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Equity analyst vs senior finance analyst

The differences between equity analysts and senior 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 senior finance analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $83,222 average annual salary of a senior finance analyst.

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

Equity analyst vs senior finance analyst overview

Equity AnalystSenior Finance Analyst
Yearly salary$103,715$83,222
Hourly rate$49.86$40.01
Growth rate9%9%
Number of jobs51,437117,609
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 74%
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 senior finance analyst do?

A Senior Financial Analyst's role is to oversee the financial aspects and manage fellow analysts in a company. Among the tasks of a Senior Financial Analyst include conducting research and analysis, providing forecast in revenue and expenditures, creating financial models that would suit the company and project more sales, and take part in the planning of finances. Moreover, being a Senior Financial Analyst means leading a team of skilled professionals in the same field of expertise.

Equity analyst vs senior finance analyst salary

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

Equity AnalystSenior Finance Analyst
Average salary$103,715$83,222
Salary rangeBetween $68,000 And $157,000Between $62,000 And $110,000
Highest paying CitySanta Rosa, CASan Francisco, CA
Highest paying stateCaliforniaCalifornia
Best paying companyThe CitadelGoogle
Best paying industryFinanceTechnology

Differences between equity analyst and senior finance analyst education

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

Equity AnalystSenior Finance Analyst
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 74%
Most common majorFinanceAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Equity analyst vs senior finance analyst demographics

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

Equity AnalystSenior Finance Analyst
Average age4040
Gender ratioMale, 77.0% Female, 23.0%Male, 61.7% Female, 38.3%
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 senior 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.
  • Show more

Senior finance analyst example responsibilities.

  • Used SharePoint repository to manage all project documents.
  • Manage deployment of SQL databases across multiple platforms within a secure environment focusing on security and data integrity.
  • Leverage and improve key performance indicators to drive portfolio management to core business team leads and executive sponsors.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Validate data in Hyperion EssBase for implementation.
  • Perform month end accounting close activities including preparation of accruals and monthly financial analysis reports for business unit management.
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Equity analyst vs senior 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 senior finance analyst skills
  • Financial Analysis, 12%
  • Hyperion, 5%
  • Financial Models, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Ad-Hoc Analysis, 4%

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