Interview guides · Factset
Factset Data Scientist Interview Questions & Guide 2026
Factset data scientist prep: probability, sampling distributions, and stating the assumption behind every test you run.
The 60-second brief
A Data Scientist at Factset plays a crucial role in harnessing the power of data to drive impactful business decisions and enhance product offerings. This position is pivotal in analyzing complex datasets, developing predictive models, and translating data insights into actionable strategies. As a Data Scientist, you will collaborate closely with product teams, engineers, and analysts to create innovative solutions that meet the needs of clients and improve overall efficiency.
Most of the loop measures decision-making under uncertainty rather than recall. You are scored on whether you state your assumptions, commit to an estimate you can defend, and say explicitly what evidence would change it.
Focus areas
- Decompose a metric move by segment and mix
- Separate novelty effects from durable behaviour change
- Turn a vague request into a measurable question
Overview
In this role, you will contribute to a variety of projects that leverage advanced analytics to inform investment strategies, risk assessments, and market predictions. Your work will directly influence the tools and platforms that Factset provides to financial professionals worldwide, ensuring that they have access to the most relevant and timely information. This position not only demands technical expertise but also requires a strategic mindset to understand market dynamics and user needs.
Expect to engage with large-scale data processing, machine learning algorithms, and statistical analysis, all while working in a fast-paced environment that values creativity and critical thinking. The complexity of the financial data you will handle offers an exciting challenge, making this a compelling opportunity for those passionate about data-driven decision-making.
The Factset interview process
Factset candidates report 3 rounds · ≈ 3-5 weeks. The stages below are what candidates describe, not a published process.
Phone Screening
Whoever runs this call is usually not a practitioner. They take notes, and a hiring manager skims those notes later, so the real question is whether your work survives being written down by someone outside the field. Test every project sentence against that: could a non-specialist repeat it correctly without knowing what a propensity score is? Carry a plain-language version of each project and one reason you want this particular role that you could not copy onto another application. Vagueness at this stage reads as inexperience, even when the underlying work was genuinely deep.
What to demonstrate
- Whether a non-specialist can restate your projects accurately, since their paraphrase is what reaches the hiring manager
- Whether your reason for wanting the role points at the work itself rather than the company's reputation
- Whether your language signals the level being screened for: what you decided yourself versus what you were handed
How to prepare
- Write a two-sentence, jargon-free version of each major project: the question nobody could answer, and the decision your work changed. Read it to someone outside data and have them repeat it back
- Point your 'why this role' answer at something concrete in the job description or the product surface you would be working on, and keep it to two sentences
- Have two questions ready about measurement: which metric the team is held to, and who acts on an analysis once it lands
Technical Assessments
A handful of shapes account for most of what gets asked in this format: a ranking or deduplication inside groups, a running or rolling total, a period-over-period comparison, and a cohort tracked forward over time. Recognising the shape quickly is most of the speed here; deriving it from scratch while a clock runs is where the time goes. Know that a window function keeps every row while a GROUP BY collapses them, and know which one the question needs. If the exercise is in Python instead of SQL, the same shapes arrive as groupby with transform, shift and merge, and the same grain mistakes are available.
What to demonstrate
- Whether you reach the right construct without a detour, such as ROW_NUMBER over a partition to deduplicate instead of a self-join against a MAX subquery
- Whether you know what your window frame actually is, since adding ORDER BY inside OVER changes the default frame and silently changes a running total
- Whether the thing runs. A near-miss that throws an error scores below a plainer query that returns the right rows.
How to prepare
- Write each of the four shapes once from memory against a small schema and keep the working version somewhere you will reread it: dedupe with ROW_NUMBER, a running total, a month-over-month change with LAG, and a retention table
- Compute one running total twice on data with tied timestamps, once on the default frame and once with ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW, and look at where the two disagree
- If Python is on the table, rebuild the dedupe and the running total with groupby and cumsum, then assert the two implementations return identical rows
Final Interviews
A loop is not scored one interview at a time. The people you meet compare notes afterwards, usually in a meeting you are not in, and the outcome turns on what each of them can say about you when asked. That rewards something other than survival: every room needs one specific thing worth repeating, and none of them can contradict another. The common way to lose is to tell the same project four times with different numbers in it, or to be uniformly fine in a way that leaves nobody with anything to argue for.
