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Equity analyst vs business & finance analyst

The differences between equity analysts and business & finance analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an equity analyst and a business & finance analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $70,514 average annual salary of a business & finance analyst.

The top three skills for an equity analyst include financial models, equities and discounted cash flow. The most important skills for a business & finance analyst are financial analysis, business analysis, and shared services.

Equity analyst vs business & finance analyst overview

Equity AnalystBusiness & Finance Analyst
Yearly salary$103,715$70,514
Hourly rate$49.86$33.90
Growth rate9%9%
Number of jobs51,437168,111
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 71%
Average age4040
Years of experience44

What does an equity analyst do?

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

What does a business & finance analyst do?

A financial business analyst is also referred to as a business analyst who recommends and enforces corporate efficiency and profitability methods. Financial business analysts analyze the business model and finances of an organization. Their findings serve as the source of their suggestions to improve businesses' budgeting, management, and overall operations. They have the ability to predict the outcome of the decisions made by enterprises. The skills necessary for this job include interpersonal skills, management experience, financial reporting, and strong communication skills.

Equity analyst vs business & finance analyst salary

Equity analysts and business & finance analysts have different pay scales, as shown below.

Equity AnalystBusiness & Finance Analyst
Average salary$103,715$70,514
Salary rangeBetween $68,000 And $157,000Between $50,000 And $99,000
Highest paying CitySanta Rosa, CASan Francisco, CA
Highest paying stateCaliforniaWashington
Best paying companyThe CitadelGoogle
Best paying industryFinanceFinance

Differences between equity analyst and business & finance analyst education

There are a few differences between an equity analyst and a business & finance analyst in terms of educational background:

Equity AnalystBusiness & Finance Analyst
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 71%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Equity analyst vs business & finance analyst demographics

Here are the differences between equity analysts' and business & finance analysts' demographics:

Equity AnalystBusiness & Finance Analyst
Average age4040
Gender ratioMale, 77.0% Female, 23.0%Male, 55.6% Female, 44.4%
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 equity analyst and business & finance analyst duties and responsibilities

Equity analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
  • Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
  • Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
  • Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
  • Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
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Business & finance analyst example responsibilities.

  • Manage and maintain DCAA approve accrual record keeping system while maintaining GAAP standards.
  • Lead company in Essbase implementation and developing a centralize and standardize reporting process.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Conduct data analysis using SQL.
  • Manipulate and run labor reports weekly using Hyperion for account financial measures and assumptions.
  • Analyze huge sets of data using SQL and excel for ensuring data quality and issues.
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Equity analyst vs business & finance analyst skills

Common equity analyst skills
  • Financial Models, 7%
  • Equities, 6%
  • Discounted Cash Flow, 6%
  • Securities, 5%
  • Portfolio Companies, 4%
  • Real Estate, 4%
Common business & finance analyst skills
  • Financial Analysis, 13%
  • Business Analysis, 6%
  • Shared Services, 5%
  • Financial Data, 4%
  • Strong Analytical, 4%
  • Process Improvement, 4%

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