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Bank analyst vs investment associate

The differences between bank 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 a bank analyst and an investment associate. Additionally, an investment associate has an average salary of $127,205, which is higher than the $85,532 average annual salary of a bank analyst.

The top three skills for a bank analyst include powerpoint, financial services and cash management. The most important skills for an investment associate are powerpoint, customer service, and client service.

Bank analyst vs investment associate overview

Bank AnalystInvestment Associate
Yearly salary$85,532$127,205
Hourly rate$41.12$61.16
Growth rate9%9%
Number of jobs62,98339,012
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 79%
Average age4040
Years of experience44

What does a bank analyst do?

Banking analysts are employees with a strong background in finance or economics. They are usually employed by companies that invest in other businesses, stocks, public offerings, or those looking to merge with other companies. They analyze the company's move and recommend the proper courses of action to ensure its success. They are expected to be updated with the current economic trends and industry changes. This will help them create sound recommendations for the company. Banking analysts should know how to mitigate risks and carve the best possible path for their company.

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.

Bank analyst vs investment associate salary

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

Bank AnalystInvestment Associate
Average salary$85,532$127,205
Salary rangeBetween $64,000 And $114,000Between $72,000 And $222,000
Highest paying CityPhiladelphia, PASan Francisco, CA
Highest paying statePennsylvaniaCalifornia
Best paying companyBGC PartnersBrookfield Properties
Best paying industryFinanceTechnology

Differences between bank analyst and investment associate education

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

Bank AnalystInvestment Associate
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 79%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Bank analyst vs investment associate demographics

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

Bank AnalystInvestment Associate
Average age4040
Gender ratioMale, 58.8% Female, 41.2%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 bank analyst and investment associate duties and responsibilities

Bank analyst example responsibilities.

  • Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
  • Redesign PowerPoint reports to show more with less effort.
  • Complete formal credit training and rotations in high yield securities, private placements of debt, and middle market lending.
  • Structure and analyze cash flows for mortgage-backed securities in housing finance transactions.
  • Partner with business units to establish a collaborative relationship and cultivate an ERM culture.
  • Conduct KYC CIP reviews for domestic and foreign individual and business accounts and compare expected activity to actual activity.
  • 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

Bank analyst vs investment associate skills

Common bank analyst skills
  • PowerPoint, 6%
  • Financial Services, 6%
  • Cash Management, 6%
  • Corporate Banking, 5%
  • Risk Management, 5%
  • Capital Markets, 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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