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Asset manager vs investment advisor

The differences between asset managers and investment advisors can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-8 years to become an asset manager, becoming an investment advisor takes usually requires 2-4 years. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $85,814 average annual salary of an asset manager.

The top three skills for an asset manager include asset management, financial statements and property management. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Asset manager vs investment advisor overview

Asset ManagerInvestment Advisor
Yearly salary$85,814$105,377
Hourly rate$41.26$50.66
Growth rate17%15%
Number of jobs64,73263,438
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 76%
Average age4645
Years of experience84

What does an asset manager do?

An asset manager is responsible for advising clients with their investment preferences and financial goals based on their assets' quantity and value. Asset managers regularly meet with their clients regarding their asset management's progress, recommending more investment options and considering the clients' needs. They manage financial portfolios and prepare stock market reports and forecasts as needed. An asset manager must have a broad knowledge of the financial industry and investment processes, identifying profit opportunities for long-term investment objectives.

What does an investment advisor do?

An investment advisor is responsible for managing the clients' financial portfolios, advising them of investment options according to their financial goals and objectives, and their ability to handle risks. Investment advisors should have excellent knowledge of the investment policies, providing the clients with the best financial strategies according to their interests. They also determine their expenses, income, and credit scores to identify a comprehensive financial plan. An investment advisor helps the clients with cash management techniques, as well as conducting data analysis on financial market projections.

Asset manager vs investment advisor salary

Asset managers and investment advisors have different pay scales, as shown below.

Asset ManagerInvestment Advisor
Average salary$85,814$105,377
Salary rangeBetween $59,000 And $123,000Between $60,000 And $184,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyDeutsche BankMcKinsey & Company Inc
Best paying industryFinanceTelecommunication

Differences between asset manager and investment advisor education

There are a few differences between an asset manager and an investment advisor in terms of educational background:

Asset ManagerInvestment Advisor
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeStanford UniversityUniversity of Minnesota - Twin Cities

Asset manager vs investment advisor demographics

Here are the differences between asset managers' and investment advisors' demographics:

Asset ManagerInvestment Advisor
Average age4645
Gender ratioMale, 64.3% Female, 35.7%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.0% Asian, 8.9% White, 63.8% American Indian and Alaska Native, 0.3%Black or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage11%5%

Differences between asset manager and investment advisor duties and responsibilities

Asset manager example responsibilities.

  • Manage and improve the processes require to support server end of life and normal windows patching processes.
  • Manage a pipeline of assets/projects through the project life cycle of short sale/deed in lieu of foreclosure through closing.
  • Manage and facilitate IRB investigations of report non-compliance and/or scientific misconduct.
  • Recognize for financial acumen, successfully managing invoicing, vendor accounts, reconciliations, and target reports.
  • Manage commercial and multifamily REO portfolio preparing property operating plans to enhance value and marketability of REO asset
  • Trade structured product securities for accounts manage by other portfolio managers base on economic conditions and the needs of specific portfolios.
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Investment advisor example responsibilities.

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Obtain skills with different financial programs and tools such as Morningstar and NetX360.
  • Advise and recommend insurance products including, fix and variable annuities, and term life.
  • Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
  • Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
  • Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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Asset manager vs investment advisor skills

Common asset manager skills
  • Asset Management, 20%
  • Financial Statements, 7%
  • Property Management, 7%
  • Customer Service, 6%
  • Oversight, 5%
  • Loan Portfolio, 5%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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