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FactSet Financial Advisor Interview Questions and Answers

Updated 24 Oct 2024

FactSet Financial Advisor Interview Experiences

3 interviews found

Interview experience
3
Average
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Oct 2023. There were 2 interview rounds.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Difference between Stock market and index
  • Ans. 

    Stock market refers to the overall market where stocks are bought and sold, while an index is a specific measurement of a section of the stock market.

    • Stock market is the overall market where stocks are bought and sold

    • Index is a specific measurement of a section of the stock market

    • Stock market includes various exchanges like NYSE, NASDAQ, etc.

    • Examples of indexes include S&P 500, Dow Jones Industrial Average, NASDAQ Comp...

  • Answered by AI
  • Q2. Corporate actions?
Round 2 - One-on-one 

(2 Questions)

  • Q1. Do you have any idea on current ongoing financial news
  • Q2. How would you manage a irate client.
  • Ans. 

    I would listen to their concerns, empathize with their situation, apologize for any inconvenience, and work towards finding a solution.

    • Listen actively to understand the root cause of their frustration

    • Empathize with their situation to show that you understand their feelings

    • Apologize for any inconvenience caused, even if it wasn't directly your fault

    • Work towards finding a solution that satisfies the client's needs and re...

  • Answered by AI

Financial Advisor Interview Questions & Answers

user image Giridhar Gopal Sharma

posted on 25 May 2024

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed before May 2023. There was 1 interview round.

Round 1 - Aptitude Test 

It was a thirty minutes online assessment aptitude test. Simple basic finance questions.

Interview Preparation Tips

Interview preparation tips for other job seekers - Go through the questions online for the role before the interview.

Financial Advisor Interview Questions Asked at Other Companies

Q1. If I give you one lakh rupees, where will you invest it? And how?
Q2. Who is the CEO of ICICI Prudential Life Insurance Company?
Q3. How you managed to travel paschim vihar as there is 2 weeks paid ... read more
Q4. How do you build trust with US customers, considering the prevale ... read more
Q5. How kuch experience do you have in this field ? What you know abo ... read more
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Sep 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Finance,Ratio Analysis,Finacial Management

Round 2 - Technical 

(2 Questions)

  • Q1. What is Dividends
  • Ans. 

    Dividends are payments made by a corporation to its shareholders, usually in the form of cash or additional shares.

    • Dividends are a portion of a company's profits distributed to shareholders as a return on their investment.

    • They can be paid out regularly, such as quarterly or annually, or as a one-time special dividend.

    • Dividends can be in the form of cash, stock, or property.

    • Investors often look for companies with a hist...

  • Answered by AI
  • Q2. Types of Dividends
  • Ans. 

    Types of dividends include cash dividends, stock dividends, property dividends, and special dividends.

    • Cash dividends are paid out in the form of cash to shareholders.

    • Stock dividends are paid out in the form of additional shares of stock.

    • Property dividends are paid out in the form of physical assets or property.

    • Special dividends are one-time payments that are not part of the company's regular dividend policy.

  • Answered by AI

Top trending discussions

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Interview Hub
1w (edited)
anshitanegi
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ex -
Planet Spark
When HR’s Chinese English made me drop the interview!
So, I talked to the HR yesterday about the interview. I asked Please send me the location But their English… bro I was shocked! It was like talking to someone jisne english nahi kuch ar hi seekh liya ho, if the HR’s English is this I can only imagine the rest of the company I decided to drop the interview with this chinese english😶‍🌫️
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Interview questions from similar companies

Analyst Interview Questions & Answers

BNY user image Anonymous

posted on 8 May 2021

I applied via Naukri.com and was interviewed before May 2020. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Share market and corporate action and previous experience related questions
  • Q2. Communication and explain yourself in such a where you will be assets to their company

Interview Preparation Tips

Interview preparation tips for other job seekers - English speaking without speaking a a a a again and againand basic products knowledge. All the details about the company and process which you applying for

I applied via Walk-in and was interviewed before Jun 2020. There were 5 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Basic accounts and finance questions
  • Q2. If you dont know answer better be straight forward about it

Interview Preparation Tips

Interview preparation tips for other job seekers - lot of round, pretty tough

Analyst Interview Questions & Answers

UBS user image Anonymous

posted on 17 Oct 2021

I applied via Company Website and was interviewed before Oct 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. I was asked mostly about my profile and there expectations.

