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Investment advisor vs treasury analyst

The differences between investment advisors and treasury 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 treasury analyst. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $72,667 average annual salary of a treasury analyst.

The top three skills for an investment advisor include exceptional client, risk management and client relationships. The most important skills for a treasury analyst are treasury, cash management, and ACH.

Investment advisor vs treasury analyst overview

Investment AdvisorTreasury Analyst
Yearly salary$105,377$72,667
Hourly rate$50.66$34.94
Growth rate15%9%
Number of jobs63,43850,817
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 treasury analyst do?

A treasury analyst is an individual who manages and analyses the financial activities of an organization that can include cash flows, liability obligations, and assets. Treasury analysts are required to execute the daily cash management of the organization such as cash forecasting, investing of excess cash, and running a hedging program in interest rates. They must present monthly reports and daily briefings on cash flows to senior management and provide advice on the financial operations of the movement of cash. Treasury analysts also update treasury policies and procedures for the organization to comply.

Investment advisor vs treasury analyst salary

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

Investment AdvisorTreasury Analyst
Average salary$105,377$72,667
Salary rangeBetween $60,000 And $184,000Between $52,000 And $100,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkCalifornia
Best paying companyMcKinsey & Company IncGoogle
Best paying industryTelecommunicationAutomotive

Differences between investment advisor and treasury analyst education

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

Investment AdvisorTreasury 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 treasury analyst demographics

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

Investment AdvisorTreasury Analyst
Average age4540
Gender ratioMale, 72.3% Female, 27.7%Male, 51.1% Female, 48.9%
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 treasury 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

Treasury analyst example responsibilities.

  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Administrate treasury /liquidity analysis, foreign currency transactions, EFT and ACH activity.
  • Serve as key decision-maker in management of corporate treasury functions for this brokerage service provider.
  • Perform month-end processes- including SOX quarterly compliance testing, internal controls testing for external auditors.
  • Perform cash forecasting activities to model future financial liquidity perform financial analysis to determine cash position, and daily bank reconciliations.
  • Compile foreign exchange rates for Hyperion team.
  • Show more

Investment advisor vs treasury analyst skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common treasury analyst skills
  • Treasury, 17%
  • Cash Management, 16%
  • ACH, 5%
  • Treasury Operations, 4%
  • Reconciliations, 4%
  • Cash Flow, 3%

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