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Investment analyst vs associate analyst

The differences between investment analysts and associate 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 analyst and an associate analyst. Additionally, an investment analyst has an average salary of $79,056, which is higher than the $68,161 average annual salary of an associate analyst.

The top three skills for an investment analyst include portfolio management, financial statements and strong analytical. The most important skills for an associate analyst are customer service, powerpoint, and data analysis.

Investment analyst vs associate analyst overview

Investment AnalystAssociate Analyst
Yearly salary$79,056$68,161
Hourly rate$38.01$32.77
Growth rate9%9%
Number of jobs63,00397,311
Job satisfaction5-
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 72%
Average age4040
Years of experience44

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.

What does an associate analyst do?

An associate analyst is an individual who is responsible for the research and investigation for a specific business process and department to help the senior staff make further decisions. Associate analysts must use their analytical skills to understand how the collected data can affect business decisions, then prepare reports that detail findings and recommend solutions. They must assist in developing new business models that can generate profits while reducing costs. Associate analysts can work in various industries ranging from finance and operations to information technology (IT) and marketing.

Investment analyst vs associate analyst salary

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

Investment AnalystAssociate Analyst
Average salary$79,056$68,161
Salary rangeBetween $44,000 And $140,000Between $47,000 And $98,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateNew YorkNew York
Best paying companyThe CitadelApollo Global Management
Best paying industryTelecommunicationFinance

Differences between investment analyst and associate analyst education

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

Investment AnalystAssociate Analyst
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 72%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment analyst vs associate analyst demographics

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

Investment AnalystAssociate Analyst
Average age4040
Gender ratioMale, 70.1% Female, 29.9%Male, 52.3% Female, 47.7%
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, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between investment analyst and associate analyst duties and responsibilities

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

Associate analyst example responsibilities.

  • Lead negotiations of a new partnership with logistics company to save an estimate $40K per year in freight expense.
  • Manage Salesforce account with customer credentials
  • Manage project team meetings using SharePoint calendars.
  • Log, assign, and tracks' request, files, documents in DHS database.
  • Attend briefings of several different DoD agencies to learn their respective equities.
  • Implement targeted changes to C++ application to execute algorithm experiments from MATLAB.
  • Show more

Investment analyst vs associate analyst skills

Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%
Common associate analyst skills
  • Customer Service, 8%
  • PowerPoint, 7%
  • Data Analysis, 7%
  • Healthcare, 6%
  • Portfolio, 6%
  • Tableau, 4%

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