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Investment analyst vs investment associate

The differences between investment analysts and investment associates 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 investment associate. Additionally, an investment associate has an average salary of $127,205, 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 investment associate are powerpoint, customer service, and client service.

Investment analyst vs investment associate overview

Investment AnalystInvestment Associate
Yearly salary$79,056$127,205
Hourly rate$38.01$61.16
Growth rate9%9%
Number of jobs63,00339,012
Job satisfaction5-
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 79%
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 investment associate do?

An investment associate's primary role is to review a company's financial data, recommend investment strategies, oversee the distribution of stocks, and calculate possible risks for business mergers. They also serve as a mediator during agreements between companies during takeovers, monitors stock inventory, sell stocks, and details all financial transactions. In the course of these responsibilities, an investment associate provides administrative support and timely response to client requests as needed, acting as an additional point of communication for clients.

Investment analyst vs investment associate salary

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

Investment AnalystInvestment Associate
Average salary$79,056$127,205
Salary rangeBetween $44,000 And $140,000Between $72,000 And $222,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateNew YorkCalifornia
Best paying companyThe CitadelBrookfield Properties
Best paying industryTelecommunicationTechnology

Differences between investment analyst and investment associate education

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

Investment AnalystInvestment Associate
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 79%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment analyst vs investment associate demographics

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

Investment AnalystInvestment Associate
Average age4040
Gender ratioMale, 70.1% Female, 29.9%Male, 60.2% Female, 39.8%
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 investment 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

Investment associate example responsibilities.

  • Deal analysis lead to bids on healthcare software and a commercial real estate firm.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Contribute to various components of operations of a venture capital firm with a focus on technology and healthcare sectors.
  • Perform analysis on asset allocation, security concentration, trade execution, and conflict securities.
  • Calculate the company's EBITDA base on the financial figures provide.
  • Engage in successful defense takeover tracking client s shares, DCF model and report directly to CEO.
  • Show more

Investment analyst vs investment associate skills

Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%
Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%

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