 of its distance and that too leisurely.The hare and tortoise meet when the hare has covered only 1/8 of the distance. By what factor should the hareincrease its speed so as to tie the race?

Q: A rich man died. In his will, he has divided his gold coins among his 5 sons, 5 daughters and a manager. According to his will: First give one coin to manager. 1/5th of the remaining to the elder son.Now give one coin to the manager and 1/5th of the remaining to second son and so on..... After giving coins to 5th son, divided the remaining coins among five daughters equally.All should get full coins. Find the minimum number of coins he has?

Q: There are two balls touching each other circumferencically. The radius of the big ball is 4 times the diameter of the small all. The outer small ball rotates in anticlockwise direction circumferencically over the bigger one at the rate of 16 rev/sec. The bigger wheel also rotates anticlockwise at N rev/sec. What is 'N' for the horizontal line from the centre of small wheel always is horizontal.

Q: There are 3 clans in an island - The Arcs who never lie, the Dons who always lie and the Slons who lie alternately with the truth. Once a tourist meets 2 guides who stress that the other is a Slon. They proceed on a tour and see a sports meet. The first guide says that the prizes have been won in the order Don, Arc, Slon. The other says that, the order is Slon, Don, Arc. (the order need not be exact). To which clan did each of the guides and the players belong? ...

Q: 36 people {a1, a2, ..., a36} meet and shake hands in a circular fashion. In other words, there are totally 36 handshakes involving the pairs, {a1, a2}, {a2, a3}, ..., {a35, a36}, {a36, a1}. Then size of the smallest set of people such that the res...

Q: The citizens of planet nigiet are 8 fingered and have thus developed their decimal system in base 8. A certain street in nigiet contains 1000 (in base 8) buildings numbered 1 to 1000. How many 3s are used in numbering these buildings?

Q: ABCDE are sisters. Each of them gives 4 gifts and each receives 4 gifts No two sisters give the same combination ( e.g. if A gives 4 gifts to B then no other sisters can give four to other one.) (i) B gives four to A.(ii) C gives 3 to E. How much did A,B,C,E give to D?

Q: At 6?o a clock ticks 6 times.The time between first and last ticks is 30 seconds.How long does it tick at 12?o clock?2.A hotel has 10 storey. Which floor is above the floor below the floor, below the floor above the floor, below the floor above the fifth.

Q: There is a room with a door (closed) and three light bulbs. Outside the room there are three switches, connected to the bulbs. You may manipulate the switches as you wish, but once you open the door you can't change them. Identify each switch with its bulb.

Q: A long, long time ago, two Egyptian camel drivers were fighting for the hand of the daughter of the sheik of Abbudzjabbu. The sheik, who liked neither of these men to become the future husband of his daughter, came up with a clever plan: a race would dete

Q: There are 7 letters A,B,C,D,E,F,GAll are assigned some numbers from 1,2 to 7.B is in the middle if arranged as per the numbers.A is greater than G same as F is less than C.G comes earlier than E.Which is the fourth letter

Q: Jarius and Kylar are playing the game. If Jarius wins, then he wins twice as many games as Kylar. If Jarius loses, then Kylar wins as the same number of games that Jarius wins. How many do Jarius and Kylar play before this match?

Q: If I walk with 30 miles/hr i reach 1 hour before and if i walk with 20 miles/hr i reach 1 hour late. Find the distance between 2 points and the exact time of reaching destination is 11 am then find the speed with which it walks.

Q: Given a collection of points P in the plane , a 1-set is a point in P that can be separated from the rest by a line, .i.e the point lies on one side of the line while the others lie on the other side. The number of 1-sets of P is denoted by n1(P)....

Q: Consider a series in which 8 teams are participating. each team plays twice with all other teams. 4 of them will go to the semi final. How many matches should a team win, so that it will ensure that it will go to semi finals.?

Q: In a country where everyone wants a boy, each family continues having babies till they have a boy. After some time, what is the proportion of boys to girls in the country? (Assuming probability of having a boy or a girl is the same)

Q: An escalator is descending at constant speed. A walks down and takes 50 steps to reach the bottom. B runs down and takes 90 steps in the same time as A takes 10 steps. How many steps are visible when the escalator is not operating. 

Q: A Man is sitting in the last coach of train could not find a seat, so he starts walking to the front coach ,he walks for 5 min and reaches front coach. Not finding a seat he walks back to last coach and when he reaches there,train had completed 5 miles. what is the speed of the train ?

Q: A person meets a train at a railway station coming daily at a particular time. One day he is late by 25 minutes, and he meets the train 5 k.m. before the station. If his speed is 12 kmph, what is the speed of the train.

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