Post job

Funding analyst vs equity analyst

The differences between funding 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 funding analyst and an equity analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $82,744 average annual salary of a funding analyst.

The top three skills for a funding analyst include financial statements, portfolio management and powerpoint. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.

Funding analyst vs equity analyst overview

Funding AnalystEquity Analyst
Yearly salary$82,744$103,715
Hourly rate$39.78$49.86
Growth rate9%9%
Number of jobs62,94951,437
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 74%
Average age4040
Years of experience44

What does a funding analyst do?

A funding analyst is responsible for conducting financial data analysis and creating reports according to the market performance that will help a financial institution to determine cost estimates and mitigate financial risks. Funding analysts also review the organization's programs and sponsorships, ensuring the adequate allocation of funds and resources to support such activities. They identify business opportunities and other financial services to generate more clients and close deals that would drive more revenues and increase 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.

Funding analyst vs equity analyst salary

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

Funding AnalystEquity Analyst
Average salary$82,744$103,715
Salary rangeBetween $48,000 And $142,000Between $68,000 And $157,000
Highest paying CityNew York, NYSanta Rosa, CA
Highest paying stateNew YorkCalifornia
Best paying companyPitchBook DataThe Citadel
Best paying industryFinanceFinance

Differences between funding analyst and equity analyst education

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

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

Funding analyst vs equity analyst demographics

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

Funding AnalystEquity Analyst
Average age4040
Gender ratioMale, 57.4% Female, 42.6%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 funding analyst and equity analyst duties and responsibilities

Funding analyst example responsibilities.

  • Lead the requirement gathering effort from key customers for development of new JAVA applications and for troubleshooting customer issues.
  • Create PowerPoint presentations for the partners to present to their clients.
  • Maintain positive relationships with mortgage closers and treasury to ensure accurate and timely wire transfers for brokers.
  • Conduct historical performance analysis of private securities hold in the hedge fund with statistical and economical models.
  • Update applicable assets and liability accounts and followed-up on past due dividends, interest receivables and unsettle securities transactions.
  • Analyze office administration support for analysts supporting DOD projects to identify efficiency opportunities to prototype and write report of analysis findings.
  • 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

Funding analyst vs equity analyst skills

Common funding analyst skills
  • Financial Statements, 9%
  • Portfolio Management, 7%
  • PowerPoint, 6%
  • Strong Analytical, 5%
  • Risk Management, 5%
  • Hedge Funds, 5%
Common equity analyst skills
  • Financial Models, 7%
  • Equities, 6%
  • Discounted Cash Flow, 6%
  • Securities, 5%
  • Portfolio Companies, 4%
  • Real Estate, 4%

Browse business and financial jobs