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Equity research analyst vs associate analyst

The differences between equity research analysts and associate 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 research analyst and an associate analyst. Additionally, an equity research analyst has an average salary of $119,540, which is higher than the $68,161 average annual salary of an associate analyst.

The top three skills for an equity research analyst include financial models, macro and securities. The most important skills for an associate analyst are customer service, powerpoint, and data analysis.

Equity research analyst vs associate analyst overview

Equity Research AnalystAssociate Analyst
Yearly salary$119,540$68,161
Hourly rate$57.47$32.77
Growth rate9%9%
Number of jobs85,97497,311
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 72%
Average age4040
Years of experience44

What does an equity research analyst do?

An equity research analyst is responsible for analyzing stock and securities markets, generating reports and performance projections, and advising clients on the best options for clients' financial portfolios. Equity research analysts should have excellent knowledge of the current stock market trends, especially the availability of the securities to identify investments that would sell in public. They evaluate the clients' needs out of their investment interests and risk appetite. An equity research analyst must be highly-communicative and analytical, especially on responding to clients' inquiries and concerns and informing investment managers on the stock and securities available.

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.

Equity research analyst vs associate analyst salary

Equity research analysts and associate analysts have different pay scales, as shown below.

Equity Research AnalystAssociate Analyst
Average salary$119,540$68,161
Salary rangeBetween $78,000 And $182,000Between $47,000 And $98,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateNew JerseyNew York
Best paying companySimmons EnergyApollo Global Management
Best paying industryHealth CareFinance

Differences between equity research analyst and associate analyst education

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

Equity Research AnalystAssociate Analyst
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 72%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Equity research analyst vs associate analyst demographics

Here are the differences between equity research analysts' and associate analysts' demographics:

Equity Research AnalystAssociate Analyst
Average age4040
Gender ratioMale, 76.8% Female, 23.2%Male, 52.3% Female, 47.7%
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 research analyst and associate analyst duties and responsibilities

Equity research analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Perform bottom-up fundamental analysis covering U.S. and European equities focuse on value.
  • Experience in client presentation of investment ideas and are responsible of generating detail PowerPoint slides.
  • Propose investment recommendations (buy/sell equity securities) base upon a combination of fundamental qualitative and quantitative analysis.
  • Support activities including industry analysis, company specific competitive analysis, risk assessment, management assessment and valuations like DCF analysis.
  • Develop analytical tools for the traders to analyse volatility and correlation using VBA and SQL.
  • Show more

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

Equity research analyst vs associate analyst skills

Common equity research analyst skills
  • Financial Models, 14%
  • Macro, 7%
  • Securities, 4%
  • Equity Portfolio, 4%
  • Equities, 4%
  • Fundamental Analysis, 3%
Common associate analyst skills
  • Customer Service, 8%
  • PowerPoint, 7%
  • Data Analysis, 7%
  • Healthcare, 6%
  • Portfolio, 6%
  • Tableau, 4%

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