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      FactSet

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      Client Solutions Associate Interview

      14 Feb 2025
      Anonymous employee
      London, England

      Other Client Solutions Associate interview reviews for FactSet

      Client Solutions Associate Interview

      11 May 2026
      Anonymous interview candidate
      Hong Kong
      No offer
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. I interviewed at FactSet (London, England) in Nov 2024

      Interview

      1st interview very casual - Hardly Star questions 30 min interview The Talent Acquisition Specialist is super lovely and prioritised more on asking about who you are and how you see yourself in the firm. Genuinely invoking on insightful conversation about values and aspirations. Basic touch-ups on knowledge about the firm (come up with a solid explanation) but also really highlight yourself in a achievement, personality or an experience that really brings you value and purpose that you think the firm can also expose you to or enhance. Focus on values and motivations here. The TA will also give very great detail on career progression plans and overall culture making it super engaging, insightful and a comfortable discussion. The 2nd interview - excel test + demo 1.5 hours This part you will instruct the interviewer, senior consultant, through their shared screen how to answer the excel questions so bear in mind the quality may not be super clear to see every detail. Familiarise yourself with the syntax - you will have 20 mins to answer 8 questions and can use excel on your end to verify how to do something first however it’s not a lot of time to experiment. Be familiar of locking cells (F4) and understanding how to rectify mistakes in your explanation like missing a ‘comma’ ‘bracket/parentheses’ . Even though your instructions might have not been perfect initially showing that you can quickly rectify problems will add to your overall quick thinking and problem solving skills. Bonus points if you can find unconventional ways or multiple ways to do an answer like for a question that you may use V-Lookup show them you can use another function like Index-Match as well/instead. [Other functions may include If function V lookup Ranking Concatenate Financial formula (simple multiplications) or sum-product,Sum, Upper, If Average - pivot table. Third Interview, with two seniors [Associate Director/Manager] you will have to present a 10 min presentation from any topic like AI, ESG. You will get asked more Motivation/Technical/Competency - research more into FactSet products/news, learn financial terms and definitions e.g: bonds, buy-side, sell-side, Name a time where you have worked through a problem. This is more STAR professional questions about your career experience. [Refer to other financial terms in other reviews for better preparation].

      Interview questions [16]

      Question 1

      Are you aware what FactSet does?
      1 Answer

      Question 2

      What aspects would you look for when investing in a company?
      1 Answer

      Question 3

      2 strengths and weaknesses in your communications abilities
      1 Answer

      Question 4

      A time where you dealt with stress?
      1 Answer

      Question 5

      A recent news that caught your interest?
      1 Answer

      Question 6

      Why Factset - Why would you like to work here?
      1 Answer

      Question 7

      How is ESG used in Finance?
      1 Answer

      Question 8

      What is the difference between buy side and sell side?
      1 Answer

      Question 9

      Do you know the difference between active investment and passive?
      1 Answer

      Question 10

      What is FactSet's company structure ? What does it mean?
      1 Answer

      Question 11

      A time where you didn’t finish a project and how did you deal with it?
      Answer question

      Question 12

      A time where you had to do something that you wasn’t ready for?
      Answer question

      Question 13

      A time where you worked on a group project at work and uni and received criticism?
      Answer question

      Question 14

      If I had X amount, what would I invest it in and why?
      1 Answer

      Question 15

      Do you know who Factset’s CEO is?
      1 Answer

      Question 16

      Out of client servicing, finance & technology which one are you least looking forward to?
      Answer question
      8
      Neutral experience
      Average interview

      Application

      I applied online. The process took 3 weeks. I interviewed at FactSet (Hong Kong) in Apr 2026

      Interview

      Apply on the official website and afterwards receive email about hackerrank assessment, which is fairly easy with ample timing. When you pass the test, then HR will schedule 10~15 min phone screening ask basic intro question, also ask expected salary and will explicitly tell you the max including bonus. Then 1st round interview with junior staff with roleplay (just focus on the video shown and make sure to be friendly) and typical behavioral question. If successful, then go onto 2nd round with vp level and might be asked in a language specified in a role to see if the applicant is proficient. Not too hard interview if you research about the role and company well. Overall positive experience w/ quick turnaround for each round, not keep you waited unless rejected

      Client Solutions Associate Interview

      2 Jan 2026
      Anonymous interview candidate
      Singapore
      No offer
      Neutral experience
      Average interview

      Application

      I applied online. I interviewed at FactSet (Singapore)

      Interview

      Total of 3 rounds in total. Was an okay experience and did not get back feedback at the end. Interviewers were friendly and impressionable. The process itself was quite fast.

      Interview questions [1]

      Question 1

      Tell me about yourself ?
      Answer question

      Client Solutions Associate Interview

      28 Feb 2026
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at FactSet in Dec 2025

      Interview

      1st round was hr screening, mainly behavioural questions to get to know you, plus at least 1 technical q (finance related), mine was “what is a green bond”. nothing too crazy but def revise core finance concepts. 2nd round was about 2 hrs. first hour was a technical excel task — interviewer shared her screen and i had to work through everything live. mostly basic formulas (if, round etc) but make sure you know the top 15–20 excel formulas and how they apply in a finance context (think valuations, analyst-type tasks, modelling logic), they’re basically mimicking what they do day to day. second hourr was more behavioural. this part really depends on who interviews you, so worth checking linkedin and doing a bit of prep around their background/team. final stage — had to prep a short presentation on a topic of choice. do proper research and try to link your topic back to their products/platform. don’t just focus on the obvious stuff (e.g. ai), understand the broader product suite and how diff clients would use it. after the presentation there was another motivational/behavioural round, but more scenario-based — like “imagine a client says xyz, what would you do?”. they’re testing how you’d think if you were already in the role. they’ll def ask where you see yourself in 5 yrs — avoid the generic “leadership” answer. be specific and realistic. last round was 3–4 interviewers, so comms + presentation skills matter a lot. they’ll notice if you’re nervous or waffling. heard back with an offer about 1.5 weeks after final round. overall pretty positive experience and good support throughout. top tip: build a good relationship with your recruiter — makes it much easier to ask questions as you go. all the best 👍

      Interview questions [1]

      Question 1

      Tell me about yourself What is a green bond Have you ever taught something to a friend and family, if so what could you have done better
      Answer question