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Equity research analyst vs investment banker

The differences between equity research analysts and investment bankers 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 investment banker. Additionally, an investment banker has an average salary of $162,715, which is higher than the $119,540 average annual salary of an equity research analyst.

The top three skills for an equity research analyst include financial models, macro and securities. The most important skills for an investment banker are financial services, discounted cash flow, and capital markets.

Equity research analyst vs investment banker overview

Equity Research AnalystInvestment Banker
Yearly salary$119,540$162,715
Hourly rate$57.47$78.23
Growth rate9%10%
Number of jobs85,97428,460
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 69%
Average age4043
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 investment banker do?

An investment banker is responsible for selling and issuing securities and financial assets to the stock markets to generate money and raise capital for organizations and financial institutions. Investment bankers also work with private clients to advise them of investment options and financial transactions according to the market's condition and clients' interests. They handle the clients' investment portfolios and create propositions for acquisitions and company mergers. An investment banker must have excellent knowledge of the financial and stock industry, as well as having excellent analytical skills to review statistical data and determine the best financial strategies.

Equity research analyst vs investment banker salary

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

Equity Research AnalystInvestment Banker
Average salary$119,540$162,715
Salary rangeBetween $78,000 And $182,000Between $95,000 And $276,000
Highest paying CitySan Francisco, CABoston, MA
Highest paying stateNew JerseyAlaska
Best paying companySimmons EnergyCiti
Best paying industryHealth CareReal Estate

Differences between equity research analyst and investment banker education

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

Equity Research AnalystInvestment Banker
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 69%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Equity research analyst vs investment banker demographics

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

Equity Research AnalystInvestment Banker
Average age4043
Gender ratioMale, 76.8% Female, 23.2%Male, 76.2% Female, 23.8%
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, 5.5% Unknown, 4.1% Hispanic or Latino, 11.5% Asian, 12.4% White, 66.2% American Indian and Alaska Native, 0.2%
LGBT Percentage7%6%

Differences between equity research analyst and investment banker 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

Investment banker example responsibilities.

  • Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
  • Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
  • Attain NMLS identification number for mortgage origination.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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Equity research analyst vs investment banker skills

Common equity research analyst skills
  • Financial Models, 14%
  • Macro, 7%
  • Securities, 4%
  • Equity Portfolio, 4%
  • Equities, 4%
  • Fundamental Analysis, 3%
Common investment banker skills
  • Financial Services, 6%
  • Discounted Cash Flow, 6%
  • Capital Markets, 6%
  • Financial Statements, 6%
  • Client Relationships, 4%
  • Securities, 4%

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