Post job

Equity research analyst vs finance management analyst

The differences between equity research analysts and finance management 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 a finance management analyst. Additionally, an equity research analyst has an average salary of $119,540, which is higher than the $71,934 average annual salary of a finance management analyst.

The top three skills for an equity research analyst include financial models, macro and securities. The most important skills for a finance management analyst are financial management, financial issues, and management reports.

Equity research analyst vs finance management analyst overview

Equity Research AnalystFinance Management Analyst
Yearly salary$119,540$71,934
Hourly rate$57.47$34.58
Growth rate9%11%
Number of jobs85,974184,284
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 72%
Average age4044
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 a finance management analyst do?

A finance management analyst specializes in performing extensive research and analysis to devise strategies that can help a company achieve its long-term financial goals. Their responsibilities typically revolve around having an in-depth understanding of the company and its services, gathering and reviewing its financial history and other portfolios, and determining investment opportunities to earn a significant profit. Furthermore, a finance management analyst must report their findings and present action plans, providing a comprehensive explanation to officials, all while adhering to the company's policies and regulations.

Equity research analyst vs finance management analyst salary

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

Equity Research AnalystFinance Management Analyst
Average salary$119,540$71,934
Salary rangeBetween $78,000 And $182,000Between $49,000 And $104,000
Highest paying CitySan Francisco, CAWashington, DC
Highest paying stateNew JerseyNew York
Best paying companySimmons EnergyApple
Best paying industryHealth CareGovernment

Differences between equity research analyst and finance management analyst education

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

Equity Research AnalystFinance Management Analyst
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 72%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaNorthwestern University

Equity research analyst vs finance management analyst demographics

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

Equity Research AnalystFinance Management Analyst
Average age4044
Gender ratioMale, 76.8% Female, 23.2%Male, 54.2% Female, 45.8%
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, 7.6% Unknown, 4.5% Hispanic or Latino, 8.6% Asian, 14.3% White, 64.8% American Indian and Alaska Native, 0.2%
LGBT Percentage7%12%

Differences between equity research analyst and finance management 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

Finance management analyst example responsibilities.

  • Investigate and manage accounting reconciliations or discrepancies, including auditing and verifying daily transactions with cash balances for correlations and accuracy.
  • Review DTS authorizations for every traveler belonging to AEC.
  • Communicate daily with the accounting department to derive amounts and invoice numbers for DOD and non DOD customers.
  • Serve as the primary GFEBS user for the LRC and act as the coordinator for training and access to GFEBS.
  • Calculate salaries in preparation to cost transfer in GFEBS to the correct cost centers/ WBS elements (cost collectors).
  • Maintain accounting practices for the ambulatory surgery center in QuickBooks.
  • Show more

Equity research analyst vs finance management analyst skills

Common equity research analyst skills
  • Financial Models, 14%
  • Macro, 7%
  • Securities, 4%
  • Equity Portfolio, 4%
  • Equities, 4%
  • Fundamental Analysis, 3%
Common finance management analyst skills
  • Financial Management, 13%
  • Financial Issues, 10%
  • Management Reports, 9%
  • Financial Policies, 9%
  • DOD, 9%
  • Budget Estimates, 8%

Browse business and financial jobs