What to demonstrate
- Whether your account of a project survives being told twice, with the same scale, the same metric definition and the same numbers each time
- Whether each interviewer leaves with one concrete claim they could make on your behalf later, rather than an absence of complaints
- Whether a question you already answered in an earlier room gets the same answer at the same depth, without visible impatience
How to prepare
- Write a one-page fact sheet for your two or three main projects that fixes the numbers you will quote: rows of data, the metric as a single sentence, the effect you measured and how long the work took. Say them aloud from the sheet until they come out identical every time
- For each kind of room you expect, decide the one sentence you want that interviewer repeating in a debrief, then check during the mock that you said it outright instead of implying it
- Rehearse answering the same project question twice in one sitting, the second time as though you had not just answered it, because the thing that needs fixing is the flatness that creeps into a repeated story
Where candidates lose points
Slicing a flat experiment until a segment reaches significance
Testing one metric across twenty segments at a nominal 5% level produces a significant result about two thirds of the time when nothing is happening anywhere, and the segment that surfaces is by construction the one with the most favourable noise. The reported effect in that slice is then badly overstated, because selection on significance conditions the estimate on being large. What makes it dangerous rather than merely wrong is that a post-hoc segment always has a plausible story attached, so it survives the meeting. The controls are declaring the small number of segments of interest before launch, correcting across the ones tested, and treating anything discovered afterwards as a hypothesis that needs its own adequately-powered test rather than a finding.
Watching an experiment daily and stopping when it crosses significance
A fixed-sample test controls type I error at one pre-declared look. Checking repeatedly and stopping at the first p < 0.05 inflates the false positive rate to roughly 0.15 to 0.20 for ten looks, and it rises further with more frequent checks, because the p-value takes a random walk that will eventually dip below the threshold under the null. The usual defences are a fixed horizon declared before launch, group-sequential boundaries such as O'Brien-Fleming that spend alpha across a planned number of looks, or always-valid confidence sequences that are correct under continuous monitoring. Compounding it, the effect size reported conditional on having crossed the threshold is biased away from zero, and the bias is larger the lower the power was, so an underpowered test that 'won' typically overstates the lift it found.
Explaining an aggregate move without decomposing the mix shift
Split the change in the aggregate into within-segment movement and movement in segment weights before you explain it. Every segment's rate can fall while the overall rate rises, purely because volume shifted toward segments that already had higher rates.
Sizing estimates built on unnamed, unrevisable assumptions
Write each assumption as a named number you can change, then show the arithmetic so the interviewer can challenge one input instead of the whole answer. Finish by saying which assumption the result is most sensitive to, which matters more than the point estimate.
Questions & practice
Write a function to calculate the mean and standard deviation of a dataset.
Medium · statistics and probability
Approach
- Sanity-check the answer against a simple bound or a simulated case.
- Quantify uncertainty explicitly rather than reporting a point estimate alone.
- Say what the estimate is of, and over what population it generalises.
Follow-up
- Which assumption here is most likely to be violated in practice?
- How would you explain this result to someone who does not know statistics?
Can you explain the concept of overfitting and how to prevent it in model training?
Medium · machine learning and modelling
Approach
- Pick an evaluation metric that matches the cost of each error type, not a default.
- Say how the offline result would be validated online before it is trusted.
- Check what information would not exist at prediction time, and exclude it.
Follow-up
- What would you monitor after launch to know the model is still valid?
- How would you choose the decision threshold, and who owns that choice?
How would you approach a situation where your model's predictions are inaccurate?
Medium · machine learning and modelling
Approach
- Frame the prediction: the label, the moment of prediction, and the action it triggers.
- Set a baseline first, so any model has something honest to beat.
- Say how the offline result would be validated online before it is trusted.
Follow-up
- Where could label leakage enter this setup?
- How would you choose the decision threshold, and who owns that choice?
Simulate the false positive cost of repeated peeking
Medium · simulation · peeking · type i error
Quantify the cost of peeking. Simulate a two-arm experiment with no true effect: each arm accumulates Bernoulli conversions at a base rate of 0.10 up to 40,000 units per arm. Run a two-sided two-proportion z-test at alpha 0.05 at ten equally spaced interim points, and record whether the test ever crossed. Report the false positive rate over at least 10,000 replications, alongside the rate for a single look at the final sample only. Use a fixed seed and report a Monte Carlo standard error on both figures.