Interview Preparation Tips

Interview preparation tips for other job seekers - There were two technical rounds and it was of 30 - 40 mins long and interviewer was friendly and made me confortable with them.

FactSet HR Interview Questions

26 questions and answers

Q. What are your strengths and weaknesses, and how do you adapt to different s ... read more
Q. Why did you leave your previous job?
Q. What is your hobby?

I applied via Recruitment Consultant and was interviewed before Sep 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Derivatives, fees and commission

Interview Preparation Tips

Interview preparation tips for other job seekers - Read all financial markets related concepts and little information on advance Excel
Are these interview questions helpful?

Analyst Interview Questions & Answers

UBS user image Anonymous

posted on 22 Sep 2021

I applied via Referral and was interviewed in Mar 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Do you know about hedge funds?
  • Ans. 

    Hedge funds are investment funds that use various strategies to generate high returns for their investors.

    • Hedge funds are typically only available to accredited investors due to their high-risk nature.

    • They often use leverage and derivatives to amplify returns.

    • Hedge funds can invest in a wide range of assets, including stocks, bonds, commodities, and currencies.

    • Some famous hedge funds include Bridgewater Associates, Ren...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Show good interest in learning new things

I applied via Campus Placement and was interviewed before Jul 2021. There were 2 interview rounds.

Round 1 - Aptitude Test 

It was difficult aptitude test. One need to be well versed in aptitude and coding ( any programming language).

Round 2 - Technical 

(1 Question)

  • Q1. I don't know i didn't pass aptitude test

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well as the test is hard to crack.

I applied via LinkedIn and was interviewed in Mar 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Why should we hire you when we have many in the open market.
  • Ans. 

    I bring a unique blend of analytical skills, relevant experience, and a passion for data-driven decision-making that sets me apart.

    • Proven track record in data analysis: In my previous role, I improved reporting efficiency by 30% through automation.

    • Strong problem-solving skills: I successfully identified key trends in customer data that led to a 15% increase in retention rates.

    • Excellent communication: I can translate co...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be Yourself.
Maintain an eye - eye contact with the person taking your interview and always maintain a smile on your face.
Most of the cases for an experienced employees they just see the attitude that you maintain while giving the interview.
So, just be confident and smiling.
Thank you !!!

FactSet Interview FAQs

How many rounds are there in FactSet Financial Advisor interview?
FactSet interview process usually has 1-2 rounds. The most common rounds in the FactSet interview process are Aptitude Test, One-on-one Round and Technical.
How to prepare for FactSet Financial Advisor interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at FactSet. The most common topics and skills that interviewers at FactSet expect are Analytical, Analytics, Client Solutions, Financial Markets and Interpersonal Skills.
What are the top questions asked in FactSet Financial Advisor interview?

Some of the top questions asked at the FactSet Financial Advisor interview -

  1. How would you manage a irate clie...read more
  2. Difference between Stock market and in...read more
  3. What is Divide...read more

Tell us how to improve this page.

Overall Interview Experience Rating

4/5

based on 3 interview experiences

Difficulty level

Moderate 67%
Hard 33%

Duration

Less than 2 weeks 67%
2-4 weeks 33%
View more
FactSet Financial Advisor Salary
based on 18 salaries
₹5.5 L/yr - ₹10 L/yr
59% more than the average Financial Advisor Salary in India
View more details

FactSet Financial Advisor Reviews and Ratings

based on 3 reviews

2.1/5

Rating in categories

2.1

Skill development

3.5

Work-life balance

3.0

Salary

3.5

Job security

2.6

Company culture

2.1

Promotions

2.1

Work satisfaction

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