Product Manager Jobs at FactSet

FactSet PM interview guide

FactSet runs a multi-stage loop that usually spans about two to three weeks: a 30-minute recruiter screen, a timed skills assessment, then one or more interviews with a senior PM or hiring manager plus a case study or panel with cross-functional stakeholders. The defining trait is that FactSet tests financial-domain fluency as hard as product skill: you are expected to talk credibly about markets, FactSet's data and risk-analytics products, and how clients (asset managers, banks, the buy side) actually use them.

The interview process

1. Recruiter phone screen (about 30 min). A talent or HR recruiter walks your CV, motivation for FactSet, and basic fit. They probe whether you understand what FactSet does, its clients, and its competitors, so expect industry-knowledge questions, not just rapport.
2. Skills / technical assessment (about 60 min). For PM and analytical roles this is often a HackerRank or timed exercise mixing analytical problem-solving with product reasoning; FactSet's broader grad loop is known for a no-break battery of a numerical test, an Excel test, and a financial-markets multiple-choice test. It screens raw analytical horsepower and comfort with data and markets.
3. Behavioral / hiring-manager interview (about 45 min). A one-on-one with a senior PM or team lead exploring past work, teamwork, and how you handle conflict and tradeoffs. Answers are expected in STAR form, with concrete evidence that you used data to make product decisions.
4. Case study on a FactSet product. You are given a scenario tied to FactSet's products (often risk analytics, fixed income, or portfolio analytics), then asked to analyze it, propose a direction, and prioritize features against client needs and feasibility. They watch your structure and your grasp of who the user is and what they value.
5. Final panel with cross-functional stakeholders. Interviews with senior management and partners from engineering, sales, or client-facing teams, sometimes including a short presentation. This checks communication, stakeholder management, and whether you can translate client feedback into a roadmap.
6. What they're really testing. Three signals dominate: financial-domain fluency (can you speak the language of markets and FactSet's products and clients), data-driven product judgment (metrics, KPIs, and prioritization backed by evidence), and stakeholder communication across clients, sales, and engineering.

Likely PM interview questions

1. Who are FactSet's competitors, and how would you position FactSet against Bloomberg?Company-specific
2. What sort of clients does FactSet cater to?Company-specific
3. What sources do you use to research investments, and have you used FactSet or a competitor like Bloomberg?Company-specific