FactSet
FactSet is a popular software platform that financial professionals use to analyze markets, research companies, and make investment decisions. Think of it as a comprehensive digital toolbox that helps investment managers, analysts, and other finance professionals access financial data, market research, and analytics all in one place. It's similar to Bloomberg Terminal or Thomson Reuters Eikon. When you see this on a resume, it typically means the person has experience using professional-grade financial analysis tools and working with investment data.
Examples in Resumes
Conducted equity research using FactSet to analyze market trends and competitor performance
Created investment portfolio reports and presentations using FactSet analytics
Trained junior analysts on FactSet research methodologies and financial modeling
Typical job title: "Investment Analysts"
Also try searching for:
Where to Find Investment Analysts
Professional Networks
Job Boards
Example Interview Questions
Senior Level Questions
Q: How would you use FactSet to develop an investment strategy for a large institutional client?
Expected Answer: Should demonstrate ability to use advanced FactSet features for portfolio analysis, risk assessment, and creating comprehensive investment recommendations while considering client objectives.
Q: Explain how you would use FactSet to analyze a company's competitive position in its industry.
Expected Answer: Should show knowledge of using FactSet's company screening, peer analysis, and industry comparison tools to create detailed competitive analysis reports.
Mid Level Questions
Q: What FactSet screens would you use to identify potential investment opportunities?
Expected Answer: Should be able to explain how to create and use screening criteria for stocks, bonds, or other securities based on specific investment parameters and market conditions.
Q: How do you use FactSet to generate performance attribution reports?
Expected Answer: Should demonstrate understanding of using FactSet's portfolio analysis tools to break down and explain investment performance to clients.
Junior Level Questions
Q: What basic company information can you find using FactSet?
Expected Answer: Should be able to explain how to access fundamental company data like financial statements, stock prices, and basic market statistics.
Q: How would you create a basic company comparison report in FactSet?
Expected Answer: Should show familiarity with pulling basic comparative data for multiple companies and creating simple analytical reports.
Experience Level Indicators
Junior (0-2 years)
- Basic company research and data retrieval
- Simple financial report generation
- Basic market data analysis
- Standard chart and graph creation
Mid (2-5 years)
- Advanced screening and company analysis
- Portfolio performance reporting
- Custom report creation
- Investment presentation preparation
Senior (5+ years)
- Complex investment strategy development
- Advanced portfolio analytics
- Risk analysis and modeling
- Team training and methodology development
Red Flags to Watch For
- No understanding of basic financial concepts and terminology
- Unable to explain how to find basic company information in FactSet
- Lack of experience with investment research and analysis
- No knowledge of financial markets and securities
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