Post job

Investment banker vs investment associate

The differences between investment bankers and investment associates 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 banker and an investment associate. Additionally, an investment banker has an average salary of $162,715, which is higher than the $127,205 average annual salary of an investment associate.

The top three skills for an investment banker include financial services, discounted cash flow and capital markets. The most important skills for an investment associate are powerpoint, customer service, and client service.

Investment banker vs investment associate overview

Investment BankerInvestment Associate
Yearly salary$162,715$127,205
Hourly rate$78.23$61.16
Growth rate10%9%
Number of jobs28,46039,012
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 79%
Average age4340
Years of experience44

What does an investment banker do?

An investment banker is responsible for selling and issuing securities and financial assets to the stock markets to generate money and raise capital for organizations and financial institutions. Investment bankers also work with private clients to advise them of investment options and financial transactions according to the market's condition and clients' interests. They handle the clients' investment portfolios and create propositions for acquisitions and company mergers. An investment banker must have excellent knowledge of the financial and stock industry, as well as having excellent analytical skills to review statistical data and determine the best financial strategies.

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.

Investment banker vs investment associate salary

Investment bankers and investment associates have different pay scales, as shown below.

Investment BankerInvestment Associate
Average salary$162,715$127,205
Salary rangeBetween $95,000 And $276,000Between $72,000 And $222,000
Highest paying CityBoston, MASan Francisco, CA
Highest paying stateAlaskaCalifornia
Best paying companyCitiBrookfield Properties
Best paying industryReal EstateTechnology

Differences between investment banker and investment associate education

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

Investment BankerInvestment Associate
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 79%
Most common majorBusinessFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment banker vs investment associate demographics

Here are the differences between investment bankers' and investment associates' demographics:

Investment BankerInvestment Associate
Average age4340
Gender ratioMale, 76.2% Female, 23.8%Male, 60.2% Female, 39.8%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.5% Asian, 12.4% White, 66.2% American Indian and Alaska Native, 0.2%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 Percentage6%7%

Differences between investment banker and investment associate duties and responsibilities

Investment banker example responsibilities.

  • Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
  • Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
  • Attain NMLS identification number for mortgage origination.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
  • Show more

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

Investment banker vs investment associate skills

Common investment banker skills
  • Financial Services, 6%
  • Discounted Cash Flow, 6%
  • Capital Markets, 6%
  • Financial Statements, 6%
  • Client Relationships, 4%
  • Securities, 4%
Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%