Approach
- Generate each replication as two cumulative sums of Bernoulli draws, then read the interim points off the cumulative arrays. Regenerating data at each look would make the looks independent, which destroys exactly the dependence the exercise is about: later looks share data with earlier ones.
- Use the pooled-variance two-proportion z: p_pool = (x1+x2)/(n1+n2), z = (p1-p2) / sqrt(p_pool*(1-p_pool)*(1/n1 + 1/n2)), reject when |z| > 1.96. State that the normal approximation is fine here because the smallest look has roughly 400 expected conversions per arm.
- Vectorise across replications rather than looping: draw a (reps, n) array of uniforms, threshold at 0.10, cumsum along axis 1 and slice the ten look indices. A per-replication loop at 10,000 by 40,000 is unnecessarily slow.
- Record the any-cross indicator per replication, take the mean, and compute the Monte Carlo standard error as sqrt(p*(1-p)/reps) so the reported figure comes with its own precision.
- Report the single-look rate in the same run as a control. If it does not land near 0.05, the bug is in the test statistic and not in the peeking argument.
Worked solution (30 min)
- rng = np.random.default_rng(seed); for memory, batch the replications in chunks and accumulate the any-cross count across chunks.
- Per chunk: draw (chunk, 40000) uniforms per arm, x = (u < 0.10).cumsum(axis=1), slice columns at indices 3999, 7999, ..., 39999.
- Compute the ten z statistics vectorised over the chunk, take crossed = (np.abs(z) > 1.96).any(axis=1).
- Aggregate: peek_rate = total_crossed / reps; single_rate = mean of |z_final| > 1.96; mc_se = sqrt(p*(1-p)/reps) for each.
Expected result: The single-look rate lands at 0.05 within about 0.005 at 10,000 replications. The ten-look rate lands near 0.19, which with 10,000 replications has a Monte Carlo standard error of about 0.004, so anything in roughly 0.18 to 0.20 is consistent and anything near 0.40 indicates independent redraws.
Verify it yourself
- The single-look control recovers 0.05 within two Monte Carlo standard errors; if it does not, the z statistic is wrong and the headline number is meaningless.
- The crossing rate is monotone in the number of looks: 1 look near 0.05, 2 near 0.08, 5 near 0.14, 10 near 0.19.
- Halving the base rate to 0.05 leaves the peeking rate essentially unchanged, since the result is about the test's random walk and not about the conversion level.
- Re-running with the same seed reproduces the figure exactly.
Follow-up
- Re-run with 40 looks instead of 10. Why does the curve flatten rather than continue rising linearly?
- Among the replications that crossed, what is the mean observed lift, and why is it not zero?
- What does an O'Brien-Fleming boundary or an always-valid confidence sequence change about this simulation, and what does each cost in power?
What libraries in Python or R are you most comfortable using for data analysis?
Medium · sql and data manipulation
Approach
- Compute rates by summing numerator and denominator separately, never by averaging rates.
- Check whether any join is one-to-many before aggregating, or the sums inflate.
- Say which table is the grain you start from, and join outward from it.
Follow-up
- How would you verify this result without re-running the same query?
- What breaks if events arrive late or out of order?
Provide a code sample to clean and preprocess a dataset for analysis.
Medium · sql and data manipulation
Approach
- Check whether any join is one-to-many before aggregating, or the sums inflate.
- Handle the rows that do not match: a LEFT JOIN with a NULL check is usually the question.
- Compute rates by summing numerator and denominator separately, never by averaging rates.
Follow-up
- How would you verify this result without re-running the same query?
- What breaks if events arrive late or out of order?
Attribute account MRR to first-touch channel without seat fan-out
Medium · fan-out · joins · revenue · attribution
dim_user holds user_id, account_id, first_touch_channel, account_created_at_utc. dim_account holds account_id, lifecycle_status. fct_subscription_period holds account_id, period_start_utc, period_end_utc, period_status, mrr_cents_constant_fx. For a given as-of date, report active MRR by the first-touch channel of the account's earliest-created user. An account has many users and many periods. The channel totals must sum exactly to total active MRR on that date, and accounts whose label is NULL must appear as their own bucket.
Approach
- Reduce the label side to one row per account before any join: ROW_NUMBER() OVER (PARTITION BY account_id ORDER BY account_created_at_utc, user_id) = 1 over dim_user, carrying first_touch_channel. Joining dim_user to the period table directly repeats each revenue row once per seat.
