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The differences between investment associates 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 associate and an equity analyst. Additionally, an investment associate has an average salary of $127,205, which is higher than the $103,715 average annual salary of an equity analyst.
The top three skills for an investment associate include powerpoint, customer service and client service. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.
| Investment Associate | Equity Analyst | |
| Yearly salary | $127,205 | $103,715 |
| Hourly rate | $61.16 | $49.86 |
| Growth rate | 9% | 9% |
| Number of jobs | 39,012 | 51,437 |
| Job satisfaction | - | - |
| Most common degree | Bachelor's Degree, 79% | Bachelor's Degree, 74% |
| Average age | 40 | 40 |
| Years of experience | 4 | 4 |
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.
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 associates and equity analysts have different pay scales, as shown below.
| Investment Associate | Equity Analyst | |
| Average salary | $127,205 | $103,715 |
| Salary range | Between $72,000 And $222,000 | Between $68,000 And $157,000 |
| Highest paying City | San Francisco, CA | Santa Rosa, CA |
| Highest paying state | California | California |
| Best paying company | Brookfield Properties | The Citadel |
| Best paying industry | Technology | Finance |
There are a few differences between an investment associate and an equity analyst in terms of educational background:
| Investment Associate | Equity Analyst | |
| Most common degree | Bachelor's Degree, 79% | Bachelor's Degree, 74% |
| Most common major | Finance | Finance |
| Most common college | University of Pennsylvania | University of Pennsylvania |
Here are the differences between investment associates' and equity analysts' demographics:
| Investment Associate | Equity Analyst | |
| Average age | 40 | 40 |
| Gender ratio | Male, 60.2% Female, 39.8% | Male, 77.0% Female, 23.0% |
| Race ratio | 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% | 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 Percentage | 7% | 7% |