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Updated weekly · Last refresh Oct 17

Factset Research Analyst Interview Questions

The questions to prepare for a Factset Research Analyst interview. Questions from real interview reports rank first. Updated daily.

50questions
~7htotal time
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1
StrategyStart here. 9 questions · ~72 min
Tell Me About YourselfEasy

Craft a concise self-introduction that highlights fit, communication style, and relevance for an Account Executive role.

brand cultureBusiness AcumenCompetitive AnalysisFactset
Analyze a New Product CategoryHard

Approach for analyzing whether a new product category is worth entering and how to size and frame the opportunity.

Competitive AnalysisGrowth StrategyMarket SizingFactset
Disaster Impact ExampleMedium

Assesses your ability to structure a real-world example and connect it to sector impacts.

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2
Metrics31 questions · ~248 min
Deferred Tax LiabilityMedium

Assesses knowledge of deferred tax accounting and its impact on financial statements.

Factset
Royalties vs License FeesMedium

Evaluates understanding of revenue-related concepts and how they appear in financial reporting.

Factset
Mutual Funds, Stocks, and Index FundsMedium

Assesses foundational knowledge of investment vehicles relevant to client research.

Factset
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3
Behavioral & Leadership8 questions · ~64 min
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4
More topics2 questions · ~16 min
FactSet Product KnowledgeMedium

Assesses your understanding of FactSet’s offerings and how the role uses them.

Factset
Organizing and Analyzing DataMedium

Tests your approach to structuring, cleaning, and analyzing large datasets for investment research use cases.

Data WranglingsqlmodelingFactset
Hands-on SQL practiceWrite and run real queries in the editor. 3 drills · ~30 min
The finish line: interview-readyComplete all 50 questions plus 3 hands-on drills to finish this plan.