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Equity research analyst vs reporting analyst

The differences between equity research analysts and reporting 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 reporting analyst. Additionally, an equity research analyst has an average salary of $119,540, which is higher than the $73,478 average annual salary of a reporting analyst.

The top three skills for an equity research analyst include financial models, macro and securities. The most important skills for a reporting analyst are power bi, data analysis, and dashboards.

Equity research analyst vs reporting analyst overview

Equity Research AnalystReporting Analyst
Yearly salary$119,540$73,478
Hourly rate$57.47$35.33
Growth rate9%11%
Number of jobs85,97487,731
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 71%
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 reporting analyst do?

As a reporting analyst, you are responsible for collecting relevant reports, analyzing raw data, writing, and delivering executive-ready qualitative and/or quantitative reports as per clients' requirements. The results collected will be communicated to managers or clients, who will then provide suggestions based on their findings. This person must have excellent quantitative & qualitative analytical skills, a strong eye for detail, strong organizational and multitasking abilities, and be able to work on tight deadlines. Intermediate to advanced knowledge of Excel is a must for this position.

Equity research analyst vs reporting analyst salary

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

Equity Research AnalystReporting Analyst
Average salary$119,540$73,478
Salary rangeBetween $78,000 And $182,000Between $56,000 And $95,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateNew JerseyWashington
Best paying companySimmons EnergyMeta
Best paying industryHealth CareFinance

Differences between equity research analyst and reporting analyst education

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

Equity Research AnalystReporting Analyst
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 71%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaNorthwestern University

Equity research analyst vs reporting analyst demographics

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

Equity Research AnalystReporting Analyst
Average age4044
Gender ratioMale, 76.8% Female, 23.2%Male, 54.1% Female, 45.9%
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, 7.5% Unknown, 4.4% Hispanic or Latino, 8.5% Asian, 14.4% White, 65.0% American Indian and Alaska Native, 0.2%
LGBT Percentage7%12%

Differences between equity research analyst and reporting 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

Reporting analyst example responsibilities.

  • Accomplish in SOX compliance & internal audit & testing, business process documentation and supervising employee.
  • Help manage SOX program for organization including control development.
  • Manage data extractions to review attrition rates, management communication and annual review process through demographics study.
  • Lead development of MicroStrategy base reporting system that clearly highlight previously unclear revenue from different customer segments.
  • Charge with and achieve the production of accurate and timely monthly investor reports and reconciliations in accordance with applicable service agreements.
  • Gather business requirements and deliver business analytics base solutions using structured/unstructure business data to help achieve measurable business outcomes for clients.
  • Show more

Equity research analyst vs reporting analyst skills

Common equity research analyst skills
  • Financial Models, 14%
  • Macro, 7%
  • Securities, 4%
  • Equity Portfolio, 4%
  • Equities, 4%
  • Fundamental Analysis, 3%
Common reporting analyst skills
  • Power Bi, 9%
  • Data Analysis, 8%
  • Dashboards, 8%
  • BI, 6%
  • Analyze Data, 6%
  • PowerPoint, 5%

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