
FactSet's Business Analyst-family interviews (reported here under Research Analyst and Advisor, Client Solutions titles) typically pair an HR or recruiter screen with a finance/accounting written test, a technical fundamentals interview, and often a panel round that weighs both knowledge and communication.
$78K
Avg. Base Comp
$92K
Avg. Total Comp
3-4 rounds
Typical Rounds
Not reported
Process Length
FactSet's analyst-track interviews come from Research Analyst and Advisor, Client Solutions candidates in these reports, and they share one clear pattern: the process leans much more on accounting and finance fundamentals than a typical generalist business-analyst interview. Most accounts begin with a written or online test. Candidates describe:
The technical and manager rounds tend to start with fundamentals and then escalate. Reported topics include fixed assets, depreciation versus amortization, ratio analysis, P/E and debt ratios, reserves versus contingent liabilities, debit versus credit notes, and deferred tax liability.
One candidate's final panel went broader, into DCF, NPV and hurdle rates, ROE, enterprise value, diluted EPS, M&A, and buy-side versus sell-side dynamics. That round followed a short presentation on a finance topic. The same candidate noted that panelists rephrased similar questions, which made it tiring to keep answers fresh. One Client Solutions candidate was asked about Excel skills and faced a phone-simulation segment after the finance grill, plus a short JAM-style round speaking for about a minute.
Early conversations are usually lighter. Expect an HR or recruiter screen on your background, why FactSet, and situational questions, sometimes with logistics such as salary range or work authorization. Behavioral prompts in these reports centered on prioritization: juggling two concurrent projects, handling client queries, or whether you value productivity or accuracy more.
Outcomes were mixed. One candidate who stopped after the hiring manager round described a light, conversational process without technical testing, so difficulty can vary by track. The safest plan is to:
Synthesized from 15 candidate reports by our editorial team.
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Real interview reports from people who went through the Factset process.
The interview process was pretty standard and light, which honestly made it feel less stressful than I expected. It started with a recruiter screening, then I met with the hiring manager, and there was supposed to be one additional interview after that. I didn’t make it past the hiring manager round, but the overall vibe was very friendly and helpful throughout. The recruiter and interviewer both came across as approachable, and the questions were more conversational than intense.
The first screen was mostly common introductory stuff, including a simple “tell me about yourself” type of question. After that, the hiring manager focused on situation-based questions around how I handle competing priorities, like managing two concurrent projects at once. That was the main thing they seemed to care about: how I organize work, communicate tradeoffs, and stay on top of multiple deadlines. I also got the sense they wanted a clear understanding of the role itself, since one of the questions was essentially asking what a Research Analyst does. Nothing felt out of the ordinary or overly technical, and the process moved quickly. Overall, it felt like a straightforward interview for someone applying to a business/analyst-style role, with more emphasis on communication and prioritization than on hard technical testing. I didn’t get an offer, but the experience itself was smooth and respectful.
Prep tip from this candidate
Be ready to explain how you prioritize when two projects compete for attention, and practice a concise answer to “What does this role do?” since that came up directly. A polished, conversational self-introduction also seems important because the early screening stayed very basic.
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Synthesized from candidate reports. Individual experiences may vary.
Most candidates start with an HR or recruiter conversation about background, why FactSet, career goals, and situational questions. One report mentions logistics questions such as salary range, status in Canada, and permission to travel to the U.S. The tone is generally friendly and conversational rather than technical, and one candidate said the interviewers explained the work setup early to set expectations.
Many candidates report a written or online test covering accounting and finance fundamentals, sometimes alongside aptitude. Reported content includes corporate finance and shares, and calculating depreciation, current ratio, or profit from images of financial statements. One candidate took a HackerRank test mixing quants, accounts, and aptitude, one described a 60-minute online exam, and another faced timed reading comprehension. Reviewing core statement mechanics and basic ratios ahead of time is worthwhile.
This is where multiple candidates say the real difficulty lives. Interviewers probe accounting distinctions such as reserve versus contingent liability, debit versus credit notes, and amortization versus depreciation. They also cover finance concepts including fixed assets, ratio analysis, P/E and debt ratios, and deferred tax liability. Questions often start basic and escalate. One candidate noted panelists rephrasing similar questions, which tested genuine understanding rather than memorized answers.
Some tracks add practical checks. One Advisor, Client Solutions candidate was asked about Excel skills and completed a phone-simulation segment after the finance questions, plus a JAM-style round speaking for about a minute. Another candidate fielded situation-based questions about handling client queries. These checks did not appear in every report, so treat them as possibilities rather than guaranteed stages.
The last stage often involves a panel. One candidate presented on a finance topic before a Q&A spanning DCF, NPV and hurdle rates, ROE, enterprise value, mutual funds, M&A, and diluted EPS. Another faced a heavily technical panel on accounting, stocks and bonds, and reading financial statements, plus a question on valuing productivity versus accuracy. A third described many interviewers and a pace that felt like an elimination round.