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Updated weekly · Last refresh Aug 30

Factset Research Analyst Interview Questions

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

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

Tests your ability to deliver a clear, relevant introduction tailored to the role at Aqr.

Competitive AnalysisGo-to-MarketFactset
Competitor Analysis for ClientsMedium

Tests your strategy for researching competitors using data, industry context, and clear client deliverables.

Competitive AnalysisFactset
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2
Metrics30 questions · ~240 min
Performance Metrics Over TimeMedium

Tests your ability to select and justify metrics relevant to investment and asset management analysis.

KPIsMetricsDiagnosisFactset
Reserve vs Provision and ContingenciesMedium

Assesses ability to distinguish key accounting terms and implications for reporting.

cash flowAccountingFactset
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3
Behavioral & Leadership8 questions · ~64 min
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4
More topics3 questions · ~24 min
Organizing and Analyzing DataMedium

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

Data WranglingsqlmodelingFactset
FactSet Product KnowledgeMedium

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

Factset
Stocks vs BondsEasy

Tests your foundational understanding of financial instruments and their risk-return characteristics.

CorrelationVarianceExpected ValueFactset

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The finish line: interview-readyComplete all 50 questions plus 3 hands-on drills to finish this plan.