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Finance planning analyst vs equity analyst

The differences between finance planning 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 planning analyst and an equity analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $77,027 average annual salary of a finance planning analyst.

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

Finance planning analyst vs equity analyst overview

Finance Planning AnalystEquity Analyst
Yearly salary$77,027$103,715
Hourly rate$37.03$49.86
Growth rate9%9%
Number of jobs103,17251,437
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Average age4040
Years of experience44

What does a finance planning analyst do?

Financial planning analysts are professionals in charge of the company's budgeting, forecasting, and analysis. The role of the analysts is crucial to the major decisions of corporations. They employ quantitative techniques and formulas to make things happen the easy way. They offer financial consulting and strategic support to the enterprise's senior management. Also, it is their job to monitor relevant laws, economic trends, and other factors affecting the financial state of the company.

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 planning analyst vs equity analyst salary

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

Finance Planning AnalystEquity Analyst
Average salary$77,027$103,715
Salary rangeBetween $56,000 And $105,000Between $68,000 And $157,000
Highest paying CitySan Francisco, CASanta Rosa, CA
Highest paying stateNew JerseyCalifornia
Best paying companyGoogleThe Citadel
Best paying industryFinanceFinance

Differences between finance planning analyst and equity analyst education

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

Finance Planning AnalystEquity Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance planning analyst vs equity analyst demographics

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

Finance Planning AnalystEquity Analyst
Average age4040
Gender ratioMale, 61.7% Female, 38.3%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 planning analyst and equity analyst duties and responsibilities

Finance planning analyst example responsibilities.

  • Lead an initiative to improve high and low level user communication regarding company forecasting and reporting software, IBM Cognos TM1.
  • Manage complex securities and investment portfolio reporting.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Facilitate month-end close process by delegating the preparation of journal entries and reconciliations.
  • Used SQL and QMF query languages to audit data.
  • Work with the accounting department to ensure proper GAAP compliance and reporting methods.
  • Show more

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.
  • Show more

Finance planning analyst vs equity analyst skills

Common finance planning analyst skills
  • Financial Analysis, 9%
  • PowerPoint, 8%
  • Financial Planning Analysis, 7%
  • Financial Performance, 6%
  • Financial Models, 6%
  • Hyperion, 5%
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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