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Investment associate vs data analyst

The differences between investment associates and data 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 data analyst. Additionally, an investment associate has an average salary of $127,205, which is higher than the $74,342 average annual salary of a data analyst.

The top three skills for an investment associate include powerpoint, customer service and client service. The most important skills for a data analyst are data analysis, python, and power bi.

Investment associate vs data analyst overview

Investment AssociateData Analyst
Yearly salary$127,205$74,342
Hourly rate$61.16$35.74
Growth rate9%11%
Number of jobs39,012167,520
Job satisfaction--
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 65%
Average age4044
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 data analyst do?

Data analysts are responsible for interpreting the company's statistics and providing sound recommendations to the organization. They manage the organization's data sets, usually related to market performance, finance, or human resources. They are in charge of studying the available data, spotting trends, interpreting what the data and the trends mean, and recommending suggestions that will help the organization perform better. Their recommendations should also be relevant and backed up with strong analyses. Data analysts are expected to have a good grasp of the current market trends in the industry.

Investment associate vs data analyst salary

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

Investment AssociateData Analyst
Average salary$127,205$74,342
Salary rangeBetween $72,000 And $222,000Between $53,000 And $103,000
Highest paying CitySan Francisco, CARichmond, CA
Highest paying stateCaliforniaNew Jersey
Best paying companyBrookfield PropertiesThe Citadel
Best paying industryTechnologyFinance

Differences between investment associate and data analyst education

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

Investment AssociateData Analyst
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 65%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaNorthwestern University

Investment associate vs data analyst demographics

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

Investment AssociateData Analyst
Average age4044
Gender ratioMale, 60.2% Female, 39.8%Male, 50.2% Female, 49.8%
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, 7.5% Unknown, 4.4% Hispanic or Latino, 8.5% Asian, 14.5% White, 64.9% American Indian and Alaska Native, 0.2%
LGBT Percentage7%12%

Differences between investment associate and data 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

Data analyst example responsibilities.

  • Manage patient s data in UNIX system.
  • Manage loan performance in Hyperion Financials using SQL and PL/SQL tools.
  • Manage and contribute to EDI processes ensuring HIPAA compliance and access to clearing house review on individual case status.
  • Develop Java application to automate reformatting of text files for an internal application.
  • Execute deterministic modeling and Monte Carlo simulations in MATLAB to achieve greater mathematical confidence in results obtain from analysis.
  • Manage weapon system project websites via SharePoint, including troubleshooting technical issues and developing guidelines for public/private information and user permissions.
  • Show more

Investment associate vs data analyst skills

Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%
Common data analyst skills
  • Data Analysis, 10%
  • Python, 7%
  • Power Bi, 6%
  • Data Management, 6%
  • Visualization, 5%
  • Data Quality, 4%

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