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Finance analyst vs equity analyst

The differences between finance analysts and equity analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance analyst and an equity analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $69,887 average annual salary of a finance analyst.

The top three skills for a finance analyst include financial analysis, financial models and financial data. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.

Finance analyst vs equity analyst overview

Finance AnalystEquity Analyst
Yearly salary$69,887$103,715
Hourly rate$33.60$49.86
Growth rate9%9%
Number of jobs138,60051,437
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 74%
Average age4040
Years of experience44

What does a finance analyst do?

A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.

What does an equity analyst do?

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

Finance analyst vs equity analyst salary

Finance analysts and equity analysts have different pay scales, as shown below.

Finance AnalystEquity Analyst
Average salary$69,887$103,715
Salary rangeBetween $46,000 And $104,000Between $68,000 And $157,000
Highest paying CitySan Francisco, CASanta Rosa, CA
Highest paying stateConnecticutCalifornia
Best paying companyThe CitadelThe Citadel
Best paying industryFinanceFinance

Differences between finance analyst and equity analyst education

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

Finance AnalystEquity Analyst
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 74%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance analyst vs equity analyst demographics

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

Finance AnalystEquity Analyst
Average age4040
Gender ratioMale, 56.2% Female, 43.8%Male, 77.0% Female, 23.0%
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 finance analyst and equity analyst duties and responsibilities

Finance analyst example responsibilities.

  • Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
  • Manage the UAT team involve in the testing of an enterprise accounting and project management software.
  • Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
  • Manage contract database and SalesForce for historical research and financial reporting purposes.
  • Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
  • Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
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Equity analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
  • Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
  • Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
  • Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
  • Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
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Finance analyst vs equity analyst skills

Common finance analyst skills
  • Financial Analysis, 9%
  • Financial Models, 5%
  • Financial Data, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Hyperion, 3%
Common equity analyst skills
  • Financial Models, 7%
  • Equities, 6%
  • Discounted Cash Flow, 6%
  • Securities, 5%
  • Portfolio Companies, 4%
  • Real Estate, 4%

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