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Investment advisor vs corporate finance analyst

The differences between investment advisors and corporate finance analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an investment advisor and a corporate finance analyst. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $76,023 average annual salary of a corporate finance analyst.

The top three skills for an investment advisor include exceptional client, risk management and client relationships. The most important skills for a corporate finance analyst are financial analysis, strong analytical, and financial models.

Investment advisor vs corporate finance analyst overview

Investment AdvisorCorporate Finance Analyst
Yearly salary$105,377$76,023
Hourly rate$50.66$36.55
Growth rate15%9%
Number of jobs63,438114,375
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 76%
Average age4540
Years of experience44

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.

What does a corporate finance analyst do?

Corporate finance analysts make significant business decisions based on the data they gather. Typically, corporate finance analysts work within an organization and support management decisions through actionable financial information. They monitor the taxes, expenses, financial statements, and other financial details of where the company sources its income. This position requires a formal qualification in accounting. It also necessitates the analyst to develop interpersonal skills, knowledge in information technology software, financial reporting skills, and experience in management.

Investment advisor vs corporate finance analyst salary

Investment advisors and corporate finance analysts have different pay scales, as shown below.

Investment AdvisorCorporate Finance Analyst
Average salary$105,377$76,023
Salary rangeBetween $60,000 And $184,000Between $52,000 And $109,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkMichigan
Best paying companyMcKinsey & Company IncGoogle
Best paying industryTelecommunicationFinance

Differences between investment advisor and corporate finance analyst education

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

Investment AdvisorCorporate Finance Analyst
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Investment advisor vs corporate finance analyst demographics

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

Investment AdvisorCorporate Finance Analyst
Average age4540
Gender ratioMale, 72.3% Female, 27.7%Male, 63.5% Female, 36.5%
Race ratioBlack 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%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 Percentage5%7%

Differences between investment advisor and corporate finance analyst duties and responsibilities

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

Corporate finance analyst example responsibilities.

  • Lead finance project team to create site-wide (Essbase) reporting system under extremely tight deadlines.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Record related journal entries and general ledger account reconciliations and functions using journal entry and account reconciliation software tools.
  • Provide technical expertise in process design and implementation of the new Hyperion general ledger system and associate reports.
  • Reconstruct, modify and maintain operating expense planning model in HYPERION.
  • Reduce errors and rework in daily operations via visual basic (VBA) macros and SQL manipulation.
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Investment advisor vs corporate finance analyst skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common corporate finance analyst skills
  • Financial Analysis, 8%
  • Strong Analytical, 7%
  • Financial Models, 7%
  • Hyperion, 4%
  • Balance Sheet, 4%
  • Due Diligence, 4%

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