- Reduce the money side to one row per account too: the period where period_start_utc <= :as_of AND period_end_utc > :as_of AND period_status IN ('active','past_due'). If more than one row survives that filter the account holds overlapping subscriptions, which must be deduped or deliberately summed, and either way the choice is stated rather than left to the join.
- Join the two one-row-per-account CTEs and SUM(mrr_cents_constant_fx). Use the constant-FX column, since the same query run in two quarters otherwise reports currency moves as channel performance.
- Bucket NULL first_touch_channel as 'unattributed' with COALESCE instead of letting it drop. Roughly the share of users with no observed touch is not small, and dropping it understates the total and inflates every named channel's share.
- Reconcile: the SUM over the joined result must equal the SUM over the period CTE alone. That single equality check catches fan-out immediately, which is why it is worth writing before presenting the number.
Worked solution (30 min)
- Compute total active MRR on the as-of date from the period table alone and write the number down as the target.
- Build the label CTE and assert COUNT(*) = COUNT(DISTINCT account_id).
- Build the as-of period CTE and assert the same, investigating any account with more than one surviving row.
- Join, COALESCE the channel, aggregate, and compare the total to the target.
- Deliberately run the naive dim_user join and record the inflation factor, which is the MRR-weighted mean seat count.
Expected result: One row per first_touch_channel plus an 'unattributed' bucket, whose MRR values sum exactly to the independently computed total active MRR for the as-of date.
Verify it yourself
- Channel total equals the standalone total from the period CTE, to the cent.
- Both CTEs satisfy COUNT(*) = COUNT(DISTINCT account_id).
- The unattributed bucket is present and non-zero rather than silently absent.
- The naive join version produces a strictly larger total, and you can state the ratio.
Follow-up
- Which user should own the account's label: earliest created, the 'owner' role, or the one who converted? What does each choice systematically favour?
- What does this table entitle you to say about the value of a channel, and what does it not?
- Some accounts have a parent_account_id. How does rolling those up change both the numerator and the channel mix?
Describe your process for identifying outliers in a dataset.
Medium · product sense and metrics
Approach
- Name one primary metric, then the guardrail that stops it being gamed.
- Fix the population and the time window before naming any metric.
- Restate the decision this analysis has to support, and who acts on the answer.
Follow-up
- Which segment would you cut first, and what would that rule out?
- How would you detect that the metric is being gamed rather than genuinely improving?
How do you prioritize your tasks when you have multiple deadlines?
Medium · product sense and metrics
Approach
- Restate the decision this analysis has to support, and who acts on the answer.
- State what result would change your recommendation, so the answer is falsifiable.
- Name one primary metric, then the guardrail that stops it being gamed.
Follow-up
- How would you detect that the metric is being gamed rather than genuinely improving?
- What would you do if the primary metric and the guardrail moved in opposite directions?
Walk us through your approach to A/B testing for a new feature.
Medium · a/b testing and experimentation
Approach
- Name the guardrails that would stop a launch even on a positive primary result.
- Decide the analysis before seeing data, including how long it runs and when you look.
- Name the randomisation unit first; it decides the variance and what the test can detect.
Follow-up
- How would you handle interference between treated and control units?
- What would you do if you could not randomise at all?
Explain the difference between supervised and unsupervised learning.
Medium
Approach
- Clarify what is being asked and what a complete answer would contain.
- Work from the decision backwards to the evidence you would need.
- State your assumptions explicitly before working the problem.
Follow-up
- What assumption would you test first?
- How would you know your answer was wrong?
Metric tree for a seat-expansion push on seat-based plans
Medium · revenue · seats · leading indicators
Sales wants a push to add seats to existing accounts. Tables: dim_account (account_id, seats_licensed, seats_assigned, lifecycle_status, current_plan_tier), fct_subscription_period (subscription_id, account_id, mrr_cents_constant_fx, seats_billed, period_start_utc, period_end_utc, change_reason), and fct_event (is_core_action, user_id, account_id, occurred_at_utc). Build the metric tree from net revenue retention down to the metric the push team is graded on, name the primary, and give the guardrail that fires before the damage shows up in NRR. Deliverable: the tree, the primary metric, and the lead-time argument for the guardrail.
