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Investment analyst vs equity analyst

The differences between investment analysts and equity 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 equity analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $79,056 average annual salary of an investment analyst.

The top three skills for an investment analyst include portfolio management, financial statements and strong analytical. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.

Investment analyst vs equity analyst overview

Investment AnalystEquity Analyst
Yearly salary$79,056$103,715
Hourly rate$38.01$49.86
Growth rate9%9%
Number of jobs63,00351,437
Job satisfaction5-
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 74%
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 equity analyst do?

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

Investment analyst vs equity analyst salary

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

Investment AnalystEquity Analyst
Average salary$79,056$103,715
Salary rangeBetween $44,000 And $140,000Between $68,000 And $157,000
Highest paying CitySan Francisco, CASanta Rosa, CA
Highest paying stateNew YorkCalifornia
Best paying companyThe CitadelThe Citadel
Best paying industryTelecommunicationFinance

Differences between investment analyst and equity analyst education

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

Investment AnalystEquity Analyst
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 74%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment analyst vs equity analyst demographics

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

Investment AnalystEquity Analyst
Average age4040
Gender ratioMale, 70.1% Female, 29.9%Male, 77.0% Female, 23.0%
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 equity 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.
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Equity analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
  • Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
  • Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
  • Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
  • Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
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Investment analyst vs equity analyst skills

Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%
Common equity analyst skills
  • Financial Models, 7%
  • Equities, 6%
  • Discounted Cash Flow, 6%
  • Securities, 5%
  • Portfolio Companies, 4%
  • Real Estate, 4%

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