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Equity research analyst vs associate

The differences between equity research analysts and associates can be seen in a few details. Each job has different responsibilities and duties. Additionally, an equity research analyst has an average salary of $119,540, which is higher than the $69,556 average annual salary of an associate.

The top three skills for an equity research analyst include financial models, macro and securities. The most important skills for an associate are customer service, sales floor, and patients.

Equity research analyst vs associate overview

Equity Research AnalystAssociate
Yearly salary$119,540$69,556
Hourly rate$57.47$33.44
Growth rate9%-
Number of jobs85,974569,041
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 46%
Average age4041
Years of experience4-

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 do?

Associates are typically entry-level positions for employees who are taking on their first job or organizational role. They are assigned to teams or departments that are related to their skills or educational background. They usually start with smaller tasks that may not seem as impactful but are still essential to the department. Associates are trained by more tenured team members on the ins and outs of the department and the organization. As they grow with the organization, they are given more responsibilities that directly impact the results of the department's initiatives as they work towards their goals.

Equity research analyst vs associate salary

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

Equity Research AnalystAssociate
Average salary$119,540$69,556
Salary rangeBetween $78,000 And $182,000Between $34,000 And $140,000
Highest paying CitySan Francisco, CAWashington, DC
Highest paying stateNew JerseyNew York
Best paying companySimmons EnergySimpson Thacher & Bartlett
Best paying industryHealth Care-

Differences between equity research analyst and associate education

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

Equity Research AnalystAssociate
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 46%
Most common majorFinanceBusiness
Most common collegeUniversity of Pennsylvania-

Equity research analyst vs associate demographics

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

Equity Research AnalystAssociate
Average age4041
Gender ratioMale, 76.8% Female, 23.2%Male, 50.4% Female, 49.6%
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, 10.5% Unknown, 5.3% Hispanic or Latino, 18.3% Asian, 8.3% White, 57.0% American Indian and Alaska Native, 0.6%
LGBT Percentage7%7%

Differences between equity research analyst and associate 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 example responsibilities.

  • Manage the sale of smoothies at different educational institutes while interacting with hundreds of students and ensuring their happiness and satisfaction.
  • Manage customer resolutions associate with flight reservations.
  • Lead the team by exemplify reliability through punctuality and personal integrity.
  • Help drive sales by providing excellent customer service in gourmet cheese, wine, beer, and coffee departments.
  • Utilize teamwork, communication, customer service, responsibility, and organizational skills.
  • Work according to ISO standards.
  • Show more

Equity research analyst vs associate skills

Common equity research analyst skills
  • Financial Models, 14%
  • Macro, 7%
  • Securities, 4%
  • Equity Portfolio, 4%
  • Equities, 4%
  • Fundamental Analysis, 3%
Common associate skills
  • Customer Service, 16%
  • Sales Floor, 13%
  • Patients, 10%
  • Cleanliness, 8%
  • Windows, 4%
  • HR, 4%

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