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Investment associate vs finance analyst

The differences between investment associates and 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 finance analyst. Additionally, an investment associate has an average salary of $127,205, which is higher than the $69,887 average annual salary of a finance analyst.

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

Investment associate vs finance analyst overview

Investment AssociateFinance Analyst
Yearly salary$127,205$69,887
Hourly rate$61.16$33.60
Growth rate9%9%
Number of jobs39,012138,600
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 finance analyst do?

A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.

Investment associate vs finance analyst salary

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

Investment AssociateFinance Analyst
Average salary$127,205$69,887
Salary rangeBetween $72,000 And $222,000Between $46,000 And $104,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateCaliforniaConnecticut
Best paying companyBrookfield PropertiesThe Citadel
Best paying industryTechnologyFinance

Differences between investment associate and finance analyst education

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

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

Investment associate vs finance analyst demographics

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

Investment AssociateFinance Analyst
Average age4040
Gender ratioMale, 60.2% Female, 39.8%Male, 56.2% Female, 43.8%
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 associate and 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

Finance analyst example responsibilities.

  • Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
  • Manage the UAT team involve in the testing of an enterprise accounting and project management software.
  • Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
  • Manage contract database and SalesForce for historical research and financial reporting purposes.
  • Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
  • Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
  • Show more

Investment associate vs finance analyst skills

Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%
Common finance analyst skills
  • Financial Analysis, 9%
  • Financial Models, 5%
  • Financial Data, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Hyperion, 3%

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