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Funding analyst vs investment advisor

The differences between funding analysts and investment advisors 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 investment advisor. Additionally, an investment advisor has an average salary of $105,377, 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 investment advisor are exceptional client, risk management, and client relationships.

Funding analyst vs investment advisor overview

Funding AnalystInvestment Advisor
Yearly salary$82,744$105,377
Hourly rate$39.78$50.66
Growth rate9%15%
Number of jobs62,94963,438
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
Average age4045
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 investment advisor do?

An investment advisor is responsible for managing the clients' financial portfolios, advising them of investment options according to their financial goals and objectives, and their ability to handle risks. Investment advisors should have excellent knowledge of the investment policies, providing the clients with the best financial strategies according to their interests. They also determine their expenses, income, and credit scores to identify a comprehensive financial plan. An investment advisor helps the clients with cash management techniques, as well as conducting data analysis on financial market projections.

Funding analyst vs investment advisor salary

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

Funding AnalystInvestment Advisor
Average salary$82,744$105,377
Salary rangeBetween $48,000 And $142,000Between $60,000 And $184,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyPitchBook DataMcKinsey & Company Inc
Best paying industryFinanceTelecommunication

Differences between funding analyst and investment advisor education

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

Funding AnalystInvestment Advisor
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Funding analyst vs investment advisor demographics

Here are the differences between funding analysts' and investment advisors' demographics:

Funding AnalystInvestment Advisor
Average age4045
Gender ratioMale, 57.4% Female, 42.6%Male, 72.3% Female, 27.7%
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, 4.4% Hispanic or Latino, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage7%5%

Differences between funding analyst and investment advisor 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

Investment advisor example responsibilities.

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Obtain skills with different financial programs and tools such as Morningstar and NetX360.
  • Advise and recommend insurance products including, fix and variable annuities, and term life.
  • Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
  • Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
  • Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
  • Show more

Funding analyst vs investment advisor skills

Common funding analyst skills
  • Financial Statements, 9%
  • Portfolio Management, 7%
  • PowerPoint, 6%
  • Strong Analytical, 5%
  • Risk Management, 5%
  • Hedge Funds, 5%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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