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Investment analyst vs treasury analyst

The differences between investment analysts 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 analyst and a treasury analyst. Additionally, an investment analyst has an average salary of $79,056, which is higher than the $72,667 average annual salary of a treasury analyst.

The top three skills for an investment analyst include portfolio management, financial statements and strong analytical. The most important skills for a treasury analyst are treasury, cash management, and ACH.

Investment analyst vs treasury analyst overview

Investment AnalystTreasury Analyst
Yearly salary$79,056$72,667
Hourly rate$38.01$34.94
Growth rate9%9%
Number of jobs63,00350,817
Job satisfaction5-
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 76%
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 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 analyst vs treasury analyst salary

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

Investment AnalystTreasury Analyst
Average salary$79,056$72,667
Salary rangeBetween $44,000 And $140,000Between $52,000 And $100,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateNew YorkCalifornia
Best paying companyThe CitadelGoogle
Best paying industryTelecommunicationAutomotive

Differences between investment analyst and treasury analyst education

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

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

Investment analyst vs treasury analyst demographics

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

Investment AnalystTreasury Analyst
Average age4040
Gender ratioMale, 70.1% Female, 29.9%Male, 51.1% Female, 48.9%
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 treasury 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

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 analyst vs treasury analyst skills

Common investment analyst skills
  • Portfolio Management, 7%
  • Financial Statements, 6%
  • Strong Analytical, 6%
  • PowerPoint, 5%
  • Real Estate, 5%
  • Risk Management, 3%
Common treasury analyst skills
  • Treasury, 17%
  • Cash Management, 16%
  • ACH, 5%
  • Treasury Operations, 4%
  • Reconciliations, 4%
  • Cash Flow, 3%

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