Approach
- Grade the team at the grain it controls. NRR is a trailing twelve-month revenue-weighted ratio that the push cannot move inside a quarter and that also moves for reasons the push does not touch, so it belongs at the top of the tree and nowhere near the target.
- Define the primary as a delta rather than a count: the sum of period-over-period mrr_cents_constant_fx changes on rows with change_reason = 'seat_change' and a positive seats_billed delta. A COUNT of seat_change rows rewards churn of seats as much as growth.
- Name the failure the target creates: seats sold and never assigned book revenue now and reappear as a seat reduction at the next renewal, six to twelve months later, comfortably outside the window the team is measured in.
- Pick licensed-seat utilisation as the guardrail precisely because of that lag — distinct user_id with an is_core_action event in the trailing 28 days over seats_licensed, MRR-weighted across lifecycle_status = 'active' accounts — and read it against each account's renewal date rather than the calendar.
- Close the horizon gap with a rule instead of a hope: the push books expansion MRR immediately but retains credit only for accounts still above the utilisation threshold at the following renewal.
Worked solution (30 min)
- Build the tree downward: NRR at twelve months, then expansion plus contraction plus churned MRR, then seat_change deltas and tier changes, then seats billed per account, then licensed-seat utilisation.
- Write the primary as a period-over-period MRR delta restricted to positive seat changes, in constant FX, on subscription_id.
- Write the guardrail with its weighting and its read points: 30 and 60 days before each account's renewal date.
- State the lead time in months: utilisation moves within one 28-day window of a seat sale, while the seat reduction it predicts reaches NRR only at the next renewal.
- Write the credit rule that ties the two horizons together.
Expected result: A tree with expansion MRR as the primary, utilisation as the guardrail with its lead time stated in months, and a credit rule that makes the push team carry the renewal-horizon consequence.
Verify it yourself
- Summing mrr_cents_constant_fx across all period rows in a month double-counts any account with a mid-period change; the monthly figure must be built from period boundaries rather than a naive SUM over rows.
- seats_assigned can exceed seats_licensed during a grace period, so a utilisation computed on assigned seats can exceed 1. The denominator is seats_licensed.
- The MRR-weighted and unweighted utilisation means should differ substantially. If they do not, single-seat accounts are probably being dropped somewhere in the aggregation.
Follow-up
- How do you separate seat expansion from price and tier expansion inside NRR without double-counting either?
- An account buys 40 seats and assigns 6 during a phased rollout. Is that expansion, and what would change your answer?
- What does the utilisation threshold do to a genuinely growing customer three weeks into a rollout?
Tell a pipeline outage from a collapse in usage
Medium · pipeline-failure · instrumentation · event-volume
Weekly active accounts completing a core action fell 9%, and almost the entire fall sits in accounts whose events carry surface = 'ios'. App crash rates and store reviews are unchanged. You have fct_event with occurred_at_utc, received_at_utc, event_name, is_core_action, app_version and surface, plus fct_session and the ingestion job run log. Establish within the hour whether iOS engagement fell or iOS events stopped arriving, name the evidence that distinguishes them, and say what you would publish on the dashboard in the meantime.
Approach
- Compare the event-name composition inside surface = 'ios' against the prior four weeks as shares, not counts. A behaviour collapse scales most event names together; a dropped event definition or a broken downstream filter hits specific event_name values while page_view and session-opening events hold steady. That shape difference is the fastest discriminator available.
- Profile the received_at_utc minus occurred_at_utc distribution per day for surface = 'ios'. A stalled-then-backfilling pipeline shows a fat upper tail and a recovering p99; a silently dropped stream shows an unchanged lag distribution over a smaller volume. The two failure modes have different remedies and different histories.
- Cut by app_version. A logging SDK change arrives with one build and ramps with its adoption curve; an infrastructure fault arrives across every build within the same hour. Checking this costs one group-by and rules out half the hypothesis space.
- Cross-check against a signal that does not travel the suspect path: server-emitted events with session_id NULL, and subscription or billing activity for the same accounts. If those accounts are still transacting, the users did not leave.
- Publish an ex-iOS total with an explicit annotated break rather than a blended total. A blended number during a known ingestion gap is wrong in a direction you can already name, and republishing it daily spreads the artefact into every downstream report.
Follow-up
- Suppose the events do eventually backfill. What is your policy for restating the published weekly numbers, and who needs to be told?
- What monitor would have caught this before a human noticed the weekly metric, and what would it alert on?
