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Funding analyst vs investment analyst

The differences between funding analysts and investment 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 investment analyst. Additionally, a funding analyst has an average salary of $82,744, which is higher than the $79,056 average annual salary of an investment analyst.

The top three skills for a funding analyst include financial statements, portfolio management and powerpoint. The most important skills for an investment analyst are portfolio management, financial statements, and strong analytical.

Funding analyst vs investment analyst overview

Funding AnalystInvestment Analyst
Yearly salary$82,744$79,056
Hourly rate$39.78$38.01
Growth rate9%9%
Number of jobs62,94963,003
Job satisfaction-5
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
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 investment analyst do?

An Investment Analyst provides research and information to help traders, fund managers and stock brokers make decisions about investments. They are hired by companies, investment trusts, stock trading and brokerage firms, and insurance providers.

Funding analyst vs investment analyst salary

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

Funding AnalystInvestment Analyst
Average salary$82,744$79,056
Salary rangeBetween $48,000 And $142,000Between $44,000 And $140,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkNew York
Best paying companyPitchBook DataThe Citadel
Best paying industryFinanceTelecommunication

Differences between funding analyst and investment analyst education

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

Funding AnalystInvestment Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Funding analyst vs investment analyst demographics

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

Funding AnalystInvestment Analyst
Average age4040
Gender ratioMale, 57.4% Female, 42.6%Male, 70.1% Female, 29.9%
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, 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 investment 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

Investment analyst example responsibilities.

  • Update weekly liquidity stress report and utilize VBA and SQL to automate the process
  • Manage and update early engagement processes daily through SharePoint.
  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Perform financial analyses including discount cash flow, leverage buyout, public market comparable trading and precedent transaction-base valuations
  • Participate in the asset management valuation committee and provide management oversight to accounting, legal, and operations personnel.
  • Used JAVA to develop trading spread calculator.
  • Show more

Funding analyst vs investment analyst skills

Common funding analyst skills
  • Financial Statements, 9%
  • Portfolio Management, 7%
  • PowerPoint, 6%
  • Strong Analytical, 5%
  • Risk Management, 5%
  • Hedge Funds, 5%
Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%

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