Post job

Banking associate vs investment analyst

The differences between banking associates and investment analysts can be seen in a few details. Each job has different responsibilities and duties. Additionally, a banking associate has an average salary of $81,890, which is higher than the $79,056 average annual salary of an investment analyst.

The top three skills for a banking associate include excellent interpersonal, strong customer service and financial transactions. The most important skills for an investment analyst are portfolio management, financial statements, and strong analytical.

Banking associate vs investment analyst overview

Banking AssociateInvestment Analyst
Yearly salary$81,890$79,056
Hourly rate$39.37$38.01
Growth rate-12%9%
Number of jobs18,91963,003
Job satisfaction-5
Most common degreeBachelor's Degree, 63%Bachelor's Degree, 76%
Average age3940
Years of experience-4

What does a banking associate do?

A banking associate's role is to build positive relationships with clients by performing support tasks. Their responsibilities revolve around greeting clients, processing requests and documentation, gathering and verifying requirements, responding to inquiries and concerns, and offering other services and products to clients. They may also produce progress reports, financial statements, coordinate with team members, and liaise with external agencies. Furthermore, as a banking associate, it is essential to handle issues and complaints, all while adhering to the bank's policies and regulations.

What does an investment analyst do?

An Investment Analyst provides research and information to help traders, fund managers and stock brokers make decisions about investments. They are hired by companies, investment trusts, stock trading and brokerage firms, and insurance providers.

Banking associate vs investment analyst salary

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

Banking AssociateInvestment Analyst
Average salary$81,890$79,056
Salary rangeBetween $47,000 And $141,000Between $44,000 And $140,000
Highest paying CityWhite Plains, NYSan Francisco, CA
Highest paying stateNew YorkNew York
Best paying companyCitiThe Citadel
Best paying industryFinanceTelecommunication

Differences between banking associate and investment analyst education

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

Banking AssociateInvestment Analyst
Most common degreeBachelor's Degree, 63%Bachelor's Degree, 76%
Most common majorBusinessFinance
Most common college-University of Pennsylvania

Banking associate vs investment analyst demographics

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

Banking AssociateInvestment Analyst
Average age3940
Gender ratioMale, 41.8% Female, 58.2%Male, 70.1% Female, 29.9%
Race ratioBlack or African American, 10.1% Unknown, 3.5% Hispanic or Latino, 17.8% Asian, 7.4% White, 60.7% American Indian and Alaska Native, 0.6%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 banking associate and investment analyst duties and responsibilities

Banking associate example responsibilities.

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Develop working relationships with clients by providing exceptional customer service while utilizing a focuse cross-sell strategy.
  • Follow up with customers regarding KYC and other account relate updates.
  • Analyze each movement in full detail while meeting all SLA's.
  • Prepare UCC's for filing at the county and state level.
  • Monitor multiple cases while keeping track of SLA's and B2B communications.
  • Show more

Investment analyst example responsibilities.

  • Update weekly liquidity stress report and utilize VBA and SQL to automate the process
  • Manage and update early engagement processes daily through SharePoint.
  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Perform financial analyses including discount cash flow, leverage buyout, public market comparable trading and precedent transaction-base valuations
  • Participate in the asset management valuation committee and provide management oversight to accounting, legal, and operations personnel.
  • Used JAVA to develop trading spread calculator.
  • Show more

Banking associate vs investment analyst skills

Common banking associate skills
  • Excellent Interpersonal, 41%
  • Strong Customer Service, 29%
  • Financial Transactions, 15%
  • Financial Services, 1%
  • PowerPoint, 1%
  • Financial Solutions, 1%
Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%

Browse office and administrative jobs