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Asset management analyst vs investment associate

The differences between asset management analysts and investment associates 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 investment associate. Additionally, an investment associate has an average salary of $127,205, 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 investment associate are powerpoint, customer service, and client service.

Asset management analyst vs investment associate overview

Asset Management AnalystInvestment Associate
Yearly salary$68,448$127,205
Hourly rate$32.91$61.16
Growth rate11%9%
Number of jobs137,56639,012
Job satisfaction--
Most common degreeBachelor's Degree, 67%Bachelor's Degree, 79%
Average age4440
Years of experience44

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 investment associate do?

An investment associate's primary role is to review a company's financial data, recommend investment strategies, oversee the distribution of stocks, and calculate possible risks for business mergers. They also serve as a mediator during agreements between companies during takeovers, monitors stock inventory, sell stocks, and details all financial transactions. In the course of these responsibilities, an investment associate provides administrative support and timely response to client requests as needed, acting as an additional point of communication for clients.

Asset management analyst vs investment associate salary

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

Asset Management AnalystInvestment Associate
Average salary$68,448$127,205
Salary rangeBetween $46,000 And $100,000Between $72,000 And $222,000
Highest paying CityHartford, CTSan Francisco, CA
Highest paying stateConnecticutCalifornia
Best paying companyeBayBrookfield Properties
Best paying industryFinanceTechnology

Differences between asset management analyst and investment associate education

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

Asset Management AnalystInvestment Associate
Most common degreeBachelor's Degree, 67%Bachelor's Degree, 79%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Asset management analyst vs investment associate demographics

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

Asset Management AnalystInvestment Associate
Average age4440
Gender ratioMale, 64.4% Female, 35.6%Male, 60.2% Female, 39.8%
Race ratioBlack 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 Percentage12%7%

Differences between asset management analyst and investment associate 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.
  • Show more

Investment associate example responsibilities.

  • Deal analysis lead to bids on healthcare software and a commercial real estate firm.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Contribute to various components of operations of a venture capital firm with a focus on technology and healthcare sectors.
  • Perform analysis on asset allocation, security concentration, trade execution, and conflict securities.
  • Calculate the company's EBITDA base on the financial figures provide.
  • Engage in successful defense takeover tracking client s shares, DCF model and report directly to CEO.
  • Show more

Asset management analyst vs investment associate skills

Common asset management analyst skills
  • Asset Management, 17%
  • Portfolio, 8%
  • Real Estate, 6%
  • PowerPoint, 5%
  • Customer Service, 4%
  • Property Management, 4%
Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%

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