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Investment associate vs corporate finance analyst

The differences between investment associates and corporate finance 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 associate and a corporate finance analyst. Additionally, an investment associate has an average salary of $127,205, which is higher than the $76,023 average annual salary of a corporate finance analyst.

The top three skills for an investment associate include powerpoint, customer service and client service. The most important skills for a corporate finance analyst are financial analysis, strong analytical, and financial models.

Investment associate vs corporate finance analyst overview

Investment AssociateCorporate Finance Analyst
Yearly salary$127,205$76,023
Hourly rate$61.16$36.55
Growth rate9%9%
Number of jobs39,012114,375
Job satisfaction--
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 76%
Average age4040
Years of experience44

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.

What does a corporate finance analyst do?

Corporate finance analysts make significant business decisions based on the data they gather. Typically, corporate finance analysts work within an organization and support management decisions through actionable financial information. They monitor the taxes, expenses, financial statements, and other financial details of where the company sources its income. This position requires a formal qualification in accounting. It also necessitates the analyst to develop interpersonal skills, knowledge in information technology software, financial reporting skills, and experience in management.

Investment associate vs corporate finance analyst salary

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

Investment AssociateCorporate Finance Analyst
Average salary$127,205$76,023
Salary rangeBetween $72,000 And $222,000Between $52,000 And $109,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateCaliforniaMichigan
Best paying companyBrookfield PropertiesGoogle
Best paying industryTechnologyFinance

Differences between investment associate and corporate finance analyst education

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

Investment AssociateCorporate Finance Analyst
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 76%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment associate vs corporate finance analyst demographics

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

Investment AssociateCorporate Finance Analyst
Average age4040
Gender ratioMale, 60.2% Female, 39.8%Male, 63.5% Female, 36.5%
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 associate and corporate finance analyst duties and responsibilities

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

Corporate finance analyst example responsibilities.

  • Lead finance project team to create site-wide (Essbase) reporting system under extremely tight deadlines.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Record related journal entries and general ledger account reconciliations and functions using journal entry and account reconciliation software tools.
  • Provide technical expertise in process design and implementation of the new Hyperion general ledger system and associate reports.
  • Reconstruct, modify and maintain operating expense planning model in HYPERION.
  • Reduce errors and rework in daily operations via visual basic (VBA) macros and SQL manipulation.
  • Show more

Investment associate vs corporate finance analyst skills

Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%
Common corporate finance analyst skills
  • Financial Analysis, 8%
  • Strong Analytical, 7%
  • Financial Models, 7%
  • Hyperion, 4%
  • Balance Sheet, 4%
  • Due Diligence, 4%

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