Asset management analyst vs equity analyst

The differences between asset management analysts and equity analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an asset management analyst and an equity analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $68,448 average annual salary of an asset management analyst.

The top three skills for an asset management analyst include asset management, portfolio and real estate. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.

Asset management analyst vs equity analyst overview

	Asset Management Analyst	Equity Analyst
Yearly salary	$68,448	$103,715
Hourly rate	$32.91	$49.86
Growth rate	11%	9%
Number of jobs	137,566	51,437
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 67%	Bachelor's Degree, 74%
Average age	44	40
Years of experience	4	4

What does an asset management analyst do?

Asset management specialists are employees who oversee all of the company's assets. They ensure that all assets are in proper condition. Asset management specialists handle the asset management plan of the company. They organize capital investments, asset acquisitions, asset dispositions. They ensure that all paperwork involved is properly filed. They also ensure that all agreements made would be beneficial to the company. This would help them ensure the company's longevity in the business. Asset management specialists also develop recommendations on the company's existing assets and how the company can expand its asset portfolio.

What does an equity analyst do?

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

Asset management analyst vs equity analyst salary

Asset management analysts and equity analysts have different pay scales, as shown below.

	Asset Management Analyst	Equity Analyst
Average salary	$68,448	$103,715
Salary range	Between $46,000 And $100,000	Between $68,000 And $157,000
Highest paying City	Hartford, CT	Santa Rosa, CA
Highest paying state	Connecticut	California
Best paying company	eBay	The Citadel
Best paying industry	Finance	Finance

Differences between asset management analyst and equity analyst education

There are a few differences between an asset management analyst and an equity analyst in terms of educational background:

	Asset Management Analyst	Equity Analyst
Most common degree	Bachelor's Degree, 67%	Bachelor's Degree, 74%
Most common major	Business	Finance
Most common college	University of Pennsylvania	University of Pennsylvania

Asset management analyst vs equity analyst demographics

Here are the differences between asset management analysts' and equity analysts' demographics:

	Asset Management Analyst	Equity Analyst
Average age	44	40
Gender ratio	Male, 64.4% Female, 35.6%	Male, 77.0% Female, 23.0%
Race ratio	Black or African American, 7.4% Unknown, 4.4% Hispanic or Latino, 8.4% Asian, 14.3% White, 65.2% American Indian and Alaska Native, 0.2%	Black or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage	12%	7%

Differences between asset management analyst and equity analyst duties and responsibilities

Asset management analyst example responsibilities.

Modify and test data models design for remedy database used to manage inventory of hardware and software.
Manage all areas of PC physical inventory including remote site visits to audit for compliance with procedures and policies.
Manage SharePoint library and request accurately.
Prepare and post journal entries (re-classes, accruals, accrual reversals) and provide support documentation for month-end close.
Perform general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
Analyze CIP and review capital asset supporting documents.

Equity analyst example responsibilities.

Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.

Asset management analyst vs equity analyst skills

Common asset management analyst skills

Asset Management, 17%
Portfolio, 8%
Real Estate, 6%
PowerPoint, 5%
Customer Service, 4%
Property Management, 4%

Common equity analyst skills

Financial Models, 7%
Equities, 6%
Discounted Cash Flow, 6%
Securities, 5%
Portfolio Companies, 4%
Real Estate, 4%

Asset Management Analyst vs. similar jobs

Asset Management Analyst related careers

Asset Management Analyst related jobs

What similar roles do

Zippia Careers
Business and Financial Industry
Asset Management Analyst
Asset Management Analyst vs Equity Analyst

Updated January 8, 2025

Browse business and financial jobs