- If is_core_action is maintained in the tracking plan, what governance would stop a change to that list from silently moving a north-star metric?
Suggested practice checklist
For someone who has spent the last year in notebooks, dashboards or modelling work and has not written raw SQL under time pressure. The first four days rebuild query fluency against a fixture you control and can verify by hand; the last three attach that fluency to the rest of the loop.
Day 1 — Build a fixture you can check answers against
- Create a local Postgres or SQLite database with four tables (users, sessions, events, orders) holding roughly 200 rows you generated yourself, so you know the contents well enough to predict every result.
- Deliberately seed the cases that break queries: a user with no sessions, a session with no events, two orders sharing a timestamp, a NULL in one join key, and one duplicated user row.
- Before writing any SQL, hand-compute five answers on paper (how many users placed at least one order, median orders per ordering user, and three others) and save them as the ground truth for the week.
Deliverable: A one-command seed script plus a text file of five hand-computed answers to grade every later query against.
Day 2 — Joins, filters and NULL semantics
- Answer "which users have no orders" three ways (LEFT JOIN with IS NULL, NOT EXISTS, NOT IN) and confirm that the NOT IN version returns zero rows once the subquery contains a NULL, because the comparison is never TRUE.
- Reproduce the LEFT JOIN that silently collapses to an inner join by putting a right-table predicate in WHERE, then fix it by moving the predicate into the ON clause, and record both row counts.
- Create a fan-out bug on purpose by joining orders to order_items and summing the order total, then correct it with a pre-aggregated subquery and explain in one line which table changed the grain.
Deliverable: One annotated .sql file holding the three join traps, each with the wrong result and the corrected result side by side.
Day 3 — Window functions and frames
- Write three window queries against the fixture: a running order total per user, the rank of each order within its user by value, and the day gap to that user's previous order, then check each against the day-one ground truth.
- Run ROW_NUMBER, RANK and DENSE_RANK over a column containing ties, print all three side by side, and write one sentence on when each is the correct choice.
- Switch one query from the default frame (RANGE BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW, which is what you get when ORDER BY is present and no frame is written) to ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW, and explain why the output differs only when the ORDER BY column has duplicates.
Deliverable: Three verified window queries plus a short note explaining the RANGE versus ROWS difference in your own words.
Day 4 — The four analytical query patterns
- Write a monthly retention grid: first order month per user, then months-since-first as the column, and verify that month zero equals the cohort size exactly.
- Sessionize the events table under a 30-minute inactivity rule using LAG plus a cumulative sum over a new-session flag.
- Build a four-step funnel that counts distinct users rather than events at each step, and state the rule you applied to a user who reaches step three without ever logging step two.
Deliverable: One file with the retention, sessionization and funnel patterns, each carrying a one-line note on the assumption it bakes in.
Day 5 — Write SQL the way you will have to write it live
- Set a 12-minute timer and solve three medium prompts in a plain editor with no execution and no autocomplete, then run them and tally syntax errors separately from logic errors.
- Narrate one solution aloud while writing it, stating the grain of each intermediate result (one row per user, one row per user-day) before you type its body.
- Rewrite your slowest solution as a CTE chain where every CTE name states its grain, and time yourself re-solving it from blank.
Deliverable: A recording of one narrated solution plus an error tally that separates syntax from logic.
Day 6 — One day for everything that is not SQL
- Write the preconditions of the two-sample t-test from memory, then check them: independent observations, and a difference in means whose sampling distribution is approximately normal, which at large sample sizes follows from the central limit theorem rather than from normality of the raw values.
- Write the difference between an odds ratio from logistic regression and a relative risk, and state the condition under which the two are close (low outcome prevalence).
- Prepare a 90-second answer to "how would you know this model is any good" that names the metric, the baseline you would beat, and the cost of the errors you care about.
Deliverable: One page of notes covering test preconditions, the odds-ratio caveat and the model-quality answer.
Day 7 — Full loop rehearsal
- Run a 45-minute mock with someone willing to interrupt: 20 minutes of SQL, 15 minutes defining a metric, 10 minutes on a past project.
- Re-solve from blank the two queries you were slowest on this week and compare the times against day five.
- Write a five-line answer to "walk me through a project" that puts a number in the first sentence and names the decision the work changed.
Deliverable: Mock feedback notes plus a timed project narrative you can deliver without reading it.
