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Investment associate vs treasury analyst

The differences between investment associates and treasury 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 treasury analyst. Additionally, an investment associate has an average salary of $127,205, which is higher than the $72,667 average annual salary of a treasury analyst.

The top three skills for an investment associate include powerpoint, customer service and client service. The most important skills for a treasury analyst are treasury, cash management, and ACH.

Investment associate vs treasury analyst overview

Investment AssociateTreasury Analyst
Yearly salary$127,205$72,667
Hourly rate$61.16$34.94
Growth rate9%9%
Number of jobs39,01250,817
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 treasury analyst do?

A treasury analyst is an individual who manages and analyses the financial activities of an organization that can include cash flows, liability obligations, and assets. Treasury analysts are required to execute the daily cash management of the organization such as cash forecasting, investing of excess cash, and running a hedging program in interest rates. They must present monthly reports and daily briefings on cash flows to senior management and provide advice on the financial operations of the movement of cash. Treasury analysts also update treasury policies and procedures for the organization to comply.

Investment associate vs treasury analyst salary

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

Investment AssociateTreasury Analyst
Average salary$127,205$72,667
Salary rangeBetween $72,000 And $222,000Between $52,000 And $100,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateCaliforniaCalifornia
Best paying companyBrookfield PropertiesGoogle
Best paying industryTechnologyAutomotive

Differences between investment associate and treasury analyst education

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

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

Investment associate vs treasury analyst demographics

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

Investment AssociateTreasury Analyst
Average age4040
Gender ratioMale, 60.2% Female, 39.8%Male, 51.1% Female, 48.9%
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 treasury 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

Treasury analyst example responsibilities.

  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Administrate treasury /liquidity analysis, foreign currency transactions, EFT and ACH activity.
  • Serve as key decision-maker in management of corporate treasury functions for this brokerage service provider.
  • Perform month-end processes- including SOX quarterly compliance testing, internal controls testing for external auditors.
  • Perform cash forecasting activities to model future financial liquidity perform financial analysis to determine cash position, and daily bank reconciliations.
  • Compile foreign exchange rates for Hyperion team.
  • Show more

Investment associate vs treasury analyst skills

Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%
Common treasury analyst skills
  • Treasury, 17%
  • Cash Management, 16%
  • ACH, 5%
  • Treasury Operations, 4%
  • Reconciliations, 4%
  • Cash Flow, 3%

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