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FactSet

Investment Management Consultant, Consulting at FactSet

Application Advice: Research the role, there is a lot of information out there on the role and the interview process itself. I understand that the main stumbling point for applicants is not understanding the role they are applying for.

Interview Advice: Same thing, make sure you understand the role and the product. A common mistake is to assume we provide investment advice, this isn't an advisory role!

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Investment Management Consultant, UK Investment Management at FactSet

Application Advice: Know why you want to work in investment support and not banking or another finance role.

Interview Advice: Relax, be yourself and come across as a warm personable person.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, at FactSet

Application Advice: Mention interesting things about yourself because the interviews will base heavily on your CV/application form. There are always chances for you to elaborate on your experiences during the interviews. Some teams travel a lot so if you like travelling do mention that.

Interview Advice: There are generally 3 stages: 1) Test 2) Interviews (multiple) 3) Assessment Centre 1) Test: brush up your Excel skill and financial knowledge 2) You will be interviewed by both Investment Banking and Investment Management managers so make sure you show a good knowledge on both areas. If you are recruited you will eventually be placed in one of the two teams and will not swap. 3) I had to do a self-prepared presentation during assessment centre so make sure you are comfortable with public speaking. During the New Hire training we are also expected to give group presentations every week. Apart from presentation, the assessment centre also consists of group discussions and chances to speak with various employees. I really enjoyed the assessment day because it wasn't merely an event for FactSet to know more about about me, but the day also includes activities that allow me to know more about the company.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, at FactSet

Application Advice: The application process is fairly straightforward compared to companies in this industry, enthusiasm and basic knowledge of the industry is key to be able to answer questions.

Interview Advice: The questions are not there to trip you up, best to be honest and show your personality as that's a key part of the role at FactSet because of the nature of a client facing role.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, at FactSet

Application Advice: Have a good understanding of what FactSet does and how it differs from competitors.

Interview Advice: Don't pretend to know more about finance than you do. They will see straight through it. Don't say you are using this job as a stepping stone to end up in Investment Management/Investment Banking. Say you want to work in this industry specifically. Have a good reason why you would prefer to work for FactSet than our competitors (BB, TR) as this question comes up a lot. Also know how FactSet differs from its competitors. Generally be friendly and honest. FactSet's culture is not cut throat at all so they just want hard working, nice people who will fit in with the people they will be working with.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment management at FactSet

Application Advice: Demonstrate the following skills:Meticulous, logical thought process, good analytical skills. Comfortable interacting with all seniority levels. Great Presentation and communication skills.

Interview Advice: Demonstrate your ability to clearly articulate an Idea and explain/teach a concept to someone . Tested on Finance and excel skills during interview ( relatively superficial) . Demonstrate an interest in Finance and Tech through experiences (or a willingness to learn whichever one you lack)

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment Management at FactSet

Application Advice: Understand what a consultant is by contacting current consultants. This is predominantly a tech company within the financial sector - you must be interested in tech as well as finance.

Interview Advice: Who are Factset's main competitors? What is the difference between Investment Management and Investment Banking, and how would the two use FactSet differently? What makes a good consultant?

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment Management at FactSet

Application Advice: While you are working in finance it is more technical, so you should be prepared to expect that it is really a half finance/half IT role. Some people start here and the work isn't what they expect. If you're looking for a job that gives you exposure to all areas of investment management early in your career, then you will enjoy it here. They will probably look for any experience of managing your own time, as you are left to manage your projects here yourself, with managers acting more as guides.

Interview Advice: Knowing what different people in the finance industry do would be a bonus, for example the difference between investment banking and investment management will probably come up.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment Management at FactSet

Interview Advice: Prepare well and look up the company as much as possible. It's not always easy to understand what the company does exactly but the more information you have the better.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment Management at FactSet

Application Advice: Demonstrate your communcation skills, as well as industry knowledge. Maintaining client relationship is a key part of the role, so prove that you are service minded and like solving problems.

Interview Advice: Appear confident and show interest in the company. Do some research on the consultant role in advance, so that you know a little about what is expected of you in the role.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment Management at FactSet

Application Advice: Be aware of what is going on in the world of finance and a broad overview of what finance professionals do.

Interview Advice: Be confident to start a conversation and continue it, if you can actually talk around topic as opposed to spurting a rehearsed speech, it will seem more natural and easier for you.

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment Management at FactSet

Application Advice: Positive & Interested Attitude Financial Knowledge (news, general market knowledge)

Industry: Banking and Finance, Asset, Fund & Investment Management

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FactSet

Consultant, Investment Management at FactSet

Interview Advice: Be honest, if you don't know much about finance, don't try to bluff it. Enthusiasm/willingness to learn is more highly valued.

Industry: Banking and Finance, Asset, Fund & Investment Management

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