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Investment analyst vs associate

The differences between investment analysts and associates can be seen in a few details. Each job has different responsibilities and duties. Additionally, an investment analyst has an average salary of $79,056, which is higher than the $69,556 average annual salary of an associate.

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

Investment analyst vs associate overview

Investment AnalystAssociate
Yearly salary$79,056$69,556
Hourly rate$38.01$33.44
Growth rate9%-
Number of jobs63,003569,041
Job satisfaction5-
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 46%
Average age4041
Years of experience4-

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 do?

Associates are typically entry-level positions for employees who are taking on their first job or organizational role. They are assigned to teams or departments that are related to their skills or educational background. They usually start with smaller tasks that may not seem as impactful but are still essential to the department. Associates are trained by more tenured team members on the ins and outs of the department and the organization. As they grow with the organization, they are given more responsibilities that directly impact the results of the department's initiatives as they work towards their goals.

Investment analyst vs associate salary

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

Investment AnalystAssociate
Average salary$79,056$69,556
Salary rangeBetween $44,000 And $140,000Between $34,000 And $140,000
Highest paying CitySan Francisco, CAWashington, DC
Highest paying stateNew YorkNew York
Best paying companyThe CitadelSimpson Thacher & Bartlett
Best paying industryTelecommunication-

Differences between investment analyst and associate education

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

Investment AnalystAssociate
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 46%
Most common majorFinanceBusiness
Most common collegeUniversity of Pennsylvania-

Investment analyst vs associate demographics

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

Investment AnalystAssociate
Average age4041
Gender ratioMale, 70.1% Female, 29.9%Male, 50.4% Female, 49.6%
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, 10.5% Unknown, 5.3% Hispanic or Latino, 18.3% Asian, 8.3% White, 57.0% American Indian and Alaska Native, 0.6%
LGBT Percentage7%7%

Differences between investment analyst and associate 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 example responsibilities.

  • Manage the sale of smoothies at different educational institutes while interacting with hundreds of students and ensuring their happiness and satisfaction.
  • Manage customer resolutions associate with flight reservations.
  • Lead the team by exemplify reliability through punctuality and personal integrity.
  • Help drive sales by providing excellent customer service in gourmet cheese, wine, beer, and coffee departments.
  • Utilize teamwork, communication, customer service, responsibility, and organizational skills.
  • Work according to ISO standards.
  • Show more

Investment analyst vs associate skills

Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%
Common associate skills
  • Customer Service, 16%
  • Sales Floor, 13%
  • Patients, 10%
  • Cleanliness, 8%
  • Windows, 4%
  • HR, 4%

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