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Investment associate vs finance management analyst

The differences between investment associates and finance management 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 management analyst. Additionally, an investment associate has an average salary of $127,205, which is higher than the $71,934 average annual salary of a finance management analyst.

The top three skills for an investment associate include powerpoint, customer service and client service. The most important skills for a finance management analyst are financial management, financial issues, and management reports.

Investment associate vs finance management analyst overview

Investment AssociateFinance Management Analyst
Yearly salary$127,205$71,934
Hourly rate$61.16$34.58
Growth rate9%11%
Number of jobs39,012184,284
Job satisfaction--
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 72%
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 finance management analyst do?

A finance management analyst specializes in performing extensive research and analysis to devise strategies that can help a company achieve its long-term financial goals. Their responsibilities typically revolve around having an in-depth understanding of the company and its services, gathering and reviewing its financial history and other portfolios, and determining investment opportunities to earn a significant profit. Furthermore, a finance management analyst must report their findings and present action plans, providing a comprehensive explanation to officials, all while adhering to the company's policies and regulations.

Investment associate vs finance management analyst salary

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

Investment AssociateFinance Management Analyst
Average salary$127,205$71,934
Salary rangeBetween $72,000 And $222,000Between $49,000 And $104,000
Highest paying CitySan Francisco, CAWashington, DC
Highest paying stateCaliforniaNew York
Best paying companyBrookfield PropertiesApple
Best paying industryTechnologyGovernment

Differences between investment associate and finance management analyst education

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

Investment AssociateFinance Management Analyst
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 72%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaNorthwestern University

Investment associate vs finance management analyst demographics

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

Investment AssociateFinance Management Analyst
Average age4044
Gender ratioMale, 60.2% Female, 39.8%Male, 54.2% Female, 45.8%
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, 7.6% Unknown, 4.5% Hispanic or Latino, 8.6% Asian, 14.3% White, 64.8% American Indian and Alaska Native, 0.2%
LGBT Percentage7%12%

Differences between investment associate and finance management 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 management analyst example responsibilities.

  • Investigate and manage accounting reconciliations or discrepancies, including auditing and verifying daily transactions with cash balances for correlations and accuracy.
  • Review DTS authorizations for every traveler belonging to AEC.
  • Communicate daily with the accounting department to derive amounts and invoice numbers for DOD and non DOD customers.
  • Serve as the primary GFEBS user for the LRC and act as the coordinator for training and access to GFEBS.
  • Calculate salaries in preparation to cost transfer in GFEBS to the correct cost centers/ WBS elements (cost collectors).
  • Maintain accounting practices for the ambulatory surgery center in QuickBooks.
  • Show more

Investment associate vs finance management analyst skills

Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%
Common finance management analyst skills
  • Financial Management, 13%
  • Financial Issues, 10%
  • Management Reports, 9%
  • Financial Policies, 9%
  • DOD, 9%
  • Budget Estimates, 8%

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