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Associate analyst vs investment associate

The differences between associate 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 associate analyst and an investment associate. Additionally, an investment associate has an average salary of $127,205, which is higher than the $68,161 average annual salary of an associate analyst.

The top three skills for an associate analyst include customer service, powerpoint and data analysis. The most important skills for an investment associate are powerpoint, customer service, and client service.

Associate analyst vs investment associate overview

Associate AnalystInvestment Associate
Yearly salary$68,161$127,205
Hourly rate$32.77$61.16
Growth rate9%9%
Number of jobs97,31139,012
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 79%
Average age4040
Years of experience44

What does an associate analyst do?

An associate analyst is an individual who is responsible for the research and investigation for a specific business process and department to help the senior staff make further decisions. Associate analysts must use their analytical skills to understand how the collected data can affect business decisions, then prepare reports that detail findings and recommend solutions. They must assist in developing new business models that can generate profits while reducing costs. Associate analysts can work in various industries ranging from finance and operations to information technology (IT) and marketing.

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.

Associate analyst vs investment associate salary

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

Associate AnalystInvestment Associate
Average salary$68,161$127,205
Salary rangeBetween $47,000 And $98,000Between $72,000 And $222,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateNew YorkCalifornia
Best paying companyApollo Global ManagementBrookfield Properties
Best paying industryFinanceTechnology

Differences between associate analyst and investment associate education

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

Associate AnalystInvestment Associate
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 79%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Associate analyst vs investment associate demographics

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

Associate AnalystInvestment Associate
Average age4040
Gender ratioMale, 52.3% Female, 47.7%Male, 60.2% Female, 39.8%
Race ratioBlack 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%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 Percentage7%7%

Differences between associate analyst and investment associate duties and responsibilities

Associate analyst example responsibilities.

  • Lead negotiations of a new partnership with logistics company to save an estimate $40K per year in freight expense.
  • Manage Salesforce account with customer credentials
  • Manage project team meetings using SharePoint calendars.
  • Log, assign, and tracks' request, files, documents in DHS database.
  • Attend briefings of several different DoD agencies to learn their respective equities.
  • Implement targeted changes to C++ application to execute algorithm experiments from MATLAB.
  • 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

Associate analyst vs investment associate skills

Common associate analyst skills
  • Customer Service, 8%
  • PowerPoint, 7%
  • Data Analysis, 7%
  • Healthcare, 6%
  • Portfolio, 6%
  • Tableau, 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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