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Funding analyst vs investment associate

The differences between funding analysts and investment associates 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 associate. Additionally, an investment associate has an average salary of $127,205, 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 associate are powerpoint, customer service, and client service.

Funding analyst vs investment associate overview

Funding AnalystInvestment Associate
Yearly salary$82,744$127,205
Hourly rate$39.78$61.16
Growth rate9%9%
Number of jobs62,94939,012
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 79%
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 associate do?

An investment associate's primary role is to review a company's financial data, recommend investment strategies, oversee the distribution of stocks, and calculate possible risks for business mergers. They also serve as a mediator during agreements between companies during takeovers, monitors stock inventory, sell stocks, and details all financial transactions. In the course of these responsibilities, an investment associate provides administrative support and timely response to client requests as needed, acting as an additional point of communication for clients.

Funding analyst vs investment associate salary

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

Funding AnalystInvestment Associate
Average salary$82,744$127,205
Salary rangeBetween $48,000 And $142,000Between $72,000 And $222,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkCalifornia
Best paying companyPitchBook DataBrookfield Properties
Best paying industryFinanceTechnology

Differences between funding analyst and investment associate education

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

Funding AnalystInvestment Associate
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 79%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Funding analyst vs investment associate demographics

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

Funding AnalystInvestment Associate
Average age4040
Gender ratioMale, 57.4% Female, 42.6%Male, 60.2% Female, 39.8%
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 associate 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 associate example responsibilities.

  • Deal analysis lead to bids on healthcare software and a commercial real estate firm.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Contribute to various components of operations of a venture capital firm with a focus on technology and healthcare sectors.
  • Perform analysis on asset allocation, security concentration, trade execution, and conflict securities.
  • Calculate the company's EBITDA base on the financial figures provide.
  • Engage in successful defense takeover tracking client s shares, DCF model and report directly to CEO.
  • Show more

Funding analyst vs investment associate skills

Common funding analyst skills
  • Financial Statements, 9%
  • Portfolio Management, 7%
  • PowerPoint, 6%
  • Strong Analytical, 5%
  • Risk Management, 5%
  • Hedge Funds, 5%
Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%

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