Rigour against a deadline
Nearly every data role forces a trade between the analysis you want and the one that fits the decision window. Prepare a case where you deliberately shipped something less rigorous, named the weakness to the person relying on it, and said what would change your answer. The naming is the part interviewers listen for.
What motivates you to excel in your role as a Data Scientist?
Medium · behavioural and stakeholder questions
Approach
- Pick a story where you drove the decision, not one where you observed it.
- State the situation in two sentences and spend the rest on your reasoning.
- Quantify the outcome, including what you would not claim credit for.
Follow-up
- What did you decide not to do, and why?
- How did you know the outcome was caused by your change?
Turn an ambiguous onboarding question into a measurable metric
Easy · scoping · metric definition · stakeholder
Two days before a planning review, a director asks whether onboarding is working. You have dim_user (account_created_at_utc, signup_surface, is_internal), fct_event (is_core_action, flow_id, flow_instance_id, event_name, occurred_at_utc, received_at_utc) and fct_session. No further meeting with the director is possible before you start work. Deliver three clarifying questions you would send in writing, the metric you will compute in the meantime with its numerator, denominator, window and exclusions, and one sentence naming the question you are deliberately not answering.
Approach
- Recognise what is being probed: whether you convert a goal into a computable predicate without stalling for requirements or guessing in silence. Listing clarifying questions is the generic answer; shipping a defensible default alongside them is the strong one, because the review is in two days and it will happen with or without you.
- Infer the decision behind the request. A question about whether onboarding works, arriving before a planning cycle, usually means whether to staff it next quarter. That points at a rate with visible headroom over several cohorts, not at a descriptive dashboard.
- Write the three questions so that each one changes the SQL. Which population, all signups or only self-serve from dim_user.signup_surface. What counts as working, reaching a core action or completing the onboarding flow_id. Against what bar, last quarter's cohorts or a stated target.
- Propose the default explicitly: seven-day activation on weekly signup cohorts. Numerator, users with is_core_action = TRUE events on at least two distinct UTC dates inside [account_created_at_utc, account_created_at_utc + 7 days). Denominator, the signup cohort with is_internal = FALSE. Publish with an eight-day lag, and state that the two-distinct-days threshold is a frozen choice rather than a discovery.
- Name the exclusion in the same breath as the number. The series shows whether users activate; it does not establish that onboarding caused the level, which needs a staged rollout or an experiment.
Follow-up
- The director replies that they meant the onboarding flow specifically, not activation. What changes in the query and in the caveats?
- Your cohort metric needs an eight-day lag and the review is in two days. What do you present, and how do you label it?
- Two of your three questions come back unanswered. Which one do you refuse to proceed without?
Walk through an analysis you got wrong and what changed
Easy · postmortem · data quality · self-assessment
Describe an analysis of yours that turned out to be wrong after somebody had already acted on it. You have four minutes. The account must name the defect mechanically, the join, the filter, the window or the identity key, rather than describing it as a communication problem. It must also say who did what because of the wrong number, how the error surfaced, how long it stood, and what control you put in place so that class of error cannot reach a decision again. Do not pick an error nobody acted on.
Approach
- Recognise what is being probed: whether you can be specific about your own failure without minimising it or performing contrition. The discriminator is whether the defect has a mechanism the listener could reproduce in their own warehouse.
- Choose the case by blast radius rather than by comfort. An error nobody acted on tests nothing, and picking one signals that you are managing the interview instead of answering it.
- Structure the account in six beats: the number, the decision it drove, the defect, the detection, the correction, the control. Keep the defect to one reproducible sentence, for example an inner join to fct_subscription_period that dropped accounts with no subscription row and so computed retention over payers only.
- State the direction of the bias, not only its existence. A filter or join that removes rows usually moves a metric predictably, and knowing which way shows you diagnosed the mechanism rather than patched the symptom.
- Be exact about detection and elapsed time. 'A colleague noticed' and 'the row-count assertion failed before publication' are different answers about the same organisation, and the second one is the one your control is supposed to produce next time.
- End on the control, its cost, whether it has fired since, and one thing it does not cover.
Follow-up
- What did the control cost, and has it fired since? If it never has, how do you know it works?
- How long did the wrong number stand before anyone questioned it, and what does that say about the review path it went through?
- What is the equivalent mistake you are most likely to make in this role, given the tables